• Portfolio Analyst

    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
    City National Bank (05/17/25)
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  • Business Development Officer, Schwab Wealth…

    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
    Charles Schwab (05/17/25)
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  • Administrative Coordinator

    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
    Neuberger Berman (04/23/25)
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  • Loan Syndication Admin

    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
    City National Bank (04/18/25)
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  • Financial Solutions Advisor - Consumer…

    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
    Bank of America (04/11/25)
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  • Hybrid Market Leader/Sales Specialist

    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
    BlackRock (04/03/25)
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  • Credit Officer II CRE

    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
    City National Bank (03/26/25)
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  • Financial Solutions Advisor- Consumer Investments-…

    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
    Bank of America (03/26/25)
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  • Strategic Account Director - Capital Market…

    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
    Enverus (03/07/25)
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  • Tax Manager - Private Wealth

    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
    Deloitte (05/21/25)
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