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Dm Stone jobs

Viewing 1 - 10 of 22 jobs

  • Brokerage Operations Associate

    Dm Stone - San Francisco, CA

    The Operations Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to new account opening and maintenance, asset movements (disbursements),...

    21 days ago from Net-Temps


    Dm Stone - San Diego, CA

    This position reports to the Vice President Servicing Operations and is responsible for driving client satisfaction through delivery of superior client service. RESPONSIBILITIES: You are expected to support the vision and drive...

    21 days ago from Net-Temps


    Dm Stone - Santa Clara, CA

    Responsible for coordination and maintenance of brokerage operations activities and administration. You will act as the operational expert and addresses operational issues to ensure they are resolved in an efficient and cost-effective...

    23 days ago from Net-Temps

  • Salaried Investment Consultant - No Book Required

    Dm Stone - Portland, OR

    Our client, a prominent national brokerage firm, is currently seeking a Series 7 and 63 licensed Investment Consultant for its Beaverton, OR branch. As an Investment Consultant, you will assess, assist, and advise clients as they choose...

    26 days ago from Net-Temps


    Dm Stone - San Francisco, CA

    You will provide a full range of administrative and office support for several investment team members, including Portfolio Managers of the firm. RESPONSIBILITIES: Manage calendars; set up and coordinate meetings; greet guests Organize and...

    29 days ago from Net-Temps

  • Investment Mgmt - Client Fee Billing and Accounting

    Dm Stone - San Francisco, CA

    Role of the Revenue Specialist The Revenue Specialist will join a 6 member accounting team responsible for corporate accounting functions. The accounting team works closely with firm leadership on corporate cash management, oversight of...

    27 days ago from Net-Temps


    Dm Stone - San Francisco, CA

    FINANCIAL ANALYST COMPANY A major boutique alternative investment firm headquartered in San Francisco with an office in New York. ROLE Reporting to the CFO, this is a growth position in the finance and operations areas of the firm for a...

    28 days ago from Net-Temps

  • Portfolio Accountant - Premier Asset Mgmt Firm

    Dm Stone - San Francisco, CA

    PRIMARY RESPONSIBILITIES ? Manage and provide oversight of day-to-day portfolio accounting function. ? Complete and ensure integrity of fund valuations, partnership allocations, and performance calculations for U.S., international, equity...

    28 days ago from Net-Temps

  • Project Manager/BA - Financial Services (LA or SF)

    Dm Stone - Los Angeles, CA

    Our client is a major financial institution. The project is to build an intraday cash monitoring dashboard. They will be capturing transactions and balances from the Fed and some internal payment systems throughout the course of the day...

    1 day ago from Net-Temps


    Dm Stone - San Francisco, CA

    One of the largest and most well-known financial planning and investment advisory firms in the country, is seeking skilled Financial Planners for both Northern and Southern California. This firm is 27 years old, has 122 advisors and more...

    6 days ago from