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The AIMS Platform Management team is broadly responsible for portfolio implementation and trading, liquidity risk management, designing equity and currency hedging programs, portfolio construction and monitoring, external manager on-boarding and oversight, private market deal closing, valuation models for level 3 assets, overseeing the business control framework as well as a number of important strategic initiatives.
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Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
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The Alternative Investment team at Franklin Templeton is responsible for the distribution of alternative investments offerings specifically to the wealth management channel. The offerings are made up of funds primarily from the private equity, private credit, private real estate and hedge fund sectors.
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Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. In addition, you will need strong project management skills with the ability to handle multiple tasks simultaneously, self-direction, a strong sense of ownership, and excellent written and verbal communication skills.
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The Wealth Management (WM) Credit Risk team is seeking a Lead Credit Officer - Vice President to manage credit exposure for WM clients, with a primary focus on credit risk management for International Private Bank clients covered by the WM Latin America & Global Families Group businesses.
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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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The Civic Designer will play a central role in deploying design-based innovation approaches to support City Halls and communities around the country to build prosperous futures through climate action and advancing racial wealth equity.
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Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $7 billion in client assets as a fee-only fiduciary.
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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Alterdomus.com Fund Accountant (Private Equity) Alter Domus is currently seeking a new Fund Accountant to join our Private Equity Fund Administration team! We’re specialists who use the most innovative technologies to create unparalleled solutions for the private equity, real assets and debt capital markets sectors.
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Working knowledge of funding and liquidity risk, collateral management, asset and liability management, intraday liquidity and cash management, funds transfer pricing, and interest rate risk.
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YOUR PROFILE: - High-performing accounting graduate; - Strong verbal and written communication skills; - CPA, or intention to obtain CPA, preferred; - Ability to prioritize tasks, work on multiple assignments, and manage ambiguity; - Ability to work both independently and as part of a team with professionals at all levels; - Proficiency in Microsoft Excel; and - Background in private equity or public financial services a plus.
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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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Alter Domus is currently seeking a new Fund Accountant to join our Private Equity Fund Administration team! Fund Accountant (Private Equity) Background in private equity or public financial services a plus.
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private equity wealth management jobs Company: Carlyle Group Inc
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