- Robert Half Finance & Accounting (San Francisco, CA)
- …asset movement + Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms + Keep the practice up to date on all ... compliance activities + Manage onboarding process with new clients including communication + Coordinate activities with firms' service team regarding specific tasks + Manage team's client data base systems/CRM (Redtail) Requirements Qualifications: +… more
- City National Bank (San Francisco, CA)
- …Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm. **What you will do** + Partner with portfolio ... **PORTFOLIO MANAGER ASSOCIATE ** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies...long-term investment strategies and approaches to achieve investment goals for clients. ** Wealth Management Division:… more