- City National Bank (Los Angeles, CA)
- …in corporate, employee benefit, and personal trust relationships, propriety mutual funds , investment management, broker/dealer and security sales and trading ... 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
- Deloitte (San Jose, CA)
- …specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- Deloitte (San Diego, CA)
- …specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …consideration. Requirements + 5+ years asset management experience. Including VC/PE/ investment management experience, Fund administration or audit/tax with ... regulatory reporting to SEC and Korean Financial Supervisory Service. + Support fund -side accounting and auditing tasks. *Please contact Michelle Espejo via LinkedIn… more
- UMB Bank (Sacramento, CA)
- …team provides support to the development of the software used by our Fund Accountants, external Alternative Investment client teams, and Investors to manage ... tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate banking benefits. Benefit offerings and eligibility… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Run ad hoc analyses to support team needs + Track and report fund performance, including IRR and investment multiples + Assist with investor presentations ... pulse of the portfolio-diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and… more
- Providence (Eureka, CA)
- …gifts in order to generate an ROI that justifies a growing investment of resources in the Foundation's fundraising capacity. The Chief Philanthropy Officer ... + 10 or more years of experience in running a comprehensive fund development organization including comprehensive campaigns, major, principal, and planned gift… more
- Bank of America (Brea, 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 (Beverly Hills, CA)
- …policies, procedures, and standards; 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