- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence,… more
- Deloitte (Los Angeles, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
- Deloitte (Sacramento, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- CIBC (San Francisco, CA)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the ... to ensure client retention and business growth while aligning with client investment objectives and organizational policies. + Expand your portfolio: Acquire new… more
- Manulife (CA)
- Manulife John Hancock Investment , a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been ... we are proud to offer a full range of investment strategies that carry one of America's strongest and...Series 7 and 66 or 63 licenses required + CFA or CIMA designation preferred + Must have excellent… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...Information Systems Auditor (CISA) Or * Chartered Financial Analyst ( CFA ) Or * Certified Anti-Money Laundering Specialist (CAMS) Or… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …+ Bonus (DOE) Jennifer Fukumae is partnering with a high-performing, collaborative investment team managing tens of billions in assets for a sophisticated client ... and client questionnaires with precision and insight. + Partner with sales, investment , and compliance teams to produce impactful marketing materials, fact sheets,… more
- Charles Schwab (Los Angeles, CA)
- …Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized ... a 120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire)_ + Active FINRA Series 66 license… more
- TIAA (Sherman Oaks, CA)
- …mindset in pursuit of growth. * Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose ... ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining...will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion;… more