- BlackRock (San Francisco, CA)
- …+ Trading Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking workflows + Security ... trends using data and user feedback and implement solutions to improve + Identify function gaps and areas of strategic improvement from a product perspective +… more
- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent… more
- Verint Systems, Inc. (Sacramento, CA)
- …debt including overall leadership of the cash management, debt management, and investment management functions of the organization and its affiliated entities. The ... pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and implement hedge programs and… more
- Bank of America (Yuba City, CA)
- …Registration-candidate Consumer- Investments Yuba-City-Financial-Center\_25021191) ... financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center...using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your… more
- Cherry Bekaert (Sacramento, CA)
- …in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 32,880 direct jobs, served 655,382 low-income individuals through ... and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as...with CDFIs, CDEs, and various community development stakeholders + Identify opportunities with existing or aspiring CDFIs to allow… more
- Applied Materials (Santa Clara, CA)
- …valuation model of the incremental value the product creates relative to the investment required and associated risks **3.** Identify opportunities to improve ... these drivers on the overall cost of service + Identify the key cost reduction roadmap for each cost...align/rationalize walk away price and manage risk **5.** Manage investment spending, develop ROI analyses on new projects and… more
- BlackRock (San Francisco, CA)
- …a proven successful track record of managing an assigned territory to help identify , develop, and own client relationships. The model portfolio landscape is one of ... As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio… more
- Oura (San Francisco, CA)
- …+ Work with senior executives and product leads to develop strategies and identify acquisition and investment opportunities that accelerate Oura's mission + ... along with the curiosity and strategic thinking needed to identify important factors that may never fit on a...Maintain relationships with startups, VCs, investment bankers, and leading technology companies to stay up… more
- CIBC (Newport Beach, CA)
- …and opportunities as well as greater expansion of existing relationships. + Identify , Source and Lead new high net worth client relationships that utilize ... a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and… more
- Meta (Menlo Park, CA)
- …& Business Planning (FBP) team is the strategic engine behind Meta's bold investments . We manage the company's entire budget and drive data-informed decisions that ... and our family of products. As data-driven innovators, we uncover trends, identify opportunities, and power the insights that guide Meta's most important strategic… more