- City National Bank (Los Angeles, CA)
- …transfers, asset servicing, and client account maintenance. * Process money market transfers, fixed income , mutual fund, and equity trades and provide technical ... * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist...brokerage accounts preferred. * Knowledge of Equities, Mutual Funds, Fixed Income , IRA's, and 529 Plans preferred.… more
- JPMorgan Chase (Los Angeles, CA)
- … investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For individual ... advising clients on allocations to alternative investments . This will include communications with asset managers, internal investment specialists, and clients… more
- BlackRock (San Francisco, CA)
- … and operational workflow design sessions for various asset classes, including equities, fixed income , alternatives, derivatives, and related workflows + Gain an ... industry experience + Strong familiarity with capital markets instruments (equities, fixed income , private markets, derivatives), either analytically or via… more
- PNC (Los Angeles, CA)
- …(IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- PNC (Los Angeles, CA)
- …Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income ,Foreign Exchange, and Structured Products Group + Investment ... business segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and… more
- City National Bank (Los Angeles, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- 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 ... of current economic and market events and their impact on various investment vehicles. * Excellent verbal and written communications skills, particularly… more
- Aristotle Capital Management (Los Angeles, CA)
- …employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients ... Provide clients, prospects and internal parties with timely and accurate written communications , portfolio reporting and investment writing for Requests for… more
- PNC (Los Angeles, CA)
- …Hedging andCorporate Treasury + Capital Markets Group: Derivatives, Foreign Exchange, Fixed Income , Financial Institutions Group and Structured Products Group ... + Investment Banking: Asset Backed Finance, Debt Capital Markets and...Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications , Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial… more
- PNC (Irvine, CA)
- …needs and provide solutions including PNC's OCIO, 401(k), Custody, and proprietary fixed income solutions. Prospects include nonprofits, corporations and both DB ... Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management.,… more