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Dm Stone Jobsinbrokerage.com jobs - Oakland, CA

Viewing 11 - 20 of 22 jobs

  • Portfolio Counselor (CFP) - Asset Management

    Dm Stone Jobsinbrokerage.com - Menlo Park, CA

    Job Description - Portfolio Counselor (CFP) Portfolio Counselors are the client relationship managers, providing investment guidance and advice through phone conversations, email and face to face meetings. They learn about clients'...

    30+ days ago from Net-Temps

  • BANKING POSITION

    Dm Stone Jobsinbrokerage.com - Livermore, CA

    The Preferred Banker position is responsible for demonstrating the bank?s core values in all actions to provide an excellent customer experience. This position is expected to provide quality customer service across bank products as well as...

    30+ days ago from Net-Temps

  • WEALTH MGMT OPERATIONS SPECIALIST

    Dm Stone Jobsinbrokerage.com - Berkeley, CA

    Operations expert needed for 2 projects for our client: Clearing Firm conversion Portfolio Management Technology conversion SUMMARY: They need an individual who is experienced in the back office operations of fully disclosed clearing and...

    30+ days ago from Net-Temps

  • Brokerage Operations Processor

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    Prestigious investment firm is looking for an experience securities ops person with strong work ethic and smarts who performs well (and accurately) in a very fast-paced environment with tight deadlines. Strong computer skills, can pass a...

    5 days ago from Internship.com

  • PORTFOLIO ASSISTANT

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    International Investment Management firm in San Francisco is looking for an individual to support their Equity Team. You will support a faced paced group of investment professionals including providing general administrative support,...

    4 days ago from Internship.com

  • Capital Markets Trade Support B/A with MBS/TBA experience

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    Business Analyst. This position can be in SF, LA or NYC. It is contract to direct. It requires experience with TBA trades. Our client, a major financial institution, needs someone with Middle and Back Office Securities experience in...

    5 days ago from Internship.com

  • FUND ACCOUNTING - HEDGE FUND

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    Global Investment Firm based in San Francisco is looking for an experienced Fund Accountant You will be responsible for working with the fund accounting team in the daily and monthly Net Asset Value process including: Assist with the...

    5 days ago from Internship.com

  • LEGAL DOCUMENT PROCESSOR - TEMP TO HIRE

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    You will support the Legal Team by assisting with the process of document execution and management including obtaining signatures for documents, tracing insurance certificates and gathering, organizing, and managing the Company's...

    5 days ago from Internship.com

  • Financial Analyst - Major Bank

    Dm Stone Jobsinbrokerage.com - Walnut Creek, CA

    Financial Analyst Consultant Group: Community Development Finance Job Summary: Reporting to the assigned manager, the Financial Analyst is responsible for providing comprehensive and complex financial analyses. Prepare complex analytical...

    30+ days ago from Net-Temps

  • Equity Trader - US and International Markets

    Dm Stone Jobsinbrokerage.com - San Francisco, CA

    The US Markets Equity Trader will be an integral member of the Equity Trading team. Key responsibilities include: ?X Implementing investment policy decisions and cash flow trades ?X Executing equity-linked currencies and currency hedging...

    30+ days ago from Internship.com