- Umpqua Bank (Irvine, CA)
- …for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because ... for business. Together for better. **About the Role:** Provide administrative & operational support for one or more Financial Advisor(s) and serve as a liaison… more
- Bank of America (Newport Beach, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance , new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- BlackRock (San Francisco, CA)
- …would include, but not be limited to, providing legal advice and support relating to the structuring, launch, distribution and day-to-day operations of products ... as well as ETFs more broadly. The attorney will provide legal support to key partners including product development, business operations, and portfolio management,… 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
- 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 ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… 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 ... liability; monitor cash flow to ensure hedging adequacy. * Support the annual proxy filing with data and details...company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split… more
- BlackRock (San Francisco, CA)
- …regular risk reviews, ad-hoc analyses, and deep dives on risk or performance of portfolios. Contribute to research relating to markets, portfolio construction, and ... risk environment. Partner with BlackRock Solutions (BRS) to advance risk and performance attribution methodologies and tooling. Collaborate with peers across RQA to… more
- Bank of America (Santa Barbara, 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
- 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 ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Intuit (Mountain View, CA)
- …will partner with the senior leaders across Technology and Finance to support strategic planning, forecasting and analysis across the Technology Ecosystem. In ... across the organization to drive strategic initiatives, resource allocation and investment decisions for the Technology team. The Technology Ecosystem team oversees… more