Investment Advisory Consultant

The role of the Portfolio Manager – Investment Consultant involves collaborating with the Board of Retirement to oversee the administration of SJCERA's $4.6 billion investment program.Company OverviewSJCERA is a multi-employer public employee retirement system that provides benefits to eligible employees of San Joaquin County and nine other participating...

At Selby Jennings, we are seeking an exceptional Investment Banking Director to join our GP Advisory Team. This role offers a unique opportunity to leverage your expertise in financial modeling and advisory services to drive business growth.**Job Summary:**We are looking for a seasoned professional with a strong background in investment banking to lead our...

OverviewSchwab Wealth Advisory is a premier fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client-facing phone...

About the OpportunityAeris Partners is a market-leading M&A investment bank specializing in software, SaaS, and high-growth technology markets.We advise world-class technology-focused private equity and venture capital firms, as well as leading-edge entrepreneur-owned companies, on strategic mergers and acquisitions.Aeris is renowned for its best-in-class...

Fortune 50+ Tax Advisory Firm Seeks Tax ExpertWe are a leading boutique consulting firm with a growing Indirect Tax practice, seeking an experienced tax professional to join our high-powered team. As a tax advisory associate, you will work closely with Fortune 50 and above companies in the US, including tech, retail, and services sectors.The ideal candidate...

Baker Tilly Advisory Group, LP is a leading advisory firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. We are dedicated to delivering exceptional client service and providing our clients with the expertise they need to manage their wealth...

About This RoleWe are seeking an experienced Strategic Investment Manager to join our team in managing our retirement portfolio. As a key member of our investment team, you will be responsible for overseeing the development of comprehensive investment agreements with investment managers and monitoring their performance.The successful candidate will have a...

Company OverviewKPMG is a leading professional services firm that provides audit, tax, and advisory services to clients across various industries. Our team at KPMG is committed to delivering exceptional client service and helping our clients achieve their goals.SalaryThe estimated salary for this position is $120,000 - $180,000 per year, depending on...

About JLLJLL is a leading global provider of real estate and investment management services. We empower our people to shape a brighter future for our clients by combining world-class services, advisory, and technology.Job SummaryWe are seeking an experienced Corporate Real Estate leader with deep client experience in the Technology sector to join our...

About Our FirmOppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, boasts a rich history dating back to 1881. We offer a wide range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity...

About Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. The company offers a wide range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust...

GrowthPoint Technology Partners, Inc. is a leading boutique technology investment bank in San Francisco seeking a talented individual to join us as a Technology Investment Banking Professional.This role offers an excellent opportunity for a recent college graduate with strong academic credentials who is passionate about technology and wants to join a...

We are seeking a highly skilled Transaction Advisory Manager, Operations to join our team. Withum is a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.About the RoleThe successful candidate will be responsible for...

Company OverviewAt MERU, we strive to be a values-driven, impact-oriented team dedicated to helping companies overcome challenges. Our advisory services and data analytics support enable middle-market companies to achieve their full potential. We work closely with private equity firms, credit funds, investment banks, and law firms to provide tailored...

About the OpportunityWe are seeking a highly skilled Senior Private Markets Investment Professional to join our Fund Investment and Relationship Management Team in San Francisco.Job SummaryThe successful candidate will work closely with our Investment Team to build and maintain strong relationships with West Coast clients, develop a deep understanding of the...

About the OrganizationThe Sobrato Organization is a family-owned business dedicated to building a strong and vibrant Silicon Valley community through business and philanthropic leadership.Our organization remains committed to integrity and dedication, with a focus on creating social change by partnering with communities to build a world that is more...

Become a part of a respected wealth management firm with a proven track record in the industry. At Equitable Advisors LLC, we're dedicated to delivering amazing customer experiences and building long-term relationships that emphasize trust, guidance, and technology. As a Wealth Management Associate, you'll play a vital role in helping our clients achieve...

Company OverviewCentura Wealth Advisory, a dynamic Registered Investment Advisory (RIA) firm, serves high-net-worth and ultra-high-net-worth individuals/families with innovative investment and wealth management services.Salary$220k - $250k + bonus + partnership. A competitive compensation package that reflects the firm's commitment to excellence.Job...

About Us: Jun Zhou CPA Ltd is a reputable accounting firm seeking a highly skilled Tax Consultant to join our team in Chicago, IL.Salary: $70,000 - $90,000 per yearJob Description:We are looking for a seasoned Tax Consultant to prepare federal, state, and local income tax returns for individuals and small businesses. The ideal candidate will have extensive...

About UsAt Fieldguide, we're revolutionizing the way businesses establish trust through automation and streamlined assurance services. Our cutting-edge software empowers professionals in cybersecurity, privacy, and ESG to enable trust between companies.We're a remote-first company based in San Francisco, CA, with a team that values diversity, inclusivity,...