- KeyBank (San Francisco, CA)
- …Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to ... Development transactions and sponsors. + Review underwriting packages and real estate/LIHTC financial modeling to facilitate Line of Business and Credit approval and… more
- The Walt Disney Company (Burbank, CA)
- **Production and Investment Planning Coordinator** The Production & Incentive Planning ("PIP") team provides comprehensive support to all business units within the ... of the compensation package, in addition to the full range of medical, financial , and/or other benefits, dependent on the level and position offered. **Job ID:**… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage relationships both internal and… more
- JPMorgan Chase (Los Angeles, CA)
- …and firm policies and procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and ... and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... and execution services. Under the general direction of the Investment Director, the PM is responsible for evaluating, developing...Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative … more
- Robert Half Office Team (Carlsbad, CA)
- …are followed. + Collaborate closely with advisors and operations staff to support financial planning and investment processes. + Assist in preparing materials ... who thrives in a fast-paced, client-driven environment? A reputable financial services firm in Carlsbad is seeking a sharp...in customer service who wants to grow within the financial industry. You'll work directly with clients and advisors,… more
- Deloitte (San Jose, CA)
- …help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... is to build and maintain a resilient, globally diversified investment portfolio. Under the direction of the Senior ...Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative … more
- Citigroup (Palm Desert, CA)
- …of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + ... or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter,… more
- Ankura (Los Angeles, CA)
- …of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity + ... + 2-3 years minimum experience in client facing consulting roles ( investment banking, financial advisory, or consulting) + CPA (or technical/ GAAP accounting… more