SF Bay Area accounting / finance jobs - tribe.net

Proj Mgr - Hedge Fund Ops

Sat, 12 Sep 2009 11:26:02 GMT

The Hedge Fund Operations Project Manager is responsible for the management and timely completion of Hedge Fund projects, client and client service inquiries, as well as managing the administrator relationship. Additionally, the Project Manager is responsible for the annual financial audits for all Hedge Funds and Collective Funds, and the completion of ad-hoc projects across Investment Operations.The Hedge Fund Operations Project Manager is also acting as back-up to the Fund Operations Manager for all Hedge Fund operational questions and the month-end funding process, and the Senior Hedge Fund Accountant. Qualifications: BS or BA degree plus 10 years investment industry experienceExcellent verbal and written communication and project management skillsThorough knowledge of accounting, investments, and operations through experience and/or educationIn-depth knowledge of mid- and back-office environment and functionsThorough understanding of the investment process and associated operational risksAbility to leverage financial knowledge and expertise to develop creative solutions to complex situationsStrong organizational skills and an aptitude for details while working under tight deadlines. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Operations&limit=100&radius=5&city=San+Francisco&position=Investment Bank Operations&date=

Full Time -

Location: SF Bay Area - 3322 views

Option Brokerage

Mon, 07 Sep 2009 09:29:55 GMT

Visit the best website : http://www.optionbrokerage.com Guide to Online Options, Discount Brokerage and Option Brokers News !!! You can see the updated news about Option Brokerage in San Francisco and seek the investment and job opportunities in the whole World.

Full Time -

Location: SF Bay Area - 4077 views

Corporate Recruiter

Mon, 07 Sep 2009 09:22:08 GMT

Recruit, screen and hire applicants for senior professional and /or managerial positions. Partner with line management within a functional area or business unit to develop strategic recruitment practices and sourcing objectives. May provide work direction for lower level recruiters and/or support staff. Qualifications Typically requires a Bachelors Degree and 7+ years of recruiting experience with financial industry experience strongly preferred. Strong candidate assessment skills. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 3863 views

Option Brokerage

Mon, 24 Aug 2009 01:23:57 GMT

Guide to Online Options, Discount Brokerage and Option Brokers News !!! You can see the updated news about Option Brokerage in San Francisco and seek the investment opportunities in the whole World. Visit the best website : www.optionbrokerage.com

Full Time -

Location: SF Bay Area - 8900 views

Business Development Wealth Markets

Wed, 27 May 2009 12:21:43 GMT

Major Responsibilities: Business development for new wealth management business in asset management, trust services, financial planning and private banking. Plan and execute marketing activities and meetings to close sales and exceed goals. Source new clients through affluent networks, community activities, professional associates, current bank clients, etc. Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning, living trust, wills, and investments management services. Develop strategies to deepen client relationships and cross-sell other products. Qualifications: A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAssociate%2B%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 3675 views

Wealth Management Specialist Assistant 3

Fri, 08 May 2009 10:49:54 GMT

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Qualifications Basic Qualifications - Associate degree, or equivalent work experience - Five or more years of administrative support experience in a banking environment Preferred Skills/Experience - Superior knowledge of departmental operations/policies and bank products/services - Excellent interpersonal, verbal and written communication skills - Exceptional customer service skills For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Operations&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Operations&date=

Full Time -

Location: SF Bay Area - 5227 views

PRIV BANK RELATNSHP MGR

Fri, 08 May 2009 10:49:29 GMT

Responsible for developing and coordinating the Private Bank's Legal Practice within the region. This is an experienced level Relationship Manager with primary focus on acquiring new law firm clients, cross-sell of existing law firm client relationships, and maintaining an active referral network within the legal community. Initiates contacts, assesses requirements, and customizes the array of products and services for law firms and legal professionals. Responsible for the management and servicing of the client relationship, and for the growth and profitability of relationships in the unit. Proactively advises and consults with clients to enhance the clients' experience with the bank, and maximize the bank's return from the client. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Coordinate law firm industry events within the region to promote Union Bank of California as the premier provider of banking services to the legal services industry. Qualifications: Requires a minimum of 6 years direct work experience in commercial lending with significant experience developing legal clients preferred. Competent knowledge of personal and business financial statements and tax returns, and financial acumen as it pertains to the affluent market segment. Candidate should have their Series 7, Series 66, and California Insurance license. Completion of graduate studies with a MBA preferred. Knowledge of consumer and business products and services including operations, loan policies and procedures, estates and investments. Strong sales and service orientation. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 5299 views

Operations Associate

Fri, 08 May 2009 10:48:57 GMT

The Operations Analyst will manage the day-to-day cash movements of the Beta Management overlay portfolios. Responsibilities include: Calculating daily cash and security market values for overlay Reconciling unexplained changes to cash Monitoring account cash and collateral levels Timeliness and attention to detail are required to complete daily processes in a consistent manger and to accurately maintain trading and portfolio management systems. The ideal candidate will have the flexibility to take on additional responsibilities as well as the initiative to learn and improve our current processes. Qualifications: BS or BA degree plus 1 year investment industry experience or 3 years experience in operations or accounting. General knowledge of accounting, investments, and operations through experience and/or education including a basic understanding of futures, currency forwards, and other derivatives Highly detail oriented. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 4131 views

Business Development Associate

Fri, 01 May 2009 10:04:25 GMT

Responsibilities: Work closely with management and marketing to identify direct targets and partnership channels within defined sectors for our products Prioritize opportunities by need and by solution Sourcing, qualifying and developing leads into deals will be the bulk of your early work; upon successful early efforts, you will be solely responsible for negotiating and managing deals, with primary revenue responsibility for key verticals/regions/products Experience Recently completed (or mid-term) analyst program at investment bank or major consulting firm with <3 years experience Strong work ethic with a driven desire to work hard and see real financial results Quantitative-minded with a good understanding of finance and basic risk management;you should be able to describe a complex financial instrument using an easy-to-understand summary For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=analyst%2C+san+francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 5125 views

Fixed Income Derivatives Middle Office

Fri, 01 May 2009 10:01:18 GMT

Liaison for portfolio managers and traders, prime brokers/custodians, administrators and trading counterparties Derivative trade verification and confirmation Cash and Collateral management across active fixed income funds/hedge funds. Enhance and Improve reconciliation and reporting processes. Assist with the implementation of new risk and p&l system Requirements: Bachelor’s degree is required. 2-5 years derivative operations experience (trade support, P&L, derivatives pricing). Product Knowledge to include credit, interest rate, equity or commodity derivatives For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Trade%2520Support&limit=100&radius=5&city=San+Jose&position=Investment%20Bank%20Trade%20Support&date=

Full Time -

Location: SF Bay Area - 4968 views

Fixed Income Derivatives Middle Office

Sun, 05 Apr 2009 11:27:41 GMT

Liaison for portfolio managers and traders, prime brokers/custodians, administrators and trading counterparties Derivative trade verification and confirmation Cash and Collateral management across active fixed income funds/hedge funds. Enhance and Improve reconciliation and reporting processes. Assist with the implementation of new risk and p&l system Requirements: Bachelor’s degree is required. 2-5 years derivative operations experience (trade support, P&L, derivatives pricing). Product Knowledge to include credit, interest rate, equity or commodity derivatives For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Middle%2520Office&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Middle%20Office&date=

Full Time -

Location: SF Bay Area - 3456 views

PRIVATE BANK RELATION MGR

Sun, 05 Apr 2009 11:09:53 GMT

Responsible for developing and coordinating the Private Bank's Wealth Management marketing strategy, sales process and relationship management within the region. This is an experienced level Relationship Manager with primary focus on acquiring new clients, cross-selling existing client relationships, and maintaining an active referral network within the affluent community. Qualifications: Requires a minimum of six years direct work experience in commercial lending. Competent knowledge of personal and business financial statements and tax returns and financial acumen as it pertains to the affluent market segment. Candidate should have the Series 7, Series 66, and California Insurance license. Requires knowledge of consumer and business products and services including operations, loan policies and procedures, estates and investments. Experience in Wealth Management/Private Banking is highly desirable. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Operations&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Operations&date=

Full Time -

Location: SF Bay Area - 4173 views

Bilingual Branch Customer Service Representative

Sun, 15 Mar 2009 13:13:32 GMT

Processes various financial transactions for Company customers and assists branch office management in initiating new business through referrals. Enhance company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations; initiate referral of new business through customer contact. Meet established sales referral and promotional sales goals. Basic Qualifications: ‧ High School Diploma or equivalent experience ‧ One year proven customer service experience or equivalent, including cash handling experience ‧ Demonstrated communication and analytical skills ‧ Proficiency with personal computers as well as pertinent mainframe systems and software packages http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAnalyst%2B%252C% 2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 3375 views

Associate Equity Portfolio Mgr

Mon, 23 Feb 2009 09:28:22 GMT

The Associate Portfolio Manager is responsible for assisting PMs in all aspects of the management of equity portfolios, both domestic and international, including commingled funds, mutual funds and stand-alone indexed accounts. Essential Responsibilities Monitor index changes and create test indices for trading Ensure data integrity on index composition and portfolio holdings Conduct research on corporate actions and/or index changes Verify internally calculated index and portfolio returns Prepare trades for index changes, or cash flows Monitor trading strategies and trade executions Assist in ad hoc internal and external client requests Assist in preparing portfolio attribution reports Assist in other department projects Qualifications Minimum Experience, Skills, Certification, or Academic Background Required The qualified candidate will possess 1-3 years of experience along with a general understanding of equity and derivatives markets and investment terminology. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=The+Bank+of+New+York+Mellon&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 3770 views

Investment Banking Analyst

Mon, 23 Feb 2009 09:26:19 GMT

Qualification: ‧ 1 year experience at top-tier investment bank ‧ Undergraduate degree in Finance, Accounting, Business, Economics or other relevant fields ‧ Experience and strengths in valuation, financial modeling and analysis, business plan and company presentation creation and market and industry research. ‧ Strong computer skills (Excel, PowerPoint, Word, etc.) ‧ Superior responsibility, attention to detail, commitment, initiative, maturity and creativity in dealing with assignments ‧ Desire to be involved in a fast-paced, high performance work environment and a willingness to work long hours For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: SF Bay Area - 2889 views

Option Brokerage

Tue, 03 Feb 2009 13:07:27 GMT

Full Time -

Location: SF Bay Area - 2477 views

CURRENCY TRANSACTION REPORTING TEAM LEADER

Tue, 03 Feb 2009 12:52:11 GMT

Supervise a team of analysts responsible for ongoing monitoring and reporting of the banks CTR program, certain aspects of the Bank's Office of Foreign Assets Control (OFAC) compliance and a variety of other support functions. Qualifications Typically requires a Bachelor's degree in business, accounting, finance, economics, or other relevant discipline. Requires a sound operations management/supervisory background and direct experience with BSA/AML. At least 3+ years experience working in production environment entailing research, analysis or investigations dealing with compliance matters, preferably in the financial services industry. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 2236 views

SR CUSTODY SERVICS ADMINISTRATOR - Relationship Mgr

Tue, 20 Jan 2009 11:38:09 GMT

Manage a team of account service administrators to ensure a high level of service is provided to Investment Advisory clients. Primary responsibility for daily account relationship including coordinating securities settlements, managing daily cash disbursements & receipts, maintain account compliance with Bank's and regulatory standards, participating in sales activities & client calls, special projects and performing other trust related functions. Additionally, incumbent will have primary responsibility for supporting the department's web based institutional liquidity management product, including management of client and vendor relationships, coordination of internal systems and technical support, and participation in the development and implementation of ongoing product enhancements. Qualifications; Strong knowledge of custody/brokerage/mutual fund industry with clear understanding of the investment advisory community, securities operations background and a thorough understanding of related regulatory & compliance standards. Ability to make quick decisions and exercise sound judgment in a fast paced environment. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 1655 views

Mortgage Loan Officer

Mon, 12 Jan 2009 11:39:10 GMT

Originates mortgage loans in an assigned territory; develops referral relationships with realtors, builders, bankers, and other sources in order to proactively solicit business and conduct sales-related activites, frequently outside of Bank locations, in order to meet specific loan volume origination goals. Counsels customers, takes applications, conducts preliminary underwriting reviews, and submits loan applications to processing and underwriting for approval using laptop technology. Remains front line contact with customers and realtors to ensure that documents required for processing, underwriting, and closing are secured in a timely manner. Qualifications Basic Qualifications - High school diploma or equivalent - Minimum two years of mortgage loan origination/sales experience - Ability to travel Preferred Skills/Experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bstaff%2Baccountant%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 1697 views

FINANCIAL SERVICES OFFICER - BAY AREA

Mon, 12 Jan 2009 11:38:03 GMT

The FSO is responsible for developing new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Qualifications This position requires 3-5 year's significant sales work experience with advanced knowledge of all consumer and business products. You must be able to operate a PC with experience in Windows, Word, Excel, and Microsoft Outlook. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 1085 views

Compliance Officer

Mon, 05 Jan 2009 12:01:40 GMT

Develop a sustainable process to manage corporate regulatory risk, which will include maintaining a coordinated and ongoing relationship with Responsible Senior Managers (RSMs) and Business Unit Compliance Officers (BUCOs) to ensure ongoing compliance with all regulations and to foster a strong compliance culture within the Bank. Provide guidance as needed to the business managers in identifying, monitoring, and managing compliance risks applicable to their respective areas. Develop and provide necessary training to managers and employees throughout the Bank. Requires a bachelor degree level of knowledge in Finance, Business Administration, Law or Accounting, or the equivalent training and/or experience with five or more years of job related experience in a corporate compliance or regulatory capacity for a bank or financial institution. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bclerk%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 2197 views

Sales Support Specialist 1

Sat, 27 Dec 2008 12:07:27 GMT

Provides administrative support and assistance to a centralized sales function by preparing and processing new customer accounts in compliance with policies and procedures. Gathers and reviews necessary documentation and information within designated timeframes. Communicates with sales and other internal staff and customers. Responds to inquiries, resolves problems, and obtains additional documentation needed to support the sales process. Qualifications - High school diploma or equivalent - Minimum one year of clerical experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php? word=investment%2Bbank%2Banalyst%252C% 2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 3347 views

Financial Analyst

Sat, 27 Dec 2008 12:06:54 GMT

The Financial Analyst, an integral member of the PWA team, works with the team and their associates to design and implement the team’s approach to wealth management. The Financial Analyst will manage certain aspects of the client relationship, including investment selection, performance analysis along with standard account maintenance. Qualifications : Undergraduate degree in a business discipline is preferred Minimum 1+ years of professional experience within a large investment bank/asset management firm Series 7 & 63/65 or 66 registration preferred; if hired without licenses, candidate will need to acquire For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php? word=Investment%2520Bank%2520Trade% 2520Support&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Trade%20Support&date=

Full Time -

Location: SF Bay Area - 3289 views

Q/A Analyst - Infrastructure

Mon, 15 Dec 2008 14:53:33 GMT

REQUIREMENTS Functional Experience Information Technology and Software Engineering; Software Development and Programming; In software and programming: Testing and QA; Years of experience in comparable position: Less than 2 years Enterprise applications; JAVA; open source JUnit; JDBC; SQL; Unix; Shell scripting; Oracle Database Standard/Enterprise Editions; For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Btrade%2Bsupport%2B&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 2520 views

Corporate Finance

Fri, 05 Dec 2008 17:40:43 GMT

Finance Job / Career Description: A world-class employer with a location in your area is currently seeking a skilled finance professional to fill a regular, full-time position. The position offers benefits and an opportunity for advancement. A strong background in finance is generally required for this position. Experience: Previous relevant experience is required, along with any required training, education, etc. The ideal candidate will have the ability to take initiative, work independently and in a team setting, and multi-task effectively. Apply Online: To apply online, please email your resume and additional information directly to the employer's email address or resume submittal form. This information is available on the featured employers page at: www.financecareerportal.com/Jobs.htm Desired Skills: Previous finance experience with one or more of the following is required. Corporate Finance, Retail and Commercial Banking, Investments, Financial Services, Credit and Lending, Investment Banking, Private Equity, or Venture Capital. Key Attributes: The following characteristics and personal attributes are highly desired: dependable, honest, proactive, results focused, passionate, dedicated to self improvement and education, positive attitude, resourceful, upbeat, organized, and a high degree of integrity. A strong belief that you are there to make the business, yourself, and the people around you more successful.

Full Time -

Location: SF Bay Area - 7544 views

Portfolio Management Associate

Sat, 29 Nov 2008 10:50:05 GMT

The Portfolio Manager Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. A team player with excellent communication skills, computer proficiency and high level of professionalism. Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. Required: A team player with excellent communication skills, computer proficiency and high level of professionalism. Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: SF Bay Area - 6235 views

Senior Financial Analyst

Sat, 22 Nov 2008 12:17:45 GMT

Provides credit underwriting services in support of the Bank’s secured credit and membership recruitment activities. Manages the Bank’s credit risk exposure to an assigned caseload of financial institutions on an ongoing basis by recommending appropriate exposure limits and collateral status for each institution. Skills/Knowledge: Bachelor’s degree in Accounting, Business Administration, Finance, Banking, a related field or equivalent education required. Master's degree preferred. Five to seven years of increasingly responsible experience in financial/credit analysis or capital markets. For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=Federal%20Home%20Loan%20Bank%20of%20San%20Francisco&zip=&word=HotJobs&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 12602 views

Investment Banking Analysts

Mon, 03 Nov 2008 13:23:18 GMT

Work closely with senior investment and corporate bankers as well as product partners on M&A, strategic corporate finance, and capital raising transactions • Lead extensive due diligence and other meetings with client senior management; design and prepare key transaction materials including valuation analyses, detailed offering memoranda, and management presentations; and coordinate deal marketing activities • Perform financial modeling to develop valuation analyses on public and private companies through comparable company analysis, precedent transaction analysis, leveraged buy-out analysis and discounted cash flow analysis • Develop marketing materials on topics such as IPO positioning, Excess cash alternatives, M&A/Strategic alternatives For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date= Communication Clerk Chicago Receives incoming calls and satisfies customer requests (i.e. account inquiries, research requests, check verifications, etc.). Prepares and sends out overdraft letters. Follows-up on customer inquiries and complaints to assure that problems are resolved. Keeps customer informed of actions being taken. Maintains accurate customer records. Processes payroll taxes, wires, forgeries, collections, check verifications, account transfers and new account requests Qualifications: High School diploma Strong communication skills Experience using Microsoft Office software Typing speed of 55+ words per minute For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=Chicago&position=Searched&date=

Full Time -

Location: SF Bay Area - 8636 views

Fixed Income Derivatives Middle Office

Mon, 03 Nov 2008 13:22:49 GMT

Liaison for portfolio managers and traders, prime brokers/custodians, administrators and trading counterparties Derivative trade verification and confirmation Cash and Collateral management across active fixed income funds/hedge funds. Enhance and Improve reconciliation and reporting processes. Assist with the implementation of new risk and p&l system Ad hoc reporting and requests required by portfolio and risk managers. Requirements: Bachelor’s degree is required. 2-5 years derivative operations experience (trade support, P&L, derivatives pricing). For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Trade%2520Support&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Trade%20Support&date=

Full Time -

Location: SF Bay Area - 8335 views

Operations Associate

Mon, 03 Nov 2008 13:22:21 GMT

Primary Responsibilities: · Contribute to a dynamic and growing Operations team at a premier Investment Bank · Review daily reports · Assist Private Wealth Management sales teams with training, cashiering, and operating wires · Process ACATS Qualifications Include: · Bachelor’s degree · Series 7 license a MUST! · 2-3 years of experience within a financial establishment. Operations or sales assistant experience is strongly preferred. · Experience in Sales Assistant work is preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Operations&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Operations&date=

Full Time -

Location: SF Bay Area - 3525 views

TALENT MANAGEMENT ANALYST

Thu, 30 Oct 2008 06:15:20 GMT

Manage 360° assessment process for high potential development programs: Develop communications, manage rater lists, monitor response rates and send reminders, manage group reports and report out on group trends Manage and report out on development plans for high potential development programs: Update and track all development plans, conduct trend analysis to inform program design Create data reports for succession planning and talent review processes Qualifications: Advanced degree in Industrial/Organizational Psychology, Human Resources Management, MBA or other related field (or 3-4 years relevant work experience in lieu of graduate degree) 1-2 years post-graduate work experience in Organizational Development, Talent Management or general Human Resources Experience managing qualitative and quantitative data For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 5929 views

FINANCIAL SERVICES OFFICER

Thu, 30 Oct 2008 06:14:47 GMT

Developing new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Meet or exceed assigned sales activity goals by executing the recommended sales and service tools and techniques of the Extreme Sales & Service process. Qualifications ; This position requires 5+ year's significant sales work experience or the successful completion of the required training classes and/or the Community Banking Management Training Program to gain advanced knowledge of all consumer products. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 3885 views

SAM - Regional Sales Manager

Thu, 23 Oct 2008 03:41:21 GMT

Primary responsible for generating and developing new Specialty Asset Management business across GWIM in a given region. Will work closely with Regional President, Market Executives, HNW Teams and in-market SAM associates to: 1) Drive client acquisition and referrals, 2) educate internal partners on SAM capabilities/services, 3) focus on prospective clients with advice and solutions that best meet client needs, 4) participate in internal and external presentations regarding respective SAM services and The Private Bank's services and products. Qualifications n/a For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Sales&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Sales&date=

Full Time -

Location: SF Bay Area - 7111 views

ACCOUNTING POLICY MANAGER

Thu, 23 Oct 2008 03:40:51 GMT

Implementing new accounting standards, including coordination with Controller’s department and other business groups. Monitoring emerging accounting standards relevant to the company and potentially prepare comment letters to the standard setters. Managing accounting policies and update and maintain the corporate accounting policy manual. Ensuring that proposed transactions and products are properly accounted for in accordance with GAAP and banking industry standards. Assisting in accounting for significant transactions (e.g., business acquisitions and divestitures). Preparing “significant accounting policies” footnote and any new disclosures related to newly adopted accounting standards. Qualifications : Accounting degree CPA certification Minimum 7 years related experience, including a minimum of 4 years public accounting experience. (Accounting experience in the banking industry is a plus.) For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 5921 views

CLIENT DEVELOPMENT MGR INST

Thu, 16 Oct 2008 03:44:04 GMT

Responsibilities for Institutional Manager: Lead a variety of sales support activities for the Institutional line of business and drive overall sales performance and ensure sales goals are met Responsible for building a team as the requirements and demands of the position grows Serve as liaison between institutional sales officers/support staff and the portfolio management team Assist in the sales process: support RFP activities; presentations and proposals Qualifications Skills Required: Strong problem solving skills and analytical capabilities Ability to manage and lead both staff and multiple projects with complex deliverables Experience/Education Required: 7-10 years sales support experience, preferably in investment-related or wealth management Bachelor’s degree in Business, Marketing or related field preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Sales&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Sales&date=

Full Time -

Location: SF Bay Area - 3101 views

Option Brokerage

Wed, 15 Oct 2008 06:58:15 GMT

Full Time -

Location: SF Bay Area - 3880 views

Q/A Analyst - Infrastructure

Wed, 15 Oct 2008 06:39:06 GMT

Functional Experience: Information Technology and Software Engineering; Software and Programming; In software and programming: Testing and QA; Years of experience in comparable position: Less than 2 years Enterprise applications; JAVA; open source JUnit; JDBC; SQL; Unix; Shell scripting; Oracle Database Standard/Enterprise Editions; Cross-functional experience: Information Technology Management Experience: Number of employees managed: Individual Contributor; Budget size: No budget responsibility; For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=analyst%2C+san+francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 3094 views

Perf Measurement Analyst

Wed, 15 Oct 2008 06:37:40 GMT

This position requires heavy interaction with customer service associates/portfolio management/trading staff as well as MCM accountants located in Pittsburgh. The Performance Measurement Analyst is responsible for satisfying various Client and Marketing requests. BA/BS degree. CFA candidate. Two plus years in the investment industry. Experience with spreadsheets, macros and performance measurement/attribution systems. Experience downloading and manipulating data from financial databases For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=associate%2C+san+francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 2815 views

Investment Banking Analyst

Tue, 14 Oct 2008 13:08:15 GMT

Full Time -

Location: SF Bay Area - 2509 views

Accountant

Tue, 16 Sep 2008 15:32:19 GMT

Accounting Job / Career Description: A leading accounting employer in your area is seeking a skilled professional to fill a regular full-time position. Position offers benefits and an opportunity for advancement. A background in Accounting is generally required for all positions. Experience: Previous relevant experience is required, along with any required training, education, etc. The ideal candidate will have the ability to take initiative, work independently and in a team setting, and multi-task effectively. Desired Skills: Previous experience with one or more of the following is required. Corporate Accounting, Public Accounting, Accounts Payables & Receivables, Bookkeeper, Accounting Clerk, Payroll, Cost Accounting, Actuary, Tax Accountant, Audit, or Forensic Accounting. Apply: To apply online, please email your resume and additional information to directly to the employer's email address or resume submittal form. This information is available on the featured employers page: www.eAccountingCareer.com/Jobs.htm

Full Time -

Location: SF Bay Area - 1025 views

Receptionist/Junior Admin Assistant at Investment Bank

Sun, 14 Sep 2008 16:10:06 GMT

Immediate hiring need for Receptionist/Junior Administrative Assistant for Investment Bank located in San Francisco. Receptionist/ Junior Administrative Assistant needed to conduct research and update client databases, spreadsheets, as well as use of various research engines in coordination with Administrative staff and Analysts. Strong computer/technical skills preferred. Reception duties include but are not limited to: - Open the front office daily - Close the front office, restock beverages, run dishwasher - Answer main phone line and some overflow lines - Greet guests - Distribute faxes, mail, FedEx - Maintain conference room and front office - Order office supplies Other projects include: - Assist Office Manager with projects as assigned - Provide overflow administrative support to administrative staff as needed Requirements: - Bachelor's Degree preferred - Preferably 1-2 years experience in administrative support, can include employment during school - Positive attitude - Able to interact effectively with senior-level executives - Strong written and oral communication skills - Computer literate with MS office and Internet skills - Must be able to multi-task effectively - Professional working manner with a strong customer service orientation

Full Time -

Location: SF Bay Area - 804 views

BUSINESS SUPPORT ANALYST

Wed, 03 Sep 2008 13:57:22 GMT

prepares forecasts and conducts ongoing analysis of the group-wide budget; prepares executive and senior management reporting; participates in presentations to senior management as requested by Group Senior Manager. Requires a strong partnership with the Bank?s accounting and budgeting group. Supports preparation and production of key risk reports for the Board of Directors and the Board?s Audit and Risk Management Committee, as well as the bank?s Enterprise Risk Management Committee, the Operational Risk Management Committee and the Market Risk Management Committee. Qualifications: * Typically requires 5+ years of experience and thorough knowledge/understanding of a risk management function, its processes and procedures, or related financial services experience. * 5+ years of finance and accounting, managing multi-group budgeting, trend analysis and reporting and 5+ years supervisory/management experience (including experience with HR management). For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=Union%20Bank%20of%20California&zip=&word=Union%20Bank%20of%20California&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 1188 views

Investment Bank - Executive Administrative Assistant

Wed, 03 Sep 2008 13:56:41 GMT

As an executive assistant, you will perform diverse secretarial duties and administrative functions requiring confidentiality, initiative and sound decision-making for 6 bankers (a mixture of Managing Directors, Executive Directors, and Vice Presidents). You will rely on excellent organizational skills and the ability to effectively handle multiple priorities. You will need to adapt procedures, processes and techniques to the completion of assignments and in line with the department's activities and goals. Qualifications - Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint) - Exhibits increased proficiency in duties and expanded knowledge and application of software packages For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAdministrative%2BAssistant%2B%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 1142 views

Payroll Accountant at Investment Bank

Sun, 31 Aug 2008 10:21:26 GMT

Payroll Accountant reports to the Controller and carries substantial responsibility and requires a broad range of skills and the ability to exercise considerable judgment, initiative, discretion and independence. Must have strong organizational skills and high attention to detail and accuracy. Requirements: -Bachelor degree in accounting, finance or economics -5 years full charge payroll experience (2 years must be with a company of more than 150 employees in multiple locations) -2 years experience with ADP Payroll Processing- For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: SF Bay Area - 1171 views

Administrative/Registered Sales Assistant

Sun, 31 Aug 2008 10:20:40 GMT

Responsibilities include: Provide administrative support to assigned institutional sales team. Involves heavy client contact to resolve inquiries and process client requests in a fast paced environment. Plan travel schedules and itineraries and work with clients to schedule meetings. Open new accounts, maintain current client files, do compliance checks and other administrative duties as required. Qualifications: Ideal candidates will have 3 years industry experience required. Series 7 and 63 required or willingness to obtain in 3 months. PC skills (Microsoft Word, Excel) required. Excellent communication skills, attention to detail, follow through and administrative skills required. Bachelor's degree preferred. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Badministrative%2Bassistant&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 1093 views

BUSINESS SYSTEMS ANALYST III

Sat, 30 Aug 2008 12:16:25 GMT

Position works on the Trust Technology Support team and is responsible for analysis and problem solving for system functions for several systems. Applies knowledge of trust operations and knowledge of systems technology capabilities to solve business problems. Provides technical expertise in identifying, evaluating and developing automated functions that are cost effective and meet user requirements. Plans and executes unit, integration and acceptance testing. Provides consultation and training to users regarding systems functionality. Performs systems and workflow analysis Qualifications Generally requires a BA/BS degree or equivalent business experience. Typically requires 3+ years of trust administration knowledge and system design For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 1063 views

RELATIONSHIP MGR III

Sat, 30 Aug 2008 12:13:42 GMT

Responsible for account retention and solicitation of major depository banking relationships of REIDS customers and prospects, specifically the commercial property management industry. Also responsible for independently cross selling banking and cash management services. Qualifications : Minimum 5 years of sales and relationship management experience. Knowledge of the property management industry preferred: commercial, retail, industrial and multi-family For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=San+Francisco&position=&date=date

Full Time -

Location: SF Bay Area - 1035 views

Investment Fund Operations Associate

Sat, 30 Aug 2008 12:12:53 GMT

Requirements: This person should be able to work with external fund accountants/custodians and internal and external auditors. This person will also have primary responsibility for ensuring that investment decisions in the bank-maintained collective trust funds are executed properly by the appropriate 3rd parties. This responsibility includes communicating trade instructions, reviewing investment manager trading to ensure compliance with investment guidelines, and monitoring fund cash positions. Technical/Functional Requirements: Bachelor's degree in Accounting, Finance, or Economics 4 to 7 years of experience in administering mutual funds, fund accounting, tax, financial reporting, fair valuation, or trading operations For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Risk%2520Management&limit=100&radius=5&city=San+Francisco&position=Investment%20Bank%20Risk%20Management&date=

Full Time -

Location: SF Bay Area - 1044 views

CREDIT RISK REPORTING MANAGER

Thu, 28 Aug 2008 12:23:36 GMT

Manage a team that will be responsible for producing a variety of high level loan portfolio and asset quality reports on a monthly and quarterly basis. Proactively leverage a variety of internal sources of information and data to produce comprehensive and accurate reports which are delivered on schedule. Assisting the risk group in other information and data related projects as needed. Qualifications : Strong knowledge of risk management, including both measurement and management principles. Strong communication skills, both written and verbal. Strong process management skills, in particular for report production. In-depth knowledge of the Bank?s various loan systems, query tools, and AFS screens. Working knowledge of regulatory and the Bank?s lending policies and procedures. For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=Union%20Bank%20of%20California&zip=&word=Union%20Bank%20of%20California&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 1023 views

PRIV BANK RELATNSHIP MGR

Thu, 28 Aug 2008 12:20:39 GMT

Initiates contacts, assesses requirements, and provides specialized services. Responsible for the management and servicing of the client relationship, and for the growth and profitability of relationships in the unit. Proactively advises and consults with clients to enhance the clients’ experience with the bank, and maximize the bank’s return from the client. Qualifications : Requires Japanese bilingual & bicultural skills with significant knowledge and experience in the Japanese American community. Minimum of 6 years direct work experience in commercial lending. Competent knowledge of personal and business financial statements and tax returns, and financial acumen as it pertains to the high net worth market segment. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=San+Francisco&position=Searched&date=

Full Time -

Location: SF Bay Area - 1027 views