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...clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity,... ...are adding to our staff and are looking for a SMA Investment Operations Analyst/Associate who is bright, articulate, and has a sense...
Operations
Apprenticeship
Flexible hours
1 day per week
...audit points
4. Security Analysis
* Prepare and review the investment security analysis.
* Coordinate with the Financial Reporting... ...and plan for investors.
* Set up and attend meetings with operations group to identify key issues, increase knowledge of fund operations...
Operations
Work experience placement
Local area
Overview:
INVST OPERATIONS SECURITIES SPECIALIST
WHAT IS THE OPPORTUNITY?
The Securities Specialist will support responsibilities... ...assigned to the Wealth Management Operations team.
Banking and Investment Services Division
Banking and Investment Services plays an...
Operations
Hourly pay
Full time
Job Summary:As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients.Job Duties:As a Tax Manager in...
Suggested
...a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firmKPMG is currently seeking a Manager...
Suggested
Holiday work
Local area
...Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being...
Operations
Full time
Work from home
Flexible hours
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...Job Description
Job Description Title: Investment Analytics – UI Engineer
Your Role:
We are looking for a UI/UX Designer... ...growth strategy requires a highly scalable and robust global operating platform for effective and efficient investment research, low...
Suggested
Work experience placement
Flexible hours
...billion in assets under management as of December 31, 2023, we invest across three multi-strategy platforms: Credit, GP Strategic Capital... ...is seeking a Vice President or Senior Associate in Investment Operations, with a focus on credit facility reporting and monitoring of...
Operations
Permanent employment
The Role:
A senior compliance associate is responsible for ensuring that investment portfolios and funds are managed in accordance with applicable investment guidelines, regulations, and restrictions. The role will also address conflicts, review and update policies...
Suggested
Local area
...client, a successful financial technology and services company, currently seeks a highly skilled and motivated candidate to become an Investment Manager in their central NJ office. In this position you will manage relationships and act as a product manager for the...
Suggested
Full time
...delivering accurate and insightful analytics to support effective operational processes and decision-making that drive business growth and... ...semi-annual sales performance reviews for Market Development investments and new store performance on a semi-annual basis
Provide...
Suggested
Local area
...contract to full-time basis. The Senior Accountant will primarily be involved with managing cash flow analysis and reporting for their operations and fundraising areas, including cash flow review, variance analysis, and ensuring accounts are properly funded. The ideal Senior...
Operations
Full time
Contract work
...Head of Manager Selection and working closely with the Chief Investment Officer and other team members, the Investment Manager is responsible... ...to optimize investment returns.
Assist the Risk and Operations team in the underlying operating protocols and procedures that...
Operations
Full time
...Control Management Group is responsible for setting standards and providing the tools and infrastructure that ensures Corporate and Investment Bank has a seamless front to back control environment deployed in mitigating the Business' inhe Associate, Investment, Manager,...
Suggested
...Investment Associate
People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual...
Immediate start
...and deploy process improvements leading to efficiency gains and/or operational risk reduction. Create, manage and Interpret end user requirements and work to meet those needs by Business Analyst, Business, Vice President, Investment, Assistant, President, Technology...
Overview Princo is widely recognized as an innovative leader in the investment management industry. We manage the University's $34 billion... ...’s Berkshire Hathaway over the past 20 years.
The Operations Team at Princeton University Investment Company is responsible...
Operations
Flexible hours
...The Investment Accounting Supervisor is an integral member of the Finance organization that is primarily responsible for (1) monitoring... ...efficiently and accurately.
Monitors and tracks all daily accounting operations and monthly financial closes for the domestic and...
Operations
Full time
Work experience placement
Local area
Flexible hours
...HMH Hospitals Corporation seeks an Investment Associate, Private for its Edison, NJ location.
Duties: Responsible for bottom-up investment manager sourcing, diligencing, and monitoring efforts to deliver enhanced investment performance and drive alpha opportunities...
Full time
Remote job
2 days per week
