Demonstrate organizational agility by knowing how the Firm works. Understand the origin and reasoning behind key policies, practices and procedures. Plan and conduct effective meetings with departmental staff and internal clients. view job details

Participate in monitoring the clients' Private Equity managers. Participate in evaluating and monitoring Private Equity managers including attending and participating in meetings with managers, summarizing meeting outcomes, and evaluating the organization, and investment strategy, process, and performance. Develop a deep knowledge of the Private Equity strategy and the underlying investment managers in order to serve as an internal resource to consultants and consulting analysts seeking current information, including opportunities within the strategy, data view job details

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Reconcile demographics and financials for converted fund accounts including creation and input of general ledger adjustment entries. Assist with the quarterly valuation process with investment professionals and valuation advisers. Participate in special projects, including process improvements and implementation of new systems. view job details

Demonstrates an exceptional standard of quality involving accuracy, attention to detail, organization and self-review skills, thoughtful analysis and problem-solving, effective collaborating skills and accountability for excellent results. Manage and support general department activities, including investment materials both for internal and external constituents. Develops and maintains professional relationships and contacts within the investments industry in order to conduct searches and gain knowledge of appropriate investment opportunities. view job details

Q. I was recently promoted to a higher position and given a form stating my change in position and salary. However, the form said I was receiving an 'equity adjustment' as oppposed to a promotion. What is the difference? Was it my boss's way of cheating me out of a higher percentage increase or vice-versa? Also, what is a typical percent increase when promoted to a higher position?A. An equity adjustment is typically given to an employee when the company wants to bring his or her salary in line with either the internal or external 'competitive wage.' A promotional increase, on the other hand, ... view article details

Who has the time, interest, or confidence to pick and track individual stocks (unless, of course, it's what you do for a living)? For those of us who don't, there are index funds. Every self-help guide on investing champions index funds as the safest gateway into the stock market. As portfolios of securities, indices are designed to match the performance of the market as a whole. They are essentially mutual funds that track the market, allowing even the least savvy investor to benefit from an expanding economy in a hands-off, lower-risk way. Most people have heard of the more famous indices su... view article details

'Bonds come in many shapes and sizes. Those issued by the government include T-bills, Treasury notes and Treasury bonds. Municipal bonds are issued by a city, county, state, school, or park district for constructing roads, bridges, schools, libraries, airports, and so on.'    Now that the roaring bull that was the stock market has been put out to pasture, let us turn our attention to bonds and bond mutual funds. With investors accepting the sad reality that stock values can drop as fast as they may rise, bonds beckon as a lower-risk alternative - albeit one with a less exciting growth potentia... view article details

'To be fair, folks who have so much money in the market that they simply don't have enough time to stay on top of investment trends would probably be good candidates for the use of a full-service broker.'  'Full-service' brokers get their name and reputation from the dogged and devoted work they're expected to do to keep clients happy. They carry business cards from distinguished brokerage firms like Salomon Smith Barney and Merrill Lynch. In an ideal world, a broker provides sound, profitable investment ideas, and furnishes up-to-the-minute research to keep you current with market trends, sto... view article details

'Stock mutual funds can be geared toward an investor's risk threshold. The more conservative investor would focus on lower-risk balanced funds that usually are composed of high-dividend-yielding stocks and bonds.' Anyone who's shopped for a mutual fund knows finding the right one can be harder than locating that proverbial needle in a haystack. There are so many to choose from. Remarkably, people seem to navigate the selection process somehow, because statistics show that most stocks held by the average American are purchased by way of a mutual fund. Mutual funds do the work for you'Certainly ... view article details

Private equity firms are renowned for their great pay structures, with carried interest taking center stage. For those unfamiliar with this term, carried interest is the percentage of profits that private equity managers receive as pay. It is also known as "carry" or "the carry," and has become a controversial topic for many years. For someone outside the circle of private equity, learning about carried interest may be startling. But within the industry, carried interest is business as usual. Private equity is a high-risk, high-reward game, and carried interest is considered the fuel that keep... view blog & white papers details

Long-term incentive plans (LTIPs) are key in executive compensation. LTIPs reward employees for reaching set goals. They must align employee and shareholder interests. Employees understand key performance factors that can improve the business and yield rewards. This will ensure sustainable growth within a company and employee satisfaction. LTIPs are crucial for success. For public and private companies, LTIPs vary significantly. The difference in size, ownership structure, regulatory requirements, and strategic goals create various advantages and challenges. This article will elaborate on thes... view blog & white papers details

Investing in a company and owning equity can be confusing. What does it mean to own equity? Equity is ownership of a company expressed through stock shares. Owning a portion of a company entails having equity in it. If a company performs successfully, it becomes more valuable. In turn, equity becomes more valuable too. The opposite is also true when the company struggles; equity can decrease in value. As per their ownership stake, companies allow equity holders to vote on key issues. Selling equity is one way for businesses to raise capital from investors to finance growth. Acquiring equity is... view blog & white papers details

Tech startups commonly offer stock options to reward their employees. As more venture-backed companies succeed and employees have more choices, there is a growing belief in owning a piece of the company. But cash alone is not enough. To attract the best employees, companies need to offer them a chance to share in the company's success. But what happens when employees do not understand how stock options work? Or when they come from backgrounds where financial knowledge is limited? Keep reading this article to learn more. What Is Equity Compensation? Equity compensation is a different way for co... view blog & white papers details

The concept of pay equity is probably a familiar one, but it is more than just an idea. Nowadays, pay equity has the potential to significantly impact shareholder value. As well as this, if pay equity is implemented effectively, it can ultimately boost financial performance for organizations of all sizes. If you have any stake in an organization as an investor or executive, it is probable that you have a vested interest in how pay equity has the potential to increase returns on investment (ROI) and long-term success. In this article, we will outline the importance of pay equity to shareholder... view blog & white papers details