- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Carrington (Anaheim, CA)
- …for financial planning and analysis to forecast budgets and financial status. Research economic trends and investment opportunities. Determine procurement of ... and account transfers. + Process stop payment requests and other check related research **What you're need.** + High school diploma or equivalent work experience… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As the...for record keeping; + Techniques and practices for problem research and resolution; + Concepts and practices of general… more
- Deloitte (Los Angeles, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
- Sands Investment Group (Santa Monica, CA)
- Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Broker ... gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily focused on developing… more
- BlackRock (San Francisco, CA)
- …this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and ... MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and ground breaking… more
- Deloitte (Costa Mesa, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... client. Responsibilities Will Include: + Performing detail-level reviews of tax research , partnership work papers, allocations, and tax filings + Coordinating and… more
- City National Bank (Beverly Hills, CA)
- …for providing analytical support to the Wealth Advisory Team (WAT). Through research , analysis, and coordination of accurate data and documentation, this person ... creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and… more
- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and… more