- MUFG (Los Angeles, CA)
- …aspects of the business. **Requirements:** + A Bachelor's degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus. + A minimum of 10 ... + Evaluate collateral performance at the borrowing base component level and insure that adequate collateral is available to...it relates to overall ABL credit exposure. + High level legal and negotiation skills. + Excellent verbal and… more
- City National Bank (Beverly Hills, CA)
- …of work product; quality assurance of work product of others * Commitment to pursue CFA ; level one candidate * Proficient in basic computer software tools, eg, ... MS Word, Excel, Outlook, and PowerPoint * Interest and / or experience in client facing role * Interest in financial markets and investing * Bachelor's degree - preferably major in Finance *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 -… more
- TIAA (Walnut Creek, CA)
- …Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the ... CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC Related Skills Business Development, Client Relationship Management,… more
- CalSTRS (Sacramento, CA)
- …a related field + Possession of an advanced degree or certification as a CFA , CAIA, or related + Real estate investment experience + Experience evaluating general ... Duties will be adjusted at the Investment Officer II level . The Investment Officer II position is eligible for...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
- Travelers Insurance Company (Irvine, CA)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... + 5 years equivalent business experience preferred. + Advanced level knowledge and skill in claim and litigation. +...and skill in claim and litigation. + Basic working level knowledge and skill in various business line products.… more
- Deloitte (Los Angeles, CA)
- …meeting client deadlines. This role is of a Developer who has expert level knowledge in designing & developing modern web applications using technologies like ... Engineer + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Technology Certifications: + CBAP - Certified Business Analysis Professional… more
- Travelers Insurance Company (Diamond Bar, CA)
- …in accordance with department guidelines. + Proactively review Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilizes diary ... preferred. + 3 years business experience preferred. + Advanced level knowledge and skill in claim and litigation. +...and skill in claim and litigation. + Basic working level knowledge and skill in various business line products.… more
- JPMorgan Chase (San Diego County, CA)
- …best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a ... high level of service. As a Client Specialist within JP...such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is… more
- Ankura (CA)
- …& Restructuring (T&R) Senior Managing Director role is an executive level position that sells, leads and manages complex restructuring client engagement(s). ... members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue… more
- Public Storage (Glendale, CA)
- …and grow a corporate finance team consisting of manager to entry level analyst roles **Qualifications** + Bachelors degree in Finance, Accounting, Economics, or ... a related field + Master degree or CFA -designation is a plus + 10+ years of experience...building complex Excel models and strong proficiency in creating executive- level PowerPoint presentations + Strong understanding of financial statements… more