- City National Bank (San Francisco, CA)
- …accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly ... Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
- City National Bank (Los Angeles, CA)
- …of the Credit Analyst on the team including financial statement analysis, business writing, cash flow modeling and enterprise valuation. WHAT DO YOU NEED TO ... used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Team Manager, or Credit Manager's request to… more
- Hyundai Autoever America (Costa Mesa, CA)
- Purpose: The Sr. Systems Analyst & Verification Engineer position projects focused on the delivery of Telematics and Connectivity Services solutions. This team ... this role: + Overall accountability on detailed analysis and quality project deliverables ( Business / IT Solution) + Lead business requirement discussion with … more
- CVS Health (Sacramento, CA)
- …each and every day. **Position Summary** + The Sales Director (ie Sr. Analyst , Sales Executive - internal title) will have an assigned territory within National ... Accounts new business where they will be accountable for developing and...Finalist Meeting support and execution with ability to lead client meetings **Fundamental Components** + Identifies opportunities within assigned… more
- Fox Rothschild LLP (Los Angeles, CA)
- …and problem-solving skills. + Excellent project management and organization skills. + Business Analyst experience a plus. + Strong leadership and people ... Manager will manage and execute technology projects to improve business results and client experience. The IS Project Manager is responsible for coordinating… more
- Citigroup (San Francisco, CA)
- …** + Work with Managing Directors and Directors on creating and maintaining client relationships + Work with your group to execute transactions and manage day-to-day ... managing information flow, and sharing credit and exposure with analyst as appropriate **We want to hear from you...have a working knowledge of financial markets and global business as well as experience managing and leading teams… more
- JPMorgan Chase (San Francisco, CA)
- …family credit reviews) which summarizes the financial analysis completed on a client 's portfolio, including recommendations for future business . + Analyze ... strong and resilient. You help the firm grow its business in a responsible way by anticipating new and...Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned… more
- Axtria, Inc. (Thousand Oaks, CA)
- … analyst teams, ensuring timely, high-quality delivery. + Translate business questions into analytical approaches, partnering with stakeholders across brand ... team models, strong communication skills, and a proven ability to lead client engagements end-to-end. Key Responsibilities + Lead and deliver complex omnichannel… more
- Wells Fargo (San Francisco, CA)
- …Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **Program Overview:** Global Payments ... capital solutions, serving clients of all sizes from Small Business to Large Corporate. GPL offers solutions to help...teams in developing skills essential for future success in client -facing roles. Interns will learn the end-to-end sales process,… more
- Capgemini (Los Angeles, CA)
- …are passionate about transforming complex data into actionable insights for enterprise client **Your Role** + Collaborate with business stakeholders to gather ... a highly skilled Senior Power BI Consultant with a strong background in business analytics, data modeling, and dashboard development. This role is ideal for… more