- Robert Half Finance & Accounting (San Jose, CA)
- …Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service Associate ... to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment. About the… more
- City National Bank (Los Angeles, CA)
- …* Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast of changes in the business, regulatory, ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- BlackRock (San Francisco, CA)
- …assets, including exchange-traded products, private funds, and other collective investment products, tokenization, staking, collateral, trading, fund structuring and ... + Strong understanding of digital assets, blockchain, distributed ledger technology , staking, decentralized finance and collateral pledging + Familiarity with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group ... + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with… more
- Robert Half Finance & Accounting (Marin County, CA)
- …for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and adjust comprehensive ... plans covering retirement, tax, estate, investment , and risk management. + Mentor & Lead: Support...temporary and permanent placement solutions for finance and accounting, technology , marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm's ... will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ excellent benefits Jennifer Fukumae is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and ... finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance. The ideal candidate is detail-oriented, curious,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes. + Create dashboards and reports to ... stakeholders. + Conduct ad-hoc financial analyses and communicate findings to investment , operations, and leadership teams. + Coordinate with third-party service… more
- 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 role ... assigned. Qualifications + 2-3 years of operational accounting experience, preferably within investment or asset management. + Strong understanding of US GAAP and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both ... execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients,… more