- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program and client-directed accounts, to affluent individuals...distributions, and contributions, and all regulatory correspondence. Review daily reporting (ie, overdrafts, uninvested cash, fee maintenance, etc) and… more
- Cedars-Sinai (CA)
- … investment theses and pipeline development. Provide ongoing financial reporting and performance tracking for portfolio companies, including key metrics and ... evolved Accelerator+ initiative, we are seeking a new additional investment team member to join our team. The ...investment team member to join our team. The Investment Analyst supports the CSTV team through a wide… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Citigroup (Beverly Hills, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. **Responsibilities:** + … more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- City and County of San Francisco (San Francisco, CA)
- …of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of ... investment policies and practices. In accordance with the annual investment plan, the investment team deploys capital with the objective of enhancing the… more
- Citigroup (San Francisco, CA)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment… more
- Navy Federal Credit Union (San Diego, 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
- Microsoft Corporation (Los Angeles, CA)
- …delivering material business impact and creating enduring brand meaning. The Global Investment team within CGM is seeking a **Senior Manager, Global Investment ... person will contribute to the team's success in delivering media investment excellence through shared understanding of demand generation tactics; evaluating media… more
- Citigroup (San Francisco, CA)
- The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing ... of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves as an intermediary in trading for… more