- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- City National Bank (Los Angeles, CA)
- …Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's ... on audit evidence that may involve ambiguity. * Staff Performance and Mentoring: Acts as a role model/mentor to...Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial… more
- Oura (San Francisco, CA)
- …and product leads to develop strategies and identify acquisition and investment opportunities that accelerate Oura's mission + Maintain relationships with startups, ... VCs, investment bankers, and leading technology companies to stay up...and drive deeper understanding of KPIs and implications on performance and valuation, particularly as they relate to corporate… 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 ... teams, you will apply rigorous quantitative methodologies to assess pipeline performance , guide clinical development strategies, and shape the future of BeOne… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …robust headcount models and workforce projections, building cases to support investment decisions, and providing analytical support for key programs and initiatives. ... This role is central to shaping investment decisions and empowering leadership with actionable insights and...in providing rewards and recognition opportunities that promote a performance -based culture. We demonstrate this commitment by offering a… more
- Comerica (San Francisco, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- Palo Alto Networks (Santa Clara, CA)
- …mindset and a strong corporate finance foundation, ideally with experience in FP&A, investment banking, or equity research. This role is for a self-starter and great ... benchmarking and analysis on a quarterly basis, providing insights on peer performance , industry trends, and valuation + Prepare and update discussion materials for… more
- Anywhere Real Estate (San Francisco, CA)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- JPMorgan Chase (Palo Alto, CA)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... Risk and Compliance teams to ensure comprehensive model documentation, track performance metrics, and maintain adherence to regulatory compliance standards. +… 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