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Having detailed understanding of Yardi Voyager and ancillary modules including investment management; Member Appraisal Institute (MAI), or completion of all requirements for CCIM designation; Project Management Professional (PMP), Leadership in Engineering and Environmental Design (LEED), or Professional Engineer (P.E.) license.
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In this capacity, the CREO will manage all aspects of the organization's housing construction and land development, real estate, material handling, project based public funding, on-site volunteer construction coordination, management of strategic partnership and investment opportunities for expanded affordable housing and neighborhood revitalization.
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Minimum 4 years of experience in fund accounting, investment management, external audit, or another private equity-adjacent role from a reputed organization. 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial service field.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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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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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
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3+ years experience in compliance, third-party risk management, or operational due diligence in the investment management industry. Preparing reports for GSFR's Investment Management, Allocation and Risk Committee (IMARC), and GSIS' Institutional Portfolio Committee (IPC.
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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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PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Founded in 1869, we are a leading global investment banking, securities and investment management firm.
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Assist with asset liability management (ALM) of the investment portfolio and coordinate with the finance team to prepare various ALCO reports. Responsible for gathering and analyzing complex financial information related to the investment portfolio, evaluating accounting implications, and formulating recommendations for senior management based on findings.
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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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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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The Facility Case Management Director has the overall responsibility for managing and coordinating department activities. This position is a subject matter expert in case management that requires solid leadership, trust building, team building, as well as change management skills to ensure success of the department and case management initiatives.
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Knowledge of clean energy project finance methods such as PACE, energy-as-a-service, power purchase agreements, solar tax equity, etc., and/or private equity, investment, and/or finance sectors is a plus.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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investment management jobs Title: account executive in Dallas, Castle-rock, Colorado
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