Tuesday, March 31, 2015

Administrative Assistant - San Jose, CA

Administrative Assistant - San Jose, CA

Administrative Assistant (908-3)
Location: San Jose, CA
Compensation: Commensurate with experience
This position will provide support to a Financial Advisor/Investment Representative in the areas of administration, business processing, client services, and office marketing initiatives. The successful candidate must be results-driven and possess strong clerical, organizational, communication, computer, and customer service skills. They must also have strong initiative, strong attention to detail and excellent follow-through skills.
  • Perform administrative/support functions for day-to-day office operations: maintain files/prepare correspondence/run reports/answer telephones/schedule and confirm appointments/copy materials/fax information
  • Answer telephone inquiries from clients: research/resolve client service problems by contacting Home Office/Sponsor Companies to resolve problems/errors as needed; escalate problems/issues to representative as appropriate
  • Assemble/organize/coordinate/maintain client paperwork: communicate with clients to complete new accounts/asset transfers/other forms
  • Handle routine service matters for client accounts to include processing name and address changes/account applications/bank authorizations
  • Provide marketing support for the office: send marketing brochures to clients/prospects; follow up on referrals/leads/prospects/clients with letters or notes signed by Representative; handle unsolicited calls from prospects to schedule appointments; coordinate seminars/client appreciation events
  • Coordinate regular branch office meetings
  • Ensure regulatory and broker/dealer compliance requirements are met: record all transactions on appropriate logs/blotters; set up client files correctly/obtain necessary information
  • Obtain insurance quotes for Advisors
  • Keep Advisor licenses current (securities/insurance)
  • Assist with other duties/projects as assigned
  • Securities industry experience preferred
  • A Series 7 and Series 63 is preferred but not necessary
  • Pershing, NetX360, Albridge, MoneyGuidePro or eMoney Advisor experience is preferred but not necessary
  • Prior customer service/office setting experience preferred
  • Ability to prioritize and organize multiple tasks; strong attention to detail necessary
  • Ability to work cooperatively under pressure in a team environment, meeting deadlines
  • Ability to communicate with co-workers/clients/business contacts in a courteous/professional manner
  • Consistently dependable/reliable
  • Strong verbal/written communication skills
  • Ability to investigate/research situations
  • Adept in Microsoft Word/Excel/PowerPoint
  • Have a proactive approach to client service/problem solving
  • Ability to make rule-based/analytical decisions and take complete/accurate notes, while maintaining confidentiality
  • Knowledge of client management databases preferred
  • Must be a self-starter, able to take initiative and work with minimal supervision
If interested, email your resume as an MS Word attachment to:
BCI - Financial Services Recruiting

Monday, March 30, 2015

Sr Portfolio Manager, Colorado PERA - Greater Denver Area

 Senior Portfolio Manager, Colorado PERA - Greater Denver Area

Actively research and recommend new investments to drive the development of the Opportunity Fund Division’s portfolio as well as manage existing Opportunity Fund investments.  The Senior Portfolio Manager will report to the Deputy Chief Investment Officer (DCIO), and will liaise with various other team members and external vendors.
  • Evaluates existing managers/partners, initiates and prepares formal reports
  • Recommends new investments with managers/partners based on analysis, due diligence, and portfolio objectives
  • Evaluates, recommends, and makes appropriate investment decisions based on fundamental research and analysis
  • Conducts extensive reference checks, legal reviews, and business negotiations
  • Supports DCIO with investment monitoring process
  • Ensures compliance with all aspects of investment process
  • Assists DCIO in strategic planning and managing day-to-day operations for the Division
  • Acts as Division liaison to maintain oversight of applicable systems and databases
  • Ensures compliance with investment agreements, analyzes partnership agreements, and coordinates activity with investment counsel
  • Analyzes economic forecasts to formulate timely and appropriate investment recommendations
  • Maintains relationship base with current and potential investment partners and peer groups; potentially serves on advisory committees (e.g. Limited Partner Advisory Committee)
  • Utilizes investment software, research, and analysis reports to facilitate decisions
  • Promotes PERA’s and Investment Division’s mission and objectives
  • Maintains regular and prompt attendance in the workplace
  • Carries out other duties as assigned
  • Standard office environment with frequent computer use

Desired Skills and Experience

The ideal candidate has a track record of driving business results by working effectively both individually and in a team-based environment; is motivated, confident, and enjoys being challenged.  The ideal candidate also has a broad range of both public and private market investment experience, including exposure to alternative investments.  Requirements include:
  • Bachelor’s degree in related field; seven years of experience in investment or financial services industries, or equivalent combination of education and experience; CFA and/or CAIA designation preferred
  • Professional experience in investment analysis and portfolio management; multi-asset class experience preferred
  • Notable professional accomplishment shown through demonstrable growth in responsibilities and impact  
  • Knowledge of financial and capital markets, concepts, principles, and theories
  • Ability to understand, interpret, and analyze balance sheets, income statements, and cash flow statements
  • Ability to analyze and explain complex investment strategies and deal structures
  • Strong oral and written communication skills
  • Strong general computer literacy and proficiency in spreadsheet modeling skills
  • Willingness  to travel both domestically and internationally as necessary

We offer a competitive benefits package including paid medical, dental, life and AD&D insurance; PERA DB pension plan; 401(k) and 457 DC plans; tuition reimbursement; on-the-job training; free on-site parking or RTD subsidy, fitness center and more. 

To be considered for this employment opportunity, applicants are required to complete the following:

Complete the PERA Employment Application.   To complete the Colorado PERA Employment Application, go to www.copera.org and click on the Careers link located at the top of the web page.  Submit your cover letter, resume and copy of transcripts to:  hrmail@copera.org. 

In addition to your resume, please submit detailed responses to the following: 
  1. Describe your experience using research and analysis to make investment decisions.
  2. Describe your process of making investment recommendations from idea generation, to research and implementation.
  3. Summarize your experience within the public and/or private markets including asset classes you have worked with.
  4. Describe any experience you have investing opportunistically.
  5. Describe your career progression and how you believe this position would contribute to your career goals.  
 Failure to respond to the above may eliminate you from consideration for this position.

All submitted documents are stored on a secure site.  Only authorized employees and hiring authorities have access to the information submitted.   

Colorado PERA is an Equal Opportunity Employer

Investment Associate, Hedge FoFs- SF Bay Area

Investment Associate, Hedge Fund-of-Funds - SF Bay Area

Our client is the Investment Office of a multi-billion charitable foundation.  They manage the investment portfolio with an aim towards maintaining purchasing power, managing volatility and ensuring sufficient liquidity to fund the Foundation’s grant making and operating needs. The Investment team focuses its efforts on managing the portfolio’s asset allocation across a diverse set of asset classes, and selecting and monitoring investment managers within each asset class.

The Investment Associate position is a two year role supporting the Director of Public Equities or the Director of Hedge Funds in managing a multi-billion dollar investment portfolio. The portfolio is invested in institutional funds that are sponsored by leading investment managers. The Foundation does not make direct investments in companies, assets, or securities.

Key Responsibilities
• Work with Director to develop and implement portfolio strategies by analyzing historical returns and investment trends both domestically and abroad, monitoring current market conditions and assessing relative attractiveness of investment opportunities.
• Work with Director to select new investments by identifying high potential managers, participating in due diligence, and conducting detailed performance and portfolio analytics.
• Write quarterly portfolio and market reviews and lead semi-annual review of existing portfolio returns and underlying fund holdings.  Present findings from analysis to investment team.
• Monitor absolute and relative monthly performance of all managers in the portfolio. Track asset allocation levels relative to targets and assist in executing and confirming all cash flows to and from managers.
• Position provides excellent exposure to portfolio asset allocation strategies as well as investments in other asset classes including hedge funds, real estate, natural resources, long-only equity strategies, and fixed income.

Desired Skills and Experience

• Bachelor's degree with a minimum of two years of work experience in investment banking, management consulting, or investment management required.
• Well-developed quantitative and analytical skills with strong grounding in investment concepts (e.g. capital markets, statistical analyses).
• Working knowledge of financial statement accounting and analysis.
• Advanced Excel modeling skills and familiarity with PowerPoint, Bloomberg, Access, and other database tools and concepts.
• Self-starter with the ability to work independently, ask questions and use judgment. Ability to communicate concepts and distill information in an efficient, user-friendly manner especially important.
• Strong attention to detail.
• Exceptional interpersonal and presentation skills required.
• Two year commitment required. Associates typically pursue advanced degrees upon completion of the program.

To apply: https://app.smartsheet.com/b/form?EQBCT=557d7a04ead64bf4b84288b7e7991616

VP Hedge Fund Research, Canterbury - Orange County

Vice President, Hedge Fund Research, Canterbury Consulting - Orange County

Our mission is to relentlessly focus our energy and our resources on creating customized investment solutions that allow our clients to achieve superior investment performance. The Research team plays a critical role in fulfilling that mission by:
  1. Sourcing, researching, and monitoring the best investment managers in the world, and
  2. Educating the firm and our clients on capital markets, asset allocation, asset classes, and investment managers
As a Vice President, you will:
  • Help in the development, training, and management of Research Associates
  • Identify, perform due diligence, and monitor investment strategies for our clients’ portfolios
  • Meet directly with managers in our offices, and in theirs, to understand each manager’s edge and role in a portfolio
  • Utilize a combination of qualitative and quantitative criteria to evaluate the likelihood that each manager will meet or exceed our expectations, and to evaluate their results
  • Analyze market trends, assess relative value across sub-sectors, and advise on portfolio construction
  • Participate as a subject matter expert to better educate the firm and drive investment strategy
  • Contribute to the research process across all asset classes
  • Frequently interact with senior Canterbury investment professionals and world-class investment managers

Desired Skills and Experience

What Canterbury looks for in our Vice Presidents:
  • A passion for investing and 3-7 years of relevant industry experience
  • Self-motivated and a record of high achievement
  • Deep intellectual curiosity that drives them to never stop asking questions, and the tenacity and desire to unearth information that is not easy to obtain
  • Not afraid to have an opinion and communicate it to a broader group
  • Exceptional writing and presentation skills to communicate their views
  • The temperament and skill to multi-task and complete assignments for multiple stakeholders
  • The self-confidence, character, and pedigree to inevitably serve in a firm leadership role
CFA, CAIA, or MBA designation

Find more details on website

Friday, March 27, 2015

Associate Wealth Manager - Berkeley, CA

Associate Wealth Manager - Berkeley, CA

We are an established comprehensive wealth management company that is in need of an Associate Wealth Manager. We offer a team environment, a reputation for excellence, established clients and growth potential to help you reach your personal goals.

Located in Berkeley, CA, we have served the SF Bay area and surrounding area for 19 years. We specialize in investment management and hands on financial planning using a customized approach for high net worth individuals.  We are currently seeking a dedicated team player who is familiar with the investment management and financial planning process, and is enthusiastic about helping people strive for financial independence.  Our Associate Wealth Manager position requires a goal-oriented, self-motivated, logical, curious, passionate, and professional person. 
Position Overview
This is a professional position that will support Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including preparing wealth management reports for client meetings and financial projection using Advicent and Junxure. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.

Initial Key Areas of Responsibilities:

·         Gather, input, and create financial analysis and wealth management reports for client meetings.

·         Research wealth management issues in response to client questions and wealth management topics.

·         Maintain appropriate records using Junxure and other internal systems.

·         Conduct client meetings and manage client relationships independently and in conjunction with Wealth Managers.

 Key Qualifications:

·         Adhere to 100% passive investment philosophy and fee-only comprehensive planning approach

·         Bachelors degree from accredited four year university preferably in financial planning, business, finance, economics, etc.

·         Ideal candidate will have a few years experience in financial planning and passed the CFP® certification examination. Candidates who can sit for CFP® Certification exam within six months will be considered.

·         Strong verbal and written communication skills.

·         Ability to identify, meet and follow through with client’s needs and requirements.

·         Must be a self-starter, problem-solver and a goal-oriented team player.

·         Strong attention to detail.

·         Able to perform multiple tasks efficiently.

·         Show humble confidence when dealing with clients and Wealth Managers, be able to adjust your style accordingly.

·         Technologist type background and highly proficient software user.


·         Competitive salary with performance based pay program and career track available

·         Company provided health insurance

·         Educational reimbursement (continued education, conference attendance, training budget, etc.)

·         Paid professional dues

·         Mentorship and Learning Opportunities

·         Professional growth opportunities

To apply for this position please submit information to candidate@newplannerrecruiting.com or www.newplannerrecruiting.com

Thursday, March 26, 2015

Wealth Manager - Berkeley, CA

Wealth Manager - Berkeley, CA
We are an established comprehensive wealth management company that is in need of an additional Wealth Manager. We offer a team environment, a reputation for excellence, established clients and growth potential to help you reach your personal goals.

Located in Berkeley, CA, we have served the SF Bay area and surrounding area for the last 19 years. We specialize in investment management and hands-on financial planning using a customized approach for high net worth individuals.  We are currently seeking a dedicated team player who is familiar with the investment management, all areas of the financial planning process with an emphasis on tax, and is enthusiastic about helping people strive for financial independence.  Our Wealth Manager position requires a goal-oriented, self-motivated, logical, curious, passionate, and professional person. 

Position Overview
This is a professional position that will be expected to free up the firm owner by taking over some of their client relationships immediately. You will be expected to perform all aspects of a Wealth Manager for high net worth clients.  Thorough computer skills are essential with a particularly strong understanding of Microsoft Excel, Advicent and Junxure which are vital to success in this position. Many of your projects require conclusions documented in client letters and internal memos; as such, your writing skills must be excellent.  The owner is available to provide mentoring and big picture direction and you must have the ability to utilize critical thinking skills and work independently to figure out things for yourself. The new hire must conform to existing culture and systems and be technology oriented.

Initial Key Areas of Responsibilities:
  •  Become primary advisor for many of the firms existing client relationships immediately or shortly
  • thereafter providing advice in all areas of a multidisciplinary financial planning business to high net
  • worth clientele.
  •  Work with the financial planning software Advicent to prepare plans and retirement projections and
  • present to clients.
  •  Work with the Schwab and Fidelity asset management platforms and client relationship
  • management software Junxure.
  •  Use BNA software to prepare tax projections and tax returns.
  •  Be a resource for and assist in the management of Associate Wealth Managers.

Key Qualifications:
  •  CFP® certification with 5-7 years of experience in working with clients delivering financial planning,
  • including producing and presenting the financial plans.
  •  Adhere to 100% passive investment philosophy and fee-only comprehensive planning approach
  •  Degree from a 4 year accredited University in finance, financial planning, accounting, or economics, etc.
  •  Strong verbal and written communication skills.
  •  Strong persuasive and interpersonal skills.
  •  Ability to identify, meet and follow through with client’s needs and requirements.
  •  Strong attention to detail.
  •  Able to perform multiple tasks efficiently.
  •  Technologist type background and highly proficient software user .

  •  Competitive salary with performance based pay program and career track available
  •  Company provided health insurance
  •  Educational reimbursement (continued education, conference attendance, training budget, etc.)
  •  Paid professional dues
  •  Mentorship and Learning Opportunities
  •  Professional growth opportunities

To apply for this position please submit information to
candidate@newplannerrecruiting.com or www.newplannerrecruiting.com

Wednesday, March 11, 2015

Operations Assistant/Bookkeeper - Oakland, CA

Operations Assistant/Bookkeeper (1015-1) - Oakland, CA
Compensation: Commensurate with experience
Independent Broker Dealer / Registered Investment Advisor seeks full-time Operations Assistant/Bookkeeper.  Ideal candidate will learn quickly and take on tasks with minimal guidance. Time management/organizational skills/attention to detail are key criteria. This position will report to the Operations Manager.
  • ACAT processing
  • Client billing set-up
  • Manage account maintenance/issues such as trade settlements/margin issues
  • Manage client account deposits/withdrawals/checks/journals/wires/EFT disbursements
  • Support CCO/Operations Manager with monthly review of accounts for operational issues
  • Support financial advisors on operational inquiries/questions on commission reports
  • Entry/processing of commission reports
  • 2+ years directly related operations or back office experience in financial services industry
  • Will be required to pass the Series 7 and Series 65/Series 66 upon hire within one year (firm will sponsor)
  • Preferred, but not required: Series 7, Series 24, Series 63, Series 65/ Series 66, and Series 99
  • General knowledge of financial markets/products (primarily mutual funds/annuities), as well as stocks/bonds/exchange traded funds (ETF)
  • Experience with National financial Services (NFS) or TD Ameritrade clearing systems is a plus.
  • Proficiency in use of Microsoft Windows/Office (Word/Excel/Outlook/PowerPoint) and Adobe Acrobat
  • Demonstrated work experience in fast-paced/dynamic team work environment with ability to work independently when necessary/required
  • Strong attention to detail with good verbal/written communication skills
  • Excellent interpersonal skills over the phone as well as in person: ability to provide high quality customer service in the environments described above
  • Demonstrated ability to multi-task/see projects through to completion
  • Must be willing to go the extra mile; should enjoy the operations/accounting/finance environment
If interested, please email your resume as an MS Word attachment to:
Nicole Sarillo
BCI - Financial Services Recruiting

Tuesday, March 10, 2015

Portfolio Associates, PIMCO - Newport Beach, CA

Portfolio Associates, PIMCO - Newport Beach, CA

PIMCO seeks Portfolio Associates to support their Emerging Markets, Global, Multi Asset Volatility, and Unconstrained Bond Fund strategies.
Apply online by visiting the following links:
·         Portfolio Associate – Global
·         Portfolio Associate – EM
·         Portfolio Associate – UBF
·         Portfolio Associate – MAV
Portfolio Associate Team Overview:
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices.  On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets.  Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value:
•Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm
•A broad range of opportunities to collaborate with talented colleagues
•Learning environment focused on key buy-side portfolio risk and return principles
•Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA.
Daily Responsibilities:
•Ensuring investment objectives are reflected across portfolios in scope
•Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
•Coordinating with Portfolio Management on re-balancing of portfolios
•Utilizing proprietary risk systems for monitoring of portfolio exposures
•Assisting in account transitions and cash flow management
•Conducting performance and attribution analyses
•Responding to ad-hoc requests from the Portfolio Management team
Portfolio Associate Position Requirements:
•Strong academic background in a technical field from a leading, accredited college or university
•Deep understanding of fixed income including knowledge of most cash and derivative instruments
•Exceptional communication skills are required to operate in a complex financial and mathematical environment   
•Excel “power user” - SQL, VBA and programming skills are preferred
•Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
•Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
Additional Emerging Markets Position Requirements:
•3+ years of emerging markets experience
•VBA knowledge is required
Additional UBF Position Requirements:
•Candidate will focus mainly on implementation of Unconstrained Bond and Stocks plus Absolute Return strategies
•Good understanding of various fixed income and equity instruments (e.g. Bonds, Derivatives, Mortgages and FX) as well as global markets and economics
•Projects (Performance, Attribution, Research) related experience is a plus
Additional Global Position Requirements:
•3+ years of experience with international markets including FX
•VBA knowledge is required
Additional MAV Position Requirements:
•Candidate will focus mainly on implementation of Multi-Asset Volatility strategy, which includes systematic volatility strategy, opportunistic relative value, macro event-driven, and other tail risk hedging strategies across different asset classes
•Good understanding of interest rates and equity derivatives; Solid knowledge of Option Greeks
•Quant and programming knowledge is a plus
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

Wednesday, March 4, 2015

Portfolio Mgt Assoc - Los Angeles

Portfolio Management Associate - Los Angeles

Title: Portfolio Management Associate (982-1)
Location: Los Angeles, CA
Compensation: Commensurate with experience
The Portfolio Management Associate is primarily responsible for ensuring that each account is invested according to the proper strategy model and within the guidelines and/or investment policy statements submitted by the client. This person will coordinate the implementation of trade programs, i.e., model changes, by disseminating trade instructions, generating pre-trade compliant trade tickets, and monitoring the execution of trades across the account base.
  • Implementing strategy models across assigned base of accounts/re-balancing portfolios within compliance of restrictions/guidelines/investment policy statements/maintaining trading models based on portfolio manager instructions/reviewing compliance reports/including for 1940
  • Act mutual fund accounts
  • New account trading/IPS review for institutional accounts
  • Supporting portfolio managers/communicating updates related to implementation of trade programs
  • Communicate model changes for Model-Only relationships/monitor variances
  • Distributing trading program notification
  • Maintaining composite groups/composite backup
  • Providing analysis/data for RFP's
  • Supporting Wealth Advisory department
  • Providing client service to outside constituents such as clients/consultants/brokers/some general administrative duties
  • Minimum three to five years of experience in a similar capacity at a buy-side investment management firm/registered investment advisor
  • Experience with asset allocation concepts
  • Knowledge of financial markets and instruments (sectors/industries/stocks/bonds/mutual funds)
  • Understanding of tax implications a plus
  • NASD Licenses a plus, i.e. Series 7
  • Commitment to/demonstrated history of productive/quality work
  • Proficiency in use of portfolio accounting systems (i.e. APL)/order management systems/CRM’s/Excel/Word/database software
  • Comfortable interacting with all levels/departments within the firm
  • Teamwork – ability to collaborate in a professional/constructive manner
  • Strong problem solving skills/ability to solve problems with disparate/sometimes incomplete information
  • Good time management/multi-tasking abilities/ability to work independently with limited supervision in high pressure environments
  • Excellent written/verbal communications skills
  • Detail oriented with a commitment to excellence/proactive/innovative 
Interested candidates should contact Zach Stierhoff, BCI 

Fin Analyst, Kingston Tech - Fountain Valley

Financial Analyst, Kingston Technologies - Fountain Valley

As member of our Corporate Finance Department, the Financial Analyst plays a critical role in the Company's overall financial strategy. Specifically, the position is responsible for driving efficiency improvements, enhanced reporting metrics and analytics, providing strategic guidance, financial planning and analysis, as well as fiscal leadership. Further, the position interfaces with Credit, Accounting Specialists, Sales, Business Managers, plus various other teams at all levels as it pertains to new projects and initiatives. The position will assess organizational performance against the Company's goals and long-term strategy.

  • Bachelor’s Degree in Accounting, Finance, Economics, Business, or equivalent experience required.
  • Seven to ten years of financial analyst, sales, business development or relevant work experience required.
  • Excellent verbal and written communication skills, including the ability to convey analytical results in simplified and actionable reports, and the ability to communicate effectively with all levels of management.
  • Strong organizational and problem solving skills – ability to organize, plan and develop solutions to complex issues.
  • Familiar with the mass market in the technology and consumer electronics industry
  • Strong presentation and PowerPoint skills.
  • Proficient with Microsoft Office: Word and Excel.
  • Capable of multi-tasking and delivering on quick turnaround times.
  • Ability to conduct solid analysis, make well-informed, objective and evidence-based decisions.
  • High degree of flexibility, capacity for self-management.
  • Self-motivated with ability to influence, motivate, challenge, and inspire confidence among others.
  • Some travel required.
  • MBA or advanced business degree
  • Professional certification (e.g. CPA, CMA)
  • Cognos or JDE experience
  • Foreign language: Spanish or Mandarin
To apply, please send your resume to jobs@kingston.com, Job Code: CFA

Kingston Technology has grown to be the world's largest independent manufacturer of memory products. With global headquarters in Fountain ValleyCaliforniaKingston employs more than 4,000 people worldwide. Regarded as one of the “Best Companies to Work for in America” by Fortune magazine.

Sr Accountant, Kingston Tech - Fountain Valley

Senior Accountant, Kingston Technologies - Fountain Valley

The Senior Accountant is responsible for the monthly close and annual audit processes, and the preparation of the monthly consolidation package that includes reporting dashboard and associated metrics.  Responsibilities will also include preparing financial analyses, forecasting, return on investments (ROI), and feasibility studies for new business opportunities. The Senior Accountant will also maintain, coordinate and participate in the development of systems to effectively measure financial and operational performance. 

  • Seven to ten years of progressive accounting experience in private industry and/or public accounting.
  • Experience in a technology or consumer electronics manufacturing company with global operations is highly preferred.
  • Extensive experience with year-end audits, month/year end close, financial statement preparation, internal controls, and business analysis and process improvements.
  • Strong understanding of US GAAP and Accounting procedures.
  • Solid background and demonstrated ability to generate forecast and ad hoc reporting, qualitative and quantitative analyses.
  • Excellent analytical, organization, and problem solving skills.
  • Proficient with Microsoft Office (i.e. Excel, PowerPoint, Visio).
  • JDE and IBM Cognos experience is a plus.
  • Excellent verbal, written and interpersonal communication skills.
  • Team-player, self-motivated and self-starter with the ability to work under minimal supervision.
  • Must have excellent organization skills to successfully manage and prioritize multiple deadlines.
  • Bachelor's Degree in Accounting, Finance or equivalent business degree.
  • MBA, CPA or CMA is preferred.
For more information, http://www.kingston.com/us/company/careers/senior_accountant

To apply, please send your resume to jobs@kingston.com, Job Code: CFA

Kingston Technology has grown to be the world's largest independent manufacturer of memory products. With global headquarters in Fountain ValleyCaliforniaKingston employs more than 4,000 people worldwide. Regarded as one of the “Best Companies to Work for in America” by Fortune magazine.

Thursday, February 26, 2015

Sr Consultant, Wilshire Assocs - Santa Monica

Senior Consultant, Wilshire Associates - Santa Monica, CA

Wilshire Associates is a leading investment technology, investment consulting and investment management firm.  Wilshire Consulting, a business unit of Wilshire Associates, was established in 1981.  The Consulting Division provides customized investment solutions to public and corporate defined benefit and defined contribution pension funds, endowments, foundations, healthcare, and insurance companies. Currently, Wilshire Consulting provides services to 125 clients representing more than $1 trillion in assets under advisement (as of 3/31/2014). Clients include corporate and public defined contribution and defined benefit pension funds, foundations, endowments, healthcare, and insurance companies.  Wilshire Consulting also provides discretionary consulting services.  Rooted in Wilshire’s three decades of experience, the firm provides customized investment programs based on the risk tolerance of the sponsor.

The Senior Consultant reports to a managing director-level consultant and is part of an established client service team.  The position entails working with clients on asset allocation and asset/liability studies, investment structure analysis, manager evaluation and selection, summary level performance evaluation, including benchmark analysis and selection and total fund attribution, investment research, and client presentation development and delivery. 

The position further entails supporting the Consulting Division’s topical research, manager research and business efforts.  Working as part of the managing director-level consultant’s team, the Senior Consultant will also encompass the supervision and development of junior staff professionals.  The Senior Consultant leads or backs up the managing director-level consultant, which will encompass independent management of consulting client relationships, and collaborative client service on relationships as part of a larger client team.  The position involves 30-40% travel.

           Advanced degree plus CFA or CAIA designation strongly preferred.
           At least 7 years of experience in institutional investment consulting, investment management with a corporate or public plan sponsor, or in buy-side investment management/analysis

For more information, to make a referral, or to apply, contact Elena McCall, Assistant Vice President, EFL ASSOCIATES at emccall@eflassociates.com or 720-200-7021.

Thursday, February 19, 2015

Retail/Financial Analyst, Opus Bank - Irvine

Retail/Financial Analyst, Opus Bank - Irvine

This position reports to the Financial Planning Team and is responsible for developing, maintaining and distributing internal retail financial analysis and reporting.

  • Data analysis on retail banking strategies including branch, deposit, product, market and client analytics
  • Produce daily, monthly and quarterly internal reports
  • Participate in the meetings with retail management. Prepare the meeting materials including sales plans, historical trends and other supporting documents as needed.
  • Extensive ad-hoc reporting and analysis
  • Improve performance by evaluating processes to drive efficiencies
  • Extensive data management, interpretation and assumption gathering
  • Develop financial models and analyses to support strategic initiatives
  • Meet reporting deadlines and manage project timetables
  • Supports senior management team and department heads with in-depth analysis
  • Prepare presentations to senior management team
  • Adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by establishing due dates
  • Understands and complies with requirements of all laws and regulations applicable to position.
  • Performs other duties as assigned

Supervisory Responsibilities:  Currently, this position has no supervisory responsibilities

Education and/or Experience:
  • Bachelor's degree
  • 2-4 years of experience in analytical capacity
  • Outstanding analytical and quantitative skills – must be able to assemble, seek, organize and interpret data to deliver business insights/ reporting and recommendations
  • Basic budget management skills preferred
  • Banking experience in the areas of finance and/or retail banking preferred
  • Advanced Microsoft Excel and data warehousing skills  
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly-driven, flexible and self-motivated
  • Can-do attitude with demonstrated ability to work in a fast-paced environment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

Please go to Opus's website to apply: www.opusbank.com

Financial Planning Associate - Palo Alto, CA

Financial Planning Associate - Palo Alto, CA
This listing expires on June 20, 2015

We seek a Financial Planning Associate for our fee-only wealth management firm's Palo Alto, CA office. We are very interested in candidates pursuing the CFP® certification and those who want to provide holistic wealth management services to high net worth clientele (avg. 5-10MM). Candidates that fit into our firm and culture will desire to be in an independent RIA firm environment acting in a fiduciary capacity, that embraces technology, believe in passive investing, and working in a collaborative environment.

Position Overview
This is a professional position that will primarily support the Palo Alto office location (there may be minimal travel to the SF and Walnut Creek offices from time to time as well) advisory team directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Excel spreadsheets and Money Guide Pro financial planning software. A working knowledge of portfolio allocation, investment management and general financial planning is expected. The team lead is available to provide mentoring and big picture direction, but you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions. The firm is expecting the new hire to start in the Financial Planning Associate role and progress to an Associate Wealth Advisor position within several years.

Initial Key Areas of Responsibility:
·      Assist wealth advisors in preparing analyses for client meetings and completing ad-hoc firm projects
·      Assist wealth advisors with prospective clients by gathering data, reviewing portfolios, creating financial plans, identifying advanced planning opportunities and creating wealth management plans.
·      Work with Money Guide Pro FP, Orion PMS, Schwab and TD Ameritrade Institutional custodial platforms and Salesforce CRM

Potential Future Key Areas of Responsibility:
·      Assist with trading and rebalancing of client investment accounts
·          Deliver multidisciplinary financial planning advice for high net-worth clientele
·      Develop and manage on-going client relationships
·      Delegate appropriate tasks to supporting team members
·      Provide input on strategic plan and direction of the firm

Key Qualifications:
·      Organized, with a strong attention to detail
·      B.A. or B.S. degree preferably in Financial Planning, Finance, Accounting or Economics
·      Strong financial and analytical skills
·      Strong persuasive and interpersonal skills
·      Ability to identify, meet and follow through with client needs and requirements
·      Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
·      Able to work independently and keep team lead aware of progress and hurdles
·      Show curiosity and confidence when dealing with clients and advisory team

·      Competitive salary with performance--based pay program--$60 to $75K
·      401k with company matching contribution
·      Group Health, Life, Disability, Vision and Dental insurance
·      Mentorship and Learning Opportunities             
·      Gym membership reimbursement

To apply, please submit information to Adam Ley candidate@newplannerrecruiting.com or www.newplannerrecruiting.com
This listing expires on June 20, 2015