- JPMorgan Chase (Palo Alto, CA)
- …a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to make their business more… more
- City National Bank (Los Angeles, CA)
- …* MBA preferred * Credit training preferred * Prior commercial or investment banking experience preferred * Must possess excellent verbal, written, ... responsible for structuring and executing leveraged finance, middle market corporate , commercial, real estate and franchise transactions.The Syndications group at… more
- Columbia Bank (Santa Barbara, CA)
- …create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to… 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. ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial… more
- City National Bank (Los Angeles, CA)
- …the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate , employee benefit, and personal trust relationships, ... * Understanding of the technical aspects of accounting and financial reporting. * Experience in performing multiple projects and...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- Bank of America (Los Angeles, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank… more
- JPMorgan Chase (Irvine, CA)
- …a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... real estate property valuations and cash flow analysis. + Excellent financial analysis skills, including evaluating property cash flows, property valuation, and… more
- JPMorgan Chase (San Francisco, CA)
- …when engaging with clients, which involves familiarizing yourself with the various investment , banking , and lending products and platforms available to our ... and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues. + Ability to… more
- Intuit (San Diego, CA)
- …Strategy, or Operations.* 3-5 years of pre-MBA professional experience in consulting, investment banking , corporate finance, or similar analytical fields.* ... with finance and business teams to develop short- and long-term strategic and financial plans, identifying opportunities for investment and growth. * Build and… more
- PNC (San Francisco, CA)
- …Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship ... to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be a key member of the… more