- Robert Half Finance & Accounting (San Francisco, CA)
- …a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group ... + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with… more
- JPMorgan Chase (New York, NY)
- …Originate credit leads from prospects and existing clients, and lead credit marketing initiatives for the local market. Analyze credit data and financial statements ... the risk committee. Perform due diligence on illiquid financial assets, focusing on investment thesis and market trends, in order to develop credit application, and… more
- Robert Half Finance & Accounting (Charlotte, NC)
- …to gain hands-on experience in property accounting and commercial real estate investment operations while working in a collaborative and inclusive environment. You ... accounting transactions. * Prepare timely and precise monthly accruals for investment portfolios and perform related financial analyses, including balance sheet… more
- M&T Bank (Buffalo, NY)
- …Develop and structure client strategies using leverage to complement business, investment , tax, estate, and legacy plans. Utilize expertise to develop customized ... leads from prospects and existing clients and lead credit marketing initiatives for the local market in support of...for UHNW and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- Description About the Firm We are an investment firm focused on supporting innovative companies and entrepreneurs in the life sciences and healthcare sectors. Our ... 2-5 years in fund accounting, audit, tax, or fund administration ( investment company experience preferred) + Education: Bachelor's degree in Accounting or… more
- Robert Half Finance & Accounting (Brea, CA)
- …* Lead mergers and acquisitions processes, strategic partnerships, and investment evaluations. * Develop business cases and perform financial modeling ... a plus * Minimum of 5-10 years of experience in corporate finance, investment banking, strategy consulting, or similar roles. * Expertise in financial modeling,… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …fund accounting and ensure regulatory compliance while working closely with a dynamic investment team. The role is ideal for someone who excels in detail-oriented ... + Fund Accounting: Manage the monthly close process for multiple investment funds, ensuring accuracy and timeliness. + Financial Statements: Prepare and… more
- Neuberger Berman (New York, NY)
- …with internal teams to identify onboarding requirements (Product Management, Marketing , Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fantastic opportunity for professionals in public accounting to transition into investment accounting, taking on immediate responsibility with strong career growth ... General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations. + Prepare and review… more
- CBRE (Dallas, TX)
- …and broker debriefs to support the sales process. + Partner with Research and Marketing teams to generate reports and materials. + Act as the local software expert, ... the global leader in commercial real estate services and investment that helps businesses and people thrive. We are...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has… more