- Neuberger Berman (Philadelphia, PA)
- …sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Philadelphia. This ... The Advisor Consultant is responsible for creating new relationships and...and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs + Develop… more
- Xcel Energy (Minneapolis, MN)
- …and creative thinking to the process of gathering facts, evaluating alternative positions, and determining strategies. + Property and Sales/Use Tax Strategy ... with a Master's Degree or certification such as CPA, CMA, CFA, etc or investment banking or public accounting background may be granted years of experience to reach… more
- Affinius Capital (Dallas, TX)
- …in fund accounting and investor reporting, preferably within Fund of Funds or alternative investment structures. + Real estate private equity experience strongly ... + **Investor Trust:** Deliver quarterly/annual reporting packages and ad-hoc investor/ consultant requests with rigor and consistency. + **Control & Assurance:**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the ... knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited...on the complex strategies and products offered on the Alternative Investments platform. * Represent the company… more
- Deloitte (Atlanta, GA)
- Senior Consultant , Industry Solutions, Investment Management, SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving ... the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including … more
- T. Rowe Price (Baltimore, MD)
- …-driven mandates. + Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and … more
- Deloitte (Philadelphia, PA)
- …role in client transformation projects involving private credit, direct lending, and alternative investments . Operational Consulting & Client Delivery: + Lead ... Enterprise Operations & Risk - Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an… more
- JPMorgan Chase (Chicago, IL)
- … investment and product knowledge, including unified managed accounts (UMA), alternative investments and dollar-cost averaging + Exceptional presentation and ... coach advisors on these practice management behaviors. As the Practice Management Consultant (PMC) for the Select Advisor Group you are responsible for supporting… more
- Vanguard (Malvern, PA)
- …market and product knowledge to discuss the advantages and disadvantages of alternative investments available to high net worth investors. Identifies the ... We have an exciting opportunity for a Financial Consultant who will manage a sales Book of...interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with… more
- Deloitte (Philadelphia, PA)
- …experience with GAAP / statutory reporting / fair value reporting in the alternative investments industry (private equity, hedge fund, REIT structures, real ... private equity, hedge funds, fund of funds, real estate investment trusts and real assets including real estate, renewables,...+ Active CPA License + Audit experience in the alternative investments industry is a plus +… more
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