• Data Management and Analytics Specialist

    World Insurance Associates, LLC. (San Diego, CA)
    …and make a difference for our customers and our communities. Why World Investment Advisors? + Great company culture with an awesome team-oriented atmosphere! ... Position Objective, Typical Duties and Responsibilities World Investment Advisors, the financial services division of World Insurance, is a forward-thinking … more
    World Insurance Associates, LLC. (03/15/25)
    - Related Jobs
  • Real Estate Fund Controller

    Robert Half Finance & Accounting (San Francisco, CA)
    …Accounting is recruiting for a Fund Controller at an Established Thriving Real Estate Investment Company in San Francisco. This is a full-time, permanent role ... Reporting team members, ensuring accuracy and insight. + Manage liquidity for investment vehicles and oversee payable workflows. + Identify and resolve complex… more
    Robert Half Finance & Accounting (05/31/25)
    - Related Jobs
  • Trust Portfolio Manager

    Umpqua Bank (Walnut Creek, CA)
    …confines of established policies and regulations. + Assist in the management of the company 's investment process. + Perform a variety of written and verbal ... Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the… more
    Umpqua Bank (05/14/25)
    - Related Jobs
  • Lead Advisor - RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …portfolio size is $1.5M. Responsibilities: + Develop customized financial plans and investment strategies using company software. + Assist with onboarding new ... clients and foster relationships, particularly with CPA firms for investment management support. + Participate in client meetings, taking detailed notes and… more
    Robert Half Finance & Accounting (05/25/25)
    - Related Jobs
  • Senior Manager - Investment Operations

    GE Aerospace (San Ramon, CA)
    …providing unmatched learning, development, and career growth opportunities. The Senior Manager - Investment Operations is a key role within the ERAC's Investment ... role is responsible for providing strategic and operational leadership of company cash/liquidity, short-term investments, and reinsurance trust oversight. This role… more
    GE Aerospace (05/30/25)
    - Related Jobs
  • Analyst, Technology Investment Banking

    Scotiabank (San Francisco, CA)
    Analyst, Technology Investment Banking - San Francisco, CA **Requisition ID:** 218729 **Salary Range:** 110,000.00 - 120,000.00 _Please note that the Salary Range ... results, in an inclusive and high-performing culture. **Title** : Analyst, Technology Investment Banking - San Francisco, CA **Global Banking and Markets** Global… more
    Scotiabank (05/14/25)
    - Related Jobs
  • Citi Wealth at Work - Investment Counselor…

    Citigroup (San Francisco, CA)
    …also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate ... we aim to be your comprehensive financial partner. The Investment Counselor Principal is a strategic professional who closely...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
    Citigroup (03/12/25)
    - Related Jobs
  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Newport Beach, CA)
    …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
    JPMorgan Chase (05/23/25)
    - Related Jobs
  • Senior Associate, Investment Analytics

    Cypress Creek Renewables (Santa Monica, CA)
    Senior Associate, Investment Analytics at Cypress Creek Renewables (View all jobs) (https://ccrenew.com/careers/) Santa Monica, CA, San Francisco, CA The Company ... is seeking a talented and highly motivated Senior Associate to support the Investment Analytics group. This group supports project valuation, risk management, and … more
    Cypress Creek Renewables (03/12/25)
    - Related Jobs
  • Investment Banking - Mid-Cap…

    JPMorgan Chase (Los Angeles, CA)
    We are seeking a seasoned Executive Director to join our industry-leading Investment Banking team. As an Executive Director in Investment Banking, you will play ... with clients. You will be responsible for sourcing and executing JP Morgan's Investment Banking products including M&A, Equity and Debt. You will work closely with… more
    JPMorgan Chase (05/02/25)
    - Related Jobs