- Coinbase (Sacramento, CA)
- …markets, or complex financial instruments accounting* within a financial institution (eg, investment bank , hedge fund, broker-dealer). * Strong analytical and ... problem-solving skills, with the ability to navigate ambiguity and apply accounting principles to novel crypto transactions. * Excellent communication skills, both written and verbal, with the ability to articulate complex accounting issues to both technical… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, we ... simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue business...+ Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration… more
- Mizuho Corporate Bank (San Francisco, CA)
- US Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, ... + Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal… more
- Nutanix (San Jose, CA)
- …Nutanix's cash balances + Support creation of monthly interest income forecasts and bank / investment fee analyses + Help reconcile Nutanix's investment ... the team with various automation initiatives, including cash/interest income forecasting, bank statement reporting, etc. + Assist the team with various account… more
- Scotiabank (San Francisco, CA)
- Associate Director, Technology Investment Banking - San Francisco, CA **Requisition ID:** 237754 **Salary Range:** 275,000.00 - 275,000.00 _Please note that the ... results, in an inclusive and high-performing culture. **Associate Director, Technology Investment Banking - San Francisco, CA** **Scotiabank Global Banking and… more
- Scotiabank (San Francisco, CA)
- Associate, Technology Investment Banking - San Francisco, CA **Requisition ID:** 232917 **Salary Range:** 175,000.00 - 225,000.00 _Please note that the Salary Range ... results, in an inclusive and high-performing culture. **Title** : Associate, Technology Investment Banking - San Francisco, CA **Global Banking and Markets** Global… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- JPMorgan Chase (Westminster, 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...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- Atria Wealth Solutions (Dublin, CA)
- …Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Bank of America (Redding, CA)
- …and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more