- Cherry Bekaert (Sacramento, CA)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee,… more
- Deloitte (Costa Mesa, CA)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team… more
- Deloitte (San Jose, CA)
- …funds , private equity, investment partnerships, alternative products, family offices, mutual funds , broker-dealers, banks, insurance companies, and other ... + Previous Big 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into… more
- Neuberger Berman (CA)
- …the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds , SMAs, ETFs, and alternative investment strategies within the prescribed ... building ideas and services; maintain and grow assets in territory across mutual funds , SMAs, alternative investment products, and ETFs. + Develop and implement… more
- Deloitte (Costa Mesa, CA)
- …of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds , investment partnerships, hedge funds , private ... K, and the tax compliance process for real estate funds , then we have an exciting opportunity for you...methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment… more
- Charles Schwab (San Francisco, CA)
- …and support the management of the SAM business in a focused lineup of ETFs, Mutual Funds and SMA strategies. He/she and their teams will have responsibility for ... the inherent changes also required for its success including new client implementation; fund launches and key product initiatives among others. + Coordinate with SAM… more
- American Heart Association (San Francisco, CA)
- …relationships with ultra-and high-net-worth individuals to increase giving, achieve mutual goals, and build long-term, progressive relationships. Responsible for ... philanthropic vehicles including venture capital, venture philanthropy, donor advised funds , family offices, LLCs and other giving mechanisms. + Experience… more
- City of Long Beach (Long Beach, CA)
- …and we aim to create a workplace culture that encourages open communication, mutual respect, and shared success. Our commitment to LIFE/WORK BLEND - where LIFE ... Candidates should be aware that references will not be contacted until mutual interest is established. has been established. Individuals most qualified for the… more
- BlackRock (San Francisco, CA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + **Sales Analyst** : This is an entry-level… more
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