- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... This position plays an important role in developing and maintaining our investment technology base and delivering new platform functionalities. You'll be responsible… more
- BlackRock (San Francisco, CA)
- …+ Trading Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking workflows + Security ... knowledge **Desired Qualifications** + In-depth technical understanding and knowledge of the investment compliance role in the investment lifecycle + 3+ years… more
- BlackRock (San Francisco, CA)
- …Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology ... analytics, and reporting across our broad range of financial products and investment styles. + Build strong internal relationships within BlackRock Solutions, and… more
- Umpqua Bank (Irvine, CA)
- …7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making ... investment decisions. + Coordinate and assist Financial Advisor(s) with...during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement… more
- BlackRock (San Francisco, CA)
- …Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication… more
- Stanford Health Care (Menlo Park, CA)
- …possess a strong blend of financial acumen, strategic thinking, and a passion for healthcare , we encourage you to apply. The Manager of Strategic Finance plays a ... and financial models to evaluate the viability and potential return on investment for new services, programs, partnerships, and major capital expenditures, ensuring… more
- BlackRock (San Francisco, CA)
- …assets, including exchange-traded products, private funds, and other collective investment products, tokenization, staking, collateral, trading, fund structuring and ... mutual funds, ETFs, money market funds, private funds and/or other collective investment products would be preferred. + Familiarity with advising on trading matters… more
- Sutter Health (Los Altos, CA)
- …the region's rapid growth, Sutter Health has committed $1 billion in capital investment to significantly enhance its ambulatory services in the area. The Vice ... a period of unprecedented growth, putting to work $700M in capital investment into new medical office building facilities, the strategic integration of ancillary… more
- Abbott (Alameda, CA)
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of ... healthcare , with leading businesses and products in diagnostics, medical...can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next… more