- Box Inc (Redwood City, CA)
- …more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. ... with diverse backgrounds in finance, banking, consulting, and engineering that bring a wealth of perspectives to the table. By engaging deeply in strategic analysis… more
- Franklin Templeton Investments (San Mateo, CA)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... a key role in conducting research on technology advancements shifting the wealth management landscape, assisting due diligence efforts, evaluating investment… more
- Franklin Templeton Investments (San Mateo, CA)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... perform?The primary focus of the Senior Client Relations Analyst role is the day-to-day management of...Client Relations Analyst role is the day-to-day management of Franklin Templeton's subadvisory business and on-going world-class… more
- Franklin Templeton Investments (San Mateo, CA)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... disciplined, bottom-up fundamental research.We are currently looking for an Equity Research Analyst , covering Financials, to join the Franklin Equity Group in San… more
- Franklin Templeton Investments (San Mateo, CA)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... technological advancements for the industry. If you are a seasoned venture analyst with a passion for identifying and supporting innovative startups, and possess… more
- BDO USA, LLP (San Jose, CA)
- …technology, to adapt to disruption, increase operational efficiencies, improve risk management effectiveness, and uncover new sources of revenue. Our collaborative, ... digital strategists, systems integrators, data scientists, software developers, change management professionals, and industry-specific advisors who work together to… more
- BDO USA, LLP (San Jose, CA)
- …exists to provide expertise for clients in performing technical business process management activities. The Technical Solutions Architect's primary focus is to lead ... the overall scope and approach for the project Oversees all environment management activities Understands the go forward set of applications and the integration… more
- BDO USA, LLP (San Jose, CA)
- …relationships with client personnel, including members of client senior management Understands client expectations and regularly communicates project updates to ... changes, and quality, required Experience with project planning, scoping and management skills, required Experience with business process analysis & design and… more
- Franklin Templeton Investments (San Mateo, CA)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... a unique blend of deep quantitative skills, strategic risk management , innovative portfolio construction abilities, leadership, and communication skills.The ideal… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop ... and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- Robert Half Accountemps (Santa Clara, CA)
- …skilled and experienced Tax Accountant for a temp to hire in-office opportunity with wealth management firm. The candidate will be responsible for preparing and ... of 3-5 years experience as a tax accountant, tax analyst , or tax preparer. + Solid understanding of national,...Lacerte, MS Office Suite, especially Excel. + Excellent time management skills, with the ability to meet tight deadlines… more
