- Bank of America (Yuba City, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- Bank of America (San Francisco, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + Recommends banking and… more
- City National Bank (San Francisco, CA)
- …Bank format, policies and procedures; determines sources and uses of funds ; analyzes industry data, competitive factors, historical performance, projected results, ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- CBRE (Sacramento, CA)
- …**About Us** CBRE is the world's largest commercial real estate services and investment services firm. The CBRE Renewables Advisory group operates with the agility ... analytical, communication, and negotiation skills. + Fluency in financial modeling, investment analysis, and understanding of how renewable energy projects are… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting The wage range… more
- K1 (Manhattan Beach, CA)
- …build relationships with executives at exceptional companies that are identified as investment candidates for the fund . Analysts develop an expansive knowledge ... opportunities for existing portfolio companies; + Developing and executing on investment theses within enterprise software; + Conducting proprietary market research… more
- Hilton (Sacramento, CA)
- …assigned TMC accounts delivering and exceeding performance targets\. + Utilize marketing funds to deliver incremental value with a maximum return on investment ... + Communicate the account's global strategy to peers in other regions\. + Disperse funds to other regions that enable sales and marketing activities to support the… more
- CIBC (San Francisco, CA)
- …and defining acceptable collateral types, including real estate, private equity, hedge funds , fine art, and aircraft. + **Enhance internal tools and training:** ... backed by diverse collateral types such as real estate, private equity, hedge funds , fine art, and aircraft. + **Expertise:** Strong knowledge of risk management,… more
- RTX Corporation (Sacramento, CA)
- …a team of 4+ finance professionals, driving financial performance, investment prioritization, and enterprise-wide savings initiatives. From forecasting and capital ... staff + Engage in cross business unit collaboration to drive strategic investment prioritization + Lead financial support for large multi business savings… more
- JPMorgan Chase (Walnut Creek, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... and fixed income markets and alternative investments, including Hedge Funds , Private Equity and Real Estate JPMorganChase, one of...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more