- KeyBank (San Francisco, CA)
- …opportunity for far greater responsibility and recognition than at other investment banks. **Responsibilities** + Performs other duties as assigned; duties, ... procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …About the Role We're seeking a Fund Accountant to join a leading private investment firm. This is an excellent opportunity for an accounting professional looking to ... Key Responsibilities + Maintain fund and GP ledgers, including investment transactions and allocations + Prepare quarterly and annual...at a VC/PE fund firm + Degree in Accounting, Business , or Economics; CPA or progress toward CPA is… more
- Vanguard (Oakland, CA)
- …Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, ... management, reporting, and compliance processes, including VPI's annual Global Investment Performance Standards (GIPS) certification. + Key Interface with VPI's… more
- Charles Schwab (Thousand Oaks, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through… more
- Charles Schwab (Indian Wells, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,...career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range,… more
- Steer (Los Angeles, CA)
- …demand. + Conduct detailed market assessments to support airport planning, capital investment strategies, and business decisions. + Track and analyze airline ... practice, expanding market share and service capabilities. + Lead business development activities, including proposal writing, client presentations, and thought… more
- Deloitte (Sacramento, CA)
- …services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while ... make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during… more
- KeyBank (San Francisco, CA)
- …Colorado **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to ... Team Leader will be a key leader within the CDLI business line helping to drive business growth and risk management best practices as a collaborative partner… more
- Navy Federal Credit Union (Vacaville, CA)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Google (San Bruno, CA)
- …experience. + 8 years of experience in management consulting, sales operations, business strategy, investment banking, venture capital, private equity or ... other relevant advanced degree. + 3 years of experience in management consulting, investment banking, private equity, or similar. + 2 years of experience in people… more