- Lincoln Financial (Sacramento, CA)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Lincoln Financial (Sacramento, CA)
- …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- City and County of San Francisco (San Francisco, CA)
- …of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of ... policies and practices. In accordance with the annual investment plan, the investment team deploys capital...asset classes, such as Treasuries, government debt, corporate credit, bank loans, securitized assets, and others. + Experience in… 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
- Robert Half Finance & Accounting (Walnut, CA)
- Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut, California. In this role, you will oversee financial processes ... reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: * Coordinate and… more
- Robert Half Accountemps (Torrance, CA)
- …or monthly basis according to client needs. * Conduct monthly reconciliations of bank and investment statements to maintain financial accuracy. * Assist in ... budgets, and audit files. * Collaborate with clients, auditors, actuaries, and investment advisors to gather and organize necessary financial data. * Maintain and… more
- KeyBank (San Francisco, CA)
- **Location:** 1675 Broadway - Denver, Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an ... experienced community development leader to join our growing team. The Underwriting Team Leader will lead a team of Sr. Underwriters, Underwriting Project Managers, and Underwriting Associates responsible for analyzing and closing Affordable Housing real… more
- Deloitte (San Diego, CA)
- …10 + years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit, and/or consulting or corporate positions ... with a financial or accounting focus + 10+ years experience in the following areas: + On company-side and lender advisory restructuring engagements + Working in Excel as an advanced user; practical experience financial modeling including the ability to build a… more
- Bank of America (San Francisco, 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
- US Bank (Sacramento, CA)
- …understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using US Bank 's Asset ... At US Bank , we're on a journey to do our...Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products… more