- City National Bank (Los Angeles, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary...that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset… more
- BMO Financial Group (San Francisco, CA)
- …+ Ensure alignment of assumptions and practices among core elements of Corporate Treasury Asset Liability Management : structural market risk, FTP and hedging ... relationships with internal/external stakeholders and acts as a trusted advisor to assigned business/group. + Influences and negotiates to...Previous experience in a Finance environment with exposure to Asset Liability Management or Market… more
- City National Bank (Los Angeles, CA)
- …business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset allocation, ... in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of… more
- BMO Financial Group (San Ramon, CA)
- …+ Risk management , financial market products and pricing, Balance Sheet / Asset Liability management . + In-depth knowledge of quantitative modelling ... Experience with QRM strongly preferred, particularly with the FTP module and Management Repository for data processing. Supports the research and development of… more
- Fannie Mae (San Francisco, CA)
- …to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You will act as a ... in the housing ecosystem. In this role, you will consult with team members and management to provide core legal counsel and services to the company on a variety of… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi… more
- EPAM Systems (San Francisco, CA)
- …& Gas industry, including trends like energy transition, sustainability initiatives, asset management , and digital operations. Experience selling or consulting ... best practices in Oil & Gas digital transformation + Serve as a trusted advisor and primary point of contact for AWS-related initiatives, staying abreast of AWS… more
- City National Bank (Los Angeles, CA)
- …second line of defenseSpecific experience and knowledge will be gained in:* Cross- asset and cross-product investments* Management of real time risk, reporting, ... include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business… more
- Gilead Sciences, Inc. (Foster City, CA)
- …discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we're looking ... be opportunities to counsel and present to our business leaders including executive management across the company and serve as a representative in external forums.… more
- City National Bank (Los Angeles, CA)
- …representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and operational ... inquiries when Financial Advisors are unavailable and where knowledge of asset allocations and strategies is needed. * Develop/Maintain strong working knowledge… more