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FINRA Series 66 Uniform Combined State Law (FINRA Series 63 Uniform Securities Agent State Law and FINRA Series 65 Uniform Investment Advisor Law may be used in lieu FINRA Series 66 Uniform Combined State Law) License Required.
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Proactively build relationships with investment bankers, venture capitalists, founders, and private equity firms. Additional experience in strategy consulting,venture capital, or private equity is a strong advantage.
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Diversity, Equity, and Inclusion have guided our current success while also moving our desire to improve. In this role, you will be a champion of the AgileAssets software and help your client business team(s) obtain return on their investment in our solution.
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Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.
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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. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
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On November 6, Kohler Co. announced the strategic decision to establish Kohler Energy as a separate, independent business with Platinum Equity as the majority investment partner. Talent and operational transition plans are underway, and Kohler Co. and Platinum Equity expect the agreement to close in the first half of 2024.
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Warwick Investment Group is a SEC-registered investment advisor, managing funds that invest globally in natural resources and real estate. The firm has ~75 team members and advisors across offices in Oklahoma City, Dallas, New York, and London, investing across private equity funds, special purpose vehicles and open-ended structures.
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Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
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The Senior Global Digital Product Manager is responsible for the product strategy/roadmap for our Global Corporate website, and the Adobe Experience Manager components that act as the foundation for all Manulife Investment Management’s digital properties.
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Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Intimate knowledge of alternative investment strategies and vehicles.
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Deep understanding of private equity, hedge fund, and other alternative investment fund structures, including carried interest economics. Strong understanding of executive compensation principles, long-term incentive plan design, regulatory requirements related to equity-based compensation (e.g., IRC Section 409A, SEC regulations etc.
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Bachelor’s degree from a top university with ideally five (5) years of relevant experience in: investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience.
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Researches and evaluates a wide range of investment securities including equities, fixed income, private equity, and private placements. Judson Group has been retained by a prominent financial advisory firm in the search for a Chief Investment Officer/Senior Advisor.
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Minimum of 10 years of experience in tax roles, with significant experience in tax planning and compliance for investment companies, private equity, or hedge funds. Provide strategic tax planning advice and guidance on a wide range of issues, including entity structuring, acquisitions, dispositions, and other investment transactions, to minimize tax consequences and maximize after-tax returns.
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This is a brand-new role for the firm, reporting to our CO-Chief Investment Officer and will offer an exciting opportunity to become a pivotal partner in shaping our equity capital markets strategy.
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investment equity jobs in Oklahoma City, OK
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