- Principal Financial Group (Modesto, CA)
- …of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement ... professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of… more
- MUFG (Los Angeles, CA)
- …Growth, and Middle-Market sectors. You will focus on underwriting and portfolio management for non- investment grade public and privately owned corporate ... Services. As a Vice President, you will be responsible for active credit management of a designated portfolio utilizing solid credit and analytical skills, providing… more
- PNC (CA)
- …includes working with the finance team to review tax returns, updating models for the asset management team as needed, and advising the investor sales team on ... certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Management , Decision Making, Financial Accounting, Financial … more
- Healthpeak Properties, Inc. (Irvine, CA)
- …leadership, including the Board of Directors + Collaborating cross-functionally with asset management , development, legal, and finance teams + Contributing ... estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management . Summer Analysts will be fully integrated into the… more
- ICF (Los Angeles, CA)
- …support of bond financings, in the areas of financial performance, O&M, and asset management + Preparation and/or evaluation of pro forma financial models, ... teams across ICF to provide comprehensive advisory services include strategic, investment , and portfolio management , operational planning, market development,… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. + May… more
- BlackRock (San Francisco, CA)
- **About this role** Company: BlackRock Financial Management , Inc. Job Title: Vice President, Senior Financial Engineer Location: 400 Howard St San Francisco, CA ... implement develop predictive trading signals and models used for making investment decisions. Identify and utilize new alpha-enabling data and analytics technology… more
- JPMorgan Chase (San Francisco, CA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. **Job Responsibilities** + Develop and deepen relationships… more
- BMO Financial Group (Los Angeles, CA)
- …+ Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property ... / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support… more
- BlackRock (Sausalito, CA)
- …conflicting demands **Requirements:** * 3+ years of related experience working in asset management and/or a brokerage firm in business process ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more