- City National Bank (Beverly Hills, CA)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses;… more
- Stanford Health Care (Palo Alto, CA)
- …governmental agencies and other parties + Assists with the administration of investment portfolios, including: + Daily oversight of investment portfolios ... managers, custodian banks, and other vendors + Monitoring compliance with SHC Investment Policy, portfolio guidelines and other key investment restrictions + … more
- Intuit (Mountain View, CA)
- …of businesses. The work mirrors the work found at top venture capital/private equity firms, investment banks and strategy consulting firms. Key activities ... + 4+ years of work experience in corporate development, venture capital/private equity , or investment banking + MBA or equivalent experience desired + Desire to… more
- JPMorgan Chase (Granite Bay, 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...compensation, paid in the form of cash and/or forfeitable equity , awarded in recognition of individual achievements and contributions.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its ... trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice. + Independently manage a book of business and cultivate… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As the...thrive together. An example of our commitment to Diversity, Equity , Inclusion, and Belonging is when SMUD signed the… more
- JPMorgan Chase (Temecula, 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...compensation, paid in the form of cash and/or forfeitable equity , awarded in recognition of individual achievements and contributions.… more
- Sands Investment Group (Los Angeles, CA)
- Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking highly motivated Advisors within the Debt and ... Equity space to join our dynamic and collaborative new...new team in our Los Angeles location. At Sands Investment Group, fostering a culture of collaboration, teamwork, and… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- City and County of San Francisco (San Francisco, CA)
- …Port has evolved into a strategically driven agency known for innovation, equity , and impact. Through bold initiatives in economic recovery, resilience, and ... Francisco's shoreline for future generations. The Port's mission is grounded in stewardship, equity , and public service. Guided by our Racial Equity Action Plan,… more
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