- Stanford University (Stanford, CA)
- …Microsoft Office suite, especially Excel. + Demonstrated knowledge of financial systems; internet and computer literacy. + Knowledge of Generally Accepted ... Financial Analyst, Treasury **Business Affairs: Financial ...evaluate the University's short and long-term cash, financing, and investment needs, ii) conduct affordability studies, and iii) establish… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Our Corporate & Investment Banking Front Office Quantitative Model Development Team is working on a strategic buildout initiative. This ... a Vice President level role within the Corporate & Investment Banking organization (CIB). The successful candidate will be...working with Sales and Trading partners as a front office quant + Solid knowledge of financial … more
- Deloitte (San Francisco, CA)
- …services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or ... Financial Services Manager - Regulatory & Financial...bring clarity from complexity and accelerate their path to value creation. Recruiting for this role ends on November… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals ... families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family … more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to ... ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service.… more
- Leonardo DRS, Inc. (CA)
- …the world. **Job Summary** **Job Responsibilities** + Provide support of the Financial & Program Analysis management functions to the department + Understand the ... Strategic Guide Plan process and help prepare program bookings, revenue, operating profit, investment and cash flow data + Understand how job costs are collected and… more
- Snap Inc. (Los Angeles, CA)
- …improve reporting fidelity, recommend investment decisions, provide insights and deliver value . + Build financial models to optimize investments, as well as ... Finance Team includes Finance Business Partnership, Accounting, Finance Operations, Financial Systems, Internal Audit, Tax, Treasury, and Investor Relations teams.… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analysts (CAIA) may receive a 5% monthly base… more
- Columbia Bank (Irvine, CA)
- …we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...be a resource to client service personnel that discuss investment transactions related to private equity, real estate and… more
- Bank of America (San Jose, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and… more
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