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CONTRACT RECRUITER

DM Stone JobsInBrokerage.com - San Francisco, CA

You will partner with hiring managers to source, attract and hire qualified candidates to our organization. The hours for this position are approximately 8:30 a.m. to 5:30 p.m. DUTIES Develop and implement strategic initiatives for recruiting diverse talent in a multi-site organization. Partner with HR Director, HR Managers and hiring managers to forecast and develop plans for key staffing...

Application Deadline: None

PORTFOLIO ASSISTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

International Investment Management firm in San Francisco is looking for an individual to support their Equity Team. You will support a faced paced group of investment professionals including providing general administrative support, managing complex schedules, offering support and research for various projects, and liaising with internal business units and external parties. DUTIES: Compile ...

Application Deadline: None

FRAUD AML - COMPLIANCE

DM Stone JobsInBrokerage.com - San Jose, CA

Responsible for proactively identifying and evaluating risks and controls, completing regulatory compliance analysis and research, identifying issues and/or areas for improvement in efficiency or effectiveness, and working with management in developing actions plans to ensure risks are effectively mitigated and issues are corrected. This role works with broad discretion, as assignments may be...

Application Deadline: None

CLIENT SERVICE ASSOCIATE WITH SERIES 7 AND 63

DM Stone JobsInBrokerage.com - Santa Barbara, CA

You will provide a wide range of sales, service, administrative and relationship management support to assigned Wealth Advisors and Investment Professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects. Act as the liaison between the investment professional/client and the PWM middle office functions/op...

Application Deadline: None

PROJECT MANAGEMENT MANAGER

DM Stone JobsInBrokerage.com - San Ramon, CA

Responsible for managing large, complex, cross-enterprise projects related to technology, products, processes and/or procedures. Interact with senior management throughout the Bank to communicate, create alignment, obtain decisions, and/or coordinate activities to ensure that project objectives are met. Drive and deliver projects, including process improvement, technology, remediation, and o...

Application Deadline: None

FUND ACCOUNTING - HEDGE FUND

DM Stone JobsInBrokerage.com - San Francisco, CA

Global Investment Firm based in San Francisco is looking for an experienced Fund Accountant You will be responsible for working with the fund accounting team in the daily and monthly Net Asset Value process including: Assist with the annual audit and K1 preparation for the hedge funds Oversee/review account closings and partnership allocations prepared by administrators Prepare thorough sh...

Application Deadline: None

SUPERVISORY ANALYST - EDITOR

DM Stone JobsInBrokerage.com - San Francisco, CA

The Supervisory Analyst approves equity research reports and supports the firm?s research analysts in a broad range of industry sectors (e.g., Financial Services, Healthcare, Real Estate, Technology). This person will edit and review research reports to ensure conformity with the standards required by the SEC and FINRA, adherence to all appropriate compliance elements, and consistency with fi...

Application Deadline: None

BUDGET ANALYST ACCOUNTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

San Francisco private investment management firm is looking for a Budget Analyst for their Corporate Accounting Team. This position is responsible for analyzing and reporting general and administrative expenses, developing and monitoring allocation methodologies and assisting with the preparation of the annual budget and forecasts for a complex organization. The ideal candidate must have str...

Application Deadline: None

DIRECTOR OF FINANCE WITH M and A FINANCE EXPERIENCE

DM Stone JobsInBrokerage.com - San Francisco, CA

You will serve as a key member of the Finance & Treasury Team to lead execution and implementation of company?s finance and M&A strategy within the firm's domestic and international. Job Responsibilities: You will lead financing and M&A transaction processes: Lead project financing and M&A transaction processes including gathering market intelligence, solicitation of offers, selection of ins...

Application Deadline: None

ERP - SYSTEMS ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

The role of the ERP / Systems Analyst is to provide business systems analysis services to the Enterprise Resource Planning customisation and upgrades DUTIES Strategy & Planning Provide solutions for data and custom report requests from Dynamics AX 2009, including Role-Center Dashboards. Produce requirements documents, use cases, specifications, and other project artifacts. Evaluate and rec...

Application Deadline: None

VP SERVICING OPERATIONS

DM Stone JobsInBrokerage.com - San Diego, CA

Our client is North America?s fastest growing loan and lease servicer. The company?s clients include hedge funds, money center banks, and other financial institutions. Driving growth through service innovation and market expansion, the company has grown from a small niche player to an internationally recognized market leader in its space. The Vice President, Servicing Operations reports to t...

Application Deadline: None

SR INVESTMENT ACCOUNTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

This position is responsible for coordinating the preparation of journal entries for 5 main investment funds and other entities of this firm. Must have the ability to understand varied and non-repetitive transactions and to read and understand limited partnership and limited liability company agreements. This position is also responsible for cash, loan, investment and financial derivatives ...

Application Deadline: None

ACCOUNTING CONTRACTOR- AP FOCUS

DM Stone JobsInBrokerage.com - San Francisco, CA

Investment Management firm located downtown San Francisco is looking for a long term contractor to work with their accounting group. Looking for someone with heavy Accounts Payable experience. You must be able to commit to the duration of the contract. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

FUND ACCOUNTANT

DM Stone JobsInBrokerage.com - San Francisco, CA

Your role will encompass all facets of the calculation of net asset values on a variety of complex hedge funds. Working closely with the senior fund accountants and account managers, your responsibilities will include; Job Functions Performing the administration of and any services pursuant to administration agreements in respect of a portfolio of hedge funds; Assisting with the preparation ...

Application Deadline: None

BANKING POSITION

DM Stone JobsInBrokerage.com - Livermore, CA

The Preferred Banker position is responsible for demonstrating the banks core values in all actions to provide an excellent customer experience. This position is expected to provide quality customer service across bank products as well as maintain branch operations. DUTIES AND RESPONSIBILITIES: You will demonstrate thorough knowledge of all branch ops and banking policies and procedures. ...

Application Deadline: None