- Robert Half Finance & Accounting (Mountain View, CA)
- …CRM systems (eg, Salesforce), document management tools (eg, Box), and portfolio management software is preferred. + Familiarity with custodial platforms ... such as Schwab, Fidelity, or TD Ameritrade is a plus. Ideal Candidate Attributes + Demonstrates integrity, initiative, and professionalism in all interactions. + Delivers high-quality work with attention to detail and accuracy. + Communicates effectively, both… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in 2012, the firm operates at the intersection of wealth strategy, portfolio management , family office services, and financial operations. Unlike traditional ... Requirements Qualifications + 3-5+ years of experience in wealth management , preferably with ultra-high-net-worth clients. + Strong communication skills with… more
- Amazon (Irvine, CA)
- …You'll engage with sellers across the United States, developing comprehensive portfolio management plans and refining mass communication strategies that ... Experience and track record of exceeding sales goals - Experience with pipeline management skills to include utilization of Salesforce or other CRM tools -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …artificial intelligence, and is known for its innovative approach to fund operations and portfolio management . The Fund Accountant will play a pivotal role in ... accounting, tax, or a related field. + 3-5+ years of experience in asset management auditing or accounting, including at least 2 years in venture capital or private… more
- Huntington Ingalls Industries (Vandenberg AFB, CA)
- …RMF tools such as Enterprise Mission Assurance Support Service (eMASS) and Army Portfolio Management System (APMS), following the Federal Information Security ... Management Act (FISMA). Integrates with Security Requirements Guide (SRG) and Security Technical Implementation Guides (STIG) development teams to include emerging technologies in the STIG roadmap process. Conducts onsite visits and surveys to address… more
- BMO Financial Group (Los Angeles, CA)
- …an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within ... initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous… more
- Providence (CA)
- …non-profit; experience with strategic planning, proposal development, and planned giving portfolio management . + **Leadership Skills:** 5 years of leadership ... handling sensitive information with discretion and confidentiality. + **Stress Management :** Maintain composure under pressure and resolve issues proactively in… more
- ICF (Los Angeles, CA)
- …to provide comprehensive advisory services include strategic, investment, and portfolio management , operational planning, market development, policy analysis, ... bond financings, in the areas of financial performance, O&M, and asset management + Preparation and/or evaluation of pro forma financial models, specifically… more
- Gilead Sciences, Inc. (Foster City, CA)
- …Development, Commercial Strategy, functional Commercial Operations counterparts, Project & Portfolio Management and global Commercial leadership. **Key ... in the biotech / pharmaceutical industries in leadership roles with direct management experience + Track record of delivering actionable insights through successful… more
- MUFG (Los Angeles, CA)
- …Finance Origination Officers in support of closing new deals and managing existing portfolio . This includes management of the internal approval process through ... as applicable Credit approval departments, Trade Service Operations, Legal and Risk Management , Transaction Banking Division Tokyo. * **Preference of location is in… more