- Wells Fargo (Beverly Hills, CA)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized ... wealth management, investment , planning, and retirement products and services to help...center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts… more
- BlackRock (San Francisco, CA)
- …to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique ... values-aligned preferences into their investment portfolio. We are a... portfolio. We are a purposefully growing quantitative, multi-asset investment management business specializing in managing customized portfolios tax… more
- Aston Carter (Menlo Park, CA)
- …modeling. This position involves conducting quantitative analyses that impact investment programs, preparing valuation models, and tracking financial performance ... other instruments, while understanding and quantifying associated risks. + Monitor investment performance and update valuations as necessary. + Engage in… 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 ... Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business...inbox. + Review and escalate conflict checks for the Investment Bank. + Participate in regulatory exams and work… more
- Citigroup (Beverly Hills, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging...+ Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… 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
- BlackRock (San Francisco, CA)
- …Francisco or New York BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Sands Investment Group (Santa Monica, CA)
- Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum (2015 & 2016), is now seeking highly motivated Brokers to ... build a business around them to foster continued success Investment possibilities: Most brokers get into the business to...across all levels of the business About SIG Sands Investment Group is a commercial real estate brokerage firm… more
- Sands Investment Group (Los Angeles, CA)
- Sands Investment Group (SIG), America's Fastest Growing Net Lease Company, is officially accepting applications for the highly-selective Junior Broker in one of our ... gain the foundational skills necessary to becoming successful Commercial Real Estate Investment Sales Brokers. The Program is heavily focused on developing skills in… more