- Robert Half Finance & Accounting (San Mateo, CA)
- …Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for ... from clients or their advisors o Collaborate cross-functionally with sales, investment , trading, and compliance teams on ad-hoc projects. Successful attributes for… more
- MongoDB (San Francisco, CA)
- …strategies to manage currency risk across our global business + Manage the investment portfolio through executing an investment strategy aligned with the ... company's risk tolerance and liquidity needs, monitoring investment performance, ensuring compliance with investment policies, recommending changes to the… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
- Umpqua Bank (San Diego, CA)
- …Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the ... business opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the confines of… more
- Alexandria Real Estate Equities, Inc (San Francisco, CA)
- …strategic role at the intersection of Alexandria's real estate, venture investment , thought leadership, and regional business development activities to grow and ... and leading events to elevate the Alexandria brand. Alexandria's venture investment activities, conducted through the Company's strategic venture capital platform,… more
- Bank of America (San Francisco, 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
- US Bank (San Francisco, CA)
- …other team members in new business development and client management for its investment advisory practice in California. The role will be based in San Francisco, ... for the California Asset Management Program (CAMP), a local government investment pool that provides services to municipalities throughout the state. Key… more
- IBM (San Francisco, CA)
- …our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic data landscape following the IBM ... business growth and strategic impact. What you'll do (responsibilities) * Strategic Investment & Impact Analysis: Lead in-depth Return on Investment (ROI)… more
- Lumen (Sacramento, CA)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- City National Bank (Studio City, CA)
- …Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of recording ... and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives,… more