caia association

Qualifications Graduate of Bachelor’s degree in Accountancy; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Must have at least 3 consecutive years of experience as an accounting or finance professional; Experience in Fund Administration, Asset...

QualificationsGraduate of Bachelor’s degree in Accountancy;Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA);Must have at least 3 consecutive years of experience as an accounting or finance professional;Experience in Fund Administration, Asset...

Associate Advisor Seattle, WA On-site ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and...

Trading & Investment Operations Associate Location 100% onsite in Scottsdale, AZ (Relocation assistance is available) Reports to CEO Employment Type Full-Time, W2, Direct Hire Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. PTO. The Company We are a leading Wealth Tech firm and Turnkey Asset Management Platform (TAMP),...

Associate Advisor Seattle, WA On-site ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs,...

TPG is seeking an Associate to join their Global Wealth Solutions team in New York. You’ll support fundraising efforts, develop wealth product solutions, and work closely with senior team members to manage investor communications and marketing materials. You’ll analyze fund performance, assist in due diligence, and help prepare investment outlooks while...

Dartmouth Partners is partnering with a leading institutional investment and advisory firm to identify a Manager Research Associate for its growing private credit team. This is an excellent opportunity for an investment professional looking to build expertise in fund due diligence, portfolio monitoring, and private credit research. Key Responsibilities -...

Position Overview We are seeking a highly motivated and detail-oriented Investment Operations Associate to support the operational infrastructure of the firm's alternative investment platform. This individual will play a critical role in evaluating and onboarding new alternative investment managers and investments, overseeing operational support for the...

Senior Fund Accountant - Senior Fund Administration Associate Qualifications Graduate of Bachelor’s degree in Accountancy; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Must have at least 3 consecutive years of experience as an accounting or...

About The Role iCapital is looking to hire an Internal Wholesale Associate to join the Alternative Distribution team. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. You'll partner with External Wholesalers and own advisor relationships actively prospecting, educating, and closing new...

Associate Advisor Seattle, WA On-site ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and...

About the CompanyYou could be just the right applicant for this job Read all associated information and make sure to apply.Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more...

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners...

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners...

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners...

The Role About Lord Abbett: Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our...

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners...

About the Company Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners...

Summary Professional Search by Kingsley Gate is seeking a Senior Associate, Product (Real Estate) opportunity on behalf of our client, a leading global investment management firm. This role will focus on U.S. institutional private real estate equity and credit strategies, supporting product development, positioning, fundraising, and ongoing portfolio...

Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an...