- Bank of America (Beverly Hills, CA)
- …years financial services experience preferred + Knowledge of regulatory, supervisory, and corporate policies and procedures + Investment product knowledge (ie, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Umpqua Bank (Walnut Creek, CA)
- …bonding requirements for employment purpose. + Stays informed of developments in security markets . + Performs investment research. + High level of understanding ... Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the… more
- Bank of America (San Francisco, CA)
- …with founders, portfolio managers, analysts. Delivering corporate access / research and markets content to aid in the investment process and decision making ... We work closely with our partners in Trading/Sales Trading, Financing, Capital Markets , Derivatives and Corporate Access to maximize firm-to-firm connectivity… more
- Bank of America (Los Angeles, CA)
- …and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Newport Beach, CA)
- …Degree + Min 3 years of experience in commercial real estate, mortgage brokerage, corporate finance, commercial or investment banking or related field + Strong ... Structuring - Real Estate Structured Finance Group Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- City National Bank (Los Angeles, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... supervising auditors assigned to the audit in one of the following areas:The bank 's financial and operational audits to assess the adequacy of the banks accounting… more
- City National Bank (Woodland Hills, CA)
- …approach. * Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to ... segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets … more
- US Bank (Rancho Palos Verdes, CA)
- …the like. Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light ... At US Bank , we're on a journey to do our...of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with… more
- City National Bank (Beverly Hills, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... credit structure and terms; fully underwrites credit approval memos consistent with Bank format, policies, procedures, and standards; determines sources and uses of… more
- MUFG (Los Angeles, CA)
- …some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle- market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the… more