Investment Operations Lead: Funds & Private Markets
SWS Partners, LLC
SWS Partners, LLC, a dynamic investment management firm in Columbus, Ohio, is looking for a Manager, Investment Operations & Fund Administration. This role includes supporting the operational execution of various investment strategies and ensuring efficient administration of activities. The successful candidate will thrive in a fast-paced environment, focusing on creating structure and improving operational processes while coordinating with multiple stakeholders. This role offers an excellent opportunity to contribute to the firm's growth and establish scalable operational infrastructure. #J-18808-Ljbffr SWS Partners, LLC
- ...SWS Partners is a growing investment management firm focused on delivering... ..., consultant, and private wealth channels. The firm combines... ...a Manager, Investment Operations & Fund Administration to support the... ...management operations, private markets operations, financial...Private
- Position: Assistant Fund Controller Position Overview: The Assistant... ...of overseeing fund accounting operations across a growing private equity real estate investment platform, managing external co-... ...Work with the internal capital markets team to answer LP questions. Drive...Private
- Overview Alternative Investment Operations Service Team Manager-VP Join to apply... .... This includes hedge funds, private equity, real estate, exchange... ...In The Role Develop staff, lead projects and control... ...contact points in Client or Market organizations Responsible for...PrivateFull timeLocal area
- Rockbridge Capital is looking for an Assistant Fund Controller to oversee fund accounting operations across a growing private equity real estate investment platform. You will manage external co-source partners and support the onboarding of new funds and investment structures...Private
$160k - $220k
...Fully remote work Home office stipend Industry leading compensation Healthcare benefits Job Details If... ...experience 3+ years as Tax Manager Experience with Hedge Funds, Private Equity Funds, Real Estate Funds or other investments. CPA Jobot is an Equal Opportunity Employer. We...PrivateFull timeWork at officeRemote workHome office- ...Responsibilities Job Summary The Fund Manager will be responsible... ...Analyze cash needs of the investment funds and prepare required capital... ...review of equity payments to operating partnerships Quarterly... ...Columbus, Ohio, that works with private and public developers to create...PrivateWork experience placementWork at officeLocal area
- Senior Investment Advisor Provides exemplary client service as the client‑facing investment expert for Private Bank clients. Focused on growing AUM through business development activities... ...management philosophy and delivers market insights to clients, prospects, and...PrivateBank staff
$104.5k - $145k
...& Wealth Management Investment Product Operations Business Manager Columbus... ...directly to the Lead Business Manager for... ...tracking the status and funding of open headcount and... ...investment management and private banking solutions.... ...all types of market conditions while protecting...PrivateFull time- ...account opening experiences for Consumer Bank Marketing. We are seeking a strategic marketing professional to lead customer journey strategy from awareness and conversion... ...As the Becoming a Customer Business Analysis & Operations Lead in Consumer Bank Marketing, you will play...Shift work
- ...client service as the client facing investment expert for Private Bank clients. Primarily focused on growing... ...Third's view of the economy and markets to clients, prospects, and business partners... ...positive customer experience. While operating within the Bank's risk appetite,...PrivateBank staff
- Safelite is seeking a Marketing Operations Manager in Columbus, Ohio, to drive marketing performance by ensuring operational rigor and executional excellence. This role involves managing budgets, digital media trafficking, and cross-functional communications to support...
- ...Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management... ...to deliver economic and market views, investment strategy, manager/fund/security research and due... ...- Extensive knowledge of private banking products and...PrivateTemporary workWork experience placement
- The CFA Institute in Columbus, Ohio is seeking a Senior Investment Advisor to provide exemplary client service and manage investment portfolios. You will work closely with Private Bank clients to attract and retain investment assets while ensuring adherence to investment...Private
- WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio. In... ...objectives and provide tailored advice, leveraging your expertise in investment opportunities, retirement planning, and wealth management...Private
- ...simplify complexity for Private Bank clients by... ...provide wealth planning, investments, private banking, risk... ...customer experience. While operating within the Bank's risk... ...strategies and market dynamics. Accountable... ...delivered to client. Leads the 90-day client on-boarding...PrivateWork experience placementPrivate practiceWork at office
- A leading financial services firm in Columbus, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance. The role emphasizes building client relationships and engaging with the community. A successful candidate will have...Private
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...talented colleagues from other markets, businesses and functions to... ...You will use your knowledge of investments, financial planning, credit and... ...investments, including Hedge Funds, Private Equity and Real...PrivateTemporary workWork experience placementLocal area
- ...JPMorgan Asset Management provides investment management products and services... ...alternative asset classes such as private equity, real estate, and hedge funds. Global Funds Management oversees... ...strong retirement player aspiring to market leadership. Each day 10,000 Baby...PrivateWorldwide
- ...Private Banker We are actively looking for exceptionally... ...colleagues from other markets, businesses and... ...use your knowledge of investments, financial planning, credit... ..., including Hedge Funds, Private Equity and... ...Management delivers industry-leading investment management...PrivateTemporary workWork experience placementLocal area
- ...Wealth Management’s investment lifecycle. You’ll... ...products spanning mutual funds, ETFs, SMAs, hedge funds, private equity, real estate... ...passionate about markets, curious about... ...is your platform to lead. Step into a role where... ...Track record of operating across multiple priorities...Private
- Description Summary: The Private Bank Market Manager III is responsible for managing and directing all Private Banking sales and service activities... ...of experience in finance or private banking, wealth or investment experience State Life and Health Licenses required to be...PrivateWork at office
- ...The ideal candidate should have 3-5+ years in accounting, strong private equity accounting skills, and experience supervising staff. A... ...offers a dynamic work environment and opportunities for professional growth. #J-18808-Ljbffr Ultimus LeverPoint Private Fund SolutionsPrivate
- ...Asset Management provides investment management products and... ...asset classes such as private equity, real estate, and hedge funds. Global Funds Management... ...player aspiring to market leadership. Each day 10,... ...Management delivers industry-leading investment management...PrivateWorldwide
- ...goals by providing industry‑leading investment solutions. Our wide array of... ...investors to navigate dynamic markets. Our value‑added tools... ...solutions, marketing our mutual funds, ETFs, and separately managed... ...investment management and private banking solutions. Asset Management...Private
- ...platforms to fully support companies in their private to public journey without switching... ...Executive to expand our presence in the private markets across the United States. We are... ...assist in deal progression and closing. Lead prospect negotiations and align with JP...Private
- Private Bank Regional Director 2 page is loaded## Private Bank Regional Director 2remote... ...Description****Summary:**The Private Bank Market Manager III is responsible for managing... ...finance or private banking, wealth or investment experience* State Life and Health Licenses...PrivateWork at officeRemote workWork from homeFlexible hours
- U.S. Bank is looking for a Private Wealth Advisor passionate about helping clients achieve their financial goals. This role focuses... ...clients using a holistic approach to wealth and estate planning, investments, banking, and trust services. The ideal candidate will have...PrivateWork at office3 days per week
- ...Chief Marketing Officer (CMO) About the Company Prominent venture capital firm Industry Venture Capital & Private Equity Type Privately Held About the Role The Company is seeking a Chief... ...relationships with 4-5 portfolio companies, lead marketing strategy and campaign...Private
- ...Asset Management provides investment management products and... ...asset classes such as private equity, real estate, and hedge funds. Job Summary As an Internal... ...within the Chase Middle Market Banking team, you will... ...delivers industry-leading investment management and...PrivateWorldwide
- ...singular focus: to offer investment solutions designed to achieve... ...promote JPMorgan mutual funds Answer incoming phone... ...programs - i.e. Guide to the Markets, Guide to Retirement and... ...delivers industry-leading investment management and private banking solutions. Asset...Private
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