📑 Laffer Tengler Investments is a growing asset management firm with over $1 billion in assets. The firm is seeking a results-driven individual with a proven track record to serve as Head of Wealth Management in our Scottsdale, Arizona location. This individual will spearhead all aspects of Business Development and Client Services as it relates to ou ...
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📑 Laffer Tengler Investments is a growing asset management firm with over $1 billion in assets. The firm is seeking a results-driven individual with a proven track record to serve as Head of Wealth Management in our Scottsdale, Arizona location. This individual will spearhead all aspects of Business Development ...
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📑 Company & Background The company is a life/annuity carrier with a $50BB investments portfolio. A new CFO joined the carrier last year and he hired his CAO. The CAO is looking to build out the accounting policy team with his first hire being the Head of Accounting Policy who will in turn hire a Director of Accounting Policy. </p ...
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📑 OverviewThe Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management and capital markets. This is a highly visible role providing interaction with senior management as well as property focused leasing, development and construction teams. Additional responsibilities involve underwriting ...
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📑 Company Introduction 9th Way Insignia is a service-disabled, veteran-owned small business bringing transformative technology to our government customers so they can achieve their missions. Our specialties include cybersecurity, cloud modernization, software development, data analytics, enterprise architecture, enterprise IT, analytics and ...
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📑 Title : Business analyst with investment banking Location: New York (Hybrid) Employment: Long Term Contract NO OPT/CPT Job Description: We have been looking for candidates with Financial Domain experience but based on the note, I understand you are looking for candidate ...
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📑 Title: SVP of AcquisitionsReports to: Founding Partner and PrincipalLocation: CaliforniaSummary:This is a very exciting new growth created corporate level real estate investment and acquisitions leadership opportunity located in California. This individual will head up, build and manage a national investment/acquisitions platform and team at th ...
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📑 Vice President of Investments, TMGOC VenturesLocation: In-person in TMGOC’s Boca Raton, FL or Charleston, SC officeStart Date: Immediate TMGOC Ventures is seeking a Vice President of Investments to join the team in its Boca Raton or Charleston office. This position involves responsibilities for both originating and evaluating new investments and ...
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📑 Vice President of Investments, TMGOC VenturesLocation: In-person in TMGOC’s Boca Raton, FL or Charleston, SC officeStart Date: Immediate TMGOC Ventures is seeking a Vice President of Investments to join the team in its Boca Raton or Charleston office. This position involves responsibilities for both originating and evaluating new investments and ...
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📑 GeneCoda has been retained to identify and evaluate candidates for a Managing Director to be located in the RTP, NC area. About Our Client:Our client is a merchant bank, providing growth capital and M&A advisory services to businesses participating in the life sciences tools and services sub-sectors. The investment team is based in Beth ...
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📑 A large Southeastern law firm with a national practice, is seeking an experienced transactional lawyer for its Charlotte office working in the Financial Services practice. Typical transactions include representation of private equity firms and other investors making structured capital investments.Job Requirements:Preferred candidates wo ...
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📑 Venture Capital Investments, Software & TMT (Late Stage) - Global Hedge Fund We are partnered with a global investment manager that focuses on diversified systematic investments.Leveraging its market-leading Fundamental Equity and ECM teams, as well as a library of proprietary datasets, the firm has recently expanded into private equity investments ...
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📑 Are you looking for a position where the work is fast paced, challenging and assists CalPERS in sustaining its ability to pay benefits to the stakeholders of California? Our Investment Office, Private Equity (PE) Team is currently seeking an Investment Officer II (IO II) to assist the lead Investment Officer in the management and monitoring of glob ...
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📑 Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per week. The Corporate Development Analyst Sr. is responsible for assisting ...
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📑 H&P is working with an established middle market private equity firm, specifically in the tech and healthcare space. They are looking to hire an investor relations associate, with the firm having a heavy focus on buyout investments in consumer products, sales & marketing services & content, industrial services, technology & technology-enabled servi ...
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📑 H&P is working with an established middle market private equity firm, specifically in the tech and healthcare space. They are looking to hire an investor relations associate, with the firm having a heavy focus on buyout investments in consumer products, sales & marketing services & content, industrial services, technology & technology-enabled servi ...
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📑 VP of Renewable InvestmentsLocation: New YorkSalary: $280,000-320,000 base + bonusPiper Maddox is currently partnered with a renewable energy investment banking powerhouse as they expand their senior leadership team. As one of the oldest investors in the space they successfully brokered some of the largest deals and have developed deep relationship ...
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📑 CalPERS is the nation’s largest public pension fund with equity and income investments in both domestic and international markets through both private and public investment vehicles. The Investment Office (INVO) is responsible for investment and daily management of CalPERS assets. INVO invests in stocks, bonds, real estate, private debt, and privat ...
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📑 Do you want to be part of an award-winning global company that is committed to innovative technology and continuous process improvement?Become part of a privately owned, local office with a multi-national footprint and a thirty-year history of year-over-year organic growth!Tax Senior Manager – Alternative InvestmentsNAV Fund Administrat ...
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📑 Job Description:The FFIO Risk Team is looking for a passionate, hard-working team member to help support the launch and ongoing support of new alternative products and related Sarbanes-Oxley Act Section 404 (SOX 404) compliance requirements. This will include identifying, monitoring, and mitigating risks in order to protect the interests of the fir ...
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📑 VP of Renewable InvestmentsLocation: New YorkSalary: $280,000-320,000 base + bonusPiper Maddox is currently partnered with a renewable energy investment banking powerhouse as they expand their senior leadership team. As one of the oldest investors in the space they successfully brokered some of the largest deals and have developed deep relationship ...
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📑 CalPERS is the nation’s largest public pension fund with equity and income investments in both domestic and international markets through both private and public investment vehicles. The Investment Office (INVO) is responsible for investment and daily management of CalPERS assets. INVO invests in stocks, bonds, real estate, private debt, and privat ...
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📑 Join this industry leader in the energy sector that focuses on private investments and infrastructure related to energy. This organization has the potential to invest senior debt in an energy project's or company's financial structure. Our client is looking for an Investment VP to help manage the investments in their portfolio, do financial analysi ...
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📑 Join this industry leader in the energy sector that focuses on private investments and infrastructure related to energy. This organization has the potential to invest senior debt in an energy project's or company's financial structure. Our client is looking for an Investment VP to help manage the investments in their portfolio, do financial analysi ...
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📑 Family office, centrally located in San Antonio, TX is looking for a Sr. Investment Analyst. The organization is built on 70+ years of experience, multi-generational leadership and a legacy that has thrived through growth, innovation, and values. This job does research and contributes to the creation of presentations for leadership and the board re ...
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📑 Description: $20b+ Credit fund focused on unconstrained research driven value investing. This will be partnering with a team identifying investment opportunities across public and private Stressed / distressed credit and special situations opportunities spanning a variety of asset classes and geographies. The analyst will be exposed to different as ...
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📑 The Company—Anderson Growth Partners, LLCLocated in Charleston, South Carolina and Birmingham, Alabama, Anderson Growth Partners is an SEC-registered multifamily office that provides investment and strategic advisory services for select high net-worth investors.Job DescriptionThe Chief Financial Officer will report directly to AGP’s Managing Partne ...
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📑 Full Time Asset Management United States Company Overview:Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.We are an i ...
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📑 Our client, a remote national boutique firm are seeking an experience Senior Corporate & Tax Attorney/Partner to grow out their robust practise.About The Firm:Currently experiencing rapid growth, fuelled by the recent addition of significant institutional clients. Their sophisticated transactional practice covers a wide range of areas including inv ...
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📑 Our client, a remote national boutique firm are seeking an experience Senior Corporate & Tax Attorney/Partner to grow out their robust practise.About The Firm:Currently experiencing rapid growth, fuelled by the recent addition of significant institutional clients. Their sophisticated transactional practice covers a wide range of areas including inv ...
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📑 **Team Leader, Workplace Planning and Advice****Merrimack , NH********Job Description:****Team Leader, Workplace Planning and Advice****Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion a ...
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📑 **Team Leader, Planning and Advice****Smithfield , RI********Job Description:****Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.** Abby Johnson | Chairman & CEO Fidelity In ...
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📑 The Analyst will be responsible to support investment professionals in the New York, Westport, and Fort Lauderdale offices in their screening, analyzing and execution work of private debt investments.The Analyst will provide analytical support and specific analyses to assist with all aspects of transaction evaluation including business, industry an ...
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📑 **Manager, Process Reengineering, Operations Strategy & Performance Delivery****Merrimack , NH********Job Description:******The Role******The Process Reengineering role will work with the rest of the Operations Strategy & Performance Delivery (OSPD) team to help accelerate the digitization and automation of the Fidelity Funds and Investment Operati ...
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📑 Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls. Identifies and pursues leads generated from referrals, ad campaigns and region canvassing.Learns, understands and is able to present ...
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📑 Overview:DMG Investments seeks a motivated self-starter to join its team and to continue and expand its mission of designing and building uniquely crafted buildings nationwide.Responsibilities:Assist with all aspects of development, including: pre-development, entitlements, consultantcoordination, third-party design and construction team oversight, ...
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📑 Calamos Advisors LLC has an opening for Data Scientist in Naperville, Illinois.Responsible for acquiring the necessary data, running various modelling and other analytical techniques to draw insights, and preparing the results in a way that is conducive to business decision making. Responsible for running advanced statistical analyses identifying t ...
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📑 **Team Leader, Planning and Advice****Jacksonville , FL********Job Description:****Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.** Abby Johnson | Chairman & CEO Fidelity ...
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📑 **Client Service Manager I, II, III****Smithfield , RI********Job Description:********Client Service Manager************The **Expertise** Were Looking For** * Bachelors Degree preferred* 5+ years of operations and/or service experience in the financial services industry* Series 7 required**The **Purpose** of Your Role**The Client Service Manager ( ...
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📑 **Director, Financial Reporting Team Leader****Merrimack , NH********Job Description:****The Role** The Stock Plan Services Financial Reporting Team is an integral function within the broader Equity Compensation business. You will lead a team of Financial Reporting Managers responsible for delivering an exceptional client experience through timely ...
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📑 Summary of Responsibilities:Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity ...
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📑 CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive ...
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📑 **Director, Client Service Manager****Merrimack , NH********Job Description:**The **Expertise** Were Looking For**Education and Experience*** BS or BA required; MBA preferred* CEBS Certification desired* 5 7 years of Health and Welfare benefits administration, outsourcing administration or relevant experience* 8 10 years of experience with client ...
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📑 **Team Leader, Workplace Planning and Advice****Greenwood Village , CO****Job Description:****Team Leader, Workplace Planning and Advice****Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassi ...
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📑 What you'll be doing • You will provide timely and proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the investment disclosures for LFG’s SEC reporting. • You will provide accounting informa ...
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📑 A technology-focused Venture Capital firm based out of North Carolinais looking to add a Sr. Associate or Vice President to their team this Summer. The firm primarily focuses on early-stage investments within the enterprise (B2B), marketplace technology, and tech-enabled services. In this role, you will participate in all aspects of the invetsemnt ...
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📑 Purpose of PositionReporting to the Vice President, Fund Finance – Valuation Analytics, the Senior Associate will assist with valuation analysis and oversight on a portfolio of investments, including but not limited to co-investments, fund investments, and direct positions. The role will form an integral part of the overall valuations process and t ...
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📑 Purpose of PositionReporting to the Vice President, Fund Finance – Valuation Analytics, the Senior Associate will assist with valuation analysis and oversight on a portfolio of investments, including but not limited to co-investments, fund investments, and direct positions. The role will form an integral part of the overall valuations process and t ...
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📑 Korn Ferry has partnered with our client on their search for the role, SVP Acquisitions.Our client is a privately held, real estate firm focused on acquiring, owning, developing, and managing real estate properties across the Southeastern United States.Our client is a fully integrated investor, developer and operator of real estate and targets best ...
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📑 Alternative Asset Specialist ($85,000 - $95,000 + Bonus)LHH Recruitment – Fully onsite in Austin, TXLHH Recruitment Solutions is actively seeking an Asset Specialist for a leading investment management and advisory firm based in Austin. This role is focused on supporting all operational aspects of alternative investments, encompassing private equit ...
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