53 Investment Firms jobs in Jersey City

• Manage private equity tax deliverables and client relationships, including preparation and review of tax estimates, year-end tax work papers, and Schedule K-1s.
• Review federal and state tax returns prepared by 3rd party
• Manage and train direct reports and coordinate assignments
• Research federal, state and international tax issues
• Liaise with clients and their tax advisors on the preparation of partnership income tax returns
• Liaise with Fund Accounting, On-boarding, Waterfall and other Citco teams globally
• Develop and improve processes around growing private equity business to enhance client offering
• Participate in technology automation, procedure development and other special projects
• Assist in the pursuit of new business, including sales pitches and pricing of engagements

• 5+ years of relevant private equity tax experience with high volume operational environment.
• Minimum of a Bachelor's Degree in Accounting; CPA preferred
• Knowledge of private equity structures
• Knowledge of partnership accounting and allocations, including tax waterfalls
• Experience with federal and state tax return compliance
• Experience with managing and/or leading staff
• Excellent analytical and problem solving skills with high degree of attention to detail
• Excellentwritten and verbal communication skills
• Strong sense of ownership and accountability of work product
• Strong Excel skills; knowledge of Investran a plus

Associate Director, Fund Accounting - Hedge Funds/Private Markets; East Coast Region Associate Director, Fund Accounting - Hedge Funds/Private Markets; East Coast Region Apply locations New York, NY Union, NJ time type Full time posted on Posted 2 Days Ago job requisition id R27520 As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Director, Fund Accounting - Hedge Funds/Private Markets; East Coast Region Locations : New York City | Union, NJ | Boston, MA | Hybrid Get To Know The Team: SS&C is leading the way. We continue to look for today's and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Lead teams supporting fund administration services to clients Support multiple client implementations and onboarding events Create, maintain, and/or review distribution waterfall (carried interest) models Review fund governing documents, offering documents and investment management agreements Plan and oversee the preparation of audited and unaudited financial statements, partner capital statements and underlying work papers Manage the year-end audit process, in collaboration with the client and auditors Implement effective processes to improve the overall operations Participate in new client business analysis with prospects and existing clients What You Will Bring: Bachelor’s degree in Accounting or related field 12+ years’ experience in Private Equity/Real Assets fund accounting 3+ years’ experience supervising, training, delegating and managing large teams CPA designation and/or MBA preferred Hands-on management style with strong leadership skills and ability to develop staff Excellent client relationship and project management skills Excellent verbal and written communication skills with the ability to interact with all levels of the organization Proficiency in Microsoft Office suite, advanced Excel skills required Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. #J-18808-Ljbffr

The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

KPMG is currently seeking a Director to join our Business Development Organization.

Responsibilities :

• Expand relationships within KPMG's premier Private Equity accounts through targeting Fund Leadership, Investment Professionals, Operating Partners, and C-suite executives and functional leaders at select portfolio companies Partner with Account and Industry Leadership to identify priority areas of focus, drive pipeline development and cultivate opportunities through to close
• Drive collaboration across KPMG's Private Equity sectors, Service Line leadership and the Business Development organization
• Structure an independent client/opportunity pursuit plan that includes aligning appropriate KPMG professionals and solutions to best solve for client needs
• Build awareness of KPMG solutions within Private Equity Funds and their portfolio companies Develop an understanding and deep competency of KPMG's full suite of services, and deliver value through relationship building; match client/target needs with KPMG solutions

Qualifications :

• Minimum ten years of recent demonstrated business development, sales and client management experience in professional services including direct sales responsibility within the Private Equity
• Bachelor's degree from an accredited college or university or equivalent experience
• Experience developing and leading relationship-building activities with key economic buyers across the entire C-Suite
• Capability to demonstrate exceptional interpersonal skills that have resulted in business relationships of trust, confidence and results
• Strong interpersonal skills with a track record of developing trusted business relationships; capacity to understand complex industry challenges and KPMG service offerings and to apply such knowledge to appropriately match client needs; strong executive presence
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa); able to travel up to 50% within the United States

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work".

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $6,000.00 - 135,000.00 / year; Brooklyn,NY 76,000.00 - 135,000.00 / year

We've been retained to lead the search by a global broking house in their search for a Project Manager to sit within the firm's M&A practice and provide first class client service to the firm's private equity clients and their portfolio companies.

You will ensure that all PE clients and portfolio companies have access to any relevant services or products that can be additive to their mergers and acquisitions activity. You will also take responsibility for maintaining existing relationships with the firm's private equity client base and other key stakeholders within the business.

We are keen to speak with individuals with exposure to working with private equity funds, their portfolio companies, or first-to-second year insurance professionals with a strong client management skill set.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $14,000.00 - 200,000.00 / year; Brooklyn,NY 114,000.00 - 200,000.00 / year

About Citco:

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948, leading to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, pushing beyond the industry boundaries to shape its future. From working exclusively with hedge funds to serving all alternatives, corporations, and private clients, our organization has grown immensely across asset classes and geographies. We are committed to maintaining this progress by prioritizing our performance. If you want to play at the top of your game and be at the vanguard of your space, welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting services are among the most respected in the industry. Our ongoing investment in learning and technology ensures our team can deliver a seamless client experience.

About You:

• 5+ years of relevant private equity tax experience in a high-volume operational environment.
• Bachelor’s Degree in Accounting; CPA preferred.
• Knowledge of private equity structures and partnership accounting, including tax waterfalls.
• Experience with federal and state tax return compliance.
• Experience managing and leading staff.
• Strong analytical, problem-solving skills, and attention to detail.
• Excellent written and verbal communication skills.
• Strong ownership and accountability for work products.
• Proficient in Excel; knowledge of Investran is a plus.

Salary Range: USD 150,000 - 210,000

Our Benefits:

We offer a comprehensive rewards package supporting your career and personal needs, including medical, dental, vision, disability benefits, a retirement plan, tuition reimbursement, wellness support, parental leave, and more. Compensation will depend on role, experience, and market factors. Additional details will be provided during hiring.

At Citco, we foster an inclusive culture that values diversity, innovation, and mutual respect. We welcome applications from all backgrounds and are committed to accessibility and equal opportunity employment. If accommodations are needed during the recruitment process, please inform your recruiter.

This job description is not exhaustive; employees may perform other duties as needed to meet organizational requirements.

Your Role:

• Manage private equity tax deliverables and client relationships, including preparing tax estimates, work papers, and Schedule K-1s.
• Review federal and state tax returns prepared by third parties.
• Manage and train direct reports and coordinate assignments.
• Research federal, state, and international tax issues.
• Coordinate with clients and tax advisors on partnership income tax returns.
• Collaborate with Fund Accounting, Onboarding, Waterfall, and other teams globally.
• Develop and improve processes to grow the private equity business and enhance client offerings.
• Participate in automation, procedure development, and special projects.
• Assist in new business pursuits, including sales pitches and engagement pricing.