- Charles Schwab (Pleasanton, CA)
- …path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with ... their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for… more
- Robert Half Office Team (San Diego, CA)
- …calendar management and confidential correspondence. + Coordinate board meetings, investor presentations, and company-wide events. + Prepare reports, draft ... communications, and manage sensitive documents. + Liaise with internal teams, external partners, and scientific collaborators. + Support workflow and process improvements, leveraging digital tools to boost efficiency. + Manage travel logistics, expense… more
- Microsoft Corporation (San Francisco, CA)
- …companies for potential investments in thematic areas supported by lead investor + Track specific VCs, entrepreneurs, industry leaders, sector experts, research ... organizations, etc. + Perform high-quality research and analysis on key market and industry trends in defined theme areas to develop new insights and opinionated views + Help come up and promote new ideas and research activities in defined theme areas Deal… more
- Robert Half Office Team (San Diego, CA)
- …executive office. + Assist with event planning, board meetings, and investor communications. + Contribute to workflow automation and digital process efficiencies. ... + Anticipate executive needs and proactively resolve administrative challenges. Requirements Qualifications: + Bachelor's degree preferred. + 3+ years' experience as an executive assistant, ideally in financial services or related industries. + Excellent… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting. * Lead the preparation and review of quarterly financial ... statements and coordinate external audits with auditors. * Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards. * Analyze complex equity accounting processes and provide detailed reviews to support… more
- PennyMac (Moorpark, CA)
- …role focused on residential mortgage loan closings + Comprehensive knowledge of investor requirements and regulatory standards + A passion for helping customers ... achieve their financial and homeownership goals Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and process fund and investment capital calls and distributions. + Partner with Investor Relations to respond to limited partner inquiries. + Prepare and deliver ... ad-hoc analyses and reports. Requirements + Private equity or partnership accounting experience strongly preferred. + Experience with cash flow analysis. + 5+ years in audit or fund accounting. + Degree in Accounting, Business, or Economics. + CPA or progress… more
- Deloitte (Sacramento, CA)
- …+ Substantive review of estimated payment, withholding and composite tax calculations, investor packages and tax return compliance + Researching and analyzing state ... tax legislation for applicability to clients + Leading engagement workflow and supervising consultants and interns on assigned engagements + Mentorship and development of talent in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services… more
- American Express (San Francisco, CA)
- …of financial services, consumer commerce and enterprise software. As a value-added investor , Amex Ventures plays a key role in developing and executing long-term ... corporate strategic initiatives which contribute to American Express' market leadership and growth. Team members work with senior management, C-level executives and business leaders across the company to execute venture investments, both domestically and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …valuations, and prepare performance reports. + Marketing & Fundraising Support: Create investor materials, manage data rooms, and assist with branding initiatives. + ... Deal Pipeline Management: Track investments and coordinate closing processes with operations teams. Benefits & Perks + Competitive base salary + annual bonus. + Profit sharing and equity appreciation program. + Comprehensive health coverage and 401(k) match. +… more