- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent… more
- Stanford Health Care (Palo Alto, CA)
- …and Stanford Medicine. This includes strategic planning, defining the investment mix, overseeing the portfolio structure, executive communications and accountability ... are well integrated and comprehensively improve stakeholder return on investment . This role is responsible for ensuring that TDS...in all areas of the enterprise by giving good counsel and advocating for technology strategies. + Represent SHC… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance. -Play a key role in… more
- Meta (Menlo Park, CA)
- …relations program, helping to build and maintain relationships with the investment community and an enhanced understanding and appreciation for the company's ... business model, strategy and investment merits. You will also serve as a key...commentary, disclosures, and other investor-facing materials 3. Provide strategic counsel to leadership on investor relations matters 4. Help… more
- Cherry Bekaert (Sacramento, CA)
- …tax appeal processes, including engaging with assessors, external consultants, and legal counsel as required. + Conduct thorough due diligence for new acquisitions ... strong relationships with external property tax consultants, appraisers, and legal counsel . + Prepare detailed property tax budgets, forecasts, and variance… more
- US Bank (Glendora, CA)
- …working directly with internal supervisors and business lines, external fund counsel , compliance officers, external auditors, and investment advisers, including ... a fund to investors, as required by federal securities laws, including primarily the Investment Company Act of 1940 and Securities Act of 1933, and regulated by the… more
- City National Bank (Los Angeles, CA)
- …which provide an overview of the company, the proposed facilities and the investment considerations are used by potential lenders/investors to analyze the credit and ... and external relationships with credit, coverage units, clients, prospects, legal counsel , and other lending institutions/trading partners. * Provide market feedback… more
- Citigroup (Loma Linda, CA)
- …in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- US Bank (Los Angeles, CA)
- …risk targets. The goal is to ensure deals are structured correctly to meet investment program requirements. The individual will be responsive to a range of internal ... customer expectations. + Collaborate with external customers, accountants, and legal counsel to effectively structure, develop, and manage deal closing projections,… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …create relationships that will provide a consistent pipeline of suitable investment opportunities + Compilation of due diligence information including financial, ... Provide recommendations and analysis that will inform the organization's investment decisions + Underwrite acquisition opportunities including financial modeling,… more