Permanent Jobs in San Francisco

Key ResponsibilitiesAccounts Receivable & Client BillingOwn monthly/quarterly client billing, including fee calculations, invoicing, adjustments, and documentation.Coordinate custodian fee debits and reconcile postings to custodial statements.Maintain accurate billing data (AUM, fee schedules, households) across CRM and portfolio systems.Monitor A...

Key ResponsibilitiesBilling & Invoicing ManagementOversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustmentsEnsure accurate fee calculations, manage error resolution, rebates, and account closuresCoordinate fee collection efforts with third-party vendorsPartner with advisors to resol...

Selby Jennings is engaged with a buy-side shop looking to add focusing on capital raises and acquisitions via SPAC to build a portfolio where companies can access public capital and utilize this platform to build and grow. This team is spearheaded by industry leaders coming from top names in Investment Banking, Hedge Funds, and have compiled a team...

Selby Jennings is partnered with Investment Banks in San Francisco/the Bay Area ranging from Boutique Investment Banks to Middle Markets to bring Associate Investment Bankers to their growing teams. Our clients range from mature middle market Investment Banks to entrepreneurial boutiques with emphasis on Tech/Software M&A. Ideal candidates are curr...

TITLE: Strategic Finance AssociateLOCATION: San Fransisco (hybrid)COMP: $100-130k Base + 10 to 15% Bonus SummaryCurrently representing a financial services firm that specalizes within the aviation space. The firm is a rapidly growing and industry leading firm where you'll play a key role in shaping financial strategy and driving business performanc...