- Bank of America (Monterey, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- BlackRock (San Francisco, CA)
- …been at the core of BlackRock. Aladdin(R) is an operating system for investment managers that seek to connect the information, people, and technology needed to ... manage money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform… more
- Aristotle Capital Management (Los Angeles, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... management for institutional and advisory clients worldwide. Our mission is to...financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment… more
- Bank of America (Chico, CA)
- …$100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that ... including partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited… more
- BlackRock (San Francisco, CA)
- …this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and ... MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and ground breaking… more
- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
- JPMorgan Chase (Los Angeles, CA)
- …offices in the US, Europe, and Asia. With over 60 years of real estate investment management experience, JP Morgan Asset Management is one of the largest real estate ... fund and separate account managers in the industry with disciplined investment processes consistently implemented across asset types and regions and driven by local … more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- The Hartford (San Francisco, CA)
- …of California, in proximity to the San Francisco insurance community and the investment & technology resources in Silicon Valley. We are building on the existing ... emerging technologies. This team will leverage The Hartford's deep institutional knowledge and resources through collaboration and transparency by focusing… more
- Nuveen Investments (San Francisco, CA)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, is guided by a long heritage of successful… more