• Investment Manager

    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
    HSBC (03/06/25)
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  • Investment Manager

    Bell Partners (San Francisco, CA)
    …embraces their unique role and seizes the opportunity to make an impact. The Investment Manager position will be an integral member of the Investment ... financial models to analyze potential acquisition opportunities and write thorough investment committee memorandums to clearly communicate the investment more
    Bell Partners (02/08/25)
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  • Investment Operations Manager

    Robert Half Finance & Accounting (San Francisco, CA)
    …A top-tier investment firm, managing billions in assets, seeks an Investment Operations Manager to oversee operations for mutual funds, ETFs, and ... and strategic projects + Lead and mentor a team Requirements + 10+ years in investment servicing or fund operations + 5+ years in team management + Expertise in… more
    Robert Half Finance & Accounting (03/04/25)
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  • Senior Manager , Investment

    Robert Half Finance & Accounting (San Francisco, CA)
    …interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Manager , Investment Operations Location: San Francisco, CA (Hybrid: 3 days ... regulatory filings. Requirements Qualifications: + 10+ years of experience in investment servicing, specialty finance, commercial finance, fund accounting, or … more
    Robert Half Finance & Accounting (03/04/25)
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  • Investment Operations Manager

    Robert Half Finance & Accounting (San Francisco, CA)
    …Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Manager , Investor Operations Employment Type: Full-Time Location: San Francisco (FiDi); ... 3 days in office Salary: $175-200k + Bonus A leading responsible investment firm, managing over $51 billion in AUM, is dedicated to building wealth responsibly for… more
    Robert Half Finance & Accounting (03/14/25)
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  • Tax Senior Manager - Investment

    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 (02/06/25)
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  • Tax Manager - Investment Management…

    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 (01/14/25)
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  • State Income and Franchise - Investment

    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 (03/10/25)
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  • Tax Manager , Investment Management,…

    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
    Deloitte (01/14/25)
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  • Director/Sr Director Client Portfolio…

    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 ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment... manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed… more
    Nuveen Investments (03/13/25)
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  • TFI Research Analyst

    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 ... Nuveen Investment 's Leveraged Finance team is seeking to hire...where relative value dislocations and event driven catalysts exist. Investment strategies include hedge funds, separately managed accounts, comingled… more
    Nuveen Investments (03/04/25)
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  • Wealth Advisor Associate

    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
    Neuberger Berman (01/24/25)
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  • ASO/VP, Alternative Investment Specialist,…

    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
    BlackRock (03/13/25)
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  • Treasury Sales Group Associate Manager

    JPMorgan Chase (San Francisco, CA)
    …leading a team? You have found the right team As a Treasury Sales Group Manager inCommercial & Investment Banking, you will lead and develop Treasury Management ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
    JPMorgan Chase (02/08/25)
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  • Tax Senior Manager - Real Estate Tax (West…

    Deloitte (San Francisco, CA)
    …Funds, and real estate joint ventures and operating partnerships. As a Tax Senior 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...Real Estate Services Tax practice as a Tax Senior Manager . What You'll Do Deloitte Tax Senior Managers use… more
    Deloitte (02/22/25)
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  • Investment Banking Program Associate, 2nd…

    Wells Fargo (San Francisco, CA)
    Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our ... corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading,… more
    Wells Fargo (03/06/25)
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  • Investment Accounting Platform…

    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
    BlackRock (03/08/25)
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  • Senior Executive Assistant - ( Investment

    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
    Citigroup (01/30/25)
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  • Branch Support Manager

    Wells Fargo (San Francisco, CA)
    **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent… more
    Wells Fargo (03/12/25)
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  • Financial Advisory Senior Area Manager

    Wells Fargo (San Francisco, CA)
    **About this role:** Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. For ... additional information on this line of business, refer to the external Careers Site at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . In this role, you will: + Manage and develop a team of Financial Advisors with moderate complexity and… more
    Wells Fargo (03/04/25)
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