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Provides management and guidance through effective communication related to carrying out trust administration activities. Knowledge of applicable probate and trust laws and investment regulations.
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The Company is a privately held real estate investment firm focusing on the acquisition, asset management and redevelopment of multifamily housing. The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVD’s affordable portfolio consisting of both Section 8 and LIHTC properties.
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Certified as an Investment Adviser Representative (Series 65, Series 7 + 66) Excitement for the Fintech industry. To Apply for this Job Click Here Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Principal Wealth Manager for thier growing team.
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As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry sector.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our Core Values: Client Focus, Owning the Outcome, Adaptable, CaringKeywords: PMP, PMBOK, Hybris, Magento, Mirakl, Oracle, Shopify, Scope management, Jira, e-commerce, remote workMcFadyen’s goal is to ensure that our clients are able to maximize the return on their technology investment by providing better service to their clients, partners and internal teams.
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Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. o More than $220 billion assets under management. LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated.
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Founded in 1869, we are a leading global investment banking, securities and investment management firm. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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Join a dynamic and innovative Insurtech company at the forefront of revolutionizing wealth management and retirement planning solutions. Develop and implement strategic legal and compliance initiatives to ensure adherence to broker-dealer and registered investment advisor laws and regulations.
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The Manager of Finance and Planning, reporting directly to the Senior Director of Financial Planning and Analysis (FP&A), will be a key business partner to the senior management team. The Manager of Finance and Planning will be responsible for oversight development and maintenance of financial statement analysis, the long-range financial plan, the annual budget, the monthly forecast, and management reporting.
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3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) LP-led secondary transaction mandates include portfolio, single fund and co-investment secondary sale advisory, buy-side advisory, fund valuation and analytics and fund- and portfolio-level financing.
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Has demonstrated experience in corporate development, investment banking, private equity, or management consulting, with a proven track record of executing M&A transactions. Proactively identify and evaluate potential acquisition targets, strategic partnerships, and investment opportunities.
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Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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As part of the Portfolio Management Group (PMG), you will be responsible for market expertise to acquire maximum return on investment and efficiencies, meet business requirements, and produce economic success in line with overall company goals.
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investment management jobs in Dallas, Castle-rock, Colorado
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