- 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 ... position the firm as a strategic advisor. The Business Development team...Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private… more
- JPMorgan Chase (Palo Alto, CA)
- …procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description About the Company A privately held investment management firm with a collaborative and entrepreneurial culture is seeking a Finance & Operations ... Associate or Manager to join its team. The firm manages a multi-billion dollar portfolio and is known...Support Code of Ethics, client reporting, regulatory filings, and investment guideline reviews Additional Information + This is not… more
- Nuveen Investments (Fresno, CA)
- …functions and internal reporting. This role will also work closely with Investment Managers that play a crucial role in acquisitions, dispositions and ongoing ... investment underwriting. This role completes ad-hoc projects as required....presentation materials (as requested) **Educational Requirements** + University (Degree) Preferred **Work Experience** + No Experience Required **Physical Requirements**… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …and domain experts, this is an exciting opportunity to be part of a high-impact investment platform. The Opportunity As the firm prepares to raise its next fund, ... Description About the Firm A leading early-stage venture capital firm...interest in scaling into a CFO role + CPA preferred ; venture capital or fund experience required Note: Excited… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bonus Are you an experienced tax professional with a passion for investment partnerships? Join a collaborative and fast-growing fund services provider that works ... with a wide range of alternative investment vehicles-including hedge funds, venture capital, private equity, real...Excel skills (VLOOKUPs, pivot tables, etc.) + CPA license preferred but not required + Familiarity with corporate tax… more
- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Citigroup (Downey, CA)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred . Basic understanding of investment and financial planning strategies ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- Citigroup (San Francisco, CA)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in venture capital or private equity, preferably from a Big 10 public accounting firm (audit experience preferred ), a fund, or a fund administrator. + ... With a stellar history of supporting visionary entrepreneurs, this firm has scaled hundreds of companies, driving major tech...key markets, they are at the forefront of global investment . We're thrilled to assist them in finding top… more