- Deloitte (Sacramento, CA)
- …of 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… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco...with a stable, 25-year track record of serving the investment needs of credit unions and their… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... business transactions. Monitors and maintains operations procedures for compliance to bank policies and industry regulations. Acts a primary liaison representing the… more
- JPMorgan Chase (Los Angeles, CA)
- …equity, private credit and real estate + Proven experience in investment management sales; experience within a capital markets environment preferred. + The ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- City and County of San Francisco (San Francisco, CA)
- …Officer ("IO") for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...income asset classes, such as Treasuries, government debt, corporate credit , bank loans, securitized assets, and others.… more
- Scotiabank (San Francisco, CA)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Associate, Technology Investment Banking **Requisition ID:** 232917 **Salary Range:** 175,000.00...culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that… 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 (San Francisco, CA)
- …company coverage strategy, while actively engaging with Commercial Bank , Private Bank , Credit , and Investment Banking product sets. **Job ... firm's portfolio company coverage strategy, engaging with Commercial Bank , Private Bank , Credit and Investment Banking product sets. + Work closely with… more
- Wells Fargo (San Francisco, CA)
- …Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to support the alternative ... **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as… 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 ... Production leaders, Asset Management leaders, Syndication leaders, and business line Credit Officers. The individual will also partner closely with critical… more