- Columbia Bank (Irvine, CA)
- …7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making ... investment decisions. + Coordinate and assist Financial Advisor(s) with...and geographic location. The role may be eligible for performance -based incentive compensation and those details will be provided… more
- Deloitte (San Diego, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- Intuit (Mountain View, CA)
- …teams across the organization to drive strategic initiatives, resource allocation and investment decisions for the technology team. As a leader on the team, ... as a mentor to junior team members and drive best practices in Investment management to the broader Finance team. The Technology Ecosystem team oversees technology… more
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Bank of America (Irvine, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Deloitte (Sacramento, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ledgers and accounting entries for the ... Family and their investment portfolio - Manage investment portfolio, pay...improvement initiatives within the finance department. -Preparation of quarterly performance track record reporting -Liaise with external auditors and… more
- Bank of America (Newport Beach, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Nuveen Investments (San Francisco, CA)
- …GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This ... fully integrated team of more than 200 investment professionals, including one of the largest research teams...world, is guided by a long heritage of successful performance outcomes and risk control for our clients. Nuveen… more