- Robert Half Finance & Accounting (San Francisco, CA)
- …Services is recruiting for an Senior Accountant at a privately held real estate investment firm . This is a full-time permanent role based in San Francisco ... with a Hybrid schedule. Join a growing real estate investment firm with ~$1B AUM and several...and grow in a collaborative, innovative environment. Responsibilities + Support financial analysis, valuations, and performance reporting + Review… more
- Robert Half Finance & Accounting (San Jose, CA)
- …your career in wealth management? Join a dynamic and rapidly expanding investment advisory firm that values continuous learning, collaboration, and excellence ... other documentation. + Prepare and execute trades and client transactions promptly. + Support client meetings with performance reports and investment data. +… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management A rapidly growing investment advisory firm is seeking a Client Service Associate to join its ... role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and… 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
- TD Bank (Boston, MA)
- …but not limited to, concentrated positions, tax efficient trading and transition support + Participates and contributes to key Investment , Fiduciary and ... TD Wealth **Job Description:** The Head of Wealth Product, Investment Strategy and Trust owns responsibility for US Wealth's...BD personnel ensuring compliance with Federal, State, SRO and Firm policies and mandates + Works with internal partners… more
- Neuberger Berman (New York, NY)
- …and ad hoc risk, analytics and liquidity reports + Collaborate with and support investment , products, and operations teams on risk, performance analytics and ... for reviews with portfolio managers, senior management and the firm 's Investment Risk and Liquidity Committees +...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Neuberger Berman (New York, NY)
- **Business Overview:** Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private markets ... and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and… more
- Robert Half Finance & Accounting (Branford, CT)
- …Kelleigh Marquard - Kelleigh.Marquard@Roberthalf Company Overview: Join a dynamic and growing boutique investment firm based in New Haven, CT. This firm ... role in overseeing the financial accounting and reporting functions for the firm 's investment partnerships, ensuring accuracy and compliance while collaborating… 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 ... (eg, insurance, annuities, structured products). The CIO ensures that investment decisions align with client goals, firm ...and customized portfolio solutions. + Define and execute the firm 's product strategy to support business growth… more
- CBRE (Los Angeles, CA)
- …of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than ... Director** willbe responsible for client service and capital raising support on behalf of CBRE IM's flagship US enhanced...is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The… more