- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment … more
- PennyMac (Westlake Village, CA)
- …on the production and servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac, our people are the foundation ... financial models that underpin the company's strategic planning, forecasting, and investment analysis processes. The Financial Planning & Analysis Assistant Vice… more
- Stanford Health Care (Palo Alto, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... that offers competitively priced loans, credit cards, checking accounts, and investment options. Education Assistance We offer tuition assistance and scholarship… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Schedule: Hybrid (3 days in-office), WFH 2 days once trained This boutique investment advisory firm serves approximately 700 client families and institutions with an ... ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients. This position is… more
- Snap Inc. (Santa Monica, CA)
- …Business teams to enhance visibility into business operations, improve reporting fidelity , recommend investment decisions, provide insights and deliver value. ... + Build financial models to optimize investments , as well as to support the forecasts for the business areas that you directly support. + Develop and streamline FP&A… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …phone/email to resolve service questions + Work directly with custodians (Schwab, Fidelity , Pershing) to manage paperwork and requests + Support account openings, ... service workflows Requirements + 3+ years in wealth management, brokerage, or investment advisory + Strong communication skills and a polished, client-first approach… more
- Intuit (San Diego, CA)
- …the platform to enable our Generative AI initiatives to leverage relevant, high- fidelity data at scale. Agent Memory: Developing core services that provide ... BU stakeholders, derive requirements, analyze trade-offs, and prioritize areas of investments . *Ensure product success from ideation, execution, to launch, ongoing… more
- Oracle (Sacramento, CA)
- …for preparing and presenting periodic presentations in the form of investment write-ups and presentations prepared in collaboration with all key stakeholders ... metros. Updating systems of record to ensure accurate data fidelity and executive reporting. Conducting market research on targeted...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- The County of Los Angeles (Los Angeles, CA)
- …cost-effectiveness analyses, and predictive/prescriptive data modeling to identify investment prioritization, design interventions, and measure outcomes, identifying ... with the program performance evaluation, ensuring adherence to regulatory requirements, fidelity , outcomes and effectiveness of various funding programs and grants… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... + Strong prototyping and animation skills across different levels of fidelity . + Passion for crafting engaging, intuitive, and visually appealing experiences,… more