- Deloitte (Costa Mesa, CA)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address… more
- Deloitte (Sacramento, CA)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... pursuits The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- JPMorgan Chase (San Francisco, CA)
- …individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to ... provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service....that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients… more
- Publicis Groupe (Los Angeles, CA)
- …and technology. + Hands-on knowledge of trading platforms and investment management systems. + Certifications such as CFA , FRM, SAFe Product Owner/Product ... with cross-functional teams to deliver measurable business outcomes in the Asset Management domain. This role requires deep domain knowledge in Asset Management… more
- Deloitte (Los Angeles, CA)
- …real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- CIBC (San Francisco, CA)
- …+ Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA, CFP, or JD. + Wealth management expertise: Bring 10+ ... years of experience in portfolio management , wealth management , personal tax, or financial planning. + Investment knowledge: Possess comprehensive… more
- PNC (Irvine, CA)
- …position. **Preferred Skills** Account Management , Asset Allocation, Capital Management , Credit Risk Analysis, Equity Valuations, Investment Banking, Sales ... success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization you will be based in Irvine, CA. This position is… more
- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range… more
- MUFG (Los Angeles, CA)
- …in North America, and is housed within MUFG's Global Corporate and Investment Banking division. The ABF group delivers full services-based capabilities to MUFG's ... clients including origination, underwriting, and portfolio management , as well as syndicating and agenting ABL revolvers....A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA… more
- Manulife (CA)
- …and emails. + Initiate new business through prospecting. + Represent John Hancock Investment Management at in-person and virtual events including national and ... of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has...Series 7 and 66 or 63 licenses required + CFA or CIMA designation preferred + Must have excellent… more