- Deloitte (Los Angeles, CA)
- … Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently ... and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As… more
- Meta (Menlo Park, CA)
- …and operating expenses for Infrastructure which is one of the largest areas of investment at the company as we accelerate towards super intelligence. We focus on ... Management and Data Science 5. Build analyses to drive investment decisions, such as return on investment ...executives gain key insights into spend through analyses and reporting 8. Help define and implement scalable modeling, financial… more
- Bank of America (San Diego, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Microsoft Corporation (Mountain View, CA)
- …Utilizes process to support development and maintenance of pipeline. Prepares information for reporting to key stakeholders. Asks the manager for help in a timely ... Assesses opportunity for a partner to engage with Microsoft during investment diligence process. Other + Embody our culture and values **Qualifications**… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Citigroup (Downey, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account… 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
- Bank of America (San Francisco, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Carlsbad, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Walnut Creek, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more