- Aramco Services Company (Palo Alto, CA)
- …the investment process and portfolio management of portfolio companies. The Investment Manager is responsible for supporting all aspects of venture capital ... OVERVIEW: Aramco's regional investment teams are responsible for identifying and executing...teams are responsible for identifying and executing opportunities for investment in North America, Europe and globally. The teams… more
- Deloitte (San Jose, 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 Jose, 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 Jose, 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 ... Wealth practice! What you'll do As a Tax Senior 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 ... knowledge of the territory (2) develop a deep understanding of Neuberger Berman's investment capabilities and (3) helping allocators in the territory solve their … 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
- US Bank (Palo Alto, CA)
- …open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more
- Lucile Packard Children's Hospital Stanford (Palo Alto, 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
- BlackRock (San Francisco, CA)
- …will leverage the resources, relationships, and insights of the world's largest investment manager to help family offices achieve their objectives across ... of $100M or higher. Additionally, with the growth in Outsourced Chief Investment Officer (OCIO) mandates, the team is responsible for formulating whole portfolio… more
- Nuveen Investments (San Francisco, CA)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... more of the following would be strongly preferred: + Manager -side CLO representation either at a firm or in-house...Working knowledge of adjacent areas of law, including the Investment Advisers Act and tax considerations + Private funds/side… more
- Sutter Health (Emeryville, CA)
- …plans, workflow process redesign, metric development and measurement, and return on investment analysis. The Project Manager IV assigns project tasks to ... designated team members and oversees the work of other Project Manager (s) and Project Coordinator(s). Performs independently under broad policy guidelines and… 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
- LTD Global (Burlingame, CA)
- …Finance Committee to establish investment policies, monitor performance of investment portfolio manager and ensures consistency in accounting and reporting ... all that entails, the Senior Director of Finance & Administration is a hands-on manager willing and able to routinely work alongside staff, reflecting the culture of… 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 (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Divisional Governance Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Have responsibility for the day-to-day administrative functioning of the branch offices within the Market, including… more
- City National Bank (San Francisco, CA)
- *PORTFOLIO MANAGER ASSOCIATE (Hybrid - 3 days in office)* WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale ... Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment ...long-term investment strategies and approaches to achieve investment goals for clients. What you will do *… more
- Citigroup (San Francisco, CA)
- Citi Ventures Inc. seeks a Program Senior Group Manager for its San Francisco, California location. Duties: Plan, direct, and coordinate venture capital ... investment strategy. Source and invest in leading Fintech, commerce,...4 years of experience as a Program Senior Group Manager , Principal, or related position involving corporate venture capital… more
- BlackRock (San Francisco, CA)
- …this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and ... draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and innovative alpha… more