• Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    …allocation strategies. + Skills and knowledge to manage individual equity or fixed income strategies. **Travel Type:** Occasional **Job Location(s):** This ... way forward is together. Together for people. Together for business . Together for better. **About the Role:** A Trust...objectives. + Proven ability to grow a book of business within a team environment. + Identify and cultivate… more
    Umpqua Bank (07/24/25)
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  • Financial Analyst, Financial Planning and Analysis

    Siemens (Livermore, CA)
    …and move today and for the next generation! We know that the only way a business thrive is if our people are thriving. That's why we always put our people first. ... Analyst to join the finance team of Trayer Engineering, a Siemens Business . This hybrid position reports to the Finance Integration Manager, collaborates with… more
    Siemens (08/24/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Irvine, CA)
    business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity ... solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing...needed + Connect your clients across all lines of business of JP Morgan Chase & Co. + Ensure… more
    JPMorgan Chase (08/24/25)
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  • EDD Investigator I

    Banc of California (Santa Ana, CA)
    …theory. + Strong data analysis skills and high attention to detail. + Strong fixed income knowledge (if applicable). + Thorough asset liability management (if ... "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small,… more
    Banc of California (08/14/25)
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  • Aladdin Client Experience, Associate/VP

    BlackRock (San Francisco, CA)
    …Consulting or Buy Side firm. + A working understanding of equity, fixed income , alternatives, and derivative markets. Analytics or compliance, trading, ... If this sounds like you, then join our Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business . As a member of one of BlackRock's fastest growing areas,… more
    BlackRock (07/22/25)
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  • Product Analyst

    Aristotle Capital Management (Los Angeles, CA)
    …majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory ... to best position the firm's products to grow the business . This role is a member of the Product...and collaborate with various internal teams on projects and business initiatives impacting equity product lines and supporting … more
    Aristotle Capital Management (07/02/25)
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  • Intermediary Sales Consultant (B/D & Dcio)

    T. Rowe Price (San Francisco, CA)
    …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... thing for our clients and our associates is good business . With a career at the firm, y...driving sales among financial advisors within their territories. + Business Development - You develop new business more
    T. Rowe Price (08/21/25)
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  • Regulatory GAAP & Statutory Investment Reporting…

    Lincoln Financial (Sacramento, CA)
    …projects. + You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies ... You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system...to various internal business areas. + You will support an effective function… more
    Lincoln Financial (08/08/25)
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  • Wealth Analyst I

    City National Bank (Beverly Hills, CA)
    …you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow ... reflect current market conditions. * Partner with Entertainment Banking Teams in business development, on boarding and ongoing servicing. * Participate in profiling… more
    City National Bank (08/07/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income , Retirement Accounts, CDARS, 529 Plans, and CNS Advisory ... Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients… more
    City National Bank (08/07/25)
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