- City National Bank (San Francisco, CA)
- …Respond to compliance inquiries, including those re: large withdrawals and source of funds for existing clients* Keep up with the current market environment and ... * 2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience… more
- Charles Schwab (Los Angeles, CA)
- … investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent oral and ... 10 years of experience with wealth management - financial planning and investment planning + Bachelor's degree **Preferred Qualifications** + CFP(R) designation or… more
- Neuberger Berman (Lenwood, CA)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 ... fixed income, quantitative and multi-asset class, private equity and hedge funds -on behalf of institutions, advisors and individual investors globally. Tenured,… more
- City National Bank (Los Angeles, CA)
- …and monitored periodically with appropriate documentation held in file. * Verifies and funds all incoming funding requests from agent banks in a timely manner. ... 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
- Bank of America (Roseville, 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
- BlackRock (San Francisco, CA)
- …Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One ... with Financial Advisors by helping to streamline and scale their investment process through portfolio construction, portfolio scaling, providing model rebalance… 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
- 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
- Enverus (Los Angeles, CA)
- …to join our team of dynamic professionals. The Financial Services team works with Investment Banks, Hedge Funds , Private Equity and a host of other Capital ... decisions that increase profit. Enverus' innovative technologies drive production and investment strategies, enable best practices for energy and commodity trading… 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