- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting for an Accounting Manager at a privately held real estate investment firm . This is a full-time permanent role based in San Francisco ... with a Hybrid schedule. Join a growing real estate investment firm with ~$1B AUM and several...and grow in a collaborative, innovative environment. Responsibilities + Support financial analysis, valuations, and performance reporting + Review… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm . This is a full-time permanent role based in San Mateo. This is a ... fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Jennifer Fukumae is partnering with a highly respected venture capital firm in Menlo Park to identify a Fund Accountant who will play a critical role in ... and refine valuation models with strong, defensible data. + Support fund financials, quarterly closes, audits, and LP reporting....team members and help scale finance processes as the firm grows. Requirements hat We're Looking For + 3+… more
- Robert Half Legal (Los Angeles, CA)
- …court hearings or depositions) + Heavy investment in the firm 's infrastructure: technology, support staff, marketing and client development resources, ... Description A prominent probate law firm is seeking a new senior associate to...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle. About the Role: The Operations Analyst & Trader will play a ... and process corporate actions across various product types. + Accounting Support : Reconcile daily cash, positions, and corporate actions with fund administrators… 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...+ Apply an in-depth level of knowledge in key investment and financing products. **Qualifications:** + 15+ years of… more
- Principal Financial Group (San Francisco, CA)
- …collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support of the clients we serve ... **What You'll Do** As an Institutional Distribution Analyst/Associate, you will support consultant relations and sales teams in their engagement with institutional… more
- City National Bank (Los Angeles, CA)
- …California) required * Minimum of 10 years of experience at a major law firm (financial services or investment management practice), in-house legal department of ... IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries.… more