- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes. + Create dashboards and reports to ... stakeholders. + Conduct ad-hoc financial analyses and communicate findings to investment , operations, and leadership teams. + Coordinate with third-party service… more
- WTW (Los Angeles, CA)
- …services across different delivery models, spanning advisory services, outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), Specialist ... best-in-class ideas and the opportunity to meet their long-term investment goals. As a Sales Director, you will help...Director, you will help drive the success of our investment business by working with the US Head of… more
- Stanford University (Stanford, CA)
- …department and school. Working closely with senior leadership anticipates financial investment and staff capabilities to meet these requirements. . Develop financial ... and University process. . Provide strategic advice on the funds flow between SHC, SMCH, and the department, ensuring...are paid appropriately and advising the Chair strategically on funds flow across all tiers. Develops and implements specialized… more
- BlackRock (San Francisco, CA)
- …firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction ... retail clients in more than 60 countries, including pension funds , foundations, endowments, official institutions, insurance companies, sub- advisory relationships,… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …external funding partners. * Manage operations and reporting for external equity funds , ensuring accuracy and compliance. * Optimize the funding mix using ... * Oversee loan funding reconciliations and cash postings to ensure timely fund availability and mitigate operational risks. * Address and resolve treasury-related… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a...technology and business impact.* Possesses working knowledge of the Investment Advisers Act of 1940, the Investment … more
- Banc of California (Santa Ana, CA)
- …abreast of market trends, economic indicators, and regulatory changes affecting fund management + Ensure compliance with relevant financial regulations and reporting ... with regulatory bodies and internal audit teams to address any liquidity or fund management related concerns + Collaborate with risk management teams to assess and… more
- JPMorgan Chase (San Francisco, CA)
- …to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client ... particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify… more
- Lincoln Financial (Sacramento, CA)
- …as a member of the fiduciary investment committee that monitors the investment funds used to track deferred compensation liabilities, providing insights and ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more