Jobs at DM Stone JobsInBrokerage.com - Page 2

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RELATIONSHIP MANAGER - BANKING -WHO SPEAKS CHINESE

DM Stone JobsInBrokerage.com - San Francisco, CA

Relationship Manager is needed to develop and manage a portfolio of commercial real estate loans; international business and other commercial loans. You will assess credit proposals, perform in-depth due diligence and compliance analysis in order to write up credit recommendation reports You will also assist the section head in supervising junior officers of the team. REQUIREMENTS: Master ...

Application Deadline: None

Corporate Paralegal - Financial Services

DM Stone JobsInBrokerage.com - San Mateo, CA

The Senior Paralegal primarily oversees and manages corporate governance and securities law formalities for certain of the firm's mutual funds. This position works with trustee and officers, all levels of company staff and management, both inside and outside legal counsel, and other fund service providers. The Senior Paralegal regularly resolves, or recommends resolutions to, compliance and pol...

Application Deadline: None

European Fixed Income Trader - 11pm to 8am shift

DM Stone JobsInBrokerage.com - San Francisco, CA

The European Fixed Income Trader will be a critical member of the global bond team, focusing on the European fixed income trading effort for credit, rates, and asset-backed markets. Trading will occur out of San Francisco during European market hours, approximately 11pm-8am PST. Prestigious asset mgmt. firm in SF. Primary responsibilities include: ?X Executing investment decisions and investin...

Application Deadline: None

Mutual Fund Accounting and Reporting Manager

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client, a prestigious asset mgmt firm, is seeking a seasoned Mutual Fund Accounting and Financial Reporting Manager. Will report to the Mutual Funds Treasurer and work with individuals and teams throughout the firm, including senior management,portfolio managers, legal and compliance, and operations professionals. This individual will work on a variety of accounting, tax, and financial repo...

Application Deadline: None

Corporate Actions Specialist - Investment Management Firm

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious asset mgmt firm is seeking an experienced Corporate Action Specialist to oversee the corporate action lifecycle for all events impacting the firm. This includes capturing events, communicating with internal and external parties, coordinating decision making, and processing events to accounting systems. The Corporate Actions specialist will:. ?h Monitor incoming notifications from cu...

Application Deadline: None

Personal bankers - SF and North Bay Area

DM Stone JobsInBrokerage.com - San Francisco, CA

Prestigious bank is looking for experienced and polished/professional banking personnel to work in branches in SF and North Bay. The SF position will be a floater, meaning you would have to drive between branch locations (need a car). The North Bay position, based in Napa, would be with just one branch. Duties include new accounts, greeting customers, some teller/operations work. Should have kn...

Application Deadline: None

Administrative Assistant - Legal Dept

DM Stone JobsInBrokerage.com - San Mateo, CA

Major employer has an immediate need for an administrative assistant, preferably with some legal experience. Responsibilities include: ? Provide administrative support to attorneys. ? Prepare new or edit existing documents, letters, spreadsheets, etc. ? Organize business trips ensuring flights, hotels, car service, etc. are set up per attorney's request. ? Coordinate and schedule meetin...

Application Deadline: None

Senior Compliance Manager - Investment Management

DM Stone JobsInBrokerage.com - San Francisco, CA

The Compliance group supports the firm's institutional investment advisory business. This position is a Senior Manager. The Senior Manager will be focused on supporting portfolio guidelines testing and reporting requirements. This is an individual contributor role. Brief Description of Role: ? Perform various daily, weekly and monthly functions related to daily surveillance surrounding invest...

Application Deadline: None

Licensed Operations/Office Manager - Brokerage

DM Stone JobsInBrokerage.com - San Jose, CA

Mid-sized growing securities brokerage firm is seeking a licensed (Ser 7/24/63, clean) operations and administrative manager to handle a variety of responsibilities, including staff supervision. Will report to senior mgmt., so must have great communication and organization skills, people skills, and have stable experience with good firms. Will help support sales force as well. Must have good re...

Application Deadline: None

DIRECTOR - GLOBAL ASSISTANCE SERVICES

DM Stone JobsInBrokerage.com - Austin, TX

This is an operational Senior Manager role responsible for a dedicated unit for High Net Worth customer service. The candidate will help design and implement the servicing model for affluent consumers. This role provides leadership to managers, and/or professional staff and is responsible for developing departmental plans, including business, production and/or organizational priorities, sta...

Application Deadline: None

TAX SERVICES SR. ASSOCIATE

DM Stone JobsInBrokerage.com - Century City, CA

Global Accounting/Professional Services firm is looking for a Core Tax Services Sr. Associate. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working ...

Application Deadline: None

HR/ADMIN GENERALIST WITH ADP WORKFORCE

DM Stone JobsInBrokerage.com - San Francisco, CA

Our client who is in the financial services industry is looking for a candidate for a long term contract. The main qualification for this role is ADP WORKFORCE. You will be assisting the HR Manager and performing Administrative duties. SEND RESUME AS AN MS WORD ATTACHMENT TO diane@dmstone.com

Application Deadline: None

INDEX SALES SUPPORT ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

This Index Sales Analyst will be a member of the Index Client Coverage team that focuses on Asset Manager clients. You will be responsible for facilitating and providing support of the sales process, work closely with Relationships Managers to maintain existing client relationships and drive new business development. Also work directly with clients and prospective clients to promote new pro...

Application Deadline: None

CORPORATE ACCOUNTANT AND REVENUE ANALYST

DM Stone JobsInBrokerage.com - San Francisco, CA

This position will report to the Treasurer and you will work with a variety of individuals inside and outside the firm, including department leaders, portfolio managers, clients, and client service professionals. DUTIES: Manage and troubleshoot automated systems which calculate investment management fees Coordinate business processes related to new fee arrangements; analyze various fee scena...

Application Deadline: None

CLIENT RELATIONS ASSOCIATE FOR FAMILY OFFICE

DM Stone JobsInBrokerage.com - San Francisco, CA

SF Investment Management firm is looking for an experienced Client Relations Associate to be responsible for providing and assisting with the provision of services related to banking, financial analysis and planning, insurance and other client relations activities that serve the Clients. Daily, often high-volume, Client interaction requiring exceptional responsiveness, diplomacy and tact. Res...

Application Deadline: None