- Robert Half Finance & Accounting (Minneapolis, MN)
- …and goals. * Provide expert guidance on wealth management strategies and investment solutions. * Communicate effectively with clients to ensure clarity and ... in developing financial strategies and solutions. * Knowledge of registered investment practices and wealth management. * Ability to work collaboratively while… more
- Robert Half Finance & Accounting (Houston, TX)
- …for immediate consideration! Constantly upgrading technology High-end office space Superior Investment Models Lead Generation provided to all advisors Higher Payouts ... to enable clients to reach their goals and objectives Requirements Investment Portfolio, Individual Retirement Account (IRA), Annuities, Mutual Funds, Financial… more
- Robert Half Finance & Accounting (New York, NY)
- …executive team and board. Ideal candidates bring a strong foundation in investment banking, private equity, venture capital, or management consulting, combined with ... finance team as the organization scales Requirements + Background in investment banking, private equity, venture capital, or management consulting required +… more
- Robert Half Finance & Accounting (Richmond, VA)
- …forecasting and financial planning. * Direct capital planning initiatives and evaluate investment opportunities to drive organizational growth. * Act as the primary ... financial strategies. * Proficiency in risk management, capital planning, and investment analysis. * Effective leadership and team-building skills with a focus… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ensuring compliance, and supporting the firm's ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO ... formation teams to enhance engagement and reporting. * Partner with the investment team to streamline deal execution and coordinate legal processes. * Develop… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …support to Wealth Advisors by assisting with client services. * Manage investment accounts and ensure accuracy in financial documentation and reporting. * ... integrity. * Assist clients with inquiries related to financial planning and investment strategies. * Utilize Microsoft Excel, Word, and Outlook for efficient… more
- Robert Half Finance & Accounting (Pasadena, TX)
- …management and reporting on the M& A deal pipeline to align with the Investment Committee. * Collaborate with regional finance teams to build financial models and ... (M& A) + Solid experience in Due Diligence processes + Prior experience in Investment Banking + Prior experience in Private Equity + Bachelor's degree in Finance,… more
- Edward Jones (Dallas, TX)
- …advisers and clients. **Oversee Functional Teams** + Manage PFSM teams including: + Accounting Oversight + Investment Guidelines + Fund Services + Board ... requirements. + Chair Valuation and Liquidity Committees and monitor investment guidelines. **Cross-Functional Collaboration** + Partner across all adviser functions… more
- Fiserv (Milwaukee, WI)
- …(MBA) or other advanced degree. + Experience managing external advisors ( investment banks, law firms, accounting /transaction services) through deal execution. ... + 4+ years experience in equity research or mergers & acquisitions ( investment banking, private equity, corporate development, or other transaction advisory). +… more
- PNC (Atlanta, GA)
- …Corporate Finance, Decision Making, Equity Trading Systems, Financial Accounting , Investments, Investment Strategies, Trading Strategies **Competencies** ... Provides superior client experience. + Works closely with relationship managers, investment bankers, traders and other internal service partners to develop, market… more