Senior Tax Associate - Alternative Investment Funds Andersen Tax LLCSenior Tax Associate - Alternative Investment FundsFoster City, CA$86,500–$148,300 / year2+ years of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Associate – Alternative Investment Funds AndersenSenior Tax Associate – Alternative Investment FundsFoster City, California$86,500–$148,300 / yearThe Requirements: 2+ years of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Experienced Tax Associate - Alternative Investment Funds AndersenExperienced Tax Associate - Alternative Investment FundsFoster City, California$86,300–$97,900 / yearThe Requirements: 1+ year of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. The Role: Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Manager - Alternative Investment Funds AndersenSenior Tax Manager - Alternative Investment FundsSan Francisco, California$160,000–$253,900 / yearThe Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices. • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; • Proficient use of technology.
Senior Tax Manager - Alternative Investment Funds Andersen Tax LLCSenior Tax Manager - Alternative Investment FundsSan Francisco, CA$160,000–$253,900 / yearSenior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.
Director of Sales - Investment Banking & Advisory Datasite LLCDirector of Sales - Investment Banking & AdvisorySan Francisco, CA$250,000–$300,000 / yearYou will lead a team of AEs and BDRs across both a strategic motion covering large, complex institutions and a mid-market motion serving mid-sized banks and boutique advisory firms - two buying patterns that require different approaches and a leader who can run both with clarity. Actual compensation packages at the time of offers are based on a wide array of factors unique to each candidate, including, but not limited to: what you'd like to be paid, the skills/experience you bring and any role-dependent factors such as software expertise, what similar jobs pay in the NYC area, and our commitment to equal pay for equal work among those you'll be working with.
Investment Banking, Capital Markets Operations, Account Onboarding (Associate/Vice President) BTIG, LLCInvestment Banking, Capital Markets Operations, Account Onboarding (Associate/Vice President)San Francisco, CA$170,000–$230,000 / yearThe position requires strong operational execution, attention to detail, and the ability to coordinate across internal stakeholders (Sales, Trading, Syndicate, Capital Markets, Legal, Compliance, Risk, Finance, Technology) and external clearing firms to ensure accounts are opened and maintained accurately, efficiently, and in accordance with firm policies and applicable regulatory requirements. This role is responsible for end-to-end onboarding and opening of DVP (Delivery versus Payment) and Cash-Custody accounts across multiple clearing firms, ongoing account maintenance, and broader administrative workflows that support Capital Markets coverage and governance.
Investment Banking, Capital Markets Operations, Securities Transfer & Settlement (Associate/Vice President) BTIG, LLCInvestment Banking, Capital Markets Operations, Securities Transfer & Settlement (Associate/Vice President)San Francisco, CA$170,000–$230,000 / yearThis role is responsible for the end-to-end management of transfer workflows-primarily DWAC and DRS transfers-to ensure timely, accurate settlement of transactions across issuers, transfer agents, clearing firms, clients, and internal stakeholders. The role also supports critical "flow of funds" coordination for Capital Markets transactions, wire transfer authorization workflows for Venture Capital and Private Equity trading clients, and related clearing firm journals and settlement support.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsSan Francisco, CACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
NewInvestment Associate Fictiv IncInvestment AssociateOakland, CA$125,000–$150,000 / yearYou will build and maintain relationships with investors across our sectors, work the accelerator and university research channels that produce frontier hardware companies, and keep a current map of who is funding what in robotics, automation, aerospace, and industrial software. You will own our external presence - website, content, founder-facing communications, and our participation in the deep-tech and hardware communities - and run the founder dinners, technical sessions and events that make us a known quantity in our categories.
Senior Implementation Consultant - Investment Management SS&CSenior Implementation Consultant - Investment ManagementSan Francisco, New YorkSS&C is looking for a Senior Implementation Consultant to join the Investment Management (IM) Implementations team responsible for front-office components of the Genesis Platform, including Eze OMS and Genesis Portfolio Management. In addition, Implementation Consultants are responsible for creating effective, scalable, and supportable configurations through testing and analysis of different workflows based off initial requirement gathering.
Return To Work - Investment Banking Executive Assistant | Menlo Park, CA Morgan StanleyReturn To Work - Investment Banking Executive Assistant | Menlo Park, CAMenlo Park, CAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. You will provide high-level administrative support by periodically providing research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings.
Senior Real Estate Investment Sales Advisor NAI Northern CaliforniaSenior Real Estate Investment Sales AdvisorSan Jose, CaliforniaFull timeA Little More About Us: NAI Global is the largest Commercial Real Estate Brokerage Network in the world and a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. But, take us seriously when we say our sights are focused upon gaining market share, and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area.
Principal Marketing Manager, Media Investment Intelligent Decisioning Intuit IncPrincipal Marketing Manager, Media Investment Intelligent DecisioningMountain View, CA$191,000–$258,500 / yearYou will own the partnership between Paid Media, Data Science, and Finance that determines channel mix and investment allocation across the TurboTax envelope, and you will run the weekly SLT Investment Review that translates model output and marketplace signal into a clear point of view for senior leadership. In parallel, you will help build the Central Decision Engine - the architecture that unifies MMM, platform, and creative signal into a single, always-on source of investment guidance - moving the team from weekly reporting to real-time, model-driven decisioning.
Security Officer - Investment Patrol Member Allied UniversalSecurity Officer - Investment Patrol MemberSan Mateo, CAJoin Allied Universal as an unarmed patrol officer at a professional financial institution location, where you will monitor assigned areas, conduct routine patrols, and remain visible to help to deter security-related incidents. What You'll Do: Provide customer service to clients and visitors by carrying out security-related procedures, site-specific policies, and/or appropriate emergency response activities at a financial institution location.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewSenior Administrative Assistant, Seligman Investments Ameriprise Financial IncSenior Administrative Assistant, Seligman InvestmentsMenlo Park, CA$85,000–$90,000 / yearReporting directly to the Office Manager for Seligman Investments, this is a unique opportunity to join a growing organization with an entrepreneurial spirit integrated into a highly established and reputable investment firm/platform. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistSan Francisco, CAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.