- Neuberger Berman (San Francisco, CA)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... will serve as the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as regular point of… more
- Aristotle Capital Management (Los Angeles, CA)
- …between investment teams, shared services, and clients, supporting the firm 's equity products. The Product Analyst will be critical for generating competitive ... Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed...to develop insights into how to best position the firm 's products to grow the business. This role is… more
- City National Bank (Los Angeles, CA)
- …California) required * Minimum of 10 years of experience at a major law firm (financial services or investment management practice), in-house legal department of ... wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to… more
- Neuberger Berman (CA)
- …and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and ... and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Los Angeles. This is accomplished… more
- Edward Jones (San Bernardino, CA)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are a valued ... products, services and support. And the stability of a firm built on a long-term investment philosophy...a track record of success + State insurance licenses preferred + Preferred additional professional designations such… more
- Edward Jones (Sacramento, CA)
- …We're proud to have more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are valued ... Financial advisors lead the branch team to serve clients and contribute to the firm 's purpose. They deeply understand the client's goals and why they are important… more
- Aristotle Capital Management (Newport Beach, CA)
- …policies and products. The role requires the ability to position the firm 's investment philosophy, product differentiation and competitive analyses in group ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bonus + Excellent Benefits Jennifer Fukumae is partnering with a global, high-growth investment firm focused on full lifecycle investing in FinTech software ... part in decision-making, reporting, and financial operations for the firm 's investment platform. Key Responsibilities: Fund Accounting...in Accounting, Finance, or a related field + CPA preferred , but not required + Strong GAAP knowledge and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description About the Firm The company is a mission-driven wealth management firm dedicated to helping individuals, families, and organizations achieve their ... 2005, they have built a reputation for thoughtful financial planning, disciplined investment management, and a deep commitment to client relationships. The company's… more
- JPMorgan Chase (San Francisco, CA)
- …The Venture Capital Relationship Team is a key component of the firm 's overall Innovation Economy (IE) business, covering venture capital firms and partners ... be entrusted with the client experience and promoting results for the firm 's portfolio company coverage strategy, while actively engaging with Commercial Bank,… more