- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for ... to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Posting: Fund Accountant - Venture Capital A fast-paced and globally connected investment firm is seeking a highly analytical and detail-oriented Fund Accountant to ... statements, coordinating with auditors and tax professionals, and maintaining investment records. The role requires a collaborative mindset, strong technical… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and ... processes and investor relations. The ideal candidate is an experienced senior investment banking or consulting VP / associate who currently supports existing… more
- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Sedgwick (Sacramento, CA)
- …the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. ... deposits, posts receipts, and reconciles billing. + Prepares bank and investment account reconciliations. + Researches, tracks, resolves, or properly refers… more
- BlackRock (San Mateo, CA)
- …and implement advanced AI and machine learning solutions to optimize investment strategies, mitigate risks, and enhance trading workflows. Leverage expertise in ... including AWS, Azure, and Google Cloud; Advanced algorithm development; Investment strategy optimization; Trading workflow streamlining; Scalable machine learning… more
- Aston Carter (Buellton, CA)
- …will oversee cash flow positions, borrowing needs, and available funds for investment . This role involves monitoring and evaluating the financial and operational ... outlook for current or new acquisitions. + Review monthly investment data on tribal investment funds and...+ Review monthly investment data on tribal investment funds and complete quarterly performance reports. + Prepare… more
- BlackRock (San Francisco, CA)
- …years of experience with: Experience in analyzing Multi-asset portfolios investment processes including strategic and tactical asset allocation, manager selection ... and Expertise in using Python, Tableau, data APIs and investment risk analytics platform. To apply, please click "Apply"...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- BlackRock (San Francisco, CA)
- …these insights in client portfolios and models, using them to deliver investment performance that meets or exceeds client expectations. Remain up-to-date on ... maintain models, strategies, and tools; 2. Implement knowledge of investment markets by gathering, maintaining, and analyzing economic and...This mission would not be possible without our smartest investment - the one we make in our employees.… more