- Intuit (Mountain View, CA)
- …Corporate Strategy and Development team works on highly visible, key acquisition, investment and strategy initiatives. The team is focused on identifying, evaluating ... mirrors the work found at top venture capital/private equity firms, investment banks, corporate development departments and strategy consulting firms. Key activities… more
- City National Bank (San Francisco, CA)
- …and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices ... the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset… more
- Bank of America (Westlake Village, 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)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- BlackRock (San Francisco, CA)
- …Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom model portfolios ... team in a fast-evolving market. It will require a strong combination of leadership, investment , and client interpersonal skills. **As a CMS Client PM, you will be… more
- Aristotle Capital Management (Los Angeles, CA)
- …Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and ... long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment … more
- US Bank (Los Angeles, CA)
- …Manager leads the team responsible for account opening new accounts trust, investment , and banking platforms and legal reviews. This role requires exceptional ... + Manage the end-to-end process for opening banking, new trust, and investment accounts, including documentation review and verification. + Ensure compliance with… more
- Stanford University (Stanford, CA)
- …structuring investments, developing and implementing tax strategies to help optimize investment returns, and conducting tax research and analysis as needed to ... support investment decisions. This individual will work with SMC's senior...tax-related matters, including: + Structuring investments, including in private investment funds, derivatives, and individual securities. + Developing and… more
- JPMorgan Chase (Foster City, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership… more