- 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 ... easily to process changes and learns new technologies + Project and event management experience + Service oriented and able to greet clients, distribute packages,… 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 ... high growth software, payments, ecommerce and marketplaces + Excellent sales management and proficiency in building and maintaining positive client relationships +… more
- Cherry Bekaert (Sacramento, CA)
- …(NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The Consultant Manager will build a pipeline ... service area, products/services, track record, pipeline, community impact data, management capacity and finances + Assist with underwriting and structuring… more
- Revelyst (Irvine, CA)
- …Operating Partners, Portfolio Support Teams, CFO, Controller). + Prior experience in management consulting is an asset . \#LI-KK1 **Pay Range:** Annual Salary: ... establishment of quarterly key account commercial plan process, and customer investment ROI. + Proactively identify improvement opportunities and partner with… more
- BMO Financial Group (Compton, CA)
- …and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain ... education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction....lending products. + Experience in financial services is an asset . + Confident and experienced in the use of… more
- Cella Inc (Los Angeles, CA)
- …Demonstrate a deep understanding of equity markets, portfolio construction, and asset management . You should be knowledgeable about equity fundamentals ... and comfortable interviewing senior business leaders and investment professionals. Qualifications: Experience: At least 2-3 years of financial writing experience.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …leading Registered Investment Advisor with $10 billion in assets under management . They're seeking an energetic and dedicated Associate Advisor to join their ... materials for client meetings, showcasing analyses of cash needs and asset allocations. + Execute advanced spreadsheet analyses for intricate financial scenarios,… more
- HSBC (San Francisco, CA)
- …with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based ... on objectives, risk tolerance and proper asset allocations + Represent the Company in community organizations...developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to deliver… more
- Coinbase (Sacramento, CA)
- …in the US (eg bank, e-money issuer, payment service firm, broker dealer / asset manager) or in a law firm supporting such clients. * Strong negotiation skills ... and negotiate financial agreements (eg prime brokerage, financing/lending, collateral management , and derivatives documentation). * Interest in digital currency and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …consideration and additional info. Requirements + 3+ years of accounting experience in investment management (VC, PE), public accounting (audit or tax), or fund ... and analyze quarterly reports from the fund administrator. + Reconcile digital asset transactions with blockchain records. + Prepare and distribute quarterly capital… more