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The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten 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 LSEG (formerly Refinitiv.
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In this role, you will create value for the organization as a primary business partner supporting the respective investment teams in all finance, accounting, and financial reporting matters. The Koch CFO organization's Investment team is seeking a Senior Investment Accounting Analyst to join the team.
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Wealth Manager A wealth manager provides comprehensive financial planning, investment management, and estate planning services for high-net-worth individuals. Registered Investment Advisor (RIA) An RIA is a fiduciary who manages investment portfolios for clients based on their financial goals and risk tolerance.
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Provide outsourced CFO and Controller services to investment managers, hedge funds, private equity and venture capital clients. Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds.
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Proficiency with investment analytic and risk software packages such as Aladdin, Bloomberg, Morningstar Direct, Axioma, FactSet, eVestment and Zephyr. is an investment management professional that works directly with other Investment Analyst(s) and Portfolio Manager(s) to provide analytical support to the investment philosophy/process of GuideStone Capital Management (GSCM) related to the management of GuideStone Funds (comprised of 17 Select Funds, four target risk funds and five target date funds) and other public market strategies.
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Our sustainability reporting services include Global Real Estate Sustainability Benchmark (GRESB), United Nations Principles for Responsible Investment (UNPRI), Global Reporting Initiative (GRI) and Carbon Disclosure Project (CDP) reporting.
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ISCs team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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Monitor macroeconomic indicators, geopolitical events, and regulatory changes to identify potential investment opportunities and risks. The Investment Analyst will play a critical role in conducting research, analyzing market trends, and providing actionable insights to support investment decision-making across various asset classes.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Experience in the financial services industry, either working for an investment manager, broker dealer, law firm, accounting firm, or regulator. Broad knowledge of financial products, markets, and laws and regulations such as FINRA rules, SEC rules, CFPB and OCC regulations, and the Investment Company Act of 1940.
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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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The Koch CFO organization’s Investment team is seeking an. Collaborate with, and provide ad hoc information/analysis to groups across the organization such as the investment teams, FP&A, treasury, tax, risk, and the relevant business leaders.
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VWH is seeking to hire a hands-on Software Engineer to work directly with the Founder and Chief Investment Officer. VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.
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Preferred experience with the following Yardi products/modules: Voyager, Payscan, eProcurement, Vendor Caf, Lease Manager, Collectors Workstation, Fixed Assets, Commercial Management, Investment Accounting, Job Cost, Facility Manager, Commercial Caf Tenant Portal, Construction Manager, Utility Manager and Pulse Insights, Deal Manager, Loan and Debt Manager, Forecast Manager, Senior Housing, and Document Manager.
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In this role you'll have the opportunity to: Support our clients who are building and managing world-class third party risk management programs by maximizing the value of their investment in the Aravo platform.
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investment job Company: Iris Software in Dallas, TX
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