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administrative assistant iii

administrative assistant investment firm

Pantheon Ventures

<div><div>Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide

For further details please visit www.pantheon.com</div><div>
Purpose of Position

The Administration &amp; Facilities, Americas team offers essential administrative support to Pantheon professionals and manages office operations for staff in New York, San Francisco, Toronto, and Chicago. The team also brings specialized expertise to ad hoc projects and, in some cases, assumes long-term responsibilities in areas such as Investor Relations, Compliance, Tax, and Human Resources. As an Administrative Assistant, you will play a crucial role in ensuring the smooth operation of our office. You will provide essential administrative support to various teams, manage schedules, and contribute to a collaborative and efficient work environment.

Key Responsibilities
<ul>
<li>Provide high-level administrative support Partners and Managing Directors as well as general administrative team support for applicable teams.</li>
<li>Manage complex Microsoft Outlook calendars including scheduling, rescheduling, prioritizing time sensitive requests, and coordinating across multiple stakeholders.</li>
<li>Arrange domestic and international travel, including hotels, ground transportation, itineraries, and last-minute adjustments.</li>
<li>Process and reconcile expense reports in accordance with firm policies and deadlines (Concur).</li>
<li>Serve as part of the reception rotation, greeting visitors, managing inbound calls, and maintaining a professional front-office environment.</li>
<li>Support in-office meeting logistics, including conference scheduling, catering, AV coordination and materials preparation.</li>
<li>Maintain organized filing systems, shared drives with strong attention to detail.</li>
<li>Provide general administrative support across the firm as required ensuring smooth day-to-day operations.</li>
<li>Participate in special projects and contribute to team initiatives as required</li>
<li>Support office management by maintaining kitchen supplies, managing the dishwasher, and ensuring a clean workspace.</li>
<li>This job description provides a general overview of the position; however, additional responsibilities may be assigned as necessary</li>
<li>This role requires an average of 4 days in the office each week</li>
<li>No Personal Assistant responsibilities</li>
</ul>
Knowledge and Experience Required
<ul>
<li>Proficient in Microsoft Outlook, Excel, Word, Docusign and Adobe Acrobat Professional</li>
<li>The individual must be extremely organized, detail-oriented, energetic, dedicated to professional excellence</li>
<li>Exceptional communication skills (oral and written)</li>
<li>Adaptability and composure in a fast-paced, high-expectation, financial services environment.</li>
<li>Ability to establish and meet deadlines, work under pressure and handle multiple priorities</li>
<li>Professional judgment and discretion in handling with confidential and sensitive information</li>
<li>Problem solving capability with the initiative to identify issues and implement practical solutions</li>
<li>Minimum 5 years&rsquo; experience in a comparable administrative role required.</li>
</ul>
Expected base salary range: $115,000-$125.000

Actual base salary is determined by a range of factors including individual experience, skills and qualifications.

In addition to the above salary, Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary bonus</div><div>
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.

Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.</div></div>

Administrative Assistant

Goodman Neuman Hamilton LLP

Title: Legal Administrative AssistantLocation: San Francisco (Hybrid)Hours: Full-Time (35 hours/week)Exempt Status: Non-ExemptBenefit-eligible: YesSalary Range: $38-$49/hourAbout UsFor over 30 years, Goodman Neuman Hamilton LLP (GNH) has earned a stellar reputation as a trusted leader in civil litigation and appeals across California. Based in San Francisco, our 17-attorney firm represents Fortune 500 companies and other distinguished clients with aggressive, innovative, and efficient legal strategies.Our partners have collectively conducted more than 100 jury trials and are widely regarded as outstanding advocates. Their excellence has earned recognition from Super Lawyers Magazine, San Francisco Magazine, and the American Board of Trial Advocates, along with the highest AV rating from Martindale-Hubbell.Our practice spans a broad range of civil litigation, including personal injury, construction defect, professional liability, and insurance coverage disputes. Notable clients include Home Depot, McKesson Corporation, River City Bank, Armanino LLP, and The Regents of the University of California.Job SummaryWe are seeking a highly organized, detail-oriented Legal Administrative Assistant to support our attorneys and administrative team. This role is ideal for a proactive professional who enjoys working in a fast-paced environment, takes pride in producing high-quality work, and excels at managing multiple priorities.The Legal Administrative Assistant plays an important role in ensuring the smooth day-to-day operation of the firm by providing administrative, clerical, and client service support.This role will be 35 hrs per week and operates on a hybrid schedule, requiring two days per week minimum in the SF office. The office is open every day if you prefer in-office work.Essential Duties &amp; Responsibilities● Provide administrative and litigation support to attorneys and legal staff.● Prepare, format, proofread, and assist with the preliminary drafting of legal forms, correspondence, and discovery documents.● File pleadings, motions, and other legal documents with state and federal courts.● Maintain litigation calendars, including tracking court deadlines, hearings, filing dates, and case-related deadlines.● Coordinate and schedule meetings, depositions, court appearances, and other case-related events.● Communicate professionally with court personnel, clients, outside counsel, vendors, and other stakeholders.● Assist with document management, including organizing, maintaining, and updating electronic and physical case files.● Answer and direct incoming phone calls and assist with general client communication.● Coordinate mail, courier services, and document deliveries.● Perform administrative tasks such as filing, scanning, copying, data entry, and records management.● Assist with office operations, ordering supplies, and supporting special projects as needed.● Maintain confidentiality and exercise discretion when handling sensitive legal and client information.● Perform other administrative and litigation support duties as assigned.Qualifications/Requirements● Bachelor's degree required.● Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.● Excellent written communication, proofreading, and analytical skills.● Exceptional attention to detail and accuracy.● Ability to manage competing deadlines and consistently deliver high-quality work product.● Ability to follow instructions, exercise sound judgment, and effectively execute tasks independently.● High proficiency with Microsoft Word and strong working knowledge of Microsoft Office applications, including Outlook and Excel.● Strong computer skills and the ability to quickly learn and utilize document management systems, court filing platforms, and other legal software.● Professional demeanor and strong interpersonal skills.● Ability to communicate effectively with attorneys, clients, court personnel, and outside counsel.● Ability to maintain confidentiality and handle sensitive information with discretion.Preferred Qualifications● Prior experience in a law firm, litigation practice, or other professional services environment.● Familiarity with state and federal court filing procedures.● Experience with litigation calendaring, scheduling depositions, and coordinating legal deadlines.● Experience preparing, formatting, or managing legal documents and correspondence.Physical Requirements● Prolonged periods of sitting at a desk and working on a computer● May need to lift boxes from time to time to assist with office upkeepBenefits● Medical and dental insurance with 100% employer-paid coverage for employees and 50% employer-paid coverage for eligible dependents● Long-term disability insurance with 100% employer-paid coverage for employees● Flexible Spending Accounts (FSAs) for dependent care● 401(k) retirement plan with profit-sharing contributions● Optional supplemental insurance plans● Generous paid time off, including 10 paid holidays and paid vacation time● Hybrid work scheduleHow to ApplyPlease submit a PDF version of a cover letter and resume to Josh Robles, Office Administrator, at jrobles@gnhllp.com.EEO StatementGoodman Neuman Hamilton LLP is an equal opportunity employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, creed, sex, pregnancy, childbirth and related medical conditions, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected by applicable law.Goodman Neuman Hamilton LLP complies with the California Fair Chance Act and the San Francisco Fair Chance Ordinance. Qualified applicants with arrest and conviction records will be considered for employment in accordance with applicable law.If you require a reasonable accommodation during the application or interview process, please contact us.Pay: $38.00 - $49.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: Hybrid remote in San Francisco, CA 94104

Legal Administrative Assistant

Davis Wright Tremaine LLP

<div>This is an exciting opportunity to work for one of the top law firms in the U.S.! Davis Wright Tremaine LLP is looking for an Administrative Legal Secretary to join our team in our San Francisco office.
We offer a hybrid work engagement with four days in-office, and one day of remote work.
This position will provide and coordinate comprehensive administrative and clerical support for attorneys and paralegals across various practice groups, ensuring the efficient use of their time. This role demands a strong ability to work both independently and collaboratively with timekeepers and staff, along with proficiency in executing the outlined responsibilities.
At Davis Wright Tremaine, you will find challenging assignments, opportunities for professional growth and community involvement, and a culture of inclusion. DWT fosters inclusiveness and authenticity. Regardless of position, everyone here has a voice and the support is unparalleled.
On a typical day you will:
<div><div><div>Document Management:<ul><li>
Maintain up-to-date forms and collaborate with word processing on templates. Type, proofread, compare, and edit legal and business documents under time-sensitive deadlines</li></ul></div></div><div><div> 
Time Entry &amp; Billing Management:<ul><li>
Enter attorney time, process and assist with the client billing process, including reviewing, and editing pre-bills</li></ul></div></div><div><div> 
Expense Management:<ul><li>
Prepare and submit expense reimbursement reports, vendor invoice processing</li></ul></div></div><div><div> 
Administrative Duties:<ul><li>
Docket deadlines, maintain attorney and client records, open new client and matter files, and manage calendars.</li></ul></div></div><div><div> 
Project Coordination:<ul><li>
Regularly check in with assigned executive legal secretaries and attorneys to ensure projects are on track, exercise judgment on when to seek guidance, and assign tasks to support staff while ensuring timely completion. Communicate project status clearly to all team members</li></ul></div></div><div><div> 
Scheduling &amp; Logistics:<ul><li>
 Coordinate appointments, meetings, conference calls, and travel arrangements</li></ul></div></div><div><div> 
Ownership &amp; Initiative:<ul><li>
 Take full ownership of personal success and the success of attorneys, welcoming challenges and proactively solving problems</li></ul></div></div><div><div> 
Engagement &amp; Innovation:<ul><li>
Stay curious, engaged, and solution-oriented, offering ideas to enhance service, teamwork, and efficiency</li></ul></div></div><div><div> 
Strategic Contribution:<ul><li>
Understand firm and practice group objectives, identify opportunities to contribute, and actively participate in solutions to achieve desired goals</li></ul></div></div><div><div> 
Team Support:<ul><li>
Assist fellow secretaries and additional attorneys as priorities dictate</li></ul></div></div> 
</div>
Join us if you have:<ul><li>
5+ years as a legal secretary or executive assistant required; familiarity with law firm billing process is a plus
</li><li>GED or High School Diploma</li><li>
Demonstrated strong word processing and computer skills; proficient understanding of MS Word, MS Excel and MS Outlook required, experience with all MS Office products preferred. Proofreading, NetDocs and PowerPoint skills desired.
</li><li>Demonstrated ability to type 75 wpm on word processing equipment with a high degree of accuracy.
</li><li>Exceptional organizational skills required; ability to multi-task, work under pressure and meet conflicting deadlines.
</li><li>Demonstrate the ability to communicate with finesse, use tact, diplomacy and discretion with firm contacts and clients.
</li><li>Willing to work in a team-oriented, service environment; display willingness to share firm and technical knowledge with others.
</li><li>High degree of attention to detail as well as initiative to learn new skills that will contribute to enhanced performance of their role.
</li><li>Firm commitment to providing customer service excellence.
</li></ul>Who We Are
Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are relentlessly committed to client service and look for candidates who share that commitment. At DWT, client service means having empathy for each client&rsquo;s and each lawyer&rsquo;s work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them.
What&rsquo;s in it For You?
DWT offers competitive compensation in addition to ample benefits including but not limited to:<ul><li>
Choice of health and vision insurance plans</li><li>
2 paid volunteer days for qualifying community service work</li><li>
Dental plan</li><li>
Fertility and adoption benefit</li><li>
Paid sabbatical after 13 years of service</li><li>
Tuition reimbursement</li><li>
Commuter benefits</li><li>
Retirement contribution</li></ul>
This job description intends to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to include all duties and responsibilities. 
California
The annualized salary range for this position in San Francisco is $66,000 to $72,000 ($33.85 to $36.92 hourly). Actual pay will be adjusted based on experience and other job-related factors permitted by law. Full time employees may be eligible for a bonus, health insurance with an optional HSA, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, and pet insurance. Commuter and Transit programs are also available.
Davis Wright Tremaine LLP fosters a culture where all talented individuals&mdash;including those who are traditionally underrepresented in the legal profession&mdash;can have, and can see, paths to success. Our commitment to diversity, equity, and inclusion sits on four pillars: Community, Growth, Education, and Engagement. Learn more about the firm&rsquo;s commitment to DEI here:www.dwt.com/dei.
Davis Wright Tremaine provides reasonable accommodations for those who need them to complete the application or recruiting process and for employees who need reasonable accommodations to perform the essential functions of their positions due to a disability or for religious reasons. If you need to request accommodation during the application or recruiting process, please email humanresources_confidential@dwt.com.
#LI-AF1</div>

Administrative Legal Secretary

San Francisco Campus for Jewish Living

<div><div>Nestled in San Francisco's Excelsior neighborhood on a nine-acre campus, the San Francisco Campus for Jewish Living (SFCJL) is the leading senior services organization in Northern California. Our continuum of care includes: the Frank Residences assisted living and memory care; the Jewish Home and Rehabilitation Center, offering long-term skilled nursing, short-term rehabilitation, an acute geriatric psychiatric unit for adults over the age of 65; and our Foundation.

Founded in 1871 and formerly known as the Jewish Home, our legacy grounds us as our vision propels us forward. Today, we've evolved to support more than 2,500 older adults each year through innovative, comprehensive programs rooted in the Jewish values of compassion, community, and excellence. We are equally proud of our inclusive culture, where 950 team members of diverse faiths and backgrounds work together in shared purpose.
<h4 class="jobSectionHeader">
WHY WORK WITH US</h4>
<ul><li>Mission-driven nonprofit organization</li>
<li>Competitive compensation and comprehensive benefits</li>
<li>Meaningful work that positively impacts the lives of older adults every day</li>
<li>Inclusive community, welcoming to all (you do not need to be Jewish to live or work here)</li>
<li>Supportive, team-oriented environment</li>
<li>Opportunities for professional growth and development</li>
<li>Collaborative leadership focused on enhancing the employee experience</li></ul></div> 
POSITION SUMMARY

The Senior Executive Assistant (SEA) reports to the Chief Executive Officer (CEO) and plays a crucial role in supporting the executive team, contributing to the overall success and effectiveness of the San Francisco Campus for Jewish Living (SFCJL). Exceptional organizational skills, discretion, and the ability to handle sensitive information are required. The SEA serves as the primary point of contact for internal and external stakeholders, ensuring the smooth functioning of the executives' office with a proactive and resourceful approach. The SEA can anticipate needs, problem-solve, and execute tasks with efficiency and professionalism.

KEY RESPONSIBILITIES 

 Board Liaison:
<ul>
<li>Serves as the primary point of contact between the Board of Trustees and executive leadership, ensuring clear and timely communication.</li>
</ul><ul><li>Coordinates Board and committee meetings, including scheduling, agenda development, materials, and follow-up documentation.</li>
</ul><ul><li>Maintains accurate, organized, and confidential records of Board actions, resolutions, and compliance requirements.</li>
</ul><ul><li>Supports onboarding and engagement of new Board members, fostering strong and professional relationships.</li>
</ul><ul><li>Assists with Board retreats, strategic initiatives, and executive-level projects to advance organizational priorities.</li>
</ul><ul><li>Monitors governance compliance, including Board terms, roles, and adherence to bylaws and policies.</li>
</ul>
 Administrative Support:
<ul>
<li>Manages complex executive calendars, schedules appointments, and coordinates meetings for the CEO and CFO.
</li></ul><ul><li>Schedules, coordinates, and supports meetings. Documents meeting minutes.</li>
</ul><ul><li>Troubleshoots minor technical issues for executives as needed.</li>
</ul><ul><li>Professionally manages phone calls, emails, and written correspondence.</li>
</ul><ul><li>Prepares documents, reports, and presentations. Has excellent written skills and is familiar with software to support executives' needs.</li>
</ul><ul><li>Arranges travel itineraries, including flights, accommodations, and transportation.</li>
</ul>
 Communication Liaison:
<ul>
<li>Acts as a primary point of contact for internal and external stakeholders, including staff, clients, vendors, board members, and donors. Relays messages and facilitates communication with strong customer service skills.</li>
</ul><ul><li>Drafts, proofreads, and edits correspondence and other written materials on behalf of the executive team.</li>
</ul><ul><li>Maintains the highest professional and positive relationships with all contacts, representing the organization in a courteous and professional manner.</li>
</ul>
 Information Management:
<ul>
<li>Manages confidential information with discretion and integrity, maintains electronic databases (e.g., PolicyStat) and physical filing systems to ensure organization and accessibility.</li>
</ul><ul><li>Conducts research, gathers data, and compiles reports as assigned by the executive team</li>
</ul>
 Financial Oversight and Policy Compliance:
<ul>
<li>Tracks and ensures the accuracy of financial documentation, billing submissions, and expense-related processes in alignment with organizational policies.</li>
</ul><ul><li>Oversees the processing of invoices and expense reports, verifying compliance with organizational policies and signature authority guidelines.</li>
</ul><ul><li>Acts as a liaison between executives and team members to enforce financial procedures and resolve discrepancies.</li>
</ul>
Administrative Leadership:
<ul>
<li>Directly supervises one SFCJL Executive Assistant and is responsible for overseeing their performance.
</li></ul><ul><li>Provides guidance and oversight to administrative staff, establishing a dotted-line reporting relationship to campuswide Executive Assistants to ensure consistency in administrative practices.</li>
</ul><ul><li>Develops and implements standard operating procedures for administrative tasks across departments.</li>
</ul><ul><li>Mentors administrative personnel, offering training and support to enhance efficiency and professional development.</li>
</ul><ul><li>Coordinates and project manages compliance, licensing, and regulatory renewal activities by tracking key deadlines and deliverables, partnering with cross-functional teams to ensure timely completion and submission of required documentation.</li>
</ul><ul><li>Serves as a central point of contact for administrative coordination, promoting effective communication and collaboration among staff.</li>
</ul>
JOB DETAILS 
<ul>
<li>Pay Rate: $130,000 - $160,000</li>
<li>Hours: Full-Time</li>
<li>Reports To: Chief Executive Officer (CEO)</li>
<li>Provides Direct Supervision To: Executive Assistant</li>
<li>Provides Dotted-Line Leadership To: Campus Executive Assistants</li>
</ul>
REQUIRED QUALIFICATIONS 
<ul>
<li>Bachelor's degree in Business Administration, Communications, Public Administration, or a related field preferred; or an equivalent combination of education and experience totaling at least eight (8) years. 
</li>
</ul><ul><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive) and other relevant software applications (e.g., Zoom, DocuSign) with experience maintaining executives' phone, calendar, and travel schedules using Microsoft Office. Ability to learn and troubleshoot new software applications as needs arise.</li>
</ul><ul><li>Strong communication skills, both written and oral, with the ability to interact effectively with individuals at all levels of the organization.</li>
</ul><ul><li>Exceptional organizational skills, with the ability to prioritize tasks, manage multiple deadlines, and adapt to changing priorities in a fast-paced environment.</li>
</ul><ul><li>Discretion and professionalism in handling sensitive information and confidential matters.</li>
</ul><ul><li>Attention to detail and accuracy in all work activities, ensuring high-quality deliverables and outcomes.</li>
</ul><ul><li>Ability to work independently with minimal supervision, while also functioning effectively as part of a collaborative team.</li>
</ul><ul><li>Flexibility and adaptability to accommodate the evolving needs and priorities of the organization.</li>
</ul><ul><li>Commitment to upholding ethical standards and promoting a positive organizational culture.</li>
</ul>
PHYSICAL REQUIREMENTS 
<ul>
<li>Must be able to sit for up to 75% of the workday.</li>
</ul><ul><li>Must be able to stand and walk throughout the workday.</li>
</ul><ul><li>Must be able to push and pull up to 20 lbs. unassisted.</li>
</ul><ul><li>Must be able to lift up to 20 lbs.</li>
</ul><ul><li>Must be able to bend and reach.</li>
</ul><ul><li>Must have good manual dexterity for typing and operation of office machinery, including computers.</li>
</ul><div><h1 class="jobSectionHeader">OUR INVESTMENT IN YOU</h1>

Full Benefits (Medical, Dental, &amp; Vision), 403(b) Retirement Plan, Paid Time Off (PTO), Tuition Reimbursement, Commuter Benefits, Weekday Shuttle Services to and from Glen Park Station.
<h1 class="jobSectionHeader">
San Francisco Campus for Jewish Living is committed to employing a diverse and inclusive workforce, and provide Equal Employment Opportunity for all individuals regardless of race, color, religion, gender, age, national origin, marital status, sexual orientation, gender identity, status as a protected veteran, genetic information, status as a qualified individual with a disability, or any other characteristic protected by law.</h1>
<h1 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h1></div></div>

Senior Executive Assistant

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
</div><div>Required qualifications, capabilities, and skills</div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div>
</div><div>Preferred qualifications, capabilities, and skills</div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul>
</div>FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 
 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

CRUSOE

<div>Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack &mdash; from electrons to tokens &mdash; to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster.
We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that &mdash; with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI.
We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved &mdash; people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services.
If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe.
About the Role:
Join Crusoe's Finance team, reporting to the SVP, Finance, and serve as the dedicated Finance Business Partner to Crusoe's Digital Infrastructure Group (DIG). DIG spans infrastructure, real estate, and power &mdash; sourcing, structuring, and executing the deals that shape Crusoe's data center platform. You will sit at the center of that activity, providing the financial modeling, deal analytics, and capital discipline that turn ambitious real estate, power, and JV opportunities into bankable, board-ready decisions.
This is a high-visibility role at the intersection of corporate finance, deal structuring, and capacity planning. You'll partner directly with DIG leadership on everything from single-site economics to multi-billion dollar campus commitments, while also building the long-range financial view of Crusoe's digital infrastructure buildout.
This role will grow a team of analysts and managers over time, but will begin as a hands-on contributor who is directly in the model, in the data room, and in the room where capital decisions get made.
What You'll Be Working On:<ul><li>
Financial Advisory: Act as the primary financial advisor to DIG leadership, providing data-driven analysis on site selection, capacity planning, and market expansion decisions</li><li>
Deal Structuring &amp; Diligence: Lead financial modeling and analysis to support the structuring, negotiation, and execution of real estate transactions, power agreements, and joint ventures underpinning Crusoe's data center platform</li><li>
Capacity &amp; Capital Planning: Build and maintain the long-range financial model for Crusoe's digital infrastructure buildout, translating a multi-billion dollar development pipeline into a clear, prioritized capital plan</li><li>
Investment Analysis: Own investment-grade returns analysis for new site acquisitions, build-to-suit developments, and JV structures, working closely with corporate development</li><li>
Performance Management Reporting: Lead monthly and quarterly financial reviews, budget &amp; forecast variance analysis, and build clear, actionable performance narratives for Exec, Board, and Investor materials</li><li>
Planning &amp; Forecasting: Own DIG's annual budget, monthly forecast, and long-range planning processes, collaborating closely with Real Estate, Power, and Technical teams to ensure financial plans are ambitious, actionable, and aligned with corporate targets</li><li>
Cross-Functional Leadership: Liaise across Finance, Legal, Treasury, and Corporate Development to structure deals that meet Crusoe's return, risk, and financing requirements</li><li>
Process &amp; Control Integrity: Ensure compliance with corporate policies, internal controls, and audit requirements across all DIG-related financial activity</li></ul>
What You'll Bring to the Team:<ul><li>
Industry Experience: 8+ years of progressive finance experience, with meaningful time in data center, real estate, infrastructure, or energy finance; experience in digital infrastructure investment, development, or corporate development is a strong plus</li><li>
Financial Mastery: Demonstrated expertise in real estate and infrastructure financial modeling, including NPV, IRR, scenario modeling, and sensitivity analysis for capital-intensive, multi-year projects</li><li>
Deal Experience: Proven track record supporting deal structuring, due diligence, and negotiation for real estate transactions, power agreements, or joint ventures</li><li>
Strategic Growth: Experience building investment frameworks and business cases for geographic expansion or large-scale capital programs in high-growth environments</li><li>
Executive Communication: Ability to translate complex quantitative analysis into clear, actionable recommendations for executive, Board, and investor audiences</li><li>
Cross-Functional Partnership: A proven track record of acting as a strategic partner to non-finance leaders (Real Estate, Power, Development, Legal) to drive measurable business outcomes</li><li>
Leadership Potential: Experience or a demonstrated ability to mentor, grow, and develop a high-performing team over time</li></ul>
Bonus Points<ul><li>
Experience in data center REIT, hyperscale developer, or digital infrastructure investment firm finance functions</li><li>
Background structuring or financing joint ventures, sale-leasebacks, or project-level debt for infrastructure assets</li><li>
Strong project management and cross-functional leadership track record</li></ul>
Benefits:<ul><li>
Competitive compensation and equity packages</li><li>
Restricted Stock Units</li><li>
Paid time off, paid holidays &amp; leave of absence programs</li><li>
Comprehensive health, dental &amp; vision insurance</li><li>
Employer contributions to HSA account</li><li>
Paid parental leave</li><li>
Paid life insurance, short-term and long-term disability</li><li>
Professional development &amp; tuition reimbursement</li><li>
Mental health &amp; wellness support</li><li>
Commuter benefits (parking &amp; transit)</li><li>
Cell phone stipend</li><li>
401(k) Retirement plan with company match up to 4% of salary</li><li>
Volunteer time off</li><li>
Global travel insurance &amp; emergency assistance</li><li>
Daily meals allowance</li><li>
Additional perks &amp; programs specific to location</li></ul>
Compensation Range
Compensation will be paid in the range of up to $325,000 - $360,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's knowledge, education, and abilities, as well as internal equity and alignment with market data.
Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.</div>

Vice President, Finance - Digital Infrastructure Group

Prudential

<div>Job Classification:
Investment Management - Investments<h2 class="jobSectionHeader">
A GLOBAL FIRM WITH A DIVERSE &amp; INCLUSIVE CULTURE</h2>
As the Global Asset Management business of Prudential, we&rsquo;re always looking for ways to improve financial services. We&rsquo;re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you&rsquo;ll unlock a motivating and impactful career &ndash; all while growing your skills and advancing your profession at one of the world&rsquo;s leading global asset managers!
If you&rsquo;re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that&rsquo;s investing in your future by shaping tomorrow today.
At PGIM, You Can!
<h2 class="jobSectionHeader">What you will do</h2>
PGIM Real Estate&rsquo;s Originations team engages in all aspects of the loan origination process. As an Investment Associate on the Originations team, you would be responsible for helping to facilitate the originations of multifamily and commercial real estate debt investments for Prudential's wide variety of capital sources including the general account, separate accounts, core plus debt fund, structured debt strategies, Fannie Mae, Freddie Mac, and FHA. This person will join a fully integrated mortgage origination team responsible for $1B+ of annual production. The expectation is that the Investment Associate will develop and leverage internal and external relationships to efficiently guide all transactions through the approval and closing process. The individual will assume a leadership role in assisting the team with the daily operations to include training and oversight for the team&rsquo;s analysts which includes reviewing underwriting and memos.
This position is based in our office in San Francisco and will follow a hybrid schedule which requires 3-4 days working from the office each week and 1-2 days of remote work.<h2 class="jobSectionHeader">
What you can expect</h2><ul><li>
Assist the team&rsquo;s Loan Officers in all aspects of the loan origination and closing process, including analysis and underwriting, debt structuring, pricing strategy, creating presentations to senior management for pricing and loan authorization, due diligence review, transaction negotiation and closing.</li><li>
Involvement in all aspects of transactions to include initial screening, underwriting, modeling, term sheet completion/negotiation, and compiling Investment Committee/loan authorization materials.</li><li>
Involvement and management of legal aspects of the loan origination/closing process.</li><li>
Assisting the team&rsquo;s Loan Officers with market knowledge/expertise, i.e., become well versed in the region for which the team is responsible.</li><li>
Maintain responsibility for assisting the team&rsquo;s analysts and associates with closing and due diligence review.</li><li>
Manage training and maintain oversight for the team&rsquo;s analysts and associates.</li><li>
Interact with existing and prospective borrowers, intermediaries, industry peers and the legal community on deals.</li><li>
Develop internal relationships with the Credit and Portfolio Management teams. As well as external relationships with prospective borrowers and intermediaries while maintaining and building enduring relationships with existing clients across the platform to help facilitate the transaction process.</li><li>
Develop expertise in all PGIM systems necessary for the originations process.</li></ul><h2 class="jobSectionHeader">
What you will bring</h2><ul><li>
Bachelor's Degree and 3 or more years of experience in commercial real estate lending.</li><li>
A credit mindset and the ability to review, structure and underwrite loans to mitigate risks corresponding to the needs of PGIM&rsquo;s various capital sources.</li><li>
Strong quantitative skills and demonstrated analytical ability.</li><li>
Excellent organizational skills and attention to detail with ability to manage multiple projects simultaneously.</li><li>
 Outstanding written, oral communication, and interpersonal skills.</li><li>
Ability to work both independently and as an integral member of a team.</li><li>
Proficiency in MS Office applications, (Excel, Word, and PowerPoint) required.</li><li>
Willingness to travel occasionally and attend industry events and conferences, required.</li><li>
Interact professionally with internal and external parties, including originations, transactions, risk, legal, developers, investment firms, borrowers, and third‐party service providers.</li><li>
Demonstrated leadership experience with the ability.</li></ul><h2 class="jobSectionHeader">
What will set you apart</h2><ul><li>
Experience working with all real estate asset classes.</li><li>
Experience using Argus Enterprise</li><li>
Self‐motivated with perseverance, and a hands‐on, proactive style.</li></ul><ul><li>PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.</li></ul>
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $130,000 to $145,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate&rsquo;s risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.<h1 class="jobSectionHeader">
What we offer you:</h1><ul><li> 
Market competitive base salaries, with a yearly bonus potential at every level.</li><li>
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.</li><li>
401(k) plan with company match (up to 4%).</li><li>
Company-funded pension plan.</li><li>
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.</li><li>
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
</li><li>Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
</li><li>Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).</li></ul> 
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. 
 
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. 
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.</div>

PGIM Real Estate Investment Associate

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