This role involves working with clients through digital UX, collaborating with vendors, and driving product experience consistent with company goals. · ...

The role involves working as a Business Analyst SME in investment accounts, requiring 8+ years of experience in private and wealth management/investment management. · Key responsibilities include knowledge about investment account opening, driving clients through digital UX, · co ...

We are looking for an experienced investment accountant for our leading life insurance client on a project basis. This role is fully remote and is expected to complete in 12 months. · ...

+Job summary · Quest Group is actively recruiting an experienced Accounting Manager to oversee financial operations of a private family office. · +ResponsibilitiesOversee day-to-day accounting functions. · Maintain internal controls. · Support family's financial transactions. · ...

Lorem ipsum dolor sit amet, · consectetur adipiscing elit, · sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. · Post daily cash transactions and reconcile cash accounts · Prepare and post journal entries for the monthly close · ...

The Trader / Investment Operations position supports the implementation and ongoing maintenance of client portfolios across the firm.This role is responsible for executing trades related to internally managed and externally managed portfolios, supporting cash management and portf ...

A fast-growing, privately held real estate investment firm is adding a Staff Accountant to its corporate accounting team.This is a fantastic opportunity for someone early in their career who wants real exposure, strong mentorship, and a path for growth inside a high-performing fi ...

The Senior Treasury Accountant is a critical role within our finance team responsible for managing the company's cash flow investments and banking relationships. · ...

This position leads Invesco's Corporate Accounting Policy team. · Lead the development implementation governance of Invesco's accounting policies ensuring compliance with U.S. GAAP and alignment with industry best practices. · Direct the Investments Accounting function ensuring a ...

This is a rare opportunity to join an established investment platform with an exceptional reputation. · ...

This role is responsible for overseeing legal entity accounting, complex financial instruments, and global currency impacts. · ...

This role involves knowledge about investment account opening exposure towards driving clients through digital UX collaborating with third-party vendors in understanding their capabilities establishing an ongoing relationship comfortable having domain and technical discussions wi ...

Our client is seeking a dedicated Financial Advisor to join their team. · ...

We are seeking a highly skilled and detail-oriented Financial Analyst to join our dynamic finance team. This role will gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institut ...

This is an experienced compliance and supervision professional who will provide supervision and compliance services to the Strategic Financial Alliance, Inc. · ...

We are excited to be partnering with an award-winning real estate investment manager on a Senior Accountant search. · This is an exciting opportunity to join a high-performing, experienced team and make a meaningful impact within the organization. · This Senior Accountant role is ...

We are seeking an Associate, CFO Services, · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, · Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, a ...

Gatherandanalyzefinancialinformation;willtypicallyconductquantitativeanalysesofinformationaffectinginvestmentprogramsofpubli orprivateinstitutions. · Analyzingandcommunicatingfinancialinformationforclients. · ...

The position will assist in the preparation and review of monthly financials and month-end close-outs for hotel and residential real estate projects.This position will be responsible for several properties to help support internal Investment Management and our third-party busines ...

Cresset is seeking a Director, CFO Services, who will operate within our CFO Services team. This position is hands-on, requiring experience in financial reporting, cash flow analysis, · bill payment including classification and recording of bank account and credit card details, · ...

We are seeking a long-term, personable Investment Analyst to fill an opening in Alpharetta, GA. The candidate should be able to communicate effectively and manage their time efficiently. · Perform research and analysis on current and prospective investment options as directed by ...