- Truist (Atlanta, GA)
- …Analyst helps develop and provide recommendations for the firm 's overall investment outlook, including capital market forecasts, strategic and tactical asset ... custom analysis. Travels up to 10% of the time delivering investment delivering market strategy and IAG capability presentations, for client events, public… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Fund Accountant | Bay Area | Remote flexibility | Base + Bonus Join a fast-growing Investment firm using AI and machine learning to tackle complex investment ... if not actively looking and just curious about the market . Robert Half is the world's first and largest...is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and ... Draft content for newsletters, website, and events + Track investment pipeline and help coordinate deal closings + Identify...if not actively looking and just curious about the market . Robert Half is the world's first and largest… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... talents for the benefit of clients, your career, our firm , and our communities. Raymond James is an equal...of merit and business needs. **Department Overview** Raymond James Investment Management ("RJIM") is a wholly owned subsidiary of… more
- Neuberger Berman (New York, NY)
- …of direct interaction with senior personnel on both the investment and non- investment teams of the firm . The role's primary responsibility is to conduct ... right candidate will be able to identify operational risks based on key investment characteristics (eg strategy, firm /team, product offering), and assess the… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Jennifer Fukumae is partnering with a well-established wealth management firm that is dedicated to acting in clients' best interests through personalized ... strategies and disciplined portfolio management. The firm 's philosophy is rooted in providing objective, client-first advice designed to help clients accumulate,… more
- Santander US (Boston, MA)
- …for overseeing the design, development, governance, and lifecycle management of the firm 's wealth management product platform. This includes investment products ... planning solutions (eg, insurance, annuities, structured products). The CIO ensures that investment decisions align with client goals, firm risk standards, and… more
- Neuberger Berman (New York, NY)
- …presentation materials for reviews with portfolio managers, senior management and the firm 's Investment Risk and Liquidity Committees + Solve complex risk ... and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …email or LinkedIn for additional information or questions. CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry The firm ... Operations will play a key role in scaling the firm and driving finance and operational processes. The culture...and fund administrator relationships. + Partner on fund structures, co- investment programs, LP due diligence, and investment … more