- Thrivent Financial (Costa Mesa, CA)
- …policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory ... licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Financial Officer is responsible and accountable for all aspects of the Company's financial management ( financial control and reporting, tax ... a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach… more
- Google (Mountain View, CA)
- …executive management and business partners. + Excellent leadership, people management , business judgment, attention to detail, and financial modeling skills. ... and out, you'll lead individual projects to transform planning, tracking and control processes. You'll provide senior level management with insightful… more
- JPMorgan Chase (Temecula, CA)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...Wealth in JP Morgan Wealth Management , you will create a culture of excellence and… more
- US Bank (Los Angeles, CA)
- …deal structuring, issue resolution, model customization for unique deal structures, and financial quality control , with proficiency in Excel. + Serve as ... to extract, clean, and analyze data. + Collaborate cross-functionally to connect financial information with Impact Finance syndication investment funds through… more
- City National Bank (Los Angeles, CA)
- …roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and ... FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Financial Services Analyst role is designed to develop the… more
- City National Bank (Los Angeles, CA)
- …Director in supervising a team of auditors to assess risks and internal control environment of the bank's Wealth Management businesses. This individual will ... *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth ...Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for… more
- Cushman & Wakefield (Los Angeles, CA)
- …("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of ... financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA...(broker license is not required for role) + Prior management oversight with direct reports is a plus +… more
- Ross Stores, Inc. (Dublin, CA)
- …planning and analysis processes including long range planning, budgeting, forecasting, and financial control process design\. * Prior experience with EPM ... activities across the organization which includes Income Statement creation, liquidity management , and ad\-hoc analysis to provide comprehensive financial … more
- Google (Mountain View, CA)
- …and business initiatives, thinking critically through financial implications, return on investment analysis, and risk management . You will have the technical ... and out, you'll lead individual projects to transform planning, tracking and control processes. You'll provide senior level management with insightful… more