- Citigroup (Beverly Hills, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more
- CalSTRS (Sacramento, CA)
- …professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate with the Director ... Knowledge of Government Accounting Standards Board (GASB) for financial reporting and investment reviews for public pension funds + Valid Certified Public Accountant… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- US Bank (Los Angeles, CA)
- …other team members in new business development and client management for its investment advisory practice in California. The role will be based in San Francisco, ... for the California Asset Management Program (CAMP), a local government investment pool that provides services to municipalities throughout the state. Key… more
- Lumen (Sacramento, CA)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- City National Bank (Studio City, CA)
- …Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of recording ... and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives,… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes… more
- Citigroup (San Francisco, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- Citigroup (Downey, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- Citigroup (Los Angeles, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more