- Umpqua Bank (San Diego, CA)
- …Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the ... business opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the confines of… more
- Wells Fargo (Los Angeles, CA)
- …seeking talent to join the 2026 Markets Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at ... significant responsibility that may include: + Understanding each clients' investment strategy and risk appetite to build a long-term...to monitor trading positions and risk + Identifying broader market trends to support the sales and trading desk… more
- Bank of America (Los Angeles, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… 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
- Sands Investment Group (Santa Monica, CA)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Broker ... gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily focused on developing… more
- Lumen (Sacramento, CA)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly...create new, innovative ways to show up in the market . **Location** This is a work from home position… more
- BeOne Medicines (San Carlos, CA)
- …Analytics to drive data-driven insights into pipeline molecule analysis, R&D investment optimization, and portfolio prioritization. This role is vital in identifying ... this position will support strategic planning, asset valuation, and market entry strategies, ensuring that BeOne Medicines prioritizes high-impact, high-potential… more
- CIBC (San Francisco, CA)
- …your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the ... to ensure client retention and business growth while aligning with client investment objectives and organizational policies. + Expand your portfolio: Acquire new… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …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 market ... from clients or their advisors o Collaborate cross-functionally with sales, investment , trading, and compliance teams on ad-hoc projects. Successful attributes for… more
- MongoDB (San Francisco, CA)
- …compliance with investment policies, recommending changes to the portfolio as market conditions change, and providing reports on investment activities and ... currency risk across our global business + Manage the investment portfolio through executing an investment strategy...Manage the investment portfolio through executing an investment strategy aligned with the company's risk tolerance and… more