Jobs at DM Stone JobsInBrokerage.com - Page 2

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VP/Manager Financial Analysis - Banking/Real Estate

DM Stone JobsInBrokerage.com - Walnut Creek, CA

FINANCIAL ANALYSIS MANAGER, VICE PRESIDENT (COMMUNITY DEVELOPMENT FINANCE) - Major bank, located near BART in Walnut Creek Job Summary: Prepare comprehensive and complex financial forecast and budget. Conduct and direct the equity investment modeling process for evaluation of new transactions. Demonstrate exceptional Excel skills to operate the equity pricing model. Develop and enhance the fi...

Application Deadline: None

Disbursements Operations Specialist - Brokerage

DM Stone JobsInBrokerage.com - San Francisco, CA

Brokerage Operations Associate - Disbursements The Client Service Operations team provides middle-office support to help investment professionals and clients meet their financial goals. The Operations Associate is primarily responsible for private wealth mgmt Middle office Banklink transactions. This responsibility includes but is not limited to processing client's requests to transfer funds b...

Application Deadline: None

Investment Operations Associate

DM Stone JobsInBrokerage.com - San Anselmo, CA

Our client, a prestigious investment mgmt. firm, is currently seeking a new member of the Client Operations Team. The ideal candidate would be an experienced and exceptional, detail-oriented team player who can wear many hats in a fast-paced and growing investment management firm. Duties and Responsibilities ? Account activity processing (cash flows, cash reserves, trading restrictions, tax ...

Application Deadline: None

Seniors and Managers (Audit and Tax) for Major CPA Firm

DM Stone JobsInBrokerage.com - Santa Rosa, CA

Major regional CPA firm with great reputation is seeking seniors and managers with Big 4 (or second tier national firm) experience for their audit and tax divisions within branches in SF, North Bay (wine country) and South Bay (Silicon Valley). Will pay competitive salaries. Advantages include greater visibility, career growth/flexibility, entrepreneurial environment, etc. CPA a plus, or you ha...

Application Deadline: None

SR. COMPENSATION ANALYST

DM Stone JobsInBrokerage.com - San Mateo, CA

You will provide informed qualitative and quantitative analyses in delivering, implementing and administering global corporate compensation programs and incentive plans. The analytics function provides global comparative reporting of competitive pay practices, financial impact of all compensation plans with a strong emphasis on data modeling. This position seeks a unique quantitative-minded...

Application Deadline: None

SR. EQUITY AND EXECUTIVE COMPENSATION CONSULTANT

DM Stone JobsInBrokerage.com - San Mateo, CA

You will provide knowledge and play a predominant and active role in executive compensation, corporate governance, risk management and M&A work. You will collaborate closely with global partners, including the Human Resources Division and business unit leaders, to ensure compliance. This position requires a great deal of independent judgment and experience in applying compensation practices...

Application Deadline: None

PERFORMANCE REPORTING PROJECT MANAGER

DM Stone JobsInBrokerage.com - San Francisco, CA

You will manage a project to implement a new Performance Calculation and Reporting Platform You should specialize in implementation of new technology and/or performance reporting platforms and be extremely adaptable and have the ability to manage multiple highly complex workstreams. The role requires a high level of collaboration to define scope, requirements, project governance, design, tes...

Application Deadline: None

BILLING CLERK - LAW FIRM

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious SF Law Firm is looking for an accomplished Billing Clerk for a long term contract. Must have at least 2 yrs experience doing billing Aderant or Elite software preferred SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

FINANCIAL ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

As a member of the finance team, you will develop financial models, improve operational processes, and support the financial reporting process. The team performs analyses to support strategic decisions, lead monthly forecasting and long term planning, and drive operational improvements by tracking performance. This is a hybrid role that supports both the strategic finance and accounting funct...

Application Deadline: None

PREFERRED BANKING MANAGER

DM Stone JobsInBrokerage.com - Boston, MA

The PBO Manager position is responsible for ensuring the success of the branch through excellent Sales, Business Development, Customer Service, Branch Operations and Management of staff. This position provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new...

Application Deadline: None

Project Manager - Wealth Management

DM Stone JobsInBrokerage.com - San Francisco, CA

This is a contract to possible perm assignment (est 3 months as contractor). Under the general direction of the Private Wealth Management Program Director, the Project Manager Level II role manages small-to-medium Department Projects. The individual specializes in multiple areas, is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires a high lev...

Application Deadline: None

AML POLICY AND PROGRAM DIRECTOR

DM Stone JobsInBrokerage.com - San Francisco, CA

You will be responsible for executing the BSA/AML risk assessment process, including gathering metrics, assessing control points, and drafting the narrative. Responsible for maintaining the transaction monitoring strategy and various risk assessment methodologies; including, but not limited to negative news screening, client risk ratings, country risk ratings, product/service ratings, and oth...

Application Deadline: None

HR GENERALIST - LONG TERM CONTRACT

DM Stone JobsInBrokerage.com - San Francisco, CA

Investment Management firm downtown San Francisco is looking for an HR GENERALIST for a 4 mos contract assignment. Key Responsibilities Responsible for benefit administration, including: Resolving employee benefit issues on medical, dental and vision plans, as well as Section 125 and HSA plans. Reconciling carrier invoices. Manage enrollments and changes through HRIS system. Assistance ...

Application Deadline: None

AML ENTERPRISE RISK SPECIALIST

DM Stone JobsInBrokerage.com - San Francisco, CA

You will assist the BSA/AML Program and Policy office with Risk Assessments, new product and service reviews, overall strategy for key aspects of the BSA/AML program and policy, and assist business unit directors on an as-needed basis. DUTIES: Conduct and/or assist the BSA/AML Program and Policy Office with performing an in-depth analysis on various products, services, or third party relatio...

Application Deadline: None

Fund Controller

DM Stone JobsInBrokerage.com - South San Francisco, CA

Fund Controller Our client is looking to hire a Fund Controller to support the accounting/finance team. The firm is an absolute return investment firm based in South San Francisco that focuses on monetizing relative value across multiple asset classes. Key Responsibilities Fund Accounting: ? Assist in daily pricing of the investment portfolio including equity, bonds, futures, options, CDS,...

Application Deadline: None