- Deloitte (Los Angeles, CA)
- …offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government ... and reporting needs of large portfolios of fixed income investments . Work You'll Do As a Manager ...address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical… more
- CommonSpirit Health (San Francisco, CA)
- …/ Purpose** The Community Investment Program Analyst works with the Community Investment Program Manager to champion and orchestrate all facets of an ... evaluation, and disbursements. This position reports directly to the Manager , Community Investments and collaborates with the...Community Investments and collaborates with the Director, Investments as well as the Chief Investment … more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Fund Services Provider. Join a top fund services firm in ... Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm… more
- American Express (San Francisco, CA)
- …or San Francisco, CA. **Job Scope & Responsibilities** In this exciting opportunity, the Investment Manager will be an integral part of Amex Ventures' Enterprise ... strategic analysis, due diligence, valuation, deal structuring, and negotiations. The Investment Manager will also drive strategic engagement between American… more
- Charles Schwab (San Francisco, CA)
- …Research Analyst will have ownership of the private credit universe and will lead our manager search and manager investment due diligence efforts, as well as ... Investment Offers and Solutions Group and the Alternative Investment Consultants, the Alternative Investments Research team... Research Analyst will be responsible for leading ongoing manager investment due diligence and working with… more
- City National Bank (Los Angeles, CA)
- …Bank's CRA LIHTC investment committee. Position networks with many investment syndicators annually to identify viable opportunities. Investments are screened ... investment opportunities to the bank's CRA Equity Investment Committee. Investments are screened for alignment...* Other projects as may be assigned by the Manager from time to time. WHAT DO YOU NEED… more
- City and County of San Francisco (San Francisco, CA)
- …other specialty investments . Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director of Private Markets, and the ... offering memorandums, and other documents relating to existing and prospective investments . + Coordinate with investment managers, service providers, and… more
- City and County of San Francisco (San Francisco, CA)
- …risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums, ... for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public… more
- Nuveen Investments (San Francisco, CA)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across ... of the fixed income markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, is… more
- JPMorgan Chase (Los Angeles, CA)
- …investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more