- BlackRock (San Francisco, CA)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and ... Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …Professional Experience/Qualifications: * 6+ years of progressive experience in investment banking, management consulting, corporate finance, or capital ... capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and… more
- Deloitte (San Francisco, CA)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… 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
- MUFG (Los Angeles, CA)
- …of our recruitment team will provide more details. **Job Summary:** Portfolio management for designated customers. Responsible for the underwriting and portfolio ... management of Japanese Corporate loan portfolio clients. As focusing...lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure,… more
- Columbia Bank (Los Angeles, CA)
- …requires expertise in simple to intermediate estate planning, tax planning and advanced investment management . + Primary role is to pursue business development ... management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA,... skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. +… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Ability to ... & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are… more
- T. Rowe Price (San Francisco, CA)
- …to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment ... whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Deloitte (Los Angeles, CA)
- …approval: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...JD, or related field + Strong organizational and time management skills with a demonstrated ability to work independently… more