Private Investment Operations & Reporting Specialist
Hightower Advisors
Presidio Wealth Partners, an advisory practice of Hightower, seeks a Private Investment Specialist in Houston to enhance reporting and operational functions of the Private Investment department. You will work closely with managers to streamline processes and deliver accurate reporting for high-net-worth clients. The role requires 5+ years of industry experience, strong organizational skills, and proficiency with Microsoft Office. Office-based role in Houston, TX five days a week. #J-18808-Ljbffr Hightower Advisors
- ...Description Position Summary Reporting directly to the Head of... ..., and day-to-day HR operations. The ideal candidate is highly... ...startups, venture capital, private equity, or high-growth organizations... ...part of a rapidly growing investment platform focused on...PrivateH1bLocal area
- The Private Investment Specialist role at the Houston office of Presidio Wealth Partners, an advisory practice of Hightower, reports to the Private Investment Operations Manager and collaborates with the Director of Private Investments to enhance reporting and operations...PrivateWork at office
- ...advisory practice of Hightower, provides investment management and advisory services... .... Hightower's capital solutions, operational support services, size and scale... ...a week - Houston, TXThe Role The Private Investment Specialist will report to the Private Investment...PrivatePermanent employmentFull timeWork at officeLocal area
- ...Treasury and Investor Reporting DirectorFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients' private funds...PrivateWork at officeLocal areaRemote work
$161.93k - $269.88k
...Assurance--> Technical Accounting & Reporting. We are seeking... ...you will oversee day-to-day operations of IPO, SPAC, and other CMT... ...advisor to newly public and private clients to assist with accounting... ...enhancing the trust of the investing public and capital markets....SuggestedWork at officeLocal areaRemote workVisa sponsorship- ...currently partnered with a leading alternative investment manager who is looking to bring on an Investor Reporting & Operations individual to support the firm's investor... ...Accounting, Finance, or a related field. Exposure to private equity, private credit, alternative...Private
- DescriptionSummary: As an integral part of the Huntington Private Client Group, the PCG Loan Portfolio Manager - Senior develops and maintains... ...due loans, changes in borrower's financial condition, and loan reporting. Administers portfolio in compliance with Credit Policy...PrivateFull timeWork at officeRemote workWork from homeFlexible hours
$200k
...StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic... ...business practices, and escalating, managing and reporting control issues with transparency.Qualifications...PrivateFull timeLocal area$134.5k - $265.1k
...divestitures, minority investments, recapitalizations,... ...interact closely with private equity investors,... ...historical and projected operating trends, quality of... ...including financial reporting accuracy, internal control... ...-functional Deloitte specialists and teamsManage...PrivateLocal area$200k
...Job Summary Private Bankers at Citi develop and... ...core product areas: investment management, capital markets... ...Orchestrate specialist resources to develop... ...internal policies, and reporting control issues transparently... ...with sales, service, operations, compliance, and...PrivateFull time$200k
...Overview Private Bankers at Citi develop and deepen... ...core product areas: investment management, capital... ...appropriate specialist resources to develop... ...escalating, managing and reporting control issues with transparency... ...sales, service, operations, compliance, and...PrivateFull time$56k - $62k
...Position Summary The Administrative Operations Specialist II provides overall administrative... ...collecting data and producing periodic reports, data entry, coordinating events, arranging... ...highly ranked for best quality of life and best value among private universities....PrivateFull timeTemporary workWork at officeFlexible hours- Kelly is seeking a Digital Reporter Analyst to join our team in Houston, TX. This hybrid, temp-to-hire role focuses on organized, detail-oriented administrative work, ensuring deadlines are met and transcripts are handled accurately. You’ll manage time-sensitive tasks,...Remote jobTemporary work
$46k - $47.5k
...Administrative Operations Specialist The Student Disability Resource Center (SDRC) is a small... ...generating demographic and appointment data reports, and completing special administrative... ...students with disabilities in a private and inclusive environment. A successful...PrivateFull timeCasual workWork at officeMonday to Friday- ...Tax Senior Manager to join the Private Client Services (PCS)... ...funds, private equity, and other investment-related individuals. Possess... ...services. Hold self and direct reports responsible for achieving... ...and long-term financial goals. Operating within a culture where we hold...PrivateTemporary workPrivate practiceWork at officeLocal area
- ...agencies, municipalities, utilities, research organizations, and private companies across various industries, including technology,... ...startup adjustments and facility tuningLeads preparation of Standard Operating Procedures and comparable documentationPrepares operator...PrivateFlexible hours
- ...with highly experienced bankers who truly invest in people's success - today and tomorrow.... ..., mortgages, securities-based lending, private aircraft lending and exclusive deposit products... ...in the use of software tools for reports, audits, analysis and presentations Ability...PrivateInterim roleLocal areaImmediate startDay shift
- Tax Manager - Investment Funds / Private Equity Position Summary: RSM US LLP is looking for a Tax Manager to join our expanding Investment Funds practice. This role provides an opportunity to join a high-performing, high-growth team while working with complex clients in...PrivateLocal area
- BNY is hiring a Senior Specialist for Client Operations in Houston, TX, to deliver accurate CLO reporting and manage compliance models. The ideal candidate has a Bachelor’s degree and 3-5 years of experience in quantitative finance or technology. The role includes liaising...
$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important... ...focuses on our clients’ strategic, operational, financial and capital needs by... ...Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies...PrivateFull time$80k - $120k
Manager - Private Equity Fund Accounting Join to apply for the Manager... ...in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global... ...us different is our people. Operating as trusted partners to our...PrivateFull timeLocal areaWorldwide- J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families. You will cultivate relationships and guide clients through market dynamics...Private
- Goldman Sachs Bank AG is seeking a Private Wealth Advisor for its Houston location. This role emphasizes building client relationships... ...resources to provide comprehensive advice and exclusive investment opportunities. The position promotes a culture of diversity, innovation...Private
- ...Works in partnership with Specialists (Financial Advisors,... ...180 days of hire Operate within established risk... ...conviction history, credit report, information available... ..., auto financing, investment advice, small business... ...I - Business Banking Private Client Banker-Tanglewood...PrivateFull timeImmediate startAfternoon shift
- ...Operations Coordinator The Operations Coordinator's primary function is providing administrative... ...shared calendars, division meetings, reports, and information dissemination.... ...and ecosystems, as well as attend special private and public events and entertainment. Our...PrivatePermanent employmentFull timeTemporary workWork at officeLocal areaFlexible hours
$160k - $200k
...20-30% bonusThis well-known investment bank that specializes in M&A... ...(rolling and point in time) reporting, and peer analysis. -Developing... ...across the Public Markets, Private Wealth, Private Markets and... ...financial projections, and operating forecast. -Implement a business...Private- Investment Banking Analyst | Energy, Power & E&P | Houston Spectrum Search Group is partnered with a fast-growing Top 10 Investment Bank... ...flow. Direct exposure to senior bankers, executives, and private equity clients. Lean team structure with meaningful responsibility...Private
$200k
...the following job description:Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising,...PrivateFull timePart timeBank staffShift workDay shift$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy... ...opportunitiesEvaluate portfolio company operations to identify key business issues and... ...helping shape deal strategy, validate the investment thesis, and improve odds of value...PrivateOdd jobWork experience placementLocal area- ...Based Services Business SEARCH MANDATE Our private equity client is seeking a Chief... ...-5 years Deal Structure: Control buyout INVESTMENT THESIS Transform the business and scale... ...backed by an experienced independent sponsor operating within the broader private equity ecosystem...PrivateFlexible hours
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