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Mid level
Fintech
The Senior Associate in Fund Operations will support the Alternatives Operations team, manage investment performance calculations, oversee treasury management, and improve operational processes. This role involves collaboration with service providers and internal stakeholders to enhance fund operations.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
13 Days AgoSaved
Hybrid
Dallas, TX, USA
Senior level
Senior level
Fintech
The Senior Regional Advisor Consultant promotes and sells investment products through financial intermediaries, mentors junior team members, and maintains client relationships to drive sales goals.
Top Skills: ExcelMorningstar WorkstationSalesforceZephyr
13 Days AgoSaved
Hybrid
Houston, TX, USA
Expert/Leader
Expert/Leader
Fintech
The Wealth Advisor (Vice President) serves UHNW clients by managing communication, overseeing wealth planning, mentoring junior staff, and ensuring coordinated service delivery.
13 Days AgoSaved
Hybrid
Houston, TX, USA
Expert/Leader
Expert/Leader
Fintech
The Director, GP Strategies leads the investment team for an energy private equity business focusing on fundraising, investment analysis, and portfolio management, while managing relationships with investors and industry contacts.
Top Skills: ExcelMS Office
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