- JPMorgan Chase (Palo Alto, CA)
- …make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support ... across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and… more
- T. Rowe Price (San Francisco, CA)
- …into process or policy changes. + Leads and/or spearheads non-mutual fund client opportunities. + Partners with various internal groups (GCO, compliance, ... legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. + Support institutional sales efforts and lead prospect finals meetings. + Provide guidance to less experienced professionals. Qualifications Required: + Bachelor's… more
- CBRE (Los Angeles, CA)
- …and capital raising support on behalf of CBRE IM's flagship US enhanced return fund series, in addition to project managing the launch of the latest vintage. The ... executing strategy, delivering on promises to investors, and supporting fund growth. A key focus will be the facilitation...you will do** . Serve as a Product Champion, senior point person, dedicated to the US enhanced return… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Valuation Analyst - Venture Capital Fund About the Role A leading venture ... capital investment firm is seeking a Senior Valuation Analyst to join its Finance & Operations...detail‑oriented, analytical professional with a deep understanding of valuation, fund operations, and venture capital financial reporting. You'll play… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …JC del Rosario - I'd be happy to connect and explore the opportunity with you! Senior Finance Manager About the Role We are seeking a Senior Finance Manager to ... accounting, valuation analysis, and financial reporting. You will collaborate with fund administrators, auditors, and tax professionals to ensure accurate reporting,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a high‑impact, high‑visibility role with broad ownership spanning financial reporting, fund operations, compliance, and strategic projects. You will be instrumental ... function. Key Responsibilities Financial Reporting & Operations + Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a high‑visibility, high‑impact role with broad ownership across financial reporting, fund operations, compliance, and strategic initiatives. You will play a central ... finance function. Key Responsibilities Financial Reporting & Operations + Oversee fund administration, including quarterly closes, audits, tax compliance, and ASC… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL 200K-250K Responsibilities ... -Oversee all aspects of fund accounting, including the preparation of financial statements, NAV...filings as required. -Work closely with the CFO and senior management to drive continuous improvement initiatives within the… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as ... the platform continues to scale. Responsibilities + Oversee fund accounting and reporting with third-party administrators + Manage entity-level closes, including… more
- BlackRock (San Francisco, CA)
- …home and improve their financial well-being. BlackRock is the #1 Exchange Traded Fund (ETF) provider globally with over $3 trillion in assets under management. With ... and priorities. Our team combines operations professionals with Mutual Fund /ETF backgrounds and change specialists to drive scale and...Authorized Participants. In this role, you will be a senior member of our Service Delivery Team driving our… more