- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? The Head of Deposit and Operations Compliance will act in a compliance advisory role supporting consumer banking on matters of regulatory ... with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within… more
- City National Bank (Los Angeles, CA)
- …accounting and reporting processes, assist with decision-making, lead ad-hoc projects, and act as a backup for some responsibilities of the Manager of Accounting ... and analyzing accounting data and preparing reports. * Assist with/review investment accounting/operations tasks. * Assist with requests from both internal and… more
- MUFG (San Diego, CA)
- …colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving ... companies. MUFG established the Restaurant Finance Group within its Global Corporate and Investment Bank in 2018 and accelerated its expansion with the addition of 8… more
- Robert Half Accountemps (Gardena, CA)
- …to ensure accurate financial reporting. + Capital Expenditure Analysis: Evaluate capital investment proposals, analyzing return on investment (ROI) and payback ... & Controls: Ensure adherence to internal controls, accounting standards, and company policies, supporting audits and implementing improvements as necessary. +… more
- Southern California Edison (Pomona, CA)
- …shaping how the organization leverages data to drive smarter, faster infrastructure investment decisions. This technical leader will design and build robust APIs and ... optimizing computing time to process the streaming data and saves cost to company by optimizing cluster run time + Identifies opportunities for building of… more
- TIAA (Redwood City, CA)
- …requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other planned giving arrangements. ... initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts. + Reviews and...state law including a state's uniform principal and income act , probate code, and trust code and updates all… more
- Southern California Edison (Pomona, CA)
- …risk reduction benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of Protection and Control ... Asset strategies for programmatic investment decisions + Evaluates SCE's enterprise level risks and provides suitable mitigation options to senior management +… more
- Raymond James Financial, Inc. (Los Angeles, CA)
- …Skills, and Abilities** : **Knowledge of** : * Comprehensive understanding of company policies and procedures and industry rules and regulations. * Investment ... Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA),...achieve desired outcomes * Make prompt, pragmatic choices and act with the client in mind * Take ownership… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …skills, and the ability to lead strategic initiatives in a dynamic investment management environment. Viable candidates should have their CPA. A strong foundation ... Ensure the timely and accurate delivery of tax information for the management company and equity partners. * Review and validate federal, international, state, and… more
- Meta (Menlo Park, CA)
- …responsibility to serve the long-term mission and sustainability of Meta Inc. and act as stewards of company resources.This role enables strategic thinking, ... business models, drive collaboration across teams, develop recommendations on strategic investment decisions, craft annual and long-range plans, and partner with… more