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Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services.
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The Senior Analyst - Investment Operations - Private Equity, Real Estate, Hedge Funds is responsible for providing middle office and back-office support for private equity and real estate holdings and other externally managed fund investments, including investment and portfolio level accounting and operational support, oversight of third-party service providers, and serving as an escalation point for data stewardship.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
$225,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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About Us: Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital), portfolio companies, and growing businesses across various industries.
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This must be executed as a short-term, accelerated sprint, leveraging the candidate's existing network and relationships within the institutional investor (private equity & venture capital) industry.
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The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
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We’re specialists who use the most innovative technologies to create unparalleled solutions for the private equity, real assets and debt capital markets sectors. Private Equity Fund Accounting or Auditing experience preferred.
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Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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The Alternative Investments & Manager Selection (AIMS) Group provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies.
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Alter Domus is currently seeking a new Assistant Fund Manager to join our Private Equity team! Assistant Fund Manager (Private Equity) This is where standout talent advances what's possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services.
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Role Overview: Our growing boutique consulting firm, Synergy Management Group, is seeking a highly experienced recruiter to rapidly source candidates for the Managing Director position. 1 Month Evaluation: The Managing Director will be expected to successfully close a $50K+ consulting engagement with a new client within the first 30 days of joining Synergy Management Group.
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The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
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private equity wealth management investment jobs Title: senior analyst
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