- 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 ... years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth...to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of… more
- San Jose State University (San Jose, CA)
- …Faculty - Tenured/Tenure-Track Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Tenured/Tenure-Track, Full Time, Faculty - Engineering, ... Valley area. + Project supervision experience with undergraduate or masters level students. + Interdisciplinary project experience in a collaborative environment.… 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
- Travelers Insurance Company (Irvine, CA)
- …of up to $20,000. This position is hybrid (3 days in office, 2 days remote). Under general supervision, this position is responsible for investigating, evaluating, ... in accordance with department guidelines. + Proactively reviews Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilizes diary… more
- Travelers Insurance Company (San Diego, CA)
- …of up to $20,000. This position is hybrid (3 days in office, 2 days remote). Under general supervision, this position is responsible for investigating, evaluating, ... with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary...Degree. + 5 years equivalent business experience. + Advanced level knowledge and skill in claim and litigation. +… 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
- UWorld, LLC (CA)
- …professionals for high-stakes exams. Since 2003, UWorld has helped over 2 million undergraduate, graduate, and professional students successfully prepare and pass ... revenue growth. The Partnership Manager will provide an elevated level of sales, service, and product knowledge about UWorld...Review Products which focus on the CPA, CMA, CIA, CFA , and CMT Exams, the 2024 CPA Exam Evolution… more
- Columbia Bank (Santa Rosa, CA)
- …Financial Institutions Division (FID), you'll join a Top 12 program managing over $ 2 .8 billion in client assets. Our advisors average $575,000 in GDC. Our structure ... development, financial planning, asset management, pipeline management, and a high- level understanding of most client financial considerations. This role encompasses… more
- Deloitte (Los Angeles, CA)
- Interested in taking your tax and business experience to a whole new level ? Want to work with some of the leading hedge and private equity firms, insurance ... issues to escalate, and execute day-to-day management activities. You'll oversee asset- level diligence and analysis on debt investments, preparation and/or review of… more