- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and month-end close. You'll also work closely with cross-functional teams, including Investment Operations and Finance, to help align accounting operations ... Description Corporate Accounting Associate We're working with an industry-leading investment management firm in San Francisco that's seeking a Corporate Accounting… more
- Robert Half Finance & Accounting (Walnut, CA)
- …timely reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations . Responsibilities: * ... Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut,...precision. * Experience with estate planning and multi-entity financial operations is preferred. * Notary license or willingness to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …seeking a Senior Client Service Associate to deliver exceptional support across investment operations , client onboarding, and financial administration for a ... workflows + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …stakeholders. + Conduct ad-hoc financial analyses and communicate findings to investment , operations , and leadership teams. + Coordinate with third-party ... + Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes. + Create dashboards and reports to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance. The ideal candidate is detail-oriented, ... + excellent benefits Jennifer Fukumae is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and… more
- DoorDash (San Francisco, CA)
- …because + 4+ years of experience in consulting, strategy, business development, operations , technology, investment banking, analytics or related experience + ... About the Team The Payments Risk team is seeking a Strategy & Operations Senior Associate to help reduce payment abuse costs and drive solutions that safeguard the… more
- JPMorgan Chase (Palo Alto, CA)
- …and skills** + Experience in the financial services industry, particularly within investment banking operations . + Past experience working in Fraud prevention ... As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of...quantitative discipline (eg, Computer Science, Data Science, Mathematics/Statistics, or Operations Research) with a minimum of 6 years of… more
- Robert Half Office Team (San Diego, CA)
- …across a wide range of responsibilities, including executive support, family office services, investment operations , and client service. This role serves as a ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate… more
- Intuit (Mountain View, CA)
- …organizational strategy, ensuring agility in adapting to changing business needs. **Financial Operations & Investment Management** + Own financial operations ... initiatives. You will drive the end-to-end strategic planning, financial operations , and organizational operating rhythm that connect vision to execution-ensuring… more