- Robert Half Finance & Accounting (Palo Alto, CA)
- …function. Requirements Why Join + Work directly with an experienced founder and high-caliber investment team. + Play a central role as the firm prepares for its next ... in fund finance leadership. + Collaborative, mission-driven culture with a focused investment strategy. Interested in learning more? Connect with Jennifer Fukumae on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …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 ... and relationship management. + Review portfolios and deliver tailored investment recommendations. + Prepare comprehensive meeting materials, including cash flow… more
- Publicis Groupe (El Segundo, CA)
- …content and creative production, communications and strategy, finance and marketing , and sociology, psychology, and other liberal arts disciplines. **Overview** ... outside the US. **Responsibilities** + Work alongside Client Leadership, Planning, Investment , Finance, and Invoice Reconciliation teams to execute the end-to-end… more
- Sacramento Credit Union (Sacramento, CA)
- …accounts, consumer loans, business accounts, business loans, real estate referrals, and investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan ... all Lending policies, procedures, and guidelines. + *Refer member's mortgage and investment needs to the appropriate person/department. + *Mentor and train branch… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via ... info and immediate consideration. Requirements + 3+ years at a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and emerging tech, this firm operates at the cutting edge of innovation and investment . About the Firm Renowned for its deep technical expertise and commitment to ... support Fund Operations + Support capital calls, distributions, redemptions, and investment funding + Track fund finances and valuations using proprietary systems… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and ... as a technical resource within the Client Service team + Partner with investment teams on portfolio construction and cash deployment strategies + Contribute to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its dynamic finance team. This firm operates at the intersection of innovation and investment , with a strong presence in the crypto and emerging tech sectors. About ... support. Fund Operations + Support capital calls, distributions, redemptions, and investment funding. + Track fund finances and valuations in proprietary systems.… more
- Capital One (Los Angeles, CA)
- …while identifying key stakeholders + Work closely with Community Impact and Investment and External Affairs to determine top community partners for brand leverage ... in developing Cafe experiences + Partner with Marketing and Brand teams to deliver and execute local...budget and how events/sponsorships will positively impact return on investment + Partner with 3rd party vendors to seamlessly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office ... as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment strategies. + Contribute to… more