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This role will lead the investment due diligence process from start to finish on hedge funds, private credit, private equity, private real estate, and other alternative investment offerings. The Senior Analyst, Due Diligence for Alternative Investments is part of the Product and Platform Solutions department within Wealth Management Solutions.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Support evaluation of current programs and develop analytic models to evaluate value at risk, hedge effectiveness, and alternative hedging strategies. This is a critical role reporting directly to the Treasurer and will be responsible for capital and market risk management, liquidity management, and treasury reporting.
RemoteExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies.
Full-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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5+ years relevant experience working with an Investment Manager, Hedge Fund, or Audit Firm. In addition, the accountant is responsible for effectively working with Client Service, Institutional Onboarding, Compliance and Legal departments to ensure the accuracy and timeliness of all reporting, inclusive of required regulatory compliance, SEC and NFA filings, financial reporting, and investor reporting.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts. Thorough knowledge of trust administration, mutual fund products, and sales.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Worked as senior fund accountant on the fund administration side, built relationships with Private Equity & Hedge Funds clients. Seeking Titles: Analyst, Associate, Investment accountant, accounting manager, controller, wealth management advisor, investment analyst.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Prepare presentations on alternative investments detailing investment managers and strategies to present to internal business partners and investment committees. Engage in regular dialogue with current investment managers to monitor existing alternative investments and make recommendations where appropriate.
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Research and draft technical memoranda regarding income, franchise, and sales and use tax questions. KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The candidate will provide legal counsel on all aspects of the Core and Custom Lending business of WIM's Banking, Lending, & Trust Center of Excellence, with a focus on securities based lending, investor real estate, and specialized finance including private equity and hedge fund lending and law firm and partner capital lending.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
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As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients.
$130,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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You’d be responsible for: Operate within a full stack agile team and participate in all aspects of design and development related to Pinnakl’s product roadmap (software for hedge funds) for web and mobile applications.
ExpandApply NowActive JobUpdated 2 days ago
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