- Robert Half Finance & Accounting (Buellton, CA)
- …for investment . * Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities. * Supports ... * Reviews monthly investment data on tribal investment funds and complete quarterly performance reports....technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- Aston Carter (Buellton, CA)
- …or new acquisitions. + Review monthly investment data on tribal investment funds and complete quarterly performance reports. + Prepare internal, external, ... will oversee cash flow positions, borrowing needs, and available funds for investment . This role involves monitoring and evaluating the financial and operational … more
- TIAA (Redwood City, CA)
- …position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises ... client on a wide variety of gift planning, gift investment , and program management issues. This job is responsible...time in role, base salary of internal peers, prior performance , business sector, and geographic location. In addition to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Responsibilities: + Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes. + Create ... + Maintain cash flow forecasts, manage capital planning, and organize investment -related documentation. + Support audit, tax, and regulatory compliance… more
- Edward Jones (Laguna Hills, CA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** +… more
- BMO Financial Group (Los Angeles, CA)
- …timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) ... basis. + Oversee documentation and ongoing monitoring of asset and client performance . Sales Support and Partnerships + Provide exceptional customer service… more
- AbbVie (Irvine, CA)
- …scenario models through robust understanding of business insights and drivers of performance for revenue and investment analysis, including development of ... commercial objectives and financial controls. + Craft clear narratives to support strategic decision-making, ensuring compliance with legal and corporate guidelines.… more
- Amazon (Culver City, CA)
- …renewal decisions. The role will require identifying key drivers of title performance , building recommendations for investment decisions, and optimizing the ... Strategy for Original Series on Prime Video. This includes a focus on performance tracking, content valuation, and the facilitation of Original Series greenlight and… more
- CIBC (San Francisco, CA)
- …Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support , Product Knowledge, Transaction Banking ... Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and… more
- City National Bank (Los Angeles, CA)
- …meetings, presentations, and/or written reports and memorandums. The position will support City National Bank's Internal Audit in providing independent, objective ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more