- HSBC (San Francisco, CA)
- …strategic investments in emerging companies relevant to Financial Services. The US based Investment Manager will principally be responsible for providing: + Lead ... market research on emerging technology trends and develop investment theses + Lead deal origination by sourcing high-quality deal flows and recommending… more
- Comerica (Walnut Creek, CA)
- …handling of the most complex relationships. Administers smaller accounts and assists Investment Manager with larger and complex accounts (ie, asset allocation, ... Account Administration * Accurately enter trades per direction of the Investment Manager on Comtrac or APM. * Rebalances portfolios traded as UMA… more
- JPMorgan Chase (San Francisco, CA)
- …involves providing comprehensive business management support to the Global Heads of Technology Investment Banking, and Senior Business Manager . The role is based ... in New York alongside the Technology Investment Banking team and will operate in the following...group meetings and communications, social committees, pulse surveys, resource manager partnership on A&A initiatives and hiring + Drive… more
- Deloitte (San Francisco, CA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (San Francisco, CA)
- …Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior ... Tax Manager on our growing team! Work you'll do As...experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective… more
- Deloitte (San Francisco, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... this may be the right role for you! We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate… more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Umpqua Bank (Walnut Creek, CA)
- …Area, California, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged ... Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- Neuberger Berman (San Francisco, CA)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as...and estate planning. + Provide world-class client service and investment advice tailored to the unique investment … more
- BlackRock (San Francisco, CA)
- …Developer** **YOUR TEAM** BlackRock is trusted to manage more money than any other investment manager in the world, helping millions of people and the world's ... and redemption processes, considering market ecosystem demands, controlling operational and investment risk in the support of new, sophisticated, and innovative ETF… more
- BlackRock (San Francisco, CA)
- …be focused on delivering deep expertise and growing the BlackRock Alternative Investment franchise, reporting into a Specialist Manager within BlackRock's Wealth ... BlackRock to financial advisors and their clients. **Role Description** Alternative Investment Specialists in US Wealth Advisory are responsible for developing… more
- Lucile Packard Children's Hospital Stanford (Menlo Park, CA)
- …of the treasury function, including: daily liquidity management, cash forecasting, investment manager oversight, debt program surveillance and interfacing with ... risks. Oversee hedging activities and manage exposure to market volatility. + Investment Management: Formulates and executes investment strategies for the… more
- Deloitte (San Francisco, CA)
- …our Deloitte Advisory Securitization practice, you will perform agreed upon procedures for our investment manager clients related to the full life cycle of a ... leading securitization professionals. Additionally, you'll be involved in helping advise investment banks, primary broker dealers and various asset originators on… more
- Deloitte (San Francisco, CA)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . What You'll Do Deloitte Tax Managers use their… more
- TD Bank (San Francisco, CA)
- …who can provide you more specific details for this role. **Job Description:** ** Investment Banking - Consumer (San Francisco)** TD Securities is a market leader in ... Capital Markets and Corporate & Investment Banking, delivering a full suite of integrated products...incoming calls internally and externally + Provides support for Manager and others areas, as indicated + May assist… more
- BlackRock (San Francisco, CA)
- …professional looking to elevate your career by joining the world's largest asset manager ? Would you thrive in an environment that fosters positive relationships and ... addition to helping our clients achieve a better financial outcome as an asset manager , BlackRock is an established FinTech with Aladdin(R) being used by some of the… more
- MUFG (San Francisco, CA)
- …day. A member of our recruitment team will provide more details. **2026 Corporate, Investment Banking & Markets (CIBM) Summer Analyst Program | San Francisco & Los ... are welcome to apply. **On-the-Job Experience:** Our 10-week Corporate, Investment Banking & Markets (CIB&M) Summer Analyst Program is...to your success and will pair you with a mentor/ manager who will work with you to set goals,… more
- BMO Financial Group (San Francisco, CA)
- **Role / Qualifications:** + Seeking a highly motivated Investment Banking Analyst to join the Financial Sponsors Coverage team + The ideal candidate will have 1-3 ... years of relevant experience / exposure to investment & corporate banking and a defined interest in...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Citigroup (San Francisco, CA)
- …providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level manager and generally supports an entire department + Manages day to day ... calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare and… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a **Market Sales Manager ** in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a ... experience in growing asset flows and fostering liability growth. The Market Sales Manager will have a proven ability to partner with leadership share best… more