- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its ... trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice. + Independently manage a book of business and cultivate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with ... analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles. * Ensure smooth workflow by approving expenditure and… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As the...California is home to some of the country's top technology companies, including Google and LinkedIn, and a multitude… more
- Deloitte (Sacramento, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Sands Investment Group (Los Angeles, CA)
- Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking highly motivated Advisors within the Debt and ... new team in our Los Angeles location. At Sands Investment Group, fostering a culture of collaboration, teamwork, and...improvement and always "working smarter" with the help of technology and streamlined processes at the forefront. Encourage a… more
- Sands Investment Group (Santa Monica, CA)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Broker ... gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily focused on developing… more
- US Bank (Aptos, CA)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- Stanford Health Care (Palo Alto, CA)
- …and Stanford Medicine. This includes strategic planning, defining the investment mix, overseeing the portfolio structure, executive communications and accountability ... role will align closely with other members of the Technology & Digital Solutions (TDS) leadership team to integrate...are well integrated and comprehensively improve stakeholder return on investment . This role is responsible for ensuring that TDS… more
- CalSTRS (Sacramento, CA)
- …on the Investments Administration team. The Administration Unit, within the Investment Branch, provides administrative business services for the branch for tasks ... completes sensitive projects. Partners with Administrative Services, Financial Services, Technology Services and General Counsel. Under the general supervision of… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for ... from clients or their advisors o Collaborate cross-functionally with sales, investment , trading, and compliance teams on ad-hoc projects. Successful attributes for… more