Collecting information
Organizing data
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Experience in leading and enhancing investment management compliance programs, including a strong understanding of the Advisers Act, SEC examinations, Form ADV, marketing rule, and regulatory enforcement expectations, is essential. Chief Compliance Officer (CCO), International Asset Management. The
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
A financial services organization is seeking a Grant Accountant to manage finances for grant-funded positions and ensure compliance with various regulations. Ideal candidates will have a Bachelor's degree in accounting and at least 1 year of financial experience, preferably in non-profit.
The Finance Analyst III will serve as a senior member of the finance team, providing expert analysis and strategic insights to support the organization's financial goals. Financial Analyst 3, Finance Corporate Support. This role involves leading complex financial projects, developing advanced financ
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
A leading financial services firm is seeking an Audit Partner focused on Asset Management in Fort Lauderdale, FL. This role involves leading a team of audit professionals, driving strategic initiatives, and fostering growth in the Asset Management audit practice.
A leading investment advisory firm in Miami is seeking an Associate to join their Opportunistic Private Credit & Asset Backed Finance team. The position requires 2-6 years of finance experience and a strong academic background. Responsibilities include sourcing support, due diligence, financial mode
Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting. Project Finance Principal, Financial Planning & Analysis. The Project Financia
A leading company in the investment sector is looking for an Investment Analyst to support its investment team. Responsibilities include monitoring investment performance, conducting market research, and assisting with investment strategies.
As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training;
Private Client Investment Associate in Miami, FL. This role involves supporting Advisors with operational requests and building client relationships to deliver optimal investment solutions.
What You’ll Do Draft and review contracts, transactional documents, and corporate materials Support deal execution and closings across a range of matters Work directly within SeedJura’s platform to manage workflows and legal operations Help transform complex or unstructured matters into organize
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Candidates Must Have transactional finance, lending, real estate finance, or transportation finance experience Be comfortable drafting and negotiating finance documents Have strong attention to detail and client-service ability Have relevant bar admission or eligibility Be interested in sophist
F1135 Templeton Investment Counsel, LLC in Fort Lauderdale, Florida is seeking a Senior Equity Research Analyst to cover the biotech and pharmaceutical sectors. As an analyst, you will identify investment opportunities, conduct fundamental analysis, and effectively communicate findings.
Miami, Florida is seeking a qualified professional to manage fund NAVs, assist in auditing, and track investment costs. Candidates should have a BS in Accounting or Finance and 3+ years of relevant experience.
The successful candidate will be responsible for compiling financial information, performing accounting functions, and generating financial statements. Corporate Accountant to join its finance team. Applicants should have a Bachelor's degree in accounting and 2-5 years of experience in financial rep
This includes working with both our investment businesses, operating businesses, and potentially overhead functions. Design and launch initiatives to capture identified value, including change management, KPI definition, and performance tracking.
The ideal Analyst will have 8 to 12 years of related experience as a Senior Equity Research Analyst in fundamental analysis covering the biopharma sectors , will be a creative thinker, and have direct experience making price-based investment recommendations as a trusted partner in the equity investm