- CommonSpirit Health (San Francisco, CA)
- …/ Purpose** The Community Investment Program Analyst works with the Community Investment Program Manager to champion and orchestrate all facets of an ... framework and spearhead impact analysis in collaboration with the Manager to report on the investment portfolio's...with the Manager to report on the investment portfolio's impact and financial performance. + **Operational Excellence:**… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Company: Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity ... from clients or their advisors o Collaborate cross-functionally with sales, investment , trading, and compliance teams on ad-hoc projects. Successful attributes for… more
- US Bank (Patterson, CA)
- …open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.… more
- US Bank (Aptos, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... a team environment, introducing the appropriate partners and suite of investment , trust, and banking solutions to high-net-worth individuals, families and… more
- Marriott (San Juan Capistrano, CA)
- …resources, financial performance, sales and revenue generation and delivering a return on investment . Assists the General Manager in leading the team in the ... exceed guest expectations. * Sets clear performance expectations with the General Manager . * Assists team supervisors with constructive coaching and counselling. *… more
- Marriott (Pleasanton, CA)
- …resources, financial performance, sales and revenue generation and delivering a return on investment . Assists the General Manager in leading the team in the ... exceed guest expectations. * Sets clear performance expectations with the General Manager . * Assists team supervisors with constructive coaching and counseling. *… more
- Deloitte (Los Angeles, CA)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31,… more
- PNC (Los Angeles, CA)
- …of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- City National Bank (Los Angeles, CA)
- *COMMUNITY DEVELOPMENT INVESTMENT OFFICER * WHAT IS THE OPPORTUNITY? Supporting Community Reinvestment Act ("CRA") investments include private equity participation ... equity management process by providing underwriting expertise. Analyzes prospective investment Fund transactions and assessment of General Partner. Prepares...* Other projects as may be assigned by the Manager from time to time. WHAT DO YOU NEED… more