- City and County of San Francisco (San Francisco, CA)
- … investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with ... of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of … more
- Deloitte (San Francisco, CA)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Comerica (San Diego, CA)
- …review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Comerica (San Francisco, CA)
- …review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reporting -Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ledgers and ... accounting entries for the Family and their investment portfolio - Manage investment portfolio, pay capital calls, and subscribe to new investments as… more
- Deloitte (Los Angeles, CA)
- …and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business ... informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- City National Bank (Los Angeles, CA)
- *COMMUNITY DEVELOPMENT INVESTMENT OFFICER * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation ... equity management process by providing underwriting expertise. Analyzes prospective investment Fund transactions and assessment of General Partner. Prepares credit… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Accountant II State Teachers' Retirement System JC-480900 - Investment Accountant II FINANCIAL ACCOUNTANT II $8,658.00 - $10,758.00 per ... is seeking a motivated individual to work as an Investment Accountant II on the Investment Accounting...color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender… more
- MUFG (Los Angeles, CA)
- …of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... entrepreneurs, family -owned companies, private equity sponsors and major corporations, through...our recruitment team will provide more details. **Intrepid 2026 Investment Banking Full Time Analyst - Job Posting** **About… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are seeking a… more