Senior Director, Private Markets & Investments
InforCapital, partnership
Cerity Partners, a leading independent wealth management firm in San Francisco, is seeking a Director - Private Markets. This role will involve conducting investment research, managing client relationships, and due diligence on private market strategies including buyouts and venture capital. The ideal candidate will have over 7 years of experience in institutional investment and a deep understanding of private market strategies. This opportunity offers significant responsibility in a dynamic firm managing over $90B in client assets. #J-18808-Ljbffr InforCapital, partnership
$192k - $260k
...the highest impact outcomes.We are looking for a Senior Manager, Strategic Finance- Go-to-Market to be the lead finance partner for our... ...years covering sales. Foundational experience in investment banking, private equity, or management consulting preferred. Experience...SeniorPrivateWork at officeLocal areaRemote workRelocation3 days per week- ROLE TITLE: Senior Managing Director, Emerging Markets (Full time)POSITION REPORTS TO: Vice President, Field FundraisingPRIORITY... ...goals for both public and private funding. In your role, you will... ...result in increased philanthropic investment, with an emphasis on growing five-...SeniorPrivateFull timeCasual workLocal areaRemote workAfternoon shift
$128k - $252.5k
...complex transactions with corporate and private equity clients, this role offers the opportunity... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (... ..., as well as through our own investments, commitments, and actions across areas that...SeniorPrivateLocal area- ...Responsibilities:As a Senior Manager, you will interact... ..., and Debt/Equity private placementsUnderstand technical... ...and consult with director or engagement... ...efforts through pursuits, market research and maintaining... ...with clients, auditors, investment bankers, legal counsel...SeniorPrivateFull timeWork at officeRemote work
- ...TimeWorking Type HybridJob Reference 0000019289Salary Type AnnuallyIndustry Private EquitySelling Points Elevate your career with a hybrid role in GP accounting. Collaborate with experts on complex investment structures and processes. Enhance your skills in a dynamic and...SeniorPrivate
$133.1k - $295.67k
...nothing is more important than investing in our culture because it is... ...of multinational global private equity real estate investments... ...Additional Responsibilities for Senior Manager: Manage risk and financial... ...in the local and global markets while working with both U.S....SeniorPrivateFull timeLocal area$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany:... ...workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private...SeniorPrivateFull timeWork at office$171.6k - $338.3k
...corporate strategic buyers and private equity investors And succeeding in today’s private equity market takes more than sharp... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...navigating complex growth, investment and divestiture scenarios. Our...SeniorPrivateLocal areaVisa sponsorship- Syon Capital, a San Francisco-based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This... ...The ideal candidate has 10-15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication...SeniorPrivateFull timeWork at office
- Citi Private Bank in San Francisco, CA seeks an Investment Counselor to lead ultra-high-net-worth client relationships, providing strategic investment advice and portfolio guidance across currencies and asset classes. The role requires deep knowledge of traditional and...SeniorPrivate
- A leading financial institution seeks a Senior Investment Advisor to manage client investment accounts and deliver market insights in San Francisco, CA. This role requires strong skills in investment management and decision-making, with a focus on client relationship management...SeniorPrivate
- Whittier Trust, headquartered on the West Coast, seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash and alternatives within guidelines. This role involves presenting to clients, prospects and referrals, and...SeniorPrivate
- Turn/River in San Francisco is seeking a Senior Fund Accountant to join their finance team. This role involves overseeing accounting and financial reporting for the firm's investment funds, requiring a strong accounting background and hands-on operational support. The ideal...SeniorPrivate
- Goodwin Halifax? (Note: Company is Goodwin) is seeking a Senior Paralegal in Private Investment Funds to support fund formation, investor onboarding, and regulatory compliance on client matters across multiple jurisdictions. You will coordinate closings, maintain records...SeniorPrivate
$150k - $200k
...national public finance investment banking franchise with a... ...business focused on middle market issuers and specialty sector... ...with not-for-profits, private developers, and state and... ...Finance Investment Banking Director to join the public finance Senior Living team. This role...SeniorPrivateFull timeLocal area- JPMorgan Chase & Co. in San Francisco seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth using investments, wealth planning, credit and banking. You will work with a local team and collaborate with internal...SeniorPrivateLocal area
- Turn/River Capital in San Francisco is seeking a Senior Fund Accountant to support the accounting and financial reporting for the firm's investment funds. You will report to the VP of Fund Finance and work in a lean team with room to grow as responsibilities increase....SeniorPrivate
$125k - $150k
...problems. We hire the top 1% and let your talents soar.Senior Manager, Field and Integrated Marketing ProgramsLocation: Remote/Hybrid based on proximity to... ...producing our major flagship events in the IPO and Private Equity space. Building from these events, you will create...SeniorPrivateFull timeRemote work$163.2k - $220.8k
...well as the venture firms, private equity firms, and investment banks that finance and... ...growth. The firm seeks a Senior Proposal Manager who is,... ...The role reports to the Director of the Pursuits & Proposals... ...with communications and marketing colleagues on website content...SeniorPrivateFull timeWorldwide- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with in-house specialists to support...SeniorPrivate
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...SeniorPrivate
- JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit options. You will collaborate with a local team and the broader institutional platform to deliver...SeniorPrivateLocal area
$159k - $172.8k
...Washington D.C., London and Amsterdam.We are looking for a Senior Financial Analyst to join the Corporate Finance team. This... ...financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally...SeniorPrivateWork experience placementLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...responsible for delivering sophisticated investment solutions to High Net Worth and Ultra... ...position may sit in additional major market locations within the Wells Fargo footprint...SeniorPrivateFull timeWork experience placementWork at office
$150k - $165k
Senior Product Marketing Manager, San Francisco, CADealpath is looking for a Senior Product Marketing Manager to help shape how we position... ...understanding of commercial real estate, institutional investing, private markets, or capital markets preferred; otherwise, a...SeniorPrivateWork at officeFlexible hours$160k - $253.9k
...believe in your potential and invest in it to build a legacy that extends... ...variety of clients, including private equity, venture capital, real... ...funds and family offices. Senior Managers can expect to:Conduct... ...with other service lines to market comprehensive tax strategies for...SeniorPrivateFull timeWork experience placementH1bLocal areaWork visa$80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant... ...newly launched and first-to-market funds in sports, oil and gas... ...with footnotes Analyze investment documents and properly set...SeniorPrivateWork at officeRemote work2 days per week$240k - $280k
...Senior Tax Manager Senior Tax Manager - High Net Worth, CPA, Senior Tax Manager San... ...multi-generational returns, trusts, and private foundations. Mentor a small, highly capable... ...01(k) 3% Contribution + 7% IRA employer investment (10% effective bonus annually) ~ Paid...SeniorPrivateFull timeCasual workWork at office- ...insights and strategic implications for senior audiences.Performance Management &... ...experience in FP&A, strategic finance, investment banking, or private equity, preferably in a high-growth... ...qualifications, work location, training, and market conditions. At Front, we take a...SeniorPrivateTemporary workWork at officeImmediate startRemote workWork from homeMonday to Friday
- ...practice acts as counsel to hundreds of private fund managers nationwide and offers direct... ...-track development. The role This senior role focuses on advising institutional fund... ..., hedge, and credit funds. Counsel investment advisers on compliance requirements under...SeniorPrivateImmediate start
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