- City National Bank (Beverly Hills, CA)
- …Supports City National Rochdale (CNR) client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ... sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Lead region...various reports to both Advisors and PMs including Morningstar research reports and scenario analysis on Zephyr. * Work… more
- Nuveen Investments (San Francisco, CA)
- …of the fixed income markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, ... or other non-annual incentive plans). **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world… more
- Wells Fargo (Irvine, CA)
- …lending, and trust services. These bank specialists leverage resources, valuable research , relationships, custom solutions, and highly tuned strategies to address ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Coinbase (Sacramento, CA)
- …and is one of the most active investors in the onchain ecosystem. We develop research and insights from the edges of onchain innovation to drive investment ... thesis and inform CB product strategy, prosecute multiple investment strategies and support our portfolio of over 500 projects around the world. *What you'll be… more
- Alexandria Real Estate Equities, Inc (Pasadena, CA)
- …purchase accounting analysis, sale analysis, and settlement statement review + ** Investment Accounting:** Assist with quarterly NAV updates for limited partnership ... funds, preparing new investment set-up packages, and other ad-hoc investment ...the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle, and New York City. Alexandria has a… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year. -Supports the… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple,… more
- JPMorgan Chase (Palo Alto, CA)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... quantitative discipline (eg, Computer Science, Data Science, Mathematics/Statistics, or Operations Research ) with a minimum of 6 years of industry experience.… 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 ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66… more
- Google (Sunnyvale, CA)
- …years of experience as a Product Engineering/Management leader with a research background. + Experience with AI, systems and infrastructure. **Preferred ... in Generative AI and LLMs. + Experience leading both product and engineering or research /applied science. + Ability to quickly ramp up new subject areas with short… more