Investment Funds Associate Job Title: Investment... Funds Associate Job Responsibilities: - Work... their fund investments. - Draft and review documents related to secondary transactions. - Advise clients on compliance with . and . securities laws, including the Securities Act, the Investment Company Act, and th......
Summer Analyst - Wealth Management, Financial Planning Experience: Internship... for students pursuing a bachelor's/graduate degree Location: Albany, New York, United States Salary Range: $55,000 - $60,000 About the Program: - Nine to ten week summer internship program -...
Federal Tax - Asset Management Job Responsibilities: - Oversee client portfolios... scopes within the alternative investment fund industry, including private... equity, real estate, and hedge funds. - Act as the first point of contact for both internal and external clients, ensuring effective communication...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
projects for multi-state alternative investment clients, including hedge funds,... as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge. - Review tax... calculations and information presented on state income tax returns. - Build and manage...
recommending banking, borrowing, and investment solutions to help clients... the extended advisory team, including trust, investment, and planning strategists, based... on the complexity of the relationship. - Develops a comprehensive understanding of clients’ needs by reviewing and analyzing personal...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As a crucial member of the Family Wealth relationship management team, the advisor collaborates... proactively with team members to craft insights and solutions aimed at at...
The ideal candidate will have a robust background in securities law, a strong work ethic, and a commitment to client service. This role involves working with issuers and investment banks on securities offerings,... ensuring compliance with relevant regulations, and contributin...