chief investment officer

Westco

<p>Comprehensive Wealth Management Firm looking for an Executive Assistant to the<br/>Chief Investment Officer.<br/>The position requires the following qualities: smart, loyal, willing to learn, interested in the financial industry, assist in client meetings, presents well.<br/>Responsibilities will include drafting letters, contracts, filing, phones, scheduling appointments.<br/>Looking for a recent college graduate with a degree in business, accounting or finance or 2 years office work experience.<br/>The job will include training for investment management research, client service, trading, compliance and bookkeeping.<br/>Experience with financial services firm a plus. Full Time Position. Salary and full medical benefits. Retirement plan.<br/><b>Must</b> <b>have a car and drive.</b> Non-Smoking. Lynbrook location.</p><p>Job Type: Full-time</p><p>Pay: $45,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul><p>License/Certification:</p><ul><li>Driver's License (Required)</li></ul><p>Ability to Commute:</p><ul><li>Lynbrook, NY 11563 (Required)</li></ul><p>Work Location: In person</p>

Executive Assistant

Morgan Stanley

<div><p>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
</p><p></p><p>As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
</p><p></p><p>Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
</p><p></p><p><b>Responsibilities:
</b></p><p></p><ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul><p></p><p><b>Knowledge and Skills Required:
</b></p><p></p><ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Kforce Inc

<div>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 Kforce's client, a rapidly growing global technology company preparing for an IPO, seeks a Chief Financial Officer to lead its financial strategy through a pivotal stage of growth. This remote opportunity will include a very attractive compensation package including a significant equity component. Due to the nature of this role, only candidates with recent SEC and/or IPO experience will be considered. Duties:
 <br/>
 <br/>
 <ul>
  <li>
   Lead all aspects of financial planning and execution, including capital allocation, forecasting, budgeting, and long-term financial modeling to support scalable growth and profitability
  </li>
  <li>
   Overseeing SEC filings, ensuring SOX readiness, and building strong internal controls, reporting systems, and governance structures
  </li>
  <li>
   Own the end-to-end IPO process, coordinating with underwriters, legal counsel, and auditors
  </li>
  <li>
   Directing global finance operations such as multi-currency management, international tax planning, transfer pricing, and compliance across jurisdictions
  </li>
  <li>
   Manage relationships with government entities and regulatory bodies, addressing public policy matters, incentives, and compliance considerations tied to business expansion
  </li>
  <li>
   As a key strategic partner to the executive team and Board, the CFO will serve as a principal spokesperson to investors, analysts, and stakeholders, including participation in investor roadshows and earnings communications post-IPO
  </li>
  <li>
   Additional responsibilities include overseeing risk management, treasury, cash flow optimization, M&amp;A evaluation, and financial due diligence
  </li>
  <li>
   Build and lead a world-class finance organization, recruiting and developing top talent with public company and international experience, while ensuring accurate, transparent financial reporting and strong investor communications, including ESG considerations
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Finance, Accounting, Economics, Business Administration from a top-tier institution; MBA or advanced degree strongly preferred
  </li>
  <li>
   CPA or equivalent professional certification (e.g., CA, CMA) required
  </li>
  <li>
   15+ years of progressive finance and leadership experience, with at least 5+ years in CFO capacity
  </li>
  <li>
   Proven track record as CFO in a rapidly growing revenue company (preferably $1 billion +annual revenue), ideally in a high-growth industry such as technology, biotech, consumer goods, or energy
  </li>
  <li>
   Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; experience in pre-IPO readiness or public company finance acceptable)
  </li>
  <li>
   Extensive international experience, including managing finance operations across multiple countries/regions, handling global tax strategies, foreign exchange risks, and international regulatory compliance
  </li>
  <li>
   Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries)
  </li>
  <li>
   Expertise in public company requirements, including SOX compliance, GAAP/IFRS reporting, internal controls, audit processes, investor relations
  </li>
  <li>
   Proven ability to partner with CEOs and Boards in high-stakes growth environments; Excellent communication and presentation skills
  </li>
  <li>
   Experience scaling finance organizations in fast-paced settings, implementing ERP/financial systems, and driving operational efficiencies
  </li>
  <li>
   Ability to thrive under scrutiny during the IPO transition and beyond with a history of delivering results in complex, international, high-growth settings with public market exposure
   <br/>
   <br/>
  </li>
 </ul>
 The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
 <br/>
 <br/>
 We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability &amp; ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
 <br/>
 <br/>
 Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
 <br/>
 <br/>
 This job is not eligible for bonuses, incentives or commissions.
 <br/>
 <br/>
 Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
 <br/>
 <br/>
 By clicking &ldquo;Apply Today&rdquo; you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
</div>


Chief Financial Officer - IPO IPO

Al Mabibi Welfare Trust Qatar (W.L.L)

<p><b>Head of Private Equity</b></p><p>The <i><b>Head of Private Equity</b></i> leads the firm&rsquo;s private equity strategy, investment execution, and portfolio oversight. This role is responsible for sourcing, evaluating, structuring, and managing private equity investments while ensuring alignment with the organization&rsquo;s long-term objectives.</p><p><b>Responsibilities</b></p><ul><li>Develop and implement the private equity investment strategy and portfolio construction approach.</li><li>Source, evaluate, and underwrite new investment opportunities.</li><li>Lead due diligence, transaction structuring, negotiation, and investment committee recommendations.</li><li>Monitor portfolio performance, identify value-creation opportunities, and manage exit planning.</li><li>Build and maintain relationships with GPs, advisors, co-investors, and other market participants.</li><li>Prepare portfolio and investment reports for senior leadership and stakeholders.</li><li>Lead and mentor the private equity team, setting priorities and developing team capability.</li><li>Ensure compliance with governance, risk, and internal approval processes.</li></ul><p><b>Qualifications</b></p><ul><li>Significant experience in private equity, principal investing, investment banking, or a related buy-side role.</li><li>Strong track record in origination, execution, portfolio management, and stakeholder management.</li><li>Deep understanding of private equity markets, valuation, and transaction structures.</li><li>Excellent leadership, communication, negotiation, and presentation skills.</li><li>Advanced degree in finance, business, economics, or a related field is often preferred.</li></ul><p>Job Types: Full-time, Part-time, Contract, Permanent, New grad, Temporary, Internship<br/>Contract length: 12 months</p><p>Pay: QAR132.00 - QAR142.00 per hour</p><p>Expected hours: No less than 20 per week</p><p>Work Location: In person</p>

Head of Private Equity

Renaissance Investment Management

<p><b>Chief Operating Officer (COO)</b><br/><b>Location:</b> Covington, KY (flexible with regular in-office presence)<br/><b>Firm:</b> Established Investment Management Firm (~$3.5B AUM)</p><p><b>Overview</b><br/>We are seeking a Chief Operating Officer (COO) to partner with the firm&rsquo;s two Managing Partners in driving operational excellence, strengthening infrastructure, and ensuring consistent execution across the business. This role focuses on <b>operations, systems, and organizational effectiveness</b>, with finance, compliance, and HR managed separately.</p><p><b>Key Responsibilities</b></p><ul><li>Translate strategic priorities into actionable plans and drive firm-wide execution</li><li>Oversee core operations, including trade support, portfolio administration, and reporting</li><li>Lead the firm&rsquo;s <b>information systems and technology stack</b> (portfolio systems, data, reporting, integrations)</li><li>Serve as a key liaison to distribution platforms, wirehouses, and third-party providers</li><li>Improve operating efficiency, scalability, and business visibility</li></ul><p><b>Qualifications</b></p><ul><li>10&ndash;20+ years in investment or asset management</li><li>Strong experience in investment operations and asset management technology platforms</li><li>Proven ability to improve processes and drive execution in a lean organization</li></ul><p><b>Profile</b></p><ul><li>Execution-oriented, highly organized operator</li><li>Systems thinker with strong technology intuition</li><li>Collaborative, low-ego leader with strong communication skills</li></ul><p><b>Opportunity</b></p><ul><li>Direct partnership with firm leadership</li><li>Broad impact across operations and systems</li><li>Lean, high-responsibility environment with meaningful autonomy</li></ul><p><b>Compensation</b><br/>Competitive salary, incentive compensation, and potential long-term alignment</p><p><b>Apply</b><br/>Please submit a resume and brief note of interest.</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Tuition reimbursement</li></ul><p>Work Location: Hybrid remote in Covington, KY 41011</p>

Chief Operating Officer (COO)

CONFLUENCE TECHNOLOGIES

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
Remote- Central or Eastern U.S. time zones</div><div><b>
</b></div><div><b>
Why Confluence?</b></div><div>
<br>
At Confluence, we&rsquo;ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.</div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><div><br>
<b>
 About the Role</b><br>
As a Compliance Services Consultant, you&rsquo;ll take on a senior, client‑facing role, acting as the primary compliance authority for a select group of clients. You&rsquo;ll provide hands‑on guidance across core U.S. securities laws and play a critical role during high‑stakes regulatory events, including SEC examinations.</div><div>
<br>
This is a fully remote, highly autonomous role designed for professionals who value ownership, influence, and long‑term client relationships.<br>
</div><div><br>
<b>What You&rsquo;ll Do</b></div><ul>
<li>Act as an outsourced Chief Compliance Officer for private fund and retail wealth management clients</li>
<li>Advise clients on compliance with the Investment Advisers Act, Investment Company Act, and Securities Exchange Act</li>
<li>Lead annual reviews, risk assessments, and regulatory filings</li>
<li>Support and manage clients through SEC examinations and regulatory inquiries</li>
<li>Build trusted relationships with C‑suite executives and senior stakeholders</li>
<li>Oversee and mentor junior team members</li>
<li>Contribute to the ongoing development and growth of the compliance practice</li></ul><br>
<h3 class="jobSectionHeader"><b>
Skills, Knowledge &amp; Expertise</b></h3><div></div><div><b><br>
What We&rsquo;re Looking For</b></div><div></div><div><b><br>
Must‑Have Experience</b></div><ul>
<li>Prior in‑house or outsourced Chief Compliance Officer experience, with direct accountability</li>
<li>Strong working knowledge of:<ul>
<li>Investment Advisers Act of 1940 (essential)</li>
<li>Securities Exchange Act of 1934</li>
<li>Investment Company Act of 1940</li>
</ul></li><li>7+ years of experience in the regulated investment industry (compliance, consulting, or regulatory)</li>
<li>Proven ability to advise C‑suite and senior leadership</li>
<li>Hands‑on experience with private equity, private credit, hedge funds, and/or retail wealth managers</li>
</ul><div>
<br>
<b>Nice‑to‑Have (But Not Required)</b>
</div><ul><li>Law degree or postgraduate compliance or legal education</li>
<li>Professional certifications (IACCP, CAMS/ACAMS, CRCP, CFE)</li>
<li>FINRA licenses (e.g., Series 24)</li>
<li>Experience with IARD, CRD, PFRD, EDGAR, and compliance software</li>
<li>Exposure to CFTC/NFA regulations</li>
<li>Experience mentoring or leading junior professionals</li>
</ul><div><br>
<b>Travel</b></div><ul><li>
Moderate travel, typically up to approximately 40%</li></ul><h3 class="jobSectionHeader"><b><br>
Job Benefits</b></h3><div><br>
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:<br>
</div><div> Generous <b>Time Off</b> packages including additional half days with each public holiday in your location.</div><div>
 <b>Global Career Development </b>opportunities</div><div>
 <b>Social Events</b></div><div>
 <b>Referral Bonus scheme </b>- Upto $3,000 per successful referral</div><div>
 <b>Plus many more!</b>
</div><div></div><div><b>
More about the Location</b></div><div>
We offer flexible working options for all employees.</div><div>
</div><div>
<b>#LI-Remote</b>-Central or Eastern U.S. time zones preferred)</div><h3 class="jobSectionHeader"><b><br>
About Confluence Technologies</b></h3><div>
<br>
As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.</div></div>

Compliance Services Consultant

SMT Reklammalzemeleri Qatar W.L.L.

<p><b>Chief Transactions Officer (CTO)</b><br/>We are seeking a senior executive to lead our transactions strategy and oversee the origination, evaluation, execution, and integration of strategic deals. The role will manage acquisitions, divestitures, joint ventures, partnerships, and other complex transactions, while working closely with senior leadership and cross-functional teams to ensure strong commercial outcomes and governance.</p><p><b>Key responsibilities</b></p><ul><li>Develop and execute the transaction strategy.</li><li>Identify and assess strategic deal opportunities.</li><li>Lead end-to-end transaction execution.</li><li>Oversee valuation, financial modeling, due diligence, and structuring.</li><li>Coordinate internal and external stakeholders.</li><li>Prepare executive and board-level materials.</li><li>Support integration and value creation after close.</li></ul><p><b>Requirements</b></p><ul><li>12+ years of relevant experience.</li><li>Strong background in M&amp;A, corporate development, investment banking, PE, or transaction advisory.</li><li>Excellent analytical, negotiation, and leadership skills.</li><li>Bachelor&rsquo;s degree required; MBA preferred.</li></ul><p>Pay: QAR120.00 - QAR250.00 per hour</p><p>Work Location: In person</p>

Chief Transactions Officer (CTO)

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