- City National Bank (Beverly Hills, CA)
- …do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… 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 ... team member accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train,… more
- Sacramento Credit Union (Sacramento, CA)
- …financial needs would be successful in our environment. Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual ... current. + *Meets or exceeds established goals in product sales and service quality as assigned by the Branch...loan applications. + *Obtain and evaluate credit reports. Calculate debt-to- income ratios on consumer loan applicants and calculate how… more
- JPMorgan Chase (Los Angeles, CA)
- …division offers investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For ... private credit and real estate + Proven experience in investment management sales ; experience within a capital markets environment preferred. + The ability to… more
- Grant Thornton (San Francisco, CA)
- …perform professional business and complex instrument valuations such as equity derivatives, fixed income derivative models, equity instruments in complex capital ... business valuation analysis and industry research + Meeting or exceeding targeted sales and managed revenue metrics + Overseeing and performing data- and… more
- Jet Aviation (Van Nuys, CA)
- …over 4,500 employees, and some 50 locations worldwide. Aircraft Management, Aircraft Sales , Charter, Completions, Government Services, FBO, Fixed and Rotary Wing ... to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships + Recommends and implements programs to… more
- Charles Schwab (Sacramento, CA)
- …investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and ... to successfully manage the region. + Excellent client relationship management and marketing/ sales skills. **What's in it for you** At Schwab, we're committed to… more
- Robert Half Finance & Accounting (Oakland, CA)
- …implementing S4 + Hands-on expertise in tax accounting, tax return compliance, and tax fixed asset processes + Knowledge of sales /use tax and property tax ... role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic… more
- JPMorgan Chase (Irvine, CA)
- …their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity ... but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established… more
- 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 ... + Responsible for communicating with internal and external entities, members of the sales team and other risk units. + Responsible for submitting Requests for… more