- Creative Financial Staffing (San Francisco, CA)
- Senior Tax Manager - Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family, and outside service providers. ... Manage outside service providers (eg attorneys, investment brokers, clients' employees), including coordination of activities such as drafting documents for personal… more
- Russell Tobin & Associates (San Francisco, CA)
- …role will need to coordinate with their direct reports, as well as the Manager , Central Sales Finance, across the various levels of business partnership to ensure ... financial planning principles. Experience within a dynamic environment such as Investment Banking / Consulting, FP&A, Accounting or other finance related fields.… more
- Segal (San Francisco, CA)
- We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in ... a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted… more
- Creative Financial Staffing (Mountain View, CA)
- …for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and quarterly ... of client financial data such as broker analysis and construction or investment history spreadsheets Generate client cash reports using Data faction accounting… 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
- Robert Half Finance & Accounting (San Mateo, CA)
- …consideration for this opportunity. Join our client at the forefront of investment management-a firm dedicated to providing essential growth funding to businesses ... during transformative phases. Located in San Mateo, this Accounting Manager role offers a HYBRID work model with a...part of a dynamic team shaping the future of investment management. Key Responsibilities: + Manage financials for … 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …please contact Yuzo Shimura on LinkedIn at Robert Half Title: Accounting Manager Location: San Francisco Peninsula Salary: 140k-170k About the Company: Residing in ... directly interact with the Chief Financial Officer and the investment team, thereby contributing to our ongoing growth and...key support role for the Chief Financial Officer and investment team. + The firm trusts this role with… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …fastest consideration for this opportunity. Join our client, a leader in investment management, dedicated to providing crucial growth funding to businesses owned by ... during transformative stages. Based in San Mateo, this Accounting Manager role offers a HYBRID work model, competitive salary,...part of a dynamic team shaping the future of investment management. Key Responsibilities: + Manage financials for … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …O'Brien and send me your resume Our client is a massive and historical fund manager with a legacy of investing in innovation to change the world for the better. ... Management Entity Accounting + Oversee quarter-end and annual financial records for management companies, including proposing and reviewing journal entries. + Handle quarterly reporting tasks such as flux analysis, net fee income calculations, and distribution… 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
- 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 ... the preparation of investment memos, facilitate analysis of new investment opportunities, manager due diligence. + Monitor and maintain metrics on the firm's… more
- MetLife (San Francisco, CA)
- … Management's Summer Analyst Program provides participants a broad exposure to a global investment manager and a specific asset class of their choosing. The ... MetLife Investment Management - Real Estate - 2025 Summer...surveillance and portfolio management meetings * Support the Portfolio Manager and Head of Equity Strategies / Debt Strategies… 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 ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's Investment , National Accounts and Intermediary Sales teams to educate them… 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 ... 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
- Autodesk (San Francisco, CA)
- …program manager enthusiastic about independently driving and managing global rewards & investment programs. You will report to the Manager for the Global ... overall responsibility and subject matter expertise on current channel reward & investment programs + The responsibility includes programs that have material impacts… 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
