- JPMorgan Chase (San Francisco, CA)
- …in partnership with local coverage markets. You will use your knowledge of investments , financial planning, credit and banking to both advise current clients on all ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …quarterly consolidations and annual auditing processes. + Provide accounting support for investment funds and ensure accurate reporting. Why This Role? This position ... capabilities to interpret partnership agreements, cash flow analyses, and investments . + Exceptional organizational skills with meticulous attention to detail.… more
- Intuit (Mountain View, CA)
- …1+ years of supervisory responsibility + Experience in FP&A, management consulting or investment banking or similar roles + Ability to lead teams to deliver ... risk and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. +… more
- Palo Alto Networks (Santa Clara, CA)
- …stakeholders + Drive ad-hoc strategic and financial analyses related to G&A investments and initiatives. Conduct thorough investment ROI analysis to support ... forecasts and reporting with integration to ERP. Analyze the return on investment (ROI) of technology implementations and ensure they deliver expected efficiencies +… more
- Deloitte (Costa Mesa, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include … more
- Educational Testing Service (Sacramento, CA)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over… more
- 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