- TD Bank (San Francisco, CA)
- …Cowen is currently seeking an experienced Vice President to join our Consumer Investment Banking practice in San Francisco. The successful candidate will play a ... strategic alternatives **Qualifications:** Candidates must have a strong background in investment banking underpinned by solid quantitative and analytical skills. He… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... A Typical Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the models and operational… more
- JPMorgan Chase (San Francisco, CA)
- …current on all JP Morgan Wealth Management products and services. + Provides investment support across a diverse suite of products and applications including, ... customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work...or program entries. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …staff, ensuring smooth operations across departments. + Special Projects: Lead or support firm -wide projects as needed in partnership with Operations leadership. ... Half Finance and Accounting is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement...with external vendors as needed. + Executive & Team Support : Serve as a resource to firm … more
- Robert Half Finance & Accounting (Irvine, CA)
- Description We are looking for an Investment Relations Specialist to lead and oversee key financial operations and investor engagement for our organization. This ... financial planning, risk management, and optimizing funding efforts to support business growth. Responsibilities: * Lead fundraising initiatives, including equity… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …a strong platform for career growth in VC operations. Key Responsibilities Meeting & Investment Support + Track portfolio updates and investment team ... Accounting is partnering with a rapidly growing venture capital firm . They are seeking an Operations Lead/Manager to join...materials are accurate, timely, and presentation-ready. Project & Investor Support + Support a team of investors,… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …base + bonus Jennifer Fukumae is partnering with an established and growing venture capital firm in Palo Alto to identify an Assistant Controller. The firm has a ... in a lean, entrepreneurial environment and is eager to grow with the firm . The Assistant Controller will refine systems, strengthen internal infrastructure, and play… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …planning-first RIA to identify a Financial Advisor for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is ... a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you'll guide… more
- Citigroup (Los Angeles, CA)
- …the product experts to develop long-term solutions to strengthen relationships with the firm . + Help clients achieve broad financial/ investment goals related to ... and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized...of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca ... range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM...million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The… more