- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … more
- Bank of America (Monterey, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- TIAA (Pasadena, CA)
- …a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio ... complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. +… more
- Manulife (Los Angeles, CA)
- Manulife Private Markets is a $118B investment platform, offering strategies in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. ... success in private assets has been driven by a long-term focus, a risk-conscious investment philosophy and in-house sector expertise. We look to innovate and be a… more
- PNC (Los Angeles, CA)
- …employees feel respected, valued and have an opportunity to contribute to the company 's success. As a Summer Intern within PNC's Asset Management Group organization, ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- BlackRock (San Francisco, CA)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- Bank of America (Redding, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Lenovo (San Jose, CA)
- …All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
- Bank of America (Sacramento, CA)
- …$100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that ... including partnering with management to assess financial goals and recommending investment advisory strategies + Understands client solutions that are best suited… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description About the Company A privately held investment management firm with a collaborative and entrepreneurial culture is seeking a Finance & Operations ... legal functions + Support Code of Ethics, client reporting, regulatory filings, and investment guideline reviews Additional Information + This is not a remote role;… more