- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... for talented professionals with an interest in the global investment industry and a passion for providing strategic advice...operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Senior Accountant - Investment Valuation & Fund...+ Phantom Equity Plan + Unlimited PTO About the Firm This is an opportunity to join a renowned ... investment organization with a decades-long track record of backing...and a culture rooted in innovation and excellence, the firm partners with early-stage companies through their full growth… more
- JPMorgan Chase (Los Angeles, CA)
- …clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm . **About** **Global Alternative ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- City and County of San Francisco (San Francisco, CA)
- …writing detailed investment recommendations and reports for review and approval from senior investment staff. + Assists in reviewing and evaluating key terms ... the relationship with external managers. + Takes direction from senior investment staff and completes assigned tasks...(3) years of investment experience with an investment management firm , pension plan, university, endowment,… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... recommendations, and reports for review by and approval from senior staff. + Assist with the review of key...(3) years of investment experience with an investment management firm , pension plan, university, endowment,… more
- CBRE (Los Angeles, CA)
- …of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than ... Investment Management is a leading global real assets investment management firm with $149.1 billion in...you will do** . Serve as a Product Champion, senior point person, dedicated to the US enhanced return… more
- Citigroup (San Francisco, CA)
- …position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to ... deliver investment solutions. + Help support the senior members of the investment team in...business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets,… more
- JPMorgan Chase (San Francisco, CA)
- …'s business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person ... will use your related experience to contribute to the firm 's M&A execution and capital raising capabilities while helping...develop strong functional skills in the major areas of investment banking and become a senior client… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to… more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
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