- CIBC (Newport Beach, CA)
- …a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... a team environment, introducing the appropriate partners and suite of investment , trust, and banking solutions to high-net-worth individuals, families and… more
- Columbia Bank (Los Angeles, 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
- Deloitte (Los Angeles, CA)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical...+ Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Ability to travel up to 25%, on… more
- JPMorgan Chase (Irvine, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...+ Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer + GRI Certification + Demonstrated… more
- T. Rowe Price (San Francisco, CA)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by...of hire if not currently held. Preferred: + MBA, CFA , CFP, CIMA + Extensive knowledge of the financial… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more
- Deloitte (Los Angeles, 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
- MUFG (Los Angeles, CA)
- …sectors. You will focus on underwriting and portfolio management for non- investment grade public and privately owned corporate borrowers across various verticals, ... new bank debt transactions according to established policies and guidelines for non- investment grade clients and prospects + Manage a portfolio of corporate clients,… more
- MUFG (Los Angeles, CA)
- …subsidiary lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure, structured ... a related field such as accounting, finance. + MBA/ CFA , a plus + 3-5 years working experience in...a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution… more