- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement... management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution *… more
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement... management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution *… more
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement... management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …schedule. Work with some of the Bay Area's most successful families. This multi- family office provides investment management, financial planning, lending ... recruiting for a Client Service Associate at a Multi Family Office . This is a full-time permanent...assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute… more
- Truist (Philadelphia, PA)
- …the delivery of proactive communication and advice. Ascertain the engagement level for family office services and provide investment education to multiple ... the following job description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investor reporting -Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ... ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/ FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO...ledgers and accounting entries for the Family and their investment portfolio… more
- Robert Half Office Team (San Diego, CA)
- …Advisory Associate across a wide range of responsibilities, including executive support, family office services, investment operations, and client service. ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial...tasks. Reports to the CEO's Advisory Associate. Key Responsibilities Family Office & Client Administration + Manage… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We have partnered with an exclusive family office investment firm focused on commercial RE, energy and other investments in Uptown Dallas. They ... team in a hybrid work plan. They have a fantastic culture and office environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Bank reconciliations 2. Prepare and enter… more
- JPMorgan Chase (New York, NY)
- …& Investment Bank (CIB), focused on ultra-high net worth families and their Family Investment Firms. FCG is part of the broader Strategic Investors Group in ... provider of Investment Banking Services to families, family investment firms and their portfolio companies,...Capabilities & Skills** + Prior work experience in an Investment Banking front office role, including strong… more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth, law ... firms and attorneys. From investment strategy, to banking, to lending and cash management...degree or equivalent experience + Master's degree preferred **Job Family Group:** Business Strategy, Management & Administration **Job … more
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