- Bank of America (San Francisco, CA)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... in order to identify cross-selling opportunities and increase overall client satisfaction. Office location flexible to: San Francisco, San Jose and Walnut Creek… more
- Humana (Sacramento, CA)
- …to ensure project estimations, creation of CBAs, understanding of return on investment /project prioritization, and securing of funding + Conduct meetings and prepare ... of Louisville, KY may be expected to be in office as needed. All others will remain 100% virtual/remote....ability to understand cost benefit analysis and return on investment + Working knowledge of ServiceNow (business and IT… more
- Bank of America (Milpitas, CA)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will...work environment. Bank of America is committed to an in- office culture with specific requirements for office -based… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate- Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family … more
- Bank of America (San Francisco, CA)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will...work environment. Bank of America is committed to an in- office culture with specific requirements for office -based… more
- Robert Half Finance & Accounting (Buellton, CA)
- …* Oversees cash flow positions, borrowing needs, and available funds for investment . * Monitors and evaluates financial and operational performance of portfolio ... and strategic outlook for current or new acquisitions. * Reviews monthly investment data on tribal investment funds and complete quarterly performance… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong...and other skills tests (such as simulation, coding, MS Office ). Our goal for the application process is to… more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA +… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and ... processes and investor relations. The ideal candidate is an experienced senior investment banking or consulting VP / associate who currently supports existing… more