- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... Management group. The candidate will bring a deep understanding of end-to-end investment management processes to drive our portfolio management systems forward. The… more
- US Bank (Glendale, CA)
- …Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to ... (Bachelor's degree preferred) - Two to four years of investment industry experience preferred - To be eligible for...may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional… more
- Citizens (San Francisco, CA)
- …Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented ... department follows companies in seven broad growth industries: Technology, Healthcare , Financial Services, Consumer, Industrial, Digital Infrastructure and Real… more
- US Bank (San Francisco, CA)
- …**Job Description** US Bancorp Impact Finance (USBIF), the tax credit, community investment , and environmental financing division of US Bank, believes all people ... and quarterly priority return collection, ensuring delivery of all projected investment benefits. + Review complex legal documents pertaining to structured credit… more
- City National Bank (San Francisco, CA)
- …* 2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience ... 0-3 years of experience in finance related role , preferably in investment management and services and professional team environment (relevant internship experience… more
- City National Bank (Los Angeles, CA)
- …to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Facilitate onboarding of new estate ... discretion as appropriate. * Work with appropriate colleagues to develop investment strategies. * Oversee distribution of client's assets upon termination of… more
- US Bank (Rancho Palos Verdes, CA)
- …of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized ... and individualized investment advice suited to those objectives while complying with...may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional… 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
- City National Bank (Los Angeles, CA)
- …investments are appropriate for accounts and RBCT, this includes discussion with investment professionals regarding account allocations and investment types * ... CFTA, TEP) *Additional Qualifications* * Trust business experience and knowledge * Investment knowledge and experience * Compliance and AML knowledge and experience… more
- Umpqua Bank (Sacramento, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative,… more