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Alternative Investment Tax Manager US Bank

Alternative Investment Tax Manager
Edison, NJ
  • $111,605–$131,300 / year

The Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.

5 days ago

Lead Product Manager - AI Investment Research SaaS AC Lion Digital Media Executive Search

Lead Product Manager - AI Investment Research SaaS
New York City, New York

Our client is a profitable, bootstrapped company building AI-powered tools that support investment research workflows for top-tier deal teams, including major private equity firms, professional services firms, and consulting practices. This is a high-ownership individual contributor role responsible for the day-to-day product execution loop — aligning with Customer Success, users, engineering, and design on specs and tradeoffs, driving QA, and shipping frequently.

30+ days ago

Accounting Manager (Operation And Investment) Cesna Recruitment

Accounting Manager (Operation And Investment)
Englewood Cliffs, NJ

This role requires strong technical accounting expertise, experience working with international subsidiaries, and the ability to partner with external accounting firms to ensure accurate and compliant group financial reporting. We are seeking a seasoned Accounting Manager with approximately 10 years of hands-on accounting experience to oversee global financial close, consolidation review, and performance analysis for its investment operations.

30+ days ago

Manager, Investment Marketplace Publicis Groupe SA

Manager, Investment Marketplace
New York, NY
  • $75,050–$120,159 / year

Responsibilities Implement processes to improve the work required for digital buying, client billing, and digital reconciliation Develop processes to ensure data integrity and implement across the agency Develop a strong understanding of the systems used such as MediaoceanPrisma digital buying tool, Ad Servers/Verification, DSPs, Social Platforms, DMPs, and internal proprietary tools Serve as escalation point for teams to help troubleshoot operational issues Provide ideas and solutions for pain points/problems in processes; work alongside internal and external teams to develop best practices, enhancements, and tools to improve Determine and activate how to deliver necessary data to teams for various reporting purposes Ensure proper digital contracts and terms are in place with vendors, evaluate IO notes requested by vendors Share best practices and learn from other teams in Publicis to ensure consistency and best work product across The Groupe Build and maintain strong relationships across multiple internal teams and leadership Maintain relationships with vendors to ensure trust and confidence with our buying partners Manage vendor-side billing and maintain close oversight of open items clearing Cultivate a team-focused mentality across the larger Investment Operations team Responsible for the management, development, and mentorship of Associates/Sr. Associates Qualifications 3+ years of relevant media advertising experience Ability to work independently and collaboratively with diverse groups Excellent verbal and written communication skills Technical proficiency in Microsoft Office Suite with a heavy focus on Excel Knowledge of agency billing process (client-side and/or vendor-side) Knowledge of digital planning and buying process with an understanding of various vendors, different cost methods, various reporting, and delivery validation Strong quantitative skills, including analytical abilities and math proficiency Willingness to learn and create solutions that challenge the status quo Exceptional critical thinking and problem-solving abilities with the ability to think unconventionally in proposing solutions A proven ability to multi-task and manage multiple projects effectively and work well under pressure to deliver high-quality work within tight deadlines Strong attention to detail Proven experience in effectively coaching and developing others Experience utilizing various media tools and systems Additional information Our Publicis Groupe motto Viva La Différence means were better together, and we believe that our differences make us stronger.

30+ days ago

Manager - Investment Consulting Willis Towers Watson PLC

Manager - Investment Consulting
NY
  • $82,600–$154,800 / year

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.

11 days ago

Product Manager III - Equities Investment Technology Neuberger Berman Group LLC

Product Manager III - Equities Investment Technology
New York, NY
  • $130,000–$150,000 / year

An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. 5-7 years of experience in software engineering, solutions engineering, or a client-facing technical role - with a proven track record of writing production-quality code, owning end-to-end implementations, and delivering technical solutions in complex, fast-moving environments.

30+ days ago

Alternative Investment Assistant Manager U.S. Bancorp

Alternative Investment Assistant Manager
Hackensack, NJ
  • $104,550–$123,000 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.

30+ days ago

Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu Ltd

Software Engineer Manager, Tax Analysis & Debt Investments (TARDI)
New York, NY
  • $142,425–$237,375 / year

As a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.

30+ days ago

Investment Advisory Discretionary Solutions Manager Citigroup Inc.

Investment Advisory Discretionary Solutions Manager
New York, NY
  • $170,000–$300,000 / year

The Investment Advisory Programs team are responsible for proactively enhancing our Investment Advisory Programs by continually evaluating our offering, in terms of investment products and Programs to both Citi Wealth Financial Advisors/Investors and ultimately to their clients. Must possess vision and passion for the transformation of the Citi Wealth Investment Advisory Programs; thought leadership, expertise in understanding trends in the fee-based programs industry, best practices and a perspective on how to enhance current state.

30+ days ago
CVS Health Corp logo
New

Senior Manager - Strategic Financial Planning & Investments CVS Health Corp

Senior Manager - Strategic Financial Planning & Investments
NJ
  • $75,400–$199,144 / year

In this critical hybrid role, you will be responsible for developing and executing financial models, supporting multi-year capital planning, and driving strategic oversight for large-scale, high-impact initiatives. Business Case Development & Value Realization: Lead the evaluation and development of business cases for new initiatives, ensuring alignment with strategic goals and performing cost-benefit analysis.

5 days ago

Alternative Investment Assistant Manager U.S. Bank

Alternative Investment Assistant Manager
Hackensack, New Jersey
  • $104,550–$123,000 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.

13 days ago

Associate Manager, Investment Operations | Private Accounting, PGIM Global Services ( Hybrid /Newark, NJ) PGIM Global High Yield Fund

Associate Manager, Investment Operations | Private Accounting, PGIM Global Services ( Hybrid /Newark, NJ)
Newark, NJ
  • $85,000–$105,000 / year

Our organization follows a hybrid work structure ( 3 days in office) where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!

30+ days ago

Investment Accounting Manager Berkley

Investment Accounting Manager
Greenwich, Connecticut

Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.

30+ days ago

Commercial & Investment Bank Markets Audit Manager - Vice President JPMorgan Chase & Co

Commercial & Investment Bank Markets Audit Manager - Vice President
Jersey City, NJ

As a Vice President on the Markets Commercial & Investment Banking Audit Team you will lead and execute risk-based audit coverage across the Markets businesses and related activities - partnering with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key risks and evaluate the control environment. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

13 days ago

Internal Audit Manager, Vice President - Commercial Investment Banking JPMorgan Chase & Co

Internal Audit Manager, Vice President - Commercial Investment Banking
Jersey City, NJ

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

30+ days ago

Senior Manager, BTM Investments Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Senior Manager, BTM Investments
New York, NY
  • $165,000–$220,000 / year

The Senior Manager will be expected to lead core execution workstreams, own and review financial modeling, contribute to client interactions and negotiations, prepare internal investment materials, support market and business development efforts, and help mentor junior team members. This role is intended for an experienced deal professional who can execute multiple transactions through the full deal cycle as a key member of the deal team, either independently on certain transactions or with Director oversight on more complex opportunities.

8 days ago

Investment Risk Manager - Private Assets Franklin Resources

Investment Risk Manager - Private Assets
New York, NY
  • $190,000–$215,000 / year

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We seek a seasoned Risk Manager who brings new expertise to support the independent oversight of private asset investment strategies, with a primary focus on private credit, direct lending, and CLO/structured credit portfolios.

30+ days ago
New

Solutions Relationships Manager - (FT Investment Solutions OCIO - Manage 3rd Party Evaluators) Franklin Resources Inc

Solutions Relationships Manager - (FT Investment Solutions OCIO - Manage 3rd Party Evaluators)
New York, NY
  • $190,000–$250,000 / year

FTIS provides advice on governance, objective setting, strategic and dynamic asset allocation, risk budgeting, portfolio construction and manager selection, and can take implementation discretion where clients prefer a discretionary model, to support institutional clients pursuing complex objectives. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.

1 day ago

Investment Risk Manager - Liquidity Franklin Resources

Investment Risk Manager - Liquidity
New York, NY
  • $175,000–$190,000 / year

Working closely with portfolio managers and senior stakeholders, the group combines deep technical expertise with sound judgment to identify key drivers of risk, distinguish long-term structural exposures from short-term market movements, and continuously enhance the firm's risk framework and analytical capabilities, including the implementation of advanced risk systems such as Aladdin. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

30+ days ago

Investment Risk Manager - Equities - 2 Opportunities Available Franklin Resources

Investment Risk Manager - Equities - 2 Opportunities Available
New York, NY
  • $175,000–$190,000 / year

Working closely with portfolio managers and senior stakeholders, the group combines deep technical expertise with sound judgment to identify key drivers of risk, distinguish long-term structural exposures from short-term market movements, and continuously enhance the firm's risk framework and analytical capabilities, including the implementation of advanced risk systems such as Aladdin. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

30+ days ago
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