- Meta (Menlo Park, CA)
- …Statistics, or a related field 8. 3+ years of professional experience in investment banking , strategy consulting, corporate finance or a Masters degree or ... **Summary:** The Finance & Business Planning (FBP) team is the strategic engine...transform how billions of people experience our products and services .We're looking for a talented Finance Associate to join… more
- HSBC (Beverly Hills, CA)
- …with current and potential wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs, based ... (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism… more
- BMO Financial Group (Los Angeles, CA)
- …and client performance. Sales Support and Partnerships + Provide exceptional customer service to clients. + Maintain contact and attend meetings with lending clients ... effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with preliminary screening and… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …Maintain currency on new products and industry trends. + Develop working knowledge of banking services that may be applicable to clients and prospects. + Develop ... Make banking a Fifth Third better(R) We connect great...assigned territory through sales of primary and secondary market investment products to institutional clients. Responsible and accountable for… more
- Lightsource bp (San Francisco, CA)
- …* Bachelor's or Master's degree. * Background in energy/management consulting/ investment banking /finance/engineering preferred * Experience in renewable energy ... financial close, ensuring they are bankable, and ready for investment or sale, in line with business ...and maintain strong working relationships with stakeholders across the business , enhancing the service we can provide… more
- City National Bank (El Segundo, CA)
- …issues to various parties, including Agilink Product and Development teams. * Advise business management firms in best practices and the most efficient use of the ... Agilink software, including features such as system security, online banking integration, and document storage related to Agilink. *...related to Agilink. * Identify training needs and recommend services to fill client knowledge gaps. * Use remote… more
- Meta (Burlingame, CA)
- …Qualifications: 5. 6+ years of experience in management consulting, strategy, finance, business operations, corporate strategy, investment banking , product ... providing a holistic understanding of our products, markets, and opportunities to service customer needs. We then translate this into actionable recommendations for… more
- Robert Half Office Team (San Diego, CA)
- …Associate across a wide range of responsibilities, including executive support, family office services , investment operations, and client service . This role ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial...transfers, property taxes, and insurance procurement + Assist with personal/ business banking needs and archive relevant documents… more
- Capital One (Los Angeles, CA)
- …West Cafe region (California). As a company we will be focused on expanding our banking presence. We are looking for a talented individual that has the ability to ... while identifying key stakeholders + Work closely with Community Impact and Investment and External Affairs to determine top community partners for brand leverage… more
- Ankura (CA)
- …professionals have diverse backgrounds and varied experience including banking , consulting, restructuring, accounting firms and public/private industries. Our ... Turnaround advisory and deep market-making relationships across the relevant law firms, investment banks, corporates etc. resulting in a robust flow of inbound calls… more