UHNW After-Tax Alpha Portfolio Strategist
Permanent Capital Partners
Permanent Capital Partners in Chicago is seeking a Portfolio Strategist to enhance client experience by developing tax-efficient portfolio strategies. The role requires strong investment construction skills and exceptional client relationship management. The ideal candidate will have extensive experience in family office settings, a strong grasp of after-tax portfolio management, and proficiency in communicating complex investment concepts. A commitment to building trusted relationships with clients is essential. #J-18808-Ljbffr Permanent Capital Partners
- The Portfolio Strategist is a critical and highly visible role within the firm... ...strategies that are tax-efficient, structurally sound... ...entity portfolio architecture, after-tax alpha generation, and complex planning... ...that in a multi-entity UHNW context, tax efficiency is not...TaxPermanent employmentTemporary workWork at officeFlexible hours
$35 - $42 per hour
...education • Certifications, languages, skills, portfolio, writing samples • References and... ...) • Background check results (only after applicable notice/authorization) We do not... ...Legal Obligation: to comply with employment, tax, immigration, and equal opportunity laws...TaxHourly payContract workPart timeCasual workWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours$70k - $80k
...Senior Brand Strategist Chicago, Illinois, United States About Flywheel Flywheel's... ...during this call. Every role is different after the initial call, but you can expect to meet... ...information such as bank account data or tax IDs nor payments via social media or chat...TaxWork at officeLocal areaImmediate startFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth... ...worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily supports... ...for external Wealth Strategists for tax and estate planning, business succession...TaxTemporary workFlexible hours- ...and improve rigor across complex transactions. Job summary The Tax Oriented Investments team is seeking a highly analytical,... ...intelligence, deal sourcing insights, and scenario analysis Deliver portfolio, pipeline, and performance reporting that supports investment decision...Tax
$157.2k
...approach that integrates wealth management, tax planning, and family office services,... ...and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex... ...integrated solutions for ultra‑high net worth (UHNW) individuals, multigenerational families...TaxWork at office- ...construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the...Tax
$225k - $300k
...Head Of Derivatives, Portfolio Manager Harbor Capital Advisors is hiring a Head of Derivatives... ...contributing to cross-asset trade ideas, alpha initiatives and product design alongside... ...banks and working with them to design tax efficient implementation strategies...TaxWork at office$90k - $130k
A leading ETF investment technology platform is seeking an ETF Portfolio Manager to implement and manage ETF portfolios. The ideal candidate will have strong trading experience in equities and options, particularly with institutional trading platforms like Bloomberg. Responsibilities...$150k - $200k
Investment Management Sales (UHNW & Family Office) Chicago or New York (hybrid/remote considered... ...investment proposals that address tax efficiency, legacy positions, restricted... ...and return objectives Work closely with portfolio specialists, investment consultants, operations...TaxWork at officeRemote work$100k - $175k
...Join to apply for the Sr Tax Strategist role at Baird1 week ago Be among the first 25 applicantsJoin to apply for the Sr Tax Strategist role at BairdDirect message the job poster from BairdUnder limited supervision and on own initiative, provide tax planning expertise...TaxWork at officeLocal areaRemote workFlexible hours$95k - $120k
...Information Governance Strategist Vedder is seeking an Information Governance Strategist to sit in our Chicago, New York, or San Francisco... ...policies. Additional Perks: Employee discount program, pre-tax commuter benefits, back up child & elder care, Employee...TaxWork at officeLocal areaFlexible hours- A leading tax consulting firm is seeking an International Tax Specialist to address complex international tax concerns. The role involves solving challenging tax problems, leading client relationships, and providing tax planning and compliance services. Candidates must...Tax
$74.55k - $147k
A leading financial advisory firm is seeking a Tax Experienced Senior in Transfer Pricing, based in Chicago. This role requires over three years' experience in transfer pricing and the ability to manage teams. Key responsibilities include conducting transfer pricing studies...Tax- ...events and experiences + free Candlelight voucher. ~ Flexible remuneration with Cobee: meals, transport, training, and nursery support (tax-exempt). ~ Payflow: option to access part of your salary in advance. ~ Taxdown: help optimizing and filing your taxes. ~...TaxWork at officeLocal areaWork from homeHome officeFlexible hours
$125k - $150k
Invenergy is seeking a Senior Advisor, Property Tax to join its tax team in downtown Chicago. This role involves leading property tax planning and compliance initiatives while collaborating with a dynamic team of professionals in the renewable energy sector. Qualified candidates...Tax$80k - $100k
Serrala Group GmbH is seeking a Senior Tax Accountant in Chicago or remote. The role involves ensuring compliance with federal, state, and local tax regulations, managing U.S. and Canadian tax returns, and conducting tax research. The ideal candidate will have a bachelor...TaxRemote jobLocal area$70.9k - $106.3k
...solutions to solve complex problems. Our multidisciplinary teams of strategists, designers, and technologists excel in research and discovery,... ..., Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (...TaxPermanent employmentFull timeTemporary workWork experience placementWork at officeRemote work- ...and their team can actually operate. The Role As a Deployment Strategist you take a family from the day they sign to the day Riviera is... ...demanding clients and owned the outcome. You understand investments, tax, trust and estate, and accounting at a high level. You have...TaxWork at office
$130k - $160k
A global advisory firm located in Chicago seeks a Client Portfolio Specialist to enhance the investor experience for their Specialist Portfolio Solutions clients. You'll lead client relationships and collaborate with the consulting team to manage client needs effectively...Temporary work$155k - $225k
...Portfolio Governance & Project Delivery Manager Cooley is seeking a Portfolio Governance... ...and experience : Required: ~ After orientation at Cooley LLP, exhibit proficiency... ...care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D,...TaxFull timeTemporary workWork at officeImmediate startRemote workWork from homeWorldwideFlexible hoursWeekend work$150k - $200k
...Experienced Quantitative Strategist Austin OR Chicago OR Miami OR New York OR Old Greenwich... ...high-quality predictive signals (alphas) through our proprietary research platform... ...limited to the following) Support Portfolio Managers with alpha research, modelling,...Casual workFlexible hours$66.12k - $91.35k
...re looking for a creative, out-of-the-box strategist prized to break the internet and trades.... ...and understand Millennial, Gen-Z and Gen Alpha culture. Have a skillset for and are interested... ...for participation in our 401(k) plan after eligibility criteria have been met. For...Temporary workFreelanceFlexible hoursShift work$66.12k - $91.35k
...Social Strategist Company description Present in over 100 countries and employing nearly... ...experience in social strategy, with a strong portfolio demonstrating strategic thinking,... ...qualify for participation in our 401(k) plan after eligibility criteria have been met. For...Temporary workFreelanceFlexible hours- ...secondary plan to pave the way for their success in life after high school. OCCS consists of the following departments:... ...Reporting to the Data Manager, OCCS, the OCCS Data Strategist will support a portfolio of OCCS departments in the planning and implementation of...Part timeWork at officeFlexible hours
- RSM US LLP, located in Chicago, is seeking an experienced Tax Partner to join our Ultra High Net Worth (UHNW) team. This role involves providing comprehensive tax planning, compliance, and consulting services to a diverse array of high-net-worth clients, particularly in...Tax
- ...aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning....TaxWork at office
- ...Analyst to support its ETF management efforts in Chicago, IL. The role entails collaborating with Portfolio Managers to implement passive investment strategies while ensuring tax efficiency and minimizing tracking error. Responsibilities include trade execution,...Tax
$106k - $135k
RWE AG is looking for a Senior Associate in Portfolio Controlling based in Chicago, Illinois. In this role, you will manage reporting deliverables... ...to external financing partners and ensure compliance with tax equity agreements. You should have at least 4 years of relevant...TaxWork at office- JLL is seeking a Pricing Analyst to manage pricing solutions for Transactions Management. The role involves collaborating with key stakeholders and performing data analysis to support pricing strategies. Ideal candidates will have 3+ years of real estate experience and ...Work at office
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