- BlackRock (San Francisco, CA)
- …Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology ... analytics, and reporting across our broad range of financial products and investment styles. + Build strong internal relationships within BlackRock Solutions, and… more
- Intuit (Mountain View, CA)
- …across the organization to drive strategic initiatives, resource allocation and investment decisions for the Technology team. The Technology Ecosystem team oversees ... highly dynamic finance roles (Global experience, Corporate FP&A experience, Investment Banking experience, Management Consulting experience preferred)* Deep experience… more
- Columbia Bank (San Diego, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. + ... **About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of… more
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region...degree. Strong desire to learn and grow, enrollment in CFA , CFP, or similar program strongly desired, but not… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both ... execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- Jeffrey Abrams on LinkedIn. We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of ... the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key… more
- BlackRock (San Francisco, CA)
- …Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... and Qualifications** + Bachelor's degree required + CIMA or CFA preferred + Minimum 3+ years as an experienced...(external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and… more
- Nuveen Investments (San Francisco, CA)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong… more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and ... processes and investor relations. The ideal candidate is an experienced senior investment banking or consulting VP / associate who currently supports existing… more