- CIBC (San Francisco, CA)
- …expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, ... of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of… more
- Mendocino County Sheriff's Office (Ukiah, CA)
- …+ Prepares annual budget in coordination with the Executive Director and Retirement Financial Investment Officer for Board input and adoption. + Monitors ... of accounting records, reports, fiscal and statistical statements regarding financial status, expenses and operating procedures; performs complex financial… more
- CalSTRS (Sacramento, CA)
- …technical and professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate ... + Knowledge of Government Accounting Standards Board (GASB) for financial reporting and investment reviews for public pension funds + Valid Certified Public… more
- City National Bank (Los Angeles, CA)
- …Contacts borrowers directly, for additional information and details related to proposed investment request or clarification of financial materials and resources. ... *COMMUNITY DEVELOPMENT INVESTMENT OFFICER * WHAT IS THE OPPORTUNITY? Supporting...syndicators/syndicator 3rd party reviews. Report annually on all Sponsor/Syndicator financial status. * Reports annually on LIHTC portfolio performance.… more
- JPMorgan Chase (Redwood City, CA)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- CommonSpirit Health (San Francisco, CA)
- …orchestrate all facets of an exceptional, nationally recognized place-based community investment program. This encompasses financial analysis and loan ... impact analysis in collaboration with the Manager to report on the investment portfolio's impact and financial performance. + **Operational Excellence:** Enhance… more
- Robert Half Finance & Accounting (Walnut, CA)
- …timely reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: * ... Requirements * Minimum of 5 years of experience in investment accounting or a similar financial role. * Proficiency in accounting software systems and tools… more
- BlackRock (Sausalito, CA)
- …prevent foreseeable issues/problems **Highly Desirable Skills/Experience** - Related experience in the financial or investment sector is a big plus - Familiarity ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Edward Jones (Long Beach, CA)
- …Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning… more
- JPMorgan Chase (San Francisco, CA)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... resources of one of the largest and most respected financial firms in the world. Our small size and...customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work… more
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