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WEALTH MGMT OPERATIONS SPECIALIST

DM Stone JobsInBrokerage.com - Berkeley, CA

Operations expert needed for 2 projects for our client: Clearing Firm conversion Portfolio Management Technology conversion SUMMARY: They need an individual who is experienced in the back office operations of fully disclosed clearing and brokerage operations environments. QUALIFICATIONS: Comprehensive experience in Broker-Dealer operations, including compliance, trade processing, technolo...

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

RECRUITER

DM Stone JobsInBrokerage.com - San Francisco, CA

Exciting and dynamic firm in SF is looking for self-starter who loves the thrill of the chase, driven by recruiting fundamentals and a desire to build new processes that identify awesome candidates. You will partner with hiring managers to establish your recruiting plan, then implement that strategy to find the best and the brightest. Drive the full cycle recruitment process - sourcing worl...

Application Deadline: None

Licensed Finance Manager - Brokerage

DM Stone JobsInBrokerage.com - Palo Alto, CA

Our client is a large and fast growing automated investment service, with more than $2.5 billion in client assets under management. RESPONSIBILITIES: ? Prepare and analyze the customer reserve formulas, net capital calculations and monthly FOCUS reports. ? Review and analyze the computations for SEC rule 15c3-3, various monthly reports for the firm's FOCUS filing and daily net capital calcula...

Application Deadline: None

OPERATIONS ASSOCIATE

DM Stone JobsInBrokerage.com - San Francisco, CA

We are looking for an Operations Associate with a financial services background. This is an extremely fast-paced environment and you will be supporting several different alternative investment products. You must have at least 2+ years of related experience and possess excellent communication skills (both verbal and written. Solid analytical skills and extensive knowledge of Microsoft Exce...

Application Deadline: None

EXECUTIVE ASSISTANT - FINANCIAL ADVISORY

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client is an Financial Advisory Services firm who works with real estate owners. Their team is dedicated to the sale, financing and recapitalization of all major real estate product types including office, retail, hospitality, industrial and multifamily properties throughout North America. Widely recognized for their capital markets and real estate expertise, the team is also known for t...

Application Deadline: None

PERFORMANCE MARKETING ASSOCIATE - GAMING

DM Stone JobsInBrokerage.com - San Francisco, CA

This is an excellent role for candidates with 1-3 years of experience in an analytical function who are excited about applying their skill set to the rapidly evolving mobile ecosystem. You will combine strong analytical ability, business judgment, and interpersonal skills, and will have a passion for games and other entertainment products. DUTIES: Develop user acquisition strategy and manag...

Application Deadline: None

CLIENT RELATIONSHIP ASSOCIATE - ASSET MGMT

DM Stone JobsInBrokerage.com - San Francisco, CA

Privately held Investment Management Firm in downtown San Francisco is looking for an Associate CRM to support their Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. The person in this role is expected to become an expert on each of the firm's investment strategies and vehicles, as well as all of the firm's external reporting and communication...

Application Deadline: None

STAFF ACCOUNTANT - TECH INDUSTRY

DM Stone JobsInBrokerage.com - San Francisco, CA

SF big data company is looking for an experienced and highly-motivated individual to join their quickly growing team. This is the perfect opportunity for someone looking to break into the big data industry and get real-world experience working in a high-growth startup. As Staff Accountant, you will support various aspects of finance and accounting. This position reports to the VP of Finance...

Application Deadline: None

SR CORPORATE COMPLIANCE TESTING OFFICER

DM Stone JobsInBrokerage.com - San Francisco, CA

Responsible for managing and executing Compliance Reviews including: formal examination programs designed to assess the effectiveness of the regulatory compliance programs and adherence, project planning, Compliance Review execution, and any needed follow-up to ensure remediation of any identified regulatory weaknesses. Designs, Plans, Executes and Leads Compliance Reviews (Monitoring and Tes...

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

SR ADMINISTRATIVE ASSISTANT - CONTRACT

DM Stone JobsInBrokerage.com - Foster City, CA

This position is a long term contract with the possibility of being a Contract to Hire. The main function of an administrative assistant/executive assistant is to provide high-level administrative support by conducting research, handling information requests and performing general admin duties. You will be reporting to the Director of Business Planning and Ops and supporting technology leader...

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

ASSISTANT CONTROLLER - GAMING FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Mobile entertainment company is looking for an Assistant Controller who will play a critical role in their rapidly-growing company and will be a key participant in many important aspects of the financial operations of the Company. You will report directly to the VP of Finance, you will be responsible for providing technical accounting expertise, improvement of financial processes, and develop...

Application Deadline: None

SR CLIENT SERVICE ASSOCIATE

DM Stone JobsInBrokerage.com - Century City, CA

Our client is a dynamic and growing asset management firm. Their primary focus is to serve their private clients through customized portfolios and objective, personalized service. Responsibilities range from acting as the first point of contact for individual clients to providing internal support to investment professionals and back office operations. A successful candidate will have a minimum...

Application Deadline: None