- Robert Half Finance & Accounting (Buellton, CA)
- …* Oversees cash flow positions, borrowing needs, and available funds for investment . * Monitors and evaluates financial and operational performance of portfolio ... outlook for current or new acquisitions. * Reviews monthly investment data on tribal investment funds and...* Reviews monthly investment data on tribal investment funds and complete quarterly performance reports. * Prepares… more
- Bank of America (San Diego County, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...including investment training and in-depth knowledge of investment products and services. * Has at least one… more
- Robert Half Legal (Mountain View, CA)
- …Valley. In this role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts, ... Responsibilities: * Collaborate with legal and finance teams to support investment and exit transactions, including compliance checks, document preparation, due… more
- Nuveen Investments (San Francisco, CA)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients… more
- Wells Fargo (Irvine, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... on estate services within the Banking, Lending, and Trust division of Wealth and Investment Management. Learn more about the career areas and lines of business at… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Job Opportunity: Fund Accountant - Venture Capital Join a dynamic, globally connected investment firm at the forefront of venture capital. We're looking for a ... closely with auditors and tax professionals, and ensure the accuracy of investment records and fund operations. Key Responsibilities + Prepare and review monthly… more
- Publicis Groupe (Burbank, CA)
- …an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and ... in the Publicis Media Exchange! As an experienced Media Investment Professional, you already know that OOH is dynamic...responsible and accountable with 3+ years experience in OOH Investment or Media Planning. Additionally, it would be preferred… more
- Stanford Health Care (Menlo Park, CA)
- …and financial models to evaluate the viability and potential return on investment for new services, programs, partnerships, and major capital expenditures, ensuring ... similar roles is highly relevant + Background in Management Consulting or Investment Banking with exposure to financial modeling, strategic analysis, or healthcare… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... to global leaders and stakeholders in shaping strategic plans and investment priorities. + Facilitate workshops and stakeholder alignment sessions across regions… more