- UMB Bank (Milwaukee, WI)
- …the group ensures accurate setup when new funds come to the company. As an ** Alternative Investment Specialist ** , you will balance accounts to achieve ... time:** + Use your detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your… more
- Bank of America (New York, NY)
- Alternative Investments Product Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... fund origination team and operations team to onboard new funds to the Alternative Investments Platform -Respond to inquiries on existing funds from financial… more
- UMB Bank (Milwaukee, WI)
- …offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, ... which is one of the main services we offer our clients. As an Alternative Investment (AI) Operations Specialist I, you will process all documents for AI… more
- Neuberger Berman (San Francisco, CA)
- **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment , National Accounts and Intermediary Sales teams to ... and preparation of strategy materials and white papers. The Alternative Investment Product Specialist will...with a minimum of 5 years prior experience within alternative investments Strong analytical skills and attention… more
- Morgan Stanley (Columbus, OH)
- …all operational, client servicing, and financial reporting functions relating to supporting alternative investments . Manage production of regular reports such ... required for this role . Prior managerial experience . Prior exposure to Alternative Investments preferred We are committed to maintaining the first-class… more
- Equitable (Charlotte, NC)
- …including mutual funds, equities, fixed income, third party managed accounts, and alternative investments . Support will also include training, product knowledge, ... Investment Product Sales Specialist ( 240000AQ...funds, equities, fixed income, third party managed accounts, and alternative investments ) + Other support (training, product… more
- JPMorgan Chase (New York, NY)
- …of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, ... to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private...thought leadership. This position is for an overall lead Investment Specialist responsible for our Real Estate… more
- Wellington (Boston, MA)
- … needs. The investors that the team works with are specialized in alternative investments , specifically hedge fund strategies including Equity Long/Short, Global ... marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of one or more product… more
- PNC (Philadelphia, PA)
- …*Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is ... and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- Wellington (Boston, MA)
- …fundamental factors, manager research, asset allocation, policy and risk management. 'The Investment Specialist , Fundamental Factor Platform' - will work as part ... philosophy, strategy, positioning, and performance. Responsibilities of the 'The Investment Specialist , Fundamental Factor Platform' include performing analyses… more