- Ventura County (Ventura, CA)
- … investment program. This role involves analyzing and reporting on financial information while supporting portfolio management, investment compliance, and ... investment strategies under the Treasurer's direction, aligning with financial objectives, liquidity needs, risk tolerance, and compliance with Government Code,… more
- KeyBank (San Francisco, CA)
- …JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically **Insurance, Asset Management, Wealth or RIA ... Investment Banking** . Individuals are highly skilled at managing...contributions and given the support necessary to achieve your financial goals. + **We have a strong sense of… more
- Lincoln Financial (Sacramento, CA)
- …more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment ... #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- City National Bank (San Francisco, CA)
- …high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, ... *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High… more
- CalSTRS (Sacramento, CA)
- …Posting: Investment Accountant II State Teachers' Retirement System JC-480900 - Investment Accountant II FINANCIAL ACCOUNTANT II $8,658.00 - $10,758.00 per ... as an Investment Accountant II on the Investment Accounting team. The Financial Planning, Accounting and Reporting Division is responsible for developing… more
- Cedars-Sinai (Los Angeles, CA)
- …broadening its external venture strategy to align with the health system's Long-Range Financial Plan. As CSTV expands its investment activities, particularly in ... Investment Analyst is crucial to maintain momentum and optimize financial returns. The Investment Analyst supports the CSTV team through a wide variety of… more
- CalSTRS (Sacramento, CA)
- …general direction of the Associate Portfolio Manager, the IO III provides high level investment and financial expertise to staff and management. The incumbent is ... potential investment types with inflation-linked characteristics and provides investment and financial expertise on complex operational activities related… more
- Two95 International Inc. (San Francisco, CA)
- … analysis methods for business decisions, finance, accounting, business statistics, marketing, investment , financial forecasting and marketing at a high level + ... Hi, Title - Vice President, Investment Banking - Technology Position - Fulltime Location...public private securities offerings, valuation analysis, business plans, and financial projections + Leverages Firm's capital markets, proprietary research… more
- Enverus (San Francisco, CA)
- …ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital ... allocation, renewable energy development, investment and sourcing, and help reduce costs by automating...are currently seeking an Account Director to join our Financial Serivices sale team. This role offers the opportunity… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals ... as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent ... Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and… more