- Wells Fargo (San Francisco, CA)
- … Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products include hedge funds, ... in each market and across all channels within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank) to gain support, access… more
- City National Bank (San Francisco, CA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- AON (San Francisco, CA)
- …in a team-oriented environment + Any background or previous involvement in Real Estate Investment Management preferred (3+ years preferred) + Minimum GPA of 3.5 ... team-oriented environment + Any background or previous involvement in Real Estate Investment Management preferred (3+ years preferred) + Minimum GPA of 3.5 How… more
- American Express (San Francisco, CA)
- …a finance, strategy, or tech role; examples may include VC or PE investing, investment banking, management consulting, or a high-impact role at a technology ... Amex Ventures is seeking a highly motivated individual to help develop investment theses, source and execute investments for the Enterprise Software team. The… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …additional info and immediate consideration. Requirements + 2-3 years of accounting experience ( investment /asset management a plus) + Strong knowledge of US GAAP ... recruiting for a Senior Corporate Accountant at a Leading Investment Firm. This is a full-time permanent role based...and Excel + Detail-oriented with strong analytical and time management skills + Ability to manage multiple priorities in… more
- City National Bank (Los Angeles, CA)
- … management process by providing underwriting expertise. Analyzes prospective investment Fund transactions and assessment of General Partner. Prepares credit ... number of investments and aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund performance. *… more
- JPMorgan Chase (Redwood City, CA)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Robert Half Finance & Accounting (Walnut, CA)
- …accounting, auditing processes, and budget management . * Expertise in capital management and investment banking practices. * Ability to manage complex ... Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut,...This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: *… more
- City National Bank (Los Angeles, CA)
- …of legal contracts and investment related documentation, such as investment management agreements, subadvisor agreements, side letters, referral agreements, ... of 10 years of experience at a major law firm (financial services or investment management practice), in-house legal department of a financial institution or… more
- PNC (Los Angeles, CA)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and ... responsible for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC… more