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SENIOR ASSOCIATE – PRIVATE EQUITY AND HEDGE FUND ACCOUNTING (HYBRID)

Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statement preparation/review. Accounting principles and issues...

CompanyIqeq
AddressUnited States
CategoryAccounting/Finance
SalaryNot disclosed
Job typeFull time
Date Posted 2 weeks ago See detail

Senior Associate – Private Equity and Hedge Fund Accounting (Hybrid)

Iqeq

United States

Not disclosed

Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statement preparation/review. Accounting principles and issues...

2 weeks ago seen See more...

Private Equity Finance Associate (Mid-Level)

A Dynamic International Law Firm

New York, NY

Lender-side experience in the context of middle market transactions is a plus, but not required.Our sponsor finance group operates in a collaborative and entrepreneurial culture and is committed to investing in the growth and adva...

2 weeks ago seen See more...

Private Equity Finance Associate (Mid-Level)

A Dynamic International Law Firm

Chicago, IL

Lender-side experience in the context of middle market transactions is a plus, but not required.Our sponsor finance group operates in a collaborative and entrepreneurial culture and is committed to investing in the growth and adva...

2 weeks ago seen See more...

Taxation & Wealth Planning Associate

A Full-Service Law Firm

Greenville, SC

Strong academic record and excellent written and oral communication skills required. Experience working with trusts, estates, corporations, family-owned businesses, private foundations and other tax-exempt organizations a plus. Ma...

2 weeks ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL

Jpmorgan Chase & Co.

Saint Cloud, FL

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

2 weeks ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL

Jpmorgan Chase Bank, N.a.

Saint Cloud, FL

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

2 weeks ago seen See more...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity

Smithfield, RI

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

3 weeks ago seen See more...

Senior Associate – Private Equity and Hedge Fund Accounting (Hybrid)

Iqeq

United States

$65,000-$90,000

Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statement preparation/review. Accounting principles and issues...

3 weeks ago seen See more...

Tax Senior Associate - Private Companies

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

3 weeks ago seen See more...

Senior Associate - Private Equity and Hedge Fund Accounting (Hybrid)

Iq-Eq

Newark, NJ

Hybrid Schedule - 3 days/week in office in Newark, NJ. Calculation of management fees and incentive allocation. Expense tracking and approvals. Provide operational support for clients. Fund and management company financial statem...

3 weeks ago seen See more...

Buck Actuarial Associate - Wealth

Gallagher

New York, NY

Handles the preparation of valuation data. Includes reviewing data in both paper source and e-source from PBGC. Review benefit calculations prepared by plan administrators. Prepare benefit calculations and benefit statements. Assi...

3 weeks ago seen See more...

Private Client Senior Wealth Advisor-MI

Citizens

Southfield, MI

The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and bus...

3 weeks ago seen See more...

Commercial and Private Banking Associate

Resource Bank

Covington, LA

Manage customer portfolios. Maintain customer confidentiality at all times. Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs. Assist clients in opening new accounts, an...

3 weeks ago seen See more...

Tax Senior Associate - Private Companies - Now Hiring

Pwc

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

3 weeks ago seen See more...

Private Wealth Management Intern

Ameriprise Financial

Chicago, IL

Assist the team with preparing client meetings Collecting, organizing and entering client information in our systems Completing practice and client-specific projects as needed Communicating with external business partners and clie...

4 weeks ago seen See more...

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Deloitte Us

Indianapolis, IN

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week. 3+ years' experience providing tax planning services or preparing and reviewing clie...

4 weeks ago seen See more...

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

Deloitte Us

Indianapolis, IN

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week. 5+ years of public accounting experience (at least 3 years in Investment Management)...

4 weeks ago seen See more...

Head of Wealth Associate Onboarding & Readiness Experience

Tiaa

Charlotte, NC

$184,000 - $289,000 a year

Develops the strategic vision for Wealth business new hire onboarding and initial training through partnership with Wealth Distribution and Wealth Sales Enablement leaders. Designs, oversees, and continuously improves common aspec...

4 weeks ago seen See more...

Private Wealth Services Tax Manager

Grant Thornton

Dallas, TX

$138K - $174K a year

Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset ma...

4 weeks ago seen See more...

Managing Director; Private Wealth Manager

Bank Of America

Miami, FL

$167K - $211K a year

Advise international and domestic clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Responsible for the sale and implementation of wealth management...

a month ago seen See more...

VP, Private Wealth Distribution Business Manager, Americas

Blue Owl

New York, NY

Partner with the Head of Distribution on channel strategy, e.g., market coverage, client segmentation, focus teams, and advisor resources. Assess Market sizing and penetration in partnership with Analytics and Marketing. Coordinat...

a month ago seen See more...

Client Concierge - Private Wealth Management Firm

Fiduciam Financial

Middlebury, CT

$45,000 - $50,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. Monday to Friday. Associate (Preferred). Customer service: 1 year...

a month ago seen See more...

Private Wealth Advisor

Bok Financial

Plano, TX

You will develop and expand client relationships while also servicing internally referred bank clients. You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs....

a month ago seen See more...

Tax Manager, Private Wealth

Baker Tilly Us, Llp

New York, NY

You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face-to-face with clients to find cr...

a month ago seen See more...

Financial Wealth Associate

Lhh Recruitment Solutions

Glenview, IL

Set up new investment accounts. Run, update, and maintain a variety of reports. Process all customer related financial transactions. Support compliance, licensing, and registration functions. Assist with setting up online access f...

a month ago seen See more...

Director, Business Development Officer- (Schwab Private Wealth Services)

Charles Schwab Inc.

Chicago, IL

As a key member of the SPWS team, the Business Development Officer (BDO) is responsible for outbound prospecting, networking, qualifying, and closing new SPWS accounts to Schwab.. Serve as a resource and subject matter expert on...

a month ago seen See more...

Intern – Private Wealth

Iqeq

United States

Not disclosed

Provide support for Trust Accounting department activities:. Asset set-up and maintenance.. Posting of cash activities.. Monthly fee processing.. Internal audit program procedures.. Other ad-hoc projects as they arise.. Mont...

2 months ago seen See more...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity Investments

Smithfield, RI

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

2 months ago seen See more...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity

Jersey City, NJ

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

2 months ago seen See more...

Relationship Manager, Private Wealth

Cibc

Chicago, IL

$151K - $192K a year

Manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organizatio...

2 months ago seen See more...

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What are the top cities open Private Wealth Associate jobs?

There are open Private Wealth Associate jobs in several cities including New York, Los Angeles, Miami, Denver, San Francisco, Boca Raton, Washington, Richardson, Chicago, Minneapolis, Tampa, Houston, Dallas, Cleveland, Deerfield,

What companies are hiring for Private Wealth Associate jobs?

The top companies hiring now for Private Wealth Associate jobs are AllianceBernstein, AllianceBernstein Holding L.P., HighTower Advisors,

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