- Robert Half Finance & Accounting (Fort Worth, TX)
- …investor inquiries on fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support . Stellar communication and organization. ... Requirements * Minimum of 2-3 years of experience in client support within an investment firm or financial services environment. * Exceptional communication… more
- Robert Half Finance & Accounting (Avon, CT)
- …SF0013280946 A growing investment management firm is adding an Investment Accountant to support STAT reporting, GAAP/IFRS reporting, and fixed income ... skills Why This Role + Very low turnover; long-tenured team + Stable, well-established investment firm + Newly created role with growth potential + High… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …exceptional opportunity to build a future in fund accounting within a high-growth investment firm . Requirements + Bachelor's degree in Accounting, Finance, or ... with your next big career move! Join a fast-growing investment management firm managing over $16B in...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | Fund Accountant | San Francisco Bay Area | Hybrid; 1-2 days a ... GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations. + Produce quarterly and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Manager - Wealth Management About Us We are a boutique wealth management firm with an integrated tax practice, offering personalized financial and tax solutions to ... tax returns + Provide second-level reviews and resolve technical tax issues + Support and mentor tax preparers and bookkeepers + Assist with client communications… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients. This role combines client relationship management, strategic planning support , and leadership responsibilities within a fast‑paced, highly collaborative ... a key role in delivering an exceptional client experience while supporting broader firm initiatives. Key Responsibilities + Serve as the primary point of contact for… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …internal processes + Collaborate with internal and external partners to support ongoing projects and operational workflows + Communicate clearly and professionally ... identify areas for improvement, and contribute to informed decision‑making + Support departmental goals through ad hoc tasks, special projects, and evolving… more
- Neuberger Berman (New York, NY)
- We are seeking an Investment Team Support Associate to join our team. This is a high-performing function within the Public & Private Markets, with a primary, ... This team is the operational front line, aligned to Investment Teams and Traders to provide high-touch support...investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment… more
- Neuberger Berman (New York, NY)
- …of direct interaction with senior personnel on both the investment and non- investment teams of the firm . The role's primary responsibility is to conduct ... right candidate will be able to identify operational risks based on key investment characteristics (eg strategy, firm /team, product offering), and assess the… more
- T. Rowe Price (Baltimore, MD)
- …by leveraging foundational business and technical knowledge to manage complex investment -related, operational activities. The Strategic Support (ILSS) team's ... is good business . With a career at the firm , y ou can expect opportunities to create real...provide business process analysis, continuous improvement, and capacity related support to the Investment & Research Liaison… more
- Neuberger Berman (New York, NY)
- …and ad hoc risk, analytics and liquidity reports + Collaborate with and support investment , products, and operations teams on risk, performance analytics and ... for reviews with portfolio managers, senior management and the firm 's Investment Risk and Liquidity Committees +...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- JPMorgan Chase (Jersey City, NJ)
- …& Co.'s esteemed Legal Department as a Vice President and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and ... from you **Job Responsibilities:** + Provide legal advice and support to the investment solutions business team,...Qualifications, Capabilities, and Skills:** + Minimum 5 years of investment management experience with a law firm … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Work alongside experienced advisors and specialists, learning diverse planning strategies and investment approaches. + Contribute to a firm culture that ... planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning… more
- Adecco US, Inc. (Webster Groves, MO)
- …retirement income strategies, including Social Security and withdrawal planning. + Oversee investment portfolios aligned with the firm 's philosophy and risk ... **Financial Advisor, Registered Investment Advisor Representative -** **Fiduciary Financial Planning and...book of business you may eventually transition to our firm . This position requires a blend of knowledgeable and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Rosario - I'd love to connect! Senior Fund Accountant / Fund Manager About the Firm A growing, niche‑focused investment firm specializing in alternative and ... intangible strategies. With a tight‑knit culture and approximately $1.5B in AUM, the firm continues to scale and prepare for additional fundraises. They manage both… more
- Neuberger Berman (New York, NY)
- …presentation materials for reviews with portfolio managers, senior management and the firm 's Investment Risk Committee + Collaborate closely with portfolio ... investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- I'd love to connect and share more about this opportunity! Controller - Venture Capital Firm About the Firm Our client is a venture capital firm investing ... across enterprise software, fintech, and emerging innovation sectors. The firm operates in a lean, entrepreneurial environment where collaboration, strategic… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and reporting. + Mentorship and structured growth opportunities within a global PE firm . + Exposure to complex investment structures, cash management, and ... & Accounting is partnering with a global private equity firm that is expanding its finance team. This is...professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resume via LinkedIn with JC del Rosario - I'd love to connect Fund Manager About the Firm Join a growing investment firm with a niche focus on alternative ... funds and underlying portfolios, offering exceptional exposure to unique deal types, investment structures, and hands-on asset management. The Role As a Fund… more
- City and County of San Francisco (San Francisco, CA)
- …Experience: Three (3) years of investment experience with an investment management firm , pension plan, university, endowment, foundation, corporation, family ... tasks accurately and timely. + Provide administrative and operational support as necessary. + Represent SFERS with distinction and...an Investment Officer or higher with an investment management firm , pension plan, university, endowment,… more