- BMO Financial Group (Los Angeles, CA)
- …effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with preliminary screening and ... principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent… more
- Hologic (San Diego, CA)
- …the marketing budget to maximize resource efficiency and achieve strong returns on investment . + Allocate funds to campaigns and initiatives that deliver the ... sales pipeline growth, customer acquisition and retention, and marketing return on investment (ROI). + Monitor and analyze key performance indicators (KPIs) to… more
- Stanford University (Stanford, CA)
- …dynamic, polished, and experiencedExecutive Assistantto provide professional support to the Investment Operations, Operations, and Legal Team. SMC, the University's ... investment office, is located on campus. SMC invests Stanford University's endowment funds , which provide critical financial support to current and future… more
- US Bank (Los Angeles, CA)
- …cross-functionally to connect financial information with Impact Finance syndication investment funds through timely communication, technology innovation and ... targets. The analyst will also ensure deals are structured correctly to meet investment program requirements. The individual will be responsive to a range of… more
- JPMorgan Chase (Los Angeles, CA)
- …and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds ) is a plus but is not necessary for the role. To be ... individual will need to learn about the various products and platforms ( investment , insurance, charitable, educational) available to Private Client Advisors in order… more
- Envista Holdings Corporation (Brea, CA)
- …the existing Envista Business Systems processes. + Eventually establish and Innovation Fund that incorporates all Innovation spend across Envista, not just IT spend. ... enterprise priorities. + Implement cost optimization strategies to maximize IT investment efficiency. + Ensure transparency in financial reporting and adherence to… more
- JPMorgan Chase (Palo Alto, CA)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures. + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual … more
- BMO Financial Group (Palo Alto, CA)
- …Firms with past operations or support knowledge.** Gathers and analyzes investment performance data, communicates results to clients, pension consultants, and ... management. Verifies fund result accuracy, monitors trends, and reviews and recommends...reviews and recommends benchmarks and/or peer groups for evaluating investment performance. + Supports the execution of strategic initiatives… more
- Cherry Bekaert (Sacramento, CA)
- …financial closings + Designing and composing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner + Other ... + Knowledge of finance, data and/or reporting, with specific experience with CDFI Fund 's AMIS reporting preferred + Tax Credit Industry knowledge will be helpful +… more
- Abbott (Temecula, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... and integrity The Sr. Specialist may have delegated authority to commit company funds as defined by applicable directives. This position will define and resolve… more