- CIBC (San Francisco, CA)
- …are** + 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 understanding of investment products and strategies to address the needs of sophisticated high-net-worth… more
- MUFG (Los Angeles, CA)
- …banking products + Bachelor's degree in a related field such as accounting, finance. + MBA / CFA , a plus + 3-5 years working experience in large financial ... institutions, credit and risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting… more
- CBRE (Los Angeles, CA)
- …Juniper Square preferred. + Strong presentation and communication skills, both verbal and written + MBA , CFA or CAIA credentials is a plus. + VBA, Python and ... automation experience is a plus. + Willing to work in the downtown LA office for a minimum of four days a week. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future \#INDSJ \#CBREIM… more
- Citizens (Irvine, CA)
- …ethic; self-directed and motivated to achieve results Education + Bachelors Degree required + MBA , CFA , and CTP preferred Pay Transparency The salary range for ... this position is $175,000 - $205,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay,… more
- MongoDB (Palo Alto, CA)
- …and results + Bachelor's degree in Finance, Economics, Accounting, or related discipline; MBA or CFA strongly preferred To drive the personal growth and ... business impact of our employees, we're committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees' wellbeing and want to support… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …REQUIRED: + Education: Bachelors degree in Accounting or Finance or Business related field. MBA or CFA preferred. + Experience: Five years experience in Fixed ... Income and/or Institutional Sales. + Computer/Technical: Securities Industry Essentials (SIE), Series 7, 63 required. Thorough knowledge of Microsoft suite of products. Director, Fixed Income/Institutional Sales Compensation for this position is largely… more
- JPMorgan Chase (Irvine, CA)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- MUFG (Los Angeles, CA)
- …skills of the team through close communication **Skills & Experience:** + Bachelor's degree, CFA is an asset, an MBA and/or degree in Finance, Accounting, or ... Economics preferred but not required + 6+ years of corporate lending/leveraged finance experience + Strong credit skills and extensive financial modeling skills + Knowledge of standard bank products including loans, letters of credit, derivatives, foreign… more
- Quanta Services (Red Bluff, CA)
- …or complex company. + Experience in construction, aviation, or industrial services preferred. + MBA , CPA, or CFA a plus + Strong analytical and problem-solving ... skills, with attention to detail. + Advanced proficiency with Excel; experience with financial modeling and forecasting tools. + Excellent written and verbal communication skills, especially when explaining financial concepts. + Ability to manage multiple… more
- Intuit (Mountain View, CA)
- …people at every level + Relevant undergraduate degree required; advanced degree like MBA /CPA/ CFA preferred **How you will lead** * Establish a high-performance ... culture through rigorous product management craft, ambitious goals and effective delivery * Collaborate with your team and stakeholders to create and regularly refine product vision, strategy and roadmaps to accelerate use case maturity* Create a network… more