- Robert Half Finance & Accounting (San Francisco, CA)
- …and operational excellence. Key Responsibilities: + Act as the day-to-day contact for a portfolio of UHNW clients + Execute requests promptly and with a high level ... of accuracy + Collaborate with firm leadership on bespoke planning and investment strategies + Serve as a guide and mentor to junior associates and analysts + Assist… more
- Bank of America (Milpitas, CA)
- …financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything ... practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you… more
- Amazon (Culver City, CA)
- …and identify box office trends and opportunities to inform movie investment decisions and slate strategy. * Collaborate with cross-functional teams, including ... finance, marketing, content, operations, and other Amazon entertainment portfolio teams to drive strategic projects from concept to execution. Basic Qualifications *… more
- Publicis Groupe (Burbank, CA)
- …analyze and support paid social campaigns while also supporting audience targeting, investment by platform, and measurement KPIs. The Campaign Manager will have a ... paid social campaign trafficking, optimization, troubleshooting, and reporting for a portfolio of managed accounts. + Determine appropriate audience & creative… more
- Citigroup (Loma Linda, CA)
- …specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide ... communication, access to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value customer relationship… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + ... Review and approve trades, portfolio rebalances, and tactical implementation steps. Team Leadership &...& Attributes + Expertise in estate, tax, retirement, insurance, investment , and cash flow planning. + Strong organizational, leadership,… more
- ICF (Los Angeles, CA)
- …+ **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + ** ... Investment in you:** Tuition reimbursement, access to professional development...coordination of project including, but not limited to, internal portfolio reviews, and working with internal program leads to… more
- ICF (Los Angeles, CA)
- …This position requires interaction with internal and external industry experts to accomplish portfolio -wide goals. While the position is based in the LA area, local ... + **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + **… more
- Deloitte (Los Angeles, CA)
- …& Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are ... tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are… more
- PNC (Calabasas, CA)
- …and hybrid work environments. **Job Description** + Potentially oversees a limited portfolio and provides analytical support to the asset manager. + Reviews ... Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Accuracy and Attention to… more