Investment Officer - Indianapolis

Job summary Are you energized by client relationships, market strategy, and meaningful portfolio work? We're seeking an Investment Officer who is passionate about helping clients in the Emerging Investor Market grow and protect their wealth. · ...

This teammate is accountable for maintaining and developing existing relationships and managing investment portfolio performance. · Responsible for business development to further support the Emerging Investor Market's portfolio; assistance may include, but is not limited to:aidi ...

This role is best suited for a professional with experience in wealth management private banking or a family office environment who brings strong financial fundamentals and a proactive service-oriented approach. · The Family Office Controller oversees the day-to-day financial ope ...

Job summary · The Family Office Controller oversees the day-to-day financial operations of a single-family office within a family-owned company structure. · ...

The Family Office Controller oversees the day-to-day financial operations of a single-family office within a family-owned company structure. This role supports the principals and senior leadership by providing clear timely financial information across personal trust investment an ...

The Director of Finance/Controller will oversee day-to-day financial operations including accounting, bill payment,cash management,investment recordkeeping,and consolidated reporting. · Manage cash balances,cash flow forecasting,and liquidity planning. · Reconcile bank accounts,b ...

The Fund Accountant focuses on the accounting and reporting functions of the investment funds managed and administered by Proteus.The ideal candidate is highly self-motivated with rigorous attention to detail and a desire to work in a collaborative, dynamic environment. · Complet ...

The Director of Finance/Controller will be responsible for the day-to-day financial operations of a single-family office operating within a family-owned company structure. This role focuses on accurate accounting and cash management. · A CPA is required. · Bachelor's degree in Ac ...

We're seeking a detail-oriented Client Service Associate to join our operations team. In this role, you'll work closely with our investment advisers to deliver an exceptional client experience—from meeting preparation through performance reporting and billing. · ...

This position will offer the opportunity to work remotely based on business need and manager discretion. · About Us:Indiana Public Retirement System (INPRS') is among the largest 100 pension systems in the United States.In this role you will be responsible for due diligence on in ...

The Director of Finance/Controller will be responsible for the day-to-day financial operations of a single-family office operating within a family-owned company structure. · ...

The Head of Capital Raising will lead Holladay's capital raising and investor engagement efforts for HP Fund I and future investment vehicles. · Lead all aspects of equity raising for Holladay Properties Fund I and subsequent funds / investments. · Develop and execute a comprehen ...

Award winning national Asset Management firm is looking for an Asset Management Analyst for an immediate need. This is an incredible opportunity to join a rapidly growing team and company with award winning culture room for growth stability and work life balance. · ...

An Insurance Operations Associate specializes in client service and processing risk products and navigating the underwriting process · Work with prospects/clients to complete insurance applications and arrange medical, paramedical, and any exams necessary for underwriting · Prepa ...

An Insurance Operations Associate specializes in client service and processing risk products. · ...

This position works for the Principal or Senior Associate on the Investment Team, with a primary focus on market research, investment due diligence, and investment monitoring/reporting. · The Senior Analyst will gain in-depth exposure to venture investing and management as well a ...

The Operations Representative is responsible for enrolling clients in complex investment strategies. This position requires cross-functional communication, working closely with investments, trading, operations, client service, and advisors. · This is an excellent opportunity for ...

The National Bank of Indianapolis is looking for a Client Support Manager to support our Emerging Investor Market team. · This role is about safeguarding the success of our clients' accounts by making sure operations stay on track. · How You'll Contribute · Respond promptly and p ...

The candidate will collaborate with the Impact Investing team to advance Lumina's work in service of our 2040 goal: that 75% of US adults will have access to degrees and credentials of value leading to economic prosperity. · Lumina is among the nation's largest private foundation ...

This position will offer the opportunity to work remotely based on business need and manager discretion. This flexible remote option allows the manager to determine the schedule and frequency of remote work on a weekly basis. · Conduct analyses and evaluations and participate in ...