Investment Banking Associate Alantra Solar Energy AdvisorsInvestment Banking AssociateBoston, New YorkIn Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors.
Investment Tax Manager MassMutualInvestment Tax ManagerBoston, New YorkThe Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables.
Insurance, Investment Segment Leader Marsh McLennanInsurance, Investment Segment LeaderBoston, New YorkMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. In partnership with key segment and commercial leaders, set and execute the strategic direction including segmentation, value proposition, and competitive positioning.
KPC (Key Private Client) Regional Director, Planning & Investments KeyCorpKPC (Key Private Client) Regional Director, Planning & InvestmentsRochester, NY$96,000–$181,000 / yearIn addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.
NewInvestment Accountant I-III - Remote Opportunity Univera HealthareInvestment Accountant I-III - Remote OpportunityRochester, NYRemoteUnivera Healthcare is seeking an Investment Accountant to join a collaborative team responsible for the accounting and financial reporting of the Lifetime Healthcare Companies' investments. CPA or advanced degree and Workday experience are preferred, with growth opportunities within a healthcare finance#J-18808-Ljbffr.
Endowments & Foundations, Investment Segment Leader Marsh McLennanEndowments & Foundations, Investment Segment LeaderBoston, New YorkWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management State StreetStrategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment ManagementBoston, New YorkAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. State Street Investment Management is building the next generation of ETF distribution by embedding directly into the fastest growing digital wealth platforms.
Direct Retail and Digital Wealth - US, VP - State Street Investment Management State StreetDirect Retail and Digital Wealth - US, VP - State Street Investment ManagementBoston, New YorkAs an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. State Street Investment Management is building one of the industry’s most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution.
NewHybrid Senior Paralegal - Investment Management Morgan LewisHybrid Senior Paralegal - Investment ManagementRochester, NY$91,500–$146,325 / yearA global law firm in New York seeks an experienced Senior Paralegal for their Investment Management Practice Group. This role involves assisting in transaction processes, managing project timelines, and supporting attorneys in client interactions.
NewSenior Paralegal - Investment Management Morgan LewisSenior Paralegal - Investment ManagementRochester, NY$91,500–$146,325 / yearBenefits / Why Join UsMedical coverage, with a variety of plansHealth care and dependent care reimbursement accountsDomestic partner coverageParental leaveVacation and holiday leaveLife and accident insuranceIncome protection, including sick leave, salary continuation, and long‑term disabilityQualified candidates must apply online by visiting our website at www.morganlewis.com and selecting "Careers."For positions in New York, NY, the salary range for this posting is: $91,500.00 - $146,325.00.The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors. Assists attorneys with the formation of new entities (corporations, limited partnerships, limited liability companies, etc.) and related organizational matters (State filings, tax identification numbers (EINs), etc.).Completes, coordinates, and manages transfer processes for sales and purchases of interests in private funds (including transfer documents, investor questionnaires, anti‑money laundering and know‑your‑client packets, and more).Participates in hedge fund and private equity fund launches and periodic fund raising.
Finance Acctg Lead Analyst - VP Citigroup IncFinance Acctg Lead Analyst - VPNY$92,000–$138,000 / yearResponsibilities of this role: Equity Investment Accounting and Reporting: Equity investments include Citi Ventures and other portfolios where this position will lead and direct controls and accuracies over the Investment Portfolio, reporting requirements and well as compliance with Citi Legal Entity Management Policy. Legal entity management including input and update in Citi systems (Citi Legal Entity Management System (CLEMS), Citi Legal Entity Management System Equity Investments (CLEMS EI), Citi Investment Platform).
Senior Finance Analyst IDEX CorpSenior Finance AnalystNY$85,000–$95,000 / yearWith interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses ( https://www.idexcorp.com/our-businesses/business-segments/ ) around the globe, chances are, we have something special for you. Responsibilities Include: Product line analysis in collaboration with the Ops Finance, Engineering and Product Managers to identify opportunities to drive efficiencies and understand impacts of changing business conditions.