- US Bank (Milwaukee, WI)
- …your career here. **Key Responsibilities:** + Prepare alternative investment taxable income calculations, including book-to- tax differences, dividend ... and regulatory environment, clients demand to be serviced by tax professionals who understand the industry, investments ...positions, as well as identify and mitigate risk. The Tax Analyst works as part of a… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... bring to JP Morgan's Wealth Management clients a diverse array of attractive alternative investment opportunities. The team looks broadly across private equity,… more
- US Bank (Milwaukee, WI)
- …+ Reconciliations: Assist with the review of alternative investment taxable income calculations, which may include book-to- tax differences, ... mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Senior Analyst works as part of a diverse team… more
- Wipfli LLP (Minneapolis, MN)
- …home, Wipfli offers a career-defining opportunity. Responsibilities Responsibilities + Support investment banking team on the execution of M&A transactions. + Assist ... + Minimum of 2-3 years of previous experience in investment banking. + SIE Exam, Series 79, and Series...LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code… more
- Neuberger Berman (New York, NY)
- …is to conduct operational due diligence reviews on both existing and prospective investments maintained with third party alternative fund managers (ie hedge, ... in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the...ODD review process of a roster of over 300 alternative fund managers and specialty lenders across various strategies… more
- JPMorgan Chase (New York, NY)
- …and risk management. + **Alternatives** : Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, ... to gain insights into business strategies before joining an investment products team. As a full-time Analyst ...analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for Summer Analyst /Interns to join our Middle Market Direct Lending platform for the summer of 2026! In this role, you'll gain ... diligence, credit underwriting, execution, and portfolio monitoring of private debt investments . Operating at the intersection of financial services and technology,… more
- CIBC (New York, NY)
- …Hedge Funds and Private Equity Funds. + You have expanded knowledge of alternative investments , security analysis and industry related expertise. + You possess ... over the Sponsored Funds key vendors + Process capital and pricing updates on alternative asset investments **Who You Are** + You have a bachelor's degree… more
- Lincoln Financial (Radnor, PA)
- …the life insurance industry + Deep understanding of fixed income instruments and alternative investments + Proven analytical skills with the ability to translate ... We're excited to bring on a Senior Credit Risk Analyst in the Investment Risk team, to...respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to… more
- Bank of America (Dallas, TX)
- …Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments .** **The Private Bank Investment Income team provides ... SS&CO Private Bank Settlement Support - Transaction Mgmt. Operations Analyst Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18… more
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