Collecting information
Organizing data
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. As a Private Client Advisor in Chase
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. As a Private Client Advisor in Chase
Company Overview Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology‑enabled organizations across private equity, credit, public equity and permanent capital strategies. Position Summary Vista Equity Partners ("Vista") is seeking to hire a
Job Summary: The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and reg
Candidates must have a Bachelor's Degree and at least 2 years of public accounting or VC/PE experience. The role involves managing client engagements, leading a team, and overseeing fund accounting. The position offers a competitive salary range of $125,000 - $145,000 based on qualifications and exp
You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Our focused model a
We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Demonstrate a keen understanding of te
This role is distinct from marketing compliance and focuses on monitoring, testing, and professionalizing fund adherence to regulatory rules and investment mandates, ensuring scalable controls as the firm grows. Routinely monitor all investment portfolios to ensure continuous compliance with mandate
Build scalable reporting and synthesized global analysis to help support management of budget pacing, forecasting, and scenario models that align spend to pipeline, CAC, and ROI goals. As the Senior Manager, Portfolio & Analysis, you'll be responsible for unifying the view of marketing efficiency c
In partnership with our sponsor banks, we offer credit cards under the Mission Lane brand name, with better, clearer terms, and a more refined customer experience than the alternatives available to people working hard to improve their credit. As a Director of Credit, Portfolio Management you will:.
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I
A prominent investment firm in San Francisco is seeking an Associate for their Compliance program to support regulatory adherence and risk management. The ideal candidate will have a Bachelor’s degree and 3-4 years of relevant experience, with strong organizational and communication skills. This r
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our holistic approach incorporates financial planning in s
We advise private equity firms, family offices, privately held companies and multinational corporations on the tax aspects of planning, structuring and executing M&A transactions. We advise multinational corporations, privately held companies, partnerships, and private equity firms on the tax aspect
You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance
We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firm‑wide networks to benefits, w
Ideal candidates will have over 7 years in asset management with strong financial and analytical skills. A major real estate firm seeks a Director of Asset Management in San Francisco to oversee a diversified portfolio including office, retail, and multifamily properties. This full-time position inv
This will be done with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of financial markets and sound business judgement. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you wil
We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, we
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I