- Citigroup (Beverly Hills, CA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- Citigroup (San Francisco, CA)
- …transparency. **Qualifications:** + 6-10 years of experience + Robust experience in providing investment advice and solutions. + CFA + Requires good analytical ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- City National Bank (Los Angeles, CA)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- City National Bank (San Francisco, CA)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- JPMorgan Chase (Los Angeles, CA)
- …over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors ... worldwide, the division offers comprehensive investment management across all major asset classes. With nearly...willingness to achieve) + Higher level of education preferred, MBA/ CFA FEDERAL DEPOSIT INSURANCE ACT: This position is subject… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Operations State Teachers' Retirement System JC-489028 - Investment Officer III, Investment Operations ... is seeking an experienced individual to work as an Investment Officer III on the Investment Operations...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
- CBRE (Los Angeles, CA)
- Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 02-Sep-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management** CBRE Investment Management is a...and communication skills, both verbal and written + MBA, CFA or CAIA credentials is a plus. + VBA,… more
- Zions Bancorporation (El Segundo, CA)
- …County. Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group ... and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients...finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience… more