• Wealth Analyst I

    City National Bank (Beverly Hills, CA)
    …assets as of April 30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including Los Angeles, ... *WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth...and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio… more
    City National Bank (05/24/25)
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  • Community Investments Analyst

    CommonSpirit Health (San Francisco, CA)
    …populations in CommonSpirit Health's communities. **Job Summary / Purpose** The Community Investment Program Analyst works with the Community Investment ... with community-based organizations. + 2+ years of financial, underwriting, community investment , and/or banking experience. Nonprofit financial accounting and… more
    CommonSpirit Health (08/03/25)
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  • Analyst , Diligence (Fall 2025)

    K1 (Manhattan Beach, CA)
    …giving applicants the opportunity to enter Private Equity without having to start in Investment Banking . Key Responsibilities: + As a private equity analyst , ... 2025 Start Date* K1 is seeking a Private Equity Analyst to join the expanding Investment team...software companies globally. K1 builds category leading enterprise software companies. As a global investment firm,… more
    K1 (06/13/25)
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  • Technology Support Sr Specialist - Test…

    JPMorgan Chase (Irvine, CA)
    …Chase brands. Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , ... guidance on day-to-day technology activities. Your role involves troubleshooting hardware, software , and technology issues within the organization. You will maintain… more
    JPMorgan Chase (07/25/25)
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  • Sr. Analyst , Risk Management - Market Risk

    Lincoln Financial (Sacramento, CA)
    …financial analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second line market risk ... Role at a Glance** We are seeking a Senior Analyst , Risk Management to join the Market Risk oversight...(Python, VBA, SQL, etc.) + Working knowledge of visualization software such as Tableau, PowerBI, etc. + Proficiency with… more
    Lincoln Financial (07/16/25)
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  • Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    …create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our ... Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the… more
    Umpqua Bank (07/24/25)
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  • Intern, Diligence (Summer 2026)

    K1 (Manhattan Beach, CA)
    …Equity straight out of college as opposed to having to start in Investment Banking . Key Responsibilities: + Support and shadow day-to-day Diligence operations ... 2026 or spring/summer 2027. Position Summary: K1 is seeking a Private Equity Summer Analyst to join the expanding Diligence team for our office located in Manhattan… more
    K1 (06/03/25)
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  • Vice President, Investor Relations

    MongoDB (Palo Alto, CA)
    …teams **Who You Are:** + 15+ years of experience in investor relations, investment banking , equity research, or equity investing (or similar experience); ... transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes...Serve as the primary point of contact for the investment community, maintaining strong relationships with sell-side analysts and… more
    MongoDB (06/05/25)
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  • Wealth Relationship Manager

    Citigroup (San Rafael, CA)
    …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment … more
    Citigroup (07/25/25)
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  • Wealth Relationship Manager

    Citigroup (Loma Linda, CA)
    …+ With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment … more
    Citigroup (07/09/25)
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