- Robert Half Finance & Accounting (San Francisco, CA)
- …Expertise in fund structures, capital flows, and reporting cycles + Proficiency in Advent Geneva strongly preferred + Advanced Excel skills; knowledge of Power Query ... or similar tools is a plus + CPA, CFA, or similar professional designation is a bonus + Strategic mindset, strong communication skills, and an ability to influence across the organization Why This Firm? + Top-of-market compensation including bonus +… more
- City National Bank (Los Angeles, CA)
- …Advisory accounts such as SEI, CSS, IBS Insight, Fasttax, OPR/IAV, Reports 2000, Advent and Infoshare. Knowledge of these systems allows the ongoing creation of ad ... hoc reports for multiple projects which arise any time there is a policy change or system implementation. * Excellent verbal and written communications skills, particularly on the telephone. * Excellent interpersonal skills to interact effectively with all… more
- City National Bank (Los Angeles, CA)
- …of Advisory accounts such as SEI, CSS, M&I, Fasttax, OPR/IAV, Reports 2000, Advent , Estate Val and Infoshare. * Maintain appropriate knowledge of other Bank products ... and services, particularly those of Wealth Management * Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles. * Excellent verbal and written communications skills, particularly on the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in the hedge fund or investment management industry. + Expertise in Advent Geneva is strongly preferred. + Professional designation (CPA, CFA, or equivalent) ... required or strongly preferred. + Proficiency in Microsoft Excel; Power Query skills a plus. + In-depth understanding of hedge fund structures, accounting rules, and industry best practices. + Demonstrated leadership and project management skills, with the… more