- Aristotle Capital Management (Newport Beach, CA)
- …Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and ... long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment … more
- Intuit (Mountain View, CA)
- …Corporate Strategy and Development team works on highly visible, key acquisition, investment and strategy initiatives. The team is focused on identifying, evaluating ... mirrors the work found at top venture capital/private equity firms, investment banks, corporate development departments and strategy consulting firms. Key activities… more
- BlackRock (San Francisco, CA)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers… more
- BlackRock (San Francisco, CA)
- …Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom model portfolios ... team in a fast-evolving market. It will require a strong combination of leadership, investment , and client interpersonal skills. **As a CMS Client PM, you will be… more
- Aristotle Capital Management (Los Angeles, CA)
- …Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and ... long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and retains talented investment … more
- Bank of America (Redding, 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. View your **"Know your Rights… more
- Navy Federal Credit Union (Vacaville, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- City National Bank (San Francisco, CA)
- …and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices ... the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …accounting standards and improve processes and internal controls + Collaborate with investment team on valuations, capital activity, and performance + Ensure ... to Michelle Espejo via email or LinkedIn for additional information or questions. Investment Accounting Controller| Family Office| Menlo Park | $Base + Bonus +… more
- Autodesk (San Francisco, CA)
- …demonstrate the ability to partner with C-Level executives on strategic, investment , and operational topics, lead financial analysis for M&A opportunities, provide ... Division 3-5 year Strategic Plan. Influence all key capital and operating investment decisions, trade-offs, resource prioritization, risks, all with a mind-set to… more