- Aston Carter (Buellton, CA)
- Job Title: Finance Manager Job Description The Finance Manager will oversee cash flow positions, borrowing needs, and available funds for investment . This ... of portfolio companies, identifying trends, risks, and opportunities. The Finance Manager will support budgeting, forecasting, and long-term financial planning with… more
- Umpqua Bank (Newport Beach, CA)
- …financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management . + Primary role ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los...wealth management skills. + Intermediate estate planning, tax , advanced investment management skills.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Accounting Manager - Accounts Payable A growing real estate investment and operations firm is seeking a detail-oriented and experienced Accounting ... Manager to lead its Accounts Payable function. This full-time,...accurate processing of invoices, vendor communications, and compliance with tax and audit requirements. This role is ideal for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A growing real estate investment firm is seeking an experienced Accounting Manager to lead its Accounts Payable function. This role is ideal for a ... and leadership experience, particularly within real estate, construction, or property management sectors. The Accounting Manager will oversee the Accounts… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- Jeffrey Abrams on LinkedIn. We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds ... and a continuous improvement mindset. Position: Senior Hedge Fund Manager / Hedge Fund Controller Overview: This is a...of relevant accounting experience in the hedge fund or investment management industry. + Expertise in Advent… more
- Wells Fargo (Pasadena, CA)
- …on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax , specialty assets, ... clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate...role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Liquidity & Funding Manager will be responsible for contributing to and helping to optimizing our… more
- The Michaels Organization (Rocklin, CA)
- …in residential real estate offering full-service capabilities in development, property management , construction, and investment . At Michaels, our teammates ... part of the extraordinary, every day. The Assistant Community Manager , under the supervision of the Community Manager...One or more years' experience with residential real estate management . Tax Credit, Section 8 and/or Public Housing… more
- BlackRock (Sausalito, CA)
- …Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed ... this Role** We are looking for an Associate Product Manager within our Direct Indexing Equity team. This role...This role will work across business teams including Portfolio Management , Trading and Operations to lead business initiatives that… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration...once the decision to proceed is made. + Prepare investment analysis and credit package for review by department… more