Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
NewInvestment Analyst - Commercial Real Estate Finance NorthmarqInvestment Analyst - Commercial Real Estate FinanceWhite Plains, New YorkClient Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
NewInvestment Analyst - Parametric Morgan StanleyInvestment Analyst - ParametricWestport, CT$70,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist the Investment Strategy team with day-to-day client servicing responsibilities, including responding to product- and account-specific inquiries and coordinating requests for strategy information from clients, Financial Advisors, and internal partners.
Investment Analyst Elite Placement GroupInvestment AnalystSouthport, ConnecticutOur client is a rapidly growing financial services organization seeking a high-potential Corporate Development & Strategic Finance Associate to work directly with executive leadership on acquisitions, capital markets initiatives, financial planning, and strategic decision-making. The position is ideal for someone looking to leverage investment banking or private equity experience in a highly entrepreneurial environment where they can make a meaningful impact on business growth and strategy.
Investment Due Diligence Analyst Morgan StanleyInvestment Due Diligence AnalystPurchase, NY$110,000–$185,000 / yearGlobal Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAlternative Investments Subscriptions and Redemptions Analyst Morgan StanleyAlternative Investments Subscriptions and Redemptions AnalystPurchase, New York$70,000–$115,000 / yearMSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $300B in assets under management across a wide array of products, including, but not limited to hedge funds, private equity, private credit, real estate, real assets, exchange funds, digital assets and tax-advantaged strategies. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Alternative Investments Business Transformation Business Analyst, Officer State Street CorporationAlternative Investments Business Transformation Business Analyst, OfficerClifton, NJ$60,000–$101,250 / yearWe truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. As 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.
Alternative Investment Assistant Manager U.S. BankAlternative Investment Assistant ManagerHackensack, New Jersey$104,550–$123,000 / yearIn 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.
Alternative Investments Supervisor U.S. BankAlternative Investments SupervisorHackensack, New York$104,550–$123,000 / yearPreferred Skills/Experience - Working knowledge of Microsoft Office products, PCS (Investran) and/or Cascade- Basic knowledge of Advent applications preferred- General knowledge and understanding of portfolio accounting and the investment management industry- Excellent verbal and written communication skills- Proven team-oriented, leadership and organizational skills- CPA or CFA certification preferred. 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.
Alternative Investment Manager U.S. BankAlternative Investment ManagerHackensack, New Jersey$117,725–$138,500 / yearStrong technical background with experience building excel models- Thorough knowledge and understanding of portfolio accounting and the investment management industry- Excellent verbal and written communication skills- Proven team-oriented, leadership and organizational skills – managerial experience a plus.- 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.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Senior Wealth Investment Advisor, New Jersey Wilmington TrustSenior Wealth Investment Advisor, New JerseyParamus, New JerseyBachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Vice President II, Investments Everest Group Ltd.Vice President II, Investmentssaddle river, NJ$303,000–$375,000 / yearKey responsibilities include overseeing all aspects of investment risk management for a global P&C reinsurance company, including developing and managing key risk metrics and processes such as Value-at-Risk, surplus volatility, asset/liability management, guideline compliance, rating agency and regulatory metrics, performing portfolio stress testing, among other responsibilities. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
Investment Accounting Senior Analyst American International GroupInvestment Accounting Senior AnalystWilton, CT$87,000–$109,000 / yearThe Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.
Compliance Associate, Marketing & Investment Adviser Compliance NewEdge Capital GroupCompliance Associate, Marketing & Investment Adviser ComplianceStamford, ConnecticutNewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a detail-oriented and motivated Compliance Associate to support the firm’s investment adviser compliance program, with a primary focus on marketing and advertising review under the SEC Marketing Rule, the firm’s annual review process under Rule 206(4)-7, and Form ADV maintenance. Review advertisements, pitch books, performance presentations, website content, social media, and other client-facing marketing materials for compliance with SEC Rule 206(4)-1 (the Marketing Rule) and firm policy prior to use or distribution.
NewMarketing Manager - North America, VP II - State Street Investment Management State Street CorporationMarketing Manager - North America, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
Senior Investment Accountant - Derivatives Athene Holding LTDSenior Investment Accountant - DerivativesGreenwich, CT$97,617.60–$146,426.40 / yearLead continuous improvement projects and challenge current processes within the team, including identifying opportunities to leverage AI within monthly and quarterly close activities. Accountabilities: Responsible for the investment accounting close activities including the preparation of journal entries, management reports and account reconciliations.
Associate General Counsel - Investment and Trading (USA) Trexquant InvestmentAssociate General Counsel - Investment and Trading (USA)Stamford, CTAdvise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations. Advise the Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks, with the support of Regulatory Counsel.