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Reposted 13 Days AgoSaved
In-Office
3 Locations
135K-168K Annually
Senior level
135K-168K Annually
Senior level
Financial Services
The CLO Operations Manager oversees CLO operations, serves as a liaison among various teams, manages trading analyses, ensures compliance, and enhances efficiency in the CLO business.
Top Skills: AllvueBloombergClo Operations SystemsExcelMoody'S AnalyticsSentrySolvasSQLWso Compliance
Reposted 13 Days AgoSaved
In-Office
San Diego, CA, USA
72K-88K Annually
Junior
72K-88K Annually
Junior
Financial Services
The Money Movement Associate processes client money movement requests, ensures compliance, audits transactions, communicates client cash needs, and collaborates with internal teams to improve workflows.
Top Skills: Advent ApxApl
Reposted 13 Days AgoSaved
In-Office
San Diego, CA, USA
72K-88K Annually
Mid level
72K-88K Annually
Mid level
Financial Services
The Client Service Analyst/Associate manages new account administration, collaborates with clients and internal teams, and ensures accurate documentation and processes.
Top Skills: AppianArcherCRMExcelOutlookWord
14 Days AgoSaved
In-Office
Newport Beach, CA, USA
175K-240K Annually
Expert/Leader
175K-240K Annually
Expert/Leader
Financial Services
Lead tax planning and structuring for private equity and hedge funds across fund launches, deal execution, and ongoing compliance. Partner with investment, product, legal, finance, and external advisors on structuring, K-1/investor reporting, withholding analysis, REIT/RIC/BDC compliance, carried interest calculations, and tax provisions. Drive process improvements, controls, and adoption of data, automation, and AI to scale the tax operating model.
Reposted 14 Days AgoSaved
In-Office
Newport Beach, CA, USA
90K-100K Annually
Entry level
90K-100K Annually
Entry level
Financial Services
The Analyst will generate investment insights for financial advisor clients, perform portfolio analyses, and create presentation materials. They will support strategists and manage multiple projects while gaining exposure to financial markets and investment management.
Top Skills: ExcelMicrosoft Powerpoint
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Reposted 15 Days AgoSaved
In-Office
3 Locations
112K-128K Annually
Mid level
112K-128K Annually
Mid level
Financial Services
The Manager in Fund Governance Operations will support fund oversight, board materials, regulatory processes, and vendor coordination while improving efficiency and communication across teams.
Top Skills: MS Office
Reposted 15 Days AgoSaved
In-Office
Newport Beach, CA, USA
100K-113K Annually
Mid level
100K-113K Annually
Mid level
Financial Services
As a Senior Associate, you'll support the regulatory reporting process, ensuring accuracy and compliance while collaborating across teams and identifying process improvements.
Top Skills: Excel
Reposted 15 Days AgoSaved
In-Office
New York, NY, USA
125K-141K Annually
Mid level
125K-141K Annually
Mid level
Financial Services
The Alternatives Sales Senior Associate will support business development and investor relations for alternative investment products, assisting Alternatives AMs, managing relationships, and handling operational tasks such as CRM queries and reporting.
Top Skills: CRMExcelPower BIPowerPoint
Reposted 15 Days AgoSaved
In-Office
New York, NY, USA
265K-305K Annually
Senior level
265K-305K Annually
Senior level
Financial Services
The Account Manager will build strategic partnerships with RIA Aggregators, manage client relationships, and drive sales of PIMCO investment solutions, ensuring client satisfaction and alignment with their investment goals.
Top Skills: Finra Series 3Finra Series 63Finra Series 7
Reposted 15 Days AgoSaved
In-Office
New York, NY, USA
205K-305K Annually
Senior level
205K-305K Annually
Senior level
Financial Services
Manage investment portfolios for insurance clients, utilize quantitative skills for risk-adjusted returns, and collaborate with stakeholders and teams.
Top Skills: Python
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