- JPMorgan Chase (Los Angeles, CA)
- …Our team seamlessly integrates traditional banking services with cutting-edge investment banking products, ensuring businesses thrive in today's dynamic market. ... Business Managers. As a Senior Associate Business Manager within the Commercial & Investment Bank, you will serve as the main liaison for bankers and product… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …valuation, portfolio data management, and play a vital part in decision-making, reporting , and financial operations for the firm's investment platform. Key ... + Excellent Benefits Jennifer Fukumae is partnering with a global, high-growth investment firm focused on full lifecycle investing in FinTech software companies.… more
- Citigroup (San Francisco, CA)
- The Equity Capital Markets (ECM) Investment Banking Vice President is a senior level level position responsible for advising clients on raising funds in the equity ... Convertible, and Private Placement offerings in coordination with the Investment Banking team. Additional responsibilities include advising and structuring… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps ... in community initiatives, centers of influence and developing niches. * Recommends investment products, solutions, and services that are suitable for prospects and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …work closely with internal teams and fund administrators to ensure accurate reporting and operational excellence across multiple investment vehicles. You'll play ... a key role in overseeing capital activity, fund financials, and investor reporting -all while deepening your knowledge of blockchain, crypto, and fintech investing.… more
- Envista Holdings Corporation (Brea, CA)
- …with enterprise priorities. + Implement cost optimization strategies to maximize IT investment efficiency. + Ensure transparency in financial reporting and ... adherence to compliance and audit requirements. + Lead financial analyses to drive strategic decision-making regarding IT expenditures and capital investments. **Organizational Change Management and Communications Lead:** + Establish communication strategy for… more
- City National Bank (Irvine, CA)
- …(CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust ... and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bonus Are you an experienced tax professional with a passion for investment partnerships? Join a collaborative and fast-growing fund services provider that works ... with a wide range of alternative investment vehicles-including hedge funds, venture capital, private equity, real...+ Support ad hoc compliance projects and client-specific tax reporting needs Requirements + 5+ years of experience with… more
- City National Bank (Los Angeles, CA)
- …MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- Citigroup (Los Angeles, CA)
- …to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop ... tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and… more