NewAlt Investments Accountant Sr U.S. BankAlt Investments Accountant SrHackensack, New Jersey$92,140–$108,400 / yearBasic knowledge of financial investment products- Thorough knowledge in accounting, reporting, and analysis- Ability to identify and resolve/escalate complex problems with minimal guidance- Ability to manage multiple tasks/projects and deadlines simultaneously- Effective interpersonal, verbal and written communication skills- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products.
NewAlternative Investments Accountant U.S. BankAlternative Investments AccountantHackensack, New JerseyPrepare daily general ledger entries, prime broker and bank cash reconciliations, advisor and portfolio management processing, corporate action applications, expense accruals and payments, timely distribution of internal and external information, and portfolio reconciliations. 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.
Investment Banking Healthcare ECM VP 1/2 (Elite Boutique) Prospect Rock PartnersInvestment Banking Healthcare ECM VP 1/2 (Elite Boutique)New York, New YorkThe successful candidate will provide support to the Equity Capital Markets (ECM) team to execute a wide array of equity and equity-linked financings, including initial public offerings, follow-ons, structured deals, and convertible debt transactions. Work closely with the broader investment banking team to coordinate all aspects of existing client management, new business origination, and deal execution.
Investment Accountant Madison-DavisInvestment AccountantStamford, CTA growing insurance organization is seeking an Investment Staff Accountant to support investment accounting and reporting activities. Correspond with investment advisors, custodians, and external service providers regarding investment activity.
Investment Banking, Associate, Healthcare BTIG, LLCInvestment Banking, Associate, HealthcareNew York, NY$170,000–$210,000 / yearThe firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members.
Senior Associate, Growth Equity Investments Camino PartnersSenior Associate, Growth Equity InvestmentsNew York, NY$225,000–$350,000 / yearReporting to the Executive Director, Head of Direct Investments, the Senior Associate role at Camino Partners offers a unique opportunity to be at the center of the full investment lifecycle—sourcing, evaluating, executing, and supporting portfolio companies post- investment. Drawing on our experience building KIND Snacks from concept to a multi-billion-dollar platform, we bring a bespoke approach to partnership—combining strategic, operational, and investment expertise with flexible capital.
Senior Consultant - AI Assisted Process, Risks & Controls Transformation - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - AI Assisted Process, Risks & Controls Transformation - Investment ManagementStamford, CT$119,000–$218,300 / yearSupport clients in designing and implementing AI-enabled governance across the process, risk and control lifecycle including regulatory and compliance impact assessment, process modeling and risk and control mapping, risk identification, control review, testing and enhancement, and issue management and reporting. Support the development and operationalization of model risk management (MRM) practices for AI and traditional models across the model lifecycle (development, testing/validation, deployment, monitoring), including clearer roles, accountability, and control environment expectations.
IPB - Investment Specialist - GFG JPMorgan Chase Bank, N.A.IPB - Investment Specialist - GFGNew York, NYFull timeOur 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.
Senior Consultant - Middle and Back Office Oversight - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Middle and Back Office Oversight - Investment ManagementStamford, CT$131,000–$218,300 / yearSupport oversight of key investment management operating functions, including trade lifecycle controls (pre-/post-trade), trade capture and enrichment, confirmations/affirmations, settlement, reconciliations, collateral and margin processes, corporate actions, pricing/valuation inputs, fee calculations, and exception management. Experience with investment management systems, technologies, and tools such as order management systems (OMS), execution management systems (EMS), portfolio management tools, portfolio/investment accounting platforms, reconciliation tools, collateral platforms, data warehouses, and performance reporting/attribution software.
Alternative Investments Support Specialist JPMorgan Chase Bank, N.A.Alternative Investments Support SpecialistBrooklyn, NYFull timeAs an Alternative Investments Support Specialist within the Trading Services team at JPMorganChase, you will play a crucial role in supporting our Investor community by servicing our diverse suite of alternative investments, including private equity funds, hedge funds, and real estate funds. 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.
Investment Banking - Business Services - Vice President JPMorgan Chase Bank, N.A.Investment Banking - Business Services - Vice PresidentNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Vice President to join our Business Services group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. 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.
Citi Private Bank | UHNW Investment Counselor | Metro NY Citigroup IncCiti Private Bank | UHNW Investment Counselor | Metro NYNew York, NY$211,280–$316,920 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NYHuntington, NYFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Asset Management - Investment Platform Trading Analytics & Strategy (GFICC) - Executive Director JPMorgan Chase Bank, N.A.Asset Management - Investment Platform Trading Analytics & Strategy (GFICC) - Executive DirectorNew York, NYFull timeAs an Investment Platform Quantitative Researcher Executive Director on the Asset Management Investment Platform Trading Research team Executive Director on the Asset Management Investment Platform you will take a leading role in shaping and executing strategy and automation across GFICC asset classes. Execution Optimization & Automation Work directly with traders to automate workflows, reduce manual intervention, and improve the speed and consistency of execution - with a particular focus on liquidity-constrained or bespoke instruments such as credit and securitized products.
J.P. Morgan Wealth Management - Private Client Investment Associate - South Richmond Hills, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - South Richmond Hills, NYSouth Richmond Hill, NYFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Flushing, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Flushing, NYFlushing, NYFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewInvestment Research, Ops Due Diligence - Insurance, VP JPMorgan Chase Bank, N.A.Investment Research, Ops Due Diligence - Insurance, VPNew York, NYFull timeLeading and participating in operational due diligence meetings with insurance carriers (US and EMEA); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, service providers, business resiliency, information security, compliance and regulatory issues. 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.
NewAlternative Investment Specialist- New York, NY JPMorgan Chase Bank, N.A.Alternative Investment Specialist- New York, NYNew York, NYFull timeOur 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.
NewAsset Management Equities Investment Risk - Executive Director JPMorgan Chase Bank, N.A.Asset Management Equities Investment Risk - Executive DirectorNew York, NYFull timeOur 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. Build and maintain strong relationships with key stakeholders, including portfolio managers, investment directors, and external partners, to facilitate effective collaboration in risk management.
Wealth Management Solutions, Investment & Research Team: Vice President Quantitative Researcher JPMorgan Chase Bank, N.A.Wealth Management Solutions, Investment & Research Team: Vice President Quantitative ResearcherNew York, NYFull timePrimary Function: The Solutions Investment & Research Team ("IRT") manages the investment due diligence, governance, operational due diligence, and research analytics and data intelligence efforts for Wealth Management discretionary and advisory assets. As a Vice President Quantitative Researcher in the Investment & Research Team, you will contribute to the design, development, and delivery of risk analytics and models, with a primary focus on collateral risk and lending value methodology.