Most Recent DM Stone JobsInBrokerage.com Job Listings

LEAD AUDIT SPECIALIST This job requires the individual to review, evaluate and report on complex operational, financial, compliance and business related risks and controls in accordance with professional standards and established methodologies. The individual must be fully proficient in communicating their work in mitigating risk and developing or improving internal controls. This job primarily...

Our client, a community bank in central Illinois (about 20 minutes from Springfield) currently has an opening for a qualified financial advisor who will oversee and develop an investment services division in a bank setting. This is an excellent opportunity for an experienced advisor looking to join a company that offers superior support and ongoing professional development. Will cover 2-3 branc...

SF Hedge Fund is looking for an Operations Assistant. The team is primary responsible for portfolio accounting, derivative operations and reconciliation as well as other reporting and operational duties. Responsibilities Perform daily cash and position reconciliations Record, verify, and reconcile various derivative positions (equity derivatives, interest rate swaps etc) at several count...

Boutique Wealth Management firm with multiple office locations is looking for a dedicated professional to add to their Wealth Management team. This is a multifaceted role that requires focusing specifically on Axys portfolio data management and performance reporting. Job description Responsible for the daily reconciliation process ? insuring that the firm?s portfolio accounting system, Ax...

The main function of an administrative assistant/executive assistant is to provide high-level administrative support by coordinating across various team admin requests, handling budget/operations requests and performing clerical functions. Operations Track and submit vendors SOWs through the Sourcing group Summarize financial/spend by vendor as required Summarize spend by product office...

The Senior Accounting Manager position is a critical role for our rapidly-growing company, and is responsible for providing technical accounting expertise, financial analyses, and improvement of financial processes and controls. The Senior Accounting Manager is a key member of the Finance team and participates in many important aspects of the financial operations of the Company. Reporting t...

Our client develops mobile games that are engaging and fun to play. Founded in 3 yrs ago, this firm is profitable and continues to grow. You will combine your strategic and analytical skill sets to develop, test, and analyze hypotheses that will have a far-reaching impact on the success of the company. Communicate these insights to key executive stakeholders and play an influential part in es...

The main function of this position is to provide high-level administrative support by conducting research, handling information requests and performing clerical functions. Education/Experience College Degree preferred 5-7 years customer service related experience required Proficient with all MS applications Major Job Duties and Responsibilities: oPerform general office duties such as...

The Tier-2 group serves as the point of contact for the field personnel and billing clients to assist with resolution of SmartMeter device or data processing systems in a call center/ticketing environment, monitors SmartMeter data flow and identifies operational exceptions, and works to resolve individual exceptions and provide service request support. The successful candidate will have respon...

We have a 3 month contract assignment for a Fund Accountant - Responsible for maintaining accounting records of investment portfolios structured as partnerships or trusts. You will be responsible for daily accounting, partnership allocations, distributions, compliance review, ad hoc internal reporting, and financial statement preparation. Respond to inquiries from clients, marketing repres...

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 ...

One of the top regional brokerage firms on the West Coast is seeking brokers with $250-500K in annual gross production to come join their team in San Francisco (commission only, good payouts). More info available. Resumes to dave@dmstone.com

Institutionsl Investment Management Firm is looking for an experienced Client Service Director. Primary Responsibilities: Active management of existing client relationships with a primary focus on the nonprofit sector for retention of clients and assets under. Support Managing Directors on the team as secondary contact for certain clients, while also developing and implementing a specific s...

Major investment mgmt firm in Los Angeles is looking for an experienced Fund Accounting Manager and a Fund Accountant. Must have stable work history in fund accounting and supervisory experience (maanger spot). College degree also preferred. More info available. Salary to $70 (for accountant) and 90K (for manager) + bonus. Resumes to dave@dmstone.com

Successful and established Financial Institution is looking for an experienced Manager for their Relationship Advisors. Client is looking for someone from the Commercial Banking side w/some Cash Management experience. You will lead and manage a team of managers/supervisors supporting in-market relationship advisors to deliver client support, service and consultative sales expertise. Develop ...