- City National Bank (Irvine, CA)
- …with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * ... (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust… more
- Coinbase (Sacramento, CA)
- …ability to apply coding skills to operational challenges. * Experience with portfolio management systems (eg, Enfusion, Elwood) or accounting software * Knowledge of ... regulatory reporting requirements Req ID: P71275 \#LI-Remote *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment … more
- IBM (San Francisco, CA)
- …scalability in their cloud journey. **Your role and responsibilities** HashiCorp's R&D Portfolio Strategy team is central to our R&D organization and closely ... is to align R&D execution with corporate strategy through unified portfolio planning, optimized resource allocation, clear strategic analysis, and outcome-focused… more
- MUFG (Los Angeles, CA)
- …guidelines for non- investment grade clients and prospects + Manage a portfolio of corporate and special purpose entity clients, including periodic reviews and ... an experienced corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions… more
- City National Bank (Beverly Hills, CA)
- …by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region as the subject matter ... * PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports...IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and… more
- Nuveen Investments (San Francisco, CA)
- Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- JPMorgan Chase (Long Beach, CA)
- …and providing financial advice to your clients. A role as a Multinational Corporations Portfolio Banker is for you. As a Portfolio Banker within our ... of a team to introduce our comprehensive solutions to clients. Multinational Portfolio Bankers will work closely with product partners, Corporate Client Banking,… more
- JPMorgan Chase (Irvine, CA)
- …enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker in Emerging Middle ... to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- General Motors (Mountain View, CA)
- …MI or Washington DC three times per week, at minimum. **The Role:** The Portfolio Lead is responsible for a defined portfolio of grants and partnerships, ... directly accountable for shaping investment strategies that align with GM's philanthropic vision and...You'll Do:** + Design and execute strategies for a portfolio of philanthropic investments in STEAM, Road Safety, and/or… more
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