- Robert Half Finance & Accounting (San Francisco, CA)
- Description A leading investment management firm is seeking a Staff or Senior Staff Accountant, depending on experience, to join its dynamic finance team. This ... as assigned. Qualifications + 2-3 years of operational accounting experience, preferably within investment or asset management . + Strong understanding of US GAAP… more
- Robert Half Legal (Mountain View, CA)
- …Familiarity with calendar management and docketing systems. * Knowledge of investment management and corporate finance principles. * Proficiency in managing ... role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity...of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts, and… more
- Comerica (San Francisco, CA)
- …coordinating a custom marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for communities and ... strong banking acumen and peer relationships, negotiate, have innovative management , are customer focused, and drive for results.Position Responsibilities: Sales… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …personalized wealth management plans + Coordinate across disciplines including investment management , estate planning, tax strategy, risk management , ... impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to join its San… more
- City National Bank (Studio City, CA)
- …Business, Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of ... of the relationship. WHAT WILL YOU DO? * Independent management of the client relationship after the sale to...investment data types * General understanding of portfolio management systems (ie Addepar, Black Diamond, Tamarac) * Intermediate… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …of action items. + Guide clients through complex planning topics including investment management , tax strategies, estate and philanthropic planning, and ... coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- Jeffrey Abrams on LinkedIn. We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds ... 15+ years of relevant accounting experience in the hedge fund or investment management industry. + Expertise in Advent Geneva is strongly preferred. +… more
- JPMorgan Chase (San Francisco, CA)
- …within a commercial real estate firm or other area of financial services ( Investment Management , Commercial Banking, Business Banking or Insurance) + Strong ... services area, a solid understanding of financial concepts, excellent time management , verbal communication, and presentation skills, and a strong desire to… more
- Citigroup (Beverly Hills, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + ... Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly monitoring… more
- Citigroup (Los Angeles, CA)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + ... Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly monitoring… more