- Huntington National Bank (Columbus, OH)
- …bridge facilities + Acting as a key point of contact with Credit and Accounting for fund investment approval and system onboarding + Provide strategic direction ... The CIC Business Development Officer I (BDA) will support the SVP, Equity Investment Manager and both assist and manage the underwriting and project management of… more
- Amazon (Seattle, WA)
- …plans. Qualified candidates should possess stock plan compliance or relevant finance/ accounting experience. The ideal candidate is highly organized, analytical, with ... Partner with internal corporate teams, including HR, Legal, Payroll, Tax, and Accounting , to provide required reporting and support. * Develop and implement… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Half Financial Service Group is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Wealth Manager. This is ... with a planning-first approach. + Deliver tailored financial plans and investment advice. + Support business development through client referrals and networking.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …maps, cash flow analyses). + Provide objective, comprehensive advice on investment management, estate planning, tax strategies, and philanthropic initiatives. + ... planners, guiding their development. + Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing. + Maintain accurate client records… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office ... client teams (executive assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute to firm-wide projects… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …audits, reporting, and fund administrator relationships. + Partner on fund structures, co- investment programs, LP due diligence, and investment closings. + Build ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office ... and subject matter resource for new team members + Partner with internal investment professionals to assist in cash deployment and portfolio implementation + Provide… more
- Robert Half Finance & Accounting (Houston, TX)
- …* Develop and deliver presentations for shareholders, analysts, and investment groups to effectively communicate company performance and strategy. * ... investor outreach. * Ensure compliance in all communications with the investment community, including press releases and social media updates. Requirements Investor… more
- Robert Half Finance & Accounting (Lexington, KY)
- …planning and compliance for high-net-worth individuals, trusts, estates, and complex investment structures. The right candidate will thrive in a collaborative ... tax planning strategies for high-net-worth individuals, trusts, estates, and complex investment portfolios. * Prepare and review corporate and personal tax returns,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional ... to implement plans + Progressively take on more responsibility, including investment analysis and client-facing work What We Offer + Competitive compensation… more