- Robert Half Finance & Accounting (San Francisco, CA)
- … admin teams + Review financial statements and ensure accuracy + Support capital calls, investment funding, and fund ops workflows + Learn the ins and outs of ... build something new. What You'll Do + Review quarterly fund reporting from the fund administrator + Oversee and distribute investor capital account statements… more
- Neuberger Berman (San Francisco, CA)
- …will serve as the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as regular point of ... planning, philanthropy, and estate planning. + Provide world-class client service and investment advice tailored to the unique investment objectives, financial… more
- Citigroup (San Francisco, CA)
- The Equity Capital Markets (ECM) Investment Banking Vice President is a senior level level position responsible for advising clients on raising funds in the ... Convertible, and Private Placement offerings in coordination with the Investment Banking team. Additional responsibilities include advising and structuring… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …with quarterly consolidations and annual auditing processes. + Provide accounting support for investment funds and ensure accurate reporting. Why This Role? This ... to investor reporting while honing your skills in GAAP, budgeting, and fund accounting. Requirements Skills & Qualifications: + Bachelor's degree in Accounting or… more
- Bank of America (San Diego, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Walnut Creek, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- US Bank (San Diego County, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager/ fund /security research, and due diligence + Portfolio ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Cherry Bekaert (Sacramento, CA)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- PNC (CA)
- …Business Analytics, Decision Making and Critical Thinking, Effective Communications, Fund Management, Investment Performance Measurement, Problem Solving, ... within PNC"s footprint will be considered. **Job Description** + Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications… more