- Robert Half Finance & Accounting (San Francisco, CA)
- Description Corporate Accounting Associate We're working with an industry-leading investment management firm in San Francisco that's seeking a Corporate Accounting ... the Company: This organization is the largest pure-play responsible investment firm in the US, managing billions in assets...paramount. With a hybrid work model allowing three days in- office and two days remote, they encourage collaboration while… more
- Citigroup (San Francisco, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- Citigroup (Downey, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… 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 ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** This position plays an… more
- CalSTRS (Sacramento, CA)
- …(OLEA), Enterprise Information Management & Legal Operations, Information Security Office , Legal Services, Investment Counsel, and Litigation Services. ... applicable. **Final Filing Date:** **9/11/2025** **Job Description and Duties** **The CalSTRS Office of General Counsel Branch is seeking a skilled and technically… 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 ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- DoorDash (San Francisco, CA)
- …building our business strategy and ensure we are making the most efficient investment and capital allocation decisions for New Verticals, the fastest growing segment ... Collaborate with key stakeholders to develop new processes and investment decision making frameworks + Drive strategic decision making...Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We use Covey as part… more
- Oura (San Francisco, CA)
- …with senior stakeholders. This is a US Hybrid role located in our San Francisco office . What you will do: + Work with senior executives and product leads to develop ... strategies and identify acquisition and investment opportunities that accelerate Oura's mission + Maintain relationships...of your own plus employee discounts for friends & family + 20 days of paid time off plus… more
- Alexandria Real Estate Equities, Inc (Pasadena, CA)
- …purchase accounting analysis, sale analysis, and settlement statement review + ** Investment Accounting:** Assist with quarterly NAV updates for limited partnership ... funds, preparing new investment set-up packages, and other ad-hoc investment ...Accounting principles + CPA desirable + Proficient in Microsoft Office applications including Excel, Word, Outlook + Advanced Excel… more
- US Bank (Rancho Palos Verdes, CA)
- …of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized ... and individualized investment advice suited to those objectives while complying with...- Proficient with various computer software programs including Microsoft Office , and have the ability to use recommended desktop… more
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