- Bank of America (San Diego, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a comprehensive suite of services including investment management , financial and retirement planning, lending strategy, and ... + Execute client requests with accuracy and efficiency. + Collaborate with senior leadership on firm-wide initiatives and customized client strategies. + Build and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and is known for its innovative approach to fund operations and portfolio management . The Fund Accountant will play a pivotal role in supporting fund reporting, ... processes. This position offers a unique opportunity to work closely with senior leadership and gain exposure to emerging technologies while contributing to… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …For + 10+ years in public accounting and/or fund accounting (VC, PE, or investment management experience highly preferred) + Strong command of investment ... thrives in a high-growth, entrepreneurial environment and enjoys working closely with senior leadership. Key Responsibilities + Oversee Fund and GP general ledgers -… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and other regulatory filings as required. -Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance ... accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ledgers and accounting entries for the… more
- Zions Bancorporation (Irvine, CA)
- …often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management . The primary goal ... by a cohesive group of banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and emerging tech, this firm operates at the cutting edge of innovation and investment . About the Firm Renowned for its deep technical expertise and commitment to ... to gain exposure to emerging technologies while working closely with senior leadership. The ideal candidate is analytical, proactive, and passionate about… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …its dynamic finance team. This firm operates at the intersection of innovation and investment , with a strong presence in the crypto and emerging tech sectors. About ... exposure to cutting-edge technologies and the opportunity to work closely with senior leadership. The ideal candidate is analytical, proactive, and excited about the… more