Investment Funds Specialist

Investment Funds Team MemberWe are seeking a highly skilled and experienced professional to join our dynamic Investment Funds team in Charlotte, NC. As a key member of our team, you will play a critical role in managing and expanding our investment funds practice.Key Responsibilities:Support our multi-disciplinary team in managing and expanding the...

Job Title: Fund AccountantStepStone Group is a leading global private markets firm that provides customized investment and advisory solutions to sophisticated investors worldwide. As a Fund Accountant, you will play a critical role in supporting the day-to-day investment operations and accounting of our US and International retail private credit investment...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist. As a key member of our brokerage services team, you will provide exceptional support to our clients, ensuring their investment needs are met with expertise and care.Key ResponsibilitiesProvide top-notch service support to clients via...

About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking a skilled RFP...

Exciting Opportunity for a Fund AccountantWe are seeking a highly skilled Fund Accountant to join our team in Charlotte, NC. As a Fund Accountant, you will play a critical role in ensuring the accuracy and timeliness of financial reports, profit allocation, and net asset value calculations.Key Responsibilities:Oversee financial reports, profit allocation,...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist Inc. As a key member of our Investment Client Care team, you will be responsible for providing exceptional service to our clients, answering their inquiries, and resolving any issues that may arise.Key ResponsibilitiesProvide service...

Job OpportunityWe are seeking a highly skilled Private Fund Formation Associate to join our Financial Services group at 5 Legal.The ideal candidate will have 3-5 years of experience in private fund formation, including drafting and negotiating fund documentation, such as private placement memoranda, fund agreements, subscription agreements, advisory...

Job Title: Analyst, Investment StewardshipJob Summary:Dimensional Fund Advisors is seeking a highly skilled Analyst, Investment Stewardship to join our Portfolio Management Group. As a key member of our team, you will be responsible for assisting with the operational workflows involved in proxy voting, portfolio company engagement, and related reporting.Key...

Job DescriptionAt Flores & Associates, we are seeking a highly skilled Funding Operations Specialist to join our team. As a key member of our finance operations team, you will be responsible for ensuring the accurate and timely establishment, accounting, and reconciliation of client accounts for our company's products.Key Responsibilities:Provide exceptional...

About this role:We are seeking a highly skilled Institutional Investment Operations Specialist to join our team at Wells Fargo. As a key member of our operations team, you will play a critical role in supporting our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.You will be accountable for...

**Real Estate Investments Specialist**We are seeking a highly skilled Real Estate Investments Specialist to support the acquisition, analysis, and management of real estate investments. The ideal candidate will have a strong understanding of real estate finance, market trends, and investment strategies.**Key Responsibilities:**Conduct thorough market...

The Barings Funds Legal TeamWe are seeking a highly skilled and experienced legal professional to join our Funds Legal Team, supporting the formation, capital raising, and distribution of Barings investment funds across various asset classes.Key ResponsibilitiesProvide internal legal advice on new and existing Barings investment funds, including closed and...

Job Title: Account Manager, Private EquityJoin the Apex Group team as an Account Manager, Private Equity, and take on a challenging role that requires strong leadership skills, commercial awareness, and a client-focused approach.About the Role:We are seeking a highly motivated and experienced professional to oversee and assist in the client service of our...

Job Title: Associate, Investment Analytics and DataAbout the Role:Dimensional Fund Advisors is seeking a highly skilled and motivated Associate to join our Investment Analytics and Data team. As a key member of our team, you will be responsible for supporting senior staff in architecting, building, and testing application services; assembling, reviewing, and...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Brokerage Services Representative to join our team at Truist Financial Corporation.Key ResponsibilitiesProvide exceptional service support to self-directed brokerage clients and Financial Advisor assigned account holders via phone, with assistance from senior staff or...

Job SummaryWe are seeking a highly skilled and customer-focused Investment Client Care Brokerage Services Representative to join our team at Truist Financial Corporation. As a key member of our client support team, you will be responsible for providing exceptional service to our self-directed brokerage clients and Financial Advisor assigned account...

Job Title: Real Estate Fund AccountantLocation: Charlotte HQ, Charlotte, NCDepartment: FinanceWe are seeking a detail-oriented and numbers-savvy professional to join our team as a Real Estate Fund Accountant. As a key member of our financial operations team, you will play a pivotal role in ensuring accuracy, compliance, and transparency in our real estate...

About this role:We are seeking a highly skilled Institutional Investment Operations Specialist to join our Client Onboarding Facilitation Team within Corporate Investment Banking Operations at Wells Fargo.This role will involve leading complex initiatives in operational and customer service for lifecycle support for institutional trade flow functions,...

Job Title: Real Estate Fund AccountantJob Summary:We are seeking a highly skilled Real Estate Fund Accountant to join our team at Grubb Properties. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and compliance of our real estate fund accounting. If you have a passion for finance, a keen eye for detail, and...

Job Title: Real Estate Fund AccountantGrubb Properties is seeking a detail-oriented and numbers-savvy Real Estate Fund Accountant to join our finance team. As a key member of our financial operations, you will play a pivotal role in ensuring accuracy, compliance, and transparency in our real estate fund accounting.Key Responsibilities:Invoice Management:...