- City National Bank (Los Angeles, CA)
- …monitoring program in accordance with audit methodology and based on industry/ institutional knowledge, emerging risks, and regulatory changes and expectations. Key ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- TD Bank (San Francisco, CA)
- …and Restricted lists. + Chaperone interactions and communications between Research and Investment Banking. + Review and approve US and Canadian equity Research with ... of US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more
- JPMorgan Chase (San Francisco, CA)
- …as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers ... client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new… more
- Nuveen Investments (Fresno, CA)
- …functions and internal reporting. This role will also work closely with Investment Managers that play a crucial role in acquisitions, dispositions and ongoing ... investment underwriting. This role completes ad-hoc projects as required....our parent company and one of the world's largest institutional investors. We invest in the growth of businesses,… more
- JPMorgan Chase (San Francisco, CA)
- …solutions for your clients. Global Corporate Banking is part of the Commercial & Investment Bank at JP Morgan and focuses on small-, mid-, and large-cap companies ... that require traditional banking services and investment banking solutions. You'll work directly with senior bankers,...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- BMO Financial Group (San Francisco, CA)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... be responsible for driving equity sales and deepening client relationships across institutional investors on the West Coast, including asset managers, hedge funds,… more
- JPMorgan Chase (Irvine, CA)
- …acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- Principal Financial Group (Bakersfield, CA)
- **What You'll Do** In our Institutional Trust and Custody Customer Care team, the role of **Relationship Manager -** **Principal Custody Solutions** develops lasting ... plan sponsors, finance contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to our clients to… more
- JPMorgan Chase (San Francisco, CA)
- …acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you ... * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal… more