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The team works closely with front office groups and the technology teams that support them, including but not limited to Operational and Investment Risk, Institutional Equities & MAC investment teams, Fixed Income, Equity Research, and Wealth Management across the firm’s global offices.
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Through a highly effective Investment Process, they provide solutions across all product platforms and asset classes - equity, fixed income and alternative investments including structured products and specialty assets - through a comprehensive due diligence and oversight process for client portfolios.
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We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury; we also provide clients with access to investment banking and asset management services.
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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$140,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Conducts analysis of potential real estate investments through careful and thorough investment research: Performs fundamental analysis through financial statements, market news, and other available information.
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With investment professionals across the globe, MAS invests or advises on assets for some of the world's leading corporations, sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices.
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Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates & Currencies, Investment Banking, Fulfillment and Servicing. You'll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation.
$125,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Industry experience in financial services and/or highly regulated industries preferred (e.g. alternative investments, private equity, venture capital, banking, wealth management, and insurance.
$116,000 - $132,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm.
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Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future.
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Role DescriptionSMBC is seeking an experienced Audit Director with a minimum of 10 years' experience in the banking and finance industry to lead audit coverage of Credit Risk Management and Enterprise Risk related activities within the Internal Audit Department.
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My client's Middle Office desk is inundated with mandates to deliver on, within the Hedge Fund, Asset Management and Investment Banking space. My client has an outstanding reputation recruiting within the Financial Services space, with a cemented client base spanning Hedge Funds, Asset Managers, Private Equity, Insurance/Pension Funds, & Investment Banks.
$70,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
$74,286.06 - $123,810.11 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies or have a background in private banking, investment management, or a related field.
$115,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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5+ years of Investment Research experience in both Traditional and Alternative Investments. + Assist in maintaining all necessary documentation for regulatory requirements associated with Investment and Operational Due Diligence (aka IDD/ODD) for fund investments.
$101,325 - $172,568 a yearFull-timeExpandApply NowActive JobUpdated Today
investment banking financial institutions wealth management alternative investments jobs in New York, Chagrin-falls, Ohio
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