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They will have a demonstrated track record in operationalizing liquidity management and possess experience working in an alternative investment management setting, within the financial services industry.
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Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
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Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Senior Internal Auditor - Hedge Fund/Alternative Investment.
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This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.
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Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
$225,000 - $265,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. Attend and participate in LPL Financial meetings, virtual and face to face, as scheduled.
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Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) Comprehensive industry and investment management knowledge.
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Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies. Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional.
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Qualifications:At least 7 years of experience in global capital markets or investment management firms, with a focus on Treasury Operations, Cash Management, and/or Accounting. Manage portfolio-level credit facility data, servicing, cash flow management, and reconciliations, including automated borrowing base modeling, testing, calculation, and maintenanceLiquidity Planning and Stakeholder Engagement:Prepare liquidity forecasts for Accounting and Financial Planning and Analysis Teams, managing all inputs and reconciliations (e.g., starting cash balances, asset borrowings/repayments, capital activity, deployment pipeline, and trade settlements.
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Minimum of three to five years of relevant work experience in financial services or investment operations. The operations team will work in partnership with the investment team to develop accounting and financial processes, procedures, protocols and controls to ensure the effective and efficient operation of the investment function.
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Founded in 1987 and located in Pasadena, CA, the Foundation also offers estate planning, charitable trust administration, donor-advised funds, endowment management, and investment management services for Fuller’s supporters.
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Description The Director will work closely with firm leadership to manage the Enhanced Care Management (ECM) and Community Health Worker (CHW) and related services. Our clients are leaders in adding value for consumers through innovations in population health management, talent development and alignment of financial incentives.
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Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin. Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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10+ years of relevant experience, which may include financial reporting, accounting research, international taxation, financial analysis, financial modeling, business development, mergers & acquisitions, corporate governance, internal controls, financing & cash management, and consulting.
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Thriving global investment management firm in Los Angeles is seeking an experienced Vice President of Treasury to join the Global Treasury Operations team within Investment Operations.
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financial services investment management jobs Title: financial services representative in Los Angeles, CA
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