Investment Manager

4 weeks ago


San Diego, United States Robert Half Full time
Job DescriptionJob DescriptionOur client is in immediate need of a seasoned Consultant with a solid background in stock administration. The ideal candidate will have comprehensive knowledge about re-pricing, rollout to employees, and vesting changes. This is a fantastic opportunity for a proactive, hands-on professional who values teamwork and prioritizes efficient, effective results.

Responsibilities:

Administer all aspects of equity programs, including stock options, restricted stock, and employee stock purchase plans.
Consolidating stock options from multiple locations with the goal up uploading into Carta.
Manage the company's vesting schedules and make required changes when necessary.
Implement the re-pricing strategies and policies in line with best practice and the company's objectives.
Manage the rollout of stock equities to employees, ensuring efficient and effective communication and understanding of the schemes.
Monitor and reconcile transactions, ensuring accurate and prompt execution.
Ensure compliance with global tax and securities laws pertaining to equity compensation.
Collaborate with multiple departments within the organization, such as HR, Finance, and Legal, to coordinate equity grant data.
Provide reporting and analysis on stock administration data to upper management.
Qualifications:

Bachelor's degree in Finance, Business, or a related field. CEP designation is a plus.
Proven experience in stock administration and dealing with equity programs.
Knowledge of vesting schedules and re-pricing strategies.
Strong understanding of global regulatory requirements related to equity compensation.
Excellent analytical and problem-solving skills.
Exceptional communication skills, both written and verbal.
Experience with stock administration software.
Ability to work independently and collaboratively within a team environment.Equity Options, Stock Administration, Stock Administration, Stock Options, Organizational Change Management, Change Management, Investor Relations

  • san francisco, United States Community Investment Management Full time

    Community Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...

  • Investment Analyst

    3 weeks ago


    san francisco, United States Community Investment Management Full time

    Community Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...

  • Investment Analyst

    3 weeks ago


    San Francisco, United States Community Investment Management Full time

    Community Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...


  • San Diego, California, United States Corient Private Wealth LLC Full time

    Corient Private Wealth LLC is a leading wealth management platform in the United States. Our team of experts serves over 10,000 clients and manages more than $100 billion of assets across the country.SalaryThe estimated salary for this position is $87,500 per year, based on industry standards and market conditions in the State of California.About the RoleWe...

  • Portfolio Manager

    5 days ago


    San Francisco, California, United States The Association of Asian American Investment Managers Full time

    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...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    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...


  • San Diego, California, United States GG Homes Full time

    GG Homes: Drive Innovative Outcomes as an Account ManagerSalary: $225,000+About the Role:We are seeking a highly motivated and results-driven Account Manager to join our dynamic team at GG Homes. As an Account Manager, you will play a crucial role in shaping the future of real estate investment by connecting with high-power investors, negotiating deals, and...


  • San Diego, California, United States Selby Jennings Full time

    Selby Jennings, a leading recruitment agency, is partnering with a prominent Family Office in Southern California to find an Investment Banking Associate/Vice President for their Investment Management team.This opportunity involves working closely with deal teams, C-Suites, and other stakeholders on global investments and international portfolio management....


  • San Diego, United States Selby Jennings Full time

    Selby Jennings is partnering with a Family Office in the Southern California area looking for an Investment Banking Associate/Vice President to join their Investment Management. This Family Office is looking for a motivated individual to work on global investments and international portfolio management, working closely with deal teams, C-Suites, and...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    The Kresge Foundation – Associate Investment Director**Job Summary**We are seeking a skilled investment professional to join our team as an Associate Investment Director. In this role, you will collaborate with the Managing Director of Public Markets and Investment Staff to oversee the management of our assets.**Responsibilities**Sourcing new investment...


  • San Diego, California, United States AppFolio Full time

    At AppFolio, we are innovators, changemakers, and collaborators. We create cloud-based products to make our customers' lives easier. Our software solutions revolutionize how people do business.We are hiring a Full Stack Senior Software Engineer to join an exceptional team. This role involves becoming a technical domain expert in our Investment Manager space....


  • San Diego, California, United States RAL Investment Corp Full time

    OverviewRAL Investment Corp is seeking a highly experienced Senior Construction Manager to oversee the management of heavy civil construction projects.Job DescriptionThis role involves ensuring adherence to safety regulations, managing project timelines, and coordinating various aspects of the construction process. The ideal candidate will have extensive...


  • San Francisco, United States The Association of Asian American Investment Managers Full time

    The Retirement Investment Officer assists the Retirement Administrator in administering, monitoring, and evaluating SJCERA’s $4.6 billion investment program. This position serves as a liaison with SJCERA’s investment consultants, oversees the development of comprehensive investment agreements with investment managers, monitors and analyzes investment...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Senior Investment Officer Job DescriptionWe are seeking a highly skilled Senior Investment Officer to oversee the management of one of our primary asset classes or cross-asset category initiatives.Key Responsibilities:Supervise and manage the overall investment process, including risk management, asset allocation, and performance reporting.Provide direction...

  • Investment Manager

    4 weeks ago


    San Francisco, United States web3.career - jobboard Full time

    R3D3 Ventures is the corporate venture arm of Rong360, a fintech conglomerate with footprints in Asia, US, Europe and LATAM. Since 2018, R3D3 has been venture building, scaling, and investing globally, with a focus on disruptive trends in financial technology, digital transformation, AI and Web3.0. R3D3's seasoned founding team brings a unique blend of...


  • San Diego, California, United States The Goal Family of Companies Full time

    Job OverviewAwarded with a base salary of $160,000 - $180,000 commensurate with experience, plus bonus, the Senior Manager – Portfolio Investments role at The Goal Family of Companies offers an exceptional opportunity to excel in a dynamic and challenging environment.The successful candidate will report to the Chief Investment Officer and be responsible...


  • San Francisco, United States The Association of Asian American Investment Managers Full time

    The Kresge Foundation – Associate Investment DirectorThe Associate Investment Director reports directly to the Managing Director of Public Markets and works in conjunction with Investment Staff to oversee the management of the Foundation’s assets. Responsibilities include sourcing new investment ideas, performing quantitative and qualitative due...

  • The Kresge Foundation

    3 weeks ago


    San Francisco, United States The Association of Asian American Investment Managers Full time

    The Kresge Foundation – Associate Investment Director The Associate Investment Director reports directly to the Managing Director of Public Markets and works in conjunction with Investment Staff to oversee the management of the Foundation’s assets. Responsibilities include sourcing new investment ideas, performing quantitative and qualitative due...


  • San Francisco, California, United States Top Tier Reps LLC Full time

    Investment Management Associate - Senior LevelOur client seeks a mid-level to senior associate (JD) to join the Investment Management sub-group within the Corporate & Finance Group in New York or San Francisco.Key Responsibilities:Experience in investment management transactional work, particularly in private fund formation.Familiarity with the Investment...


  • San Francisco, United States Top Tier Reps LLC Full time

    Investment Management Associate – Senior LevelCorporate & Finance PracticeOur client is seeking a mid-level to senior associate (JD, 2017-2021) to join the Investment Management sub-group within the Corporate & Finance Group in either the New York or San Francisco office.Key Qualifications:Experience in investment management transactional work,...