- Umpqua Bank (Walnut Creek, CA)
- …Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the ... of assets under management and meet fiduciary objectives. + Manage investment portfolios in accounts and assigned accounts within the confines of established… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts… more
- Bank of America (Beverly Hills, 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
- City National Bank (Los Angeles, CA)
- …for Investment Management advisors and clients covering our Entertainment Bank , Personal and Business Banking, and Private Banking Clients,Trading and service ... FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Financial Services Analyst role is designed to develop the… more
- City National Bank (Los Angeles, CA)
- …real estate, and franchise transactions. The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, active ... which provide an overview of the company, the proposed facilities and the investment considerations are used by potential lenders/investors to analyze the credit and… more
- City National Bank (Beverly Hills, CA)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … 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
- Bank of America (Walnut Creek, 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
- Bank of America (Santa Monica, CA)
- …you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more