- TIAA (Los Angeles, 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
- City National Bank (Los Angeles, CA)
- …firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is ... to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of...assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical… more
- JPMorgan Chase (San Francisco, CA)
- …skills, as well as modelling, forecasting, and valuation experience + Advanced level of proficiency in Excel + Ability to multi-task and collaborate within ... a team environment as well as work independently + High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a… more
- Lumen (Sacramento, CA)
- …Reviews (PMRs). *Compliance & Documentation Support: Develop and execute a CFA -compliant EVMS reports. Ensure adherence to internal controls and federal regulations. ... and SAP S/4HANA EVMS platforms *Deep understanding of ANSI/EIA-748 and CFA certification requirements *Professional certifications (eg, PMP, EVMS, CPA, CPCM) are… more
- S&P Global (San Francisco, CA)
- **About the Role:** **Grade Level (for internal use):** 12 **The Team:** The Data & Research division within S&P Global Market Intelligence represents flagship ... capabilities through compelling presentations, workshops, and technology demonstrations to senior- level executives + Build and maintain strong relationships with key… more
- Oracle (Sacramento, CA)
- …modeling/analysis. + Partner closely with senior executives (SVPs, EVPs, President level ) to translate complex financial and operational concepts into concise, ... leaders. + Strong executive presence and communication skills; able to produce Exec level materials and present to SVP, EVP, and President- level leaders with… more
- City National Bank (Los Angeles, CA)
- …* Completes all required training. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job ... training of lower level auditors * Evaluates and provides performance feedback to...CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial,… more
- Travelers Insurance Company (Rancho Cordova, CA)
- …in accordance with department guidelines. + Proactively reviews Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilizes diary ... cases, based on severity/complexity protocols that should be transferred to another level of claim professional and refers on a timely basis. + Appropriately… more
- Travelers Insurance Company (Diamond Bar, CA)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... Degree. + 5 years equivalent business experience. + 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
- S&P Global (San Francisco, CA)
- **About the Role:** **Grade Level (for internal use):** 12 **The Team:** Our dynamic, global sales organization operates across multiple high-growth business lines ... be based on the individual's geographic location, as well as experience level , skill set, training, licenses and certifications. In addition to base compensation,… more