- TIAA (Walnut Creek, CA)
- …bringing a deep understanding of financial markets and a tailored approach to investment management . In this role, strategic thinking and trust-building with ... oversight, and firm-wide collaboration. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... 7 + Proficient in Salesforce, Excel, and Outlook + CFA or CAIA additive but not required Not sure...Management is one of the world's largest independent investment management firms. We serve as a… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management , is a leadership role as an auditor-in-charge for...Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for… more
- TIAA (Sherman Oaks, CA)
- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose… more
- City National Bank (Los Angeles, CA)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager...Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,...Management is one of the world's largest independent investment management firms. We serve as a… more
- BlackRock (San Francisco, CA)
- …people, and technology needed to manage money in real time. Our investment software combines risk analytics with portfolio management , trading, compliance, ... and deploy strategic business workflows across the full spectrum of the investment cycle, including pre-trade decisioning, order management , trading, … more
- Aristotle Capital Management (Los Angeles, CA)
- …Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed ... retains talented investment professionals through a culture focused on research, investment management and client success. We are currently seeking a Product… more
- MUFG (Los Angeles, CA)
- …Manager in PMG will be responsible for the implementation of the credit risk management function within GCIB (Global Corporate & Investment Bank) and more ... experienced corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,...Management is one of the world's largest independent investment management firms. We serve as a… more
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