- MongoDB (Palo Alto, CA)
- …in the business with regard to market strategy around things such as investment risk , corporate credit card programs, etc **Qualifications** + Bachelor's degree ... The Director, Assistant Treasurer will oversee the company's cash management, investment activities, and banking relationships. This role will also be responsible… more
- Robert Half Finance & Accounting (Irvine, CA)
- …strategic decision-making. Requirements * Proven expertise in financial analysis and investment strategies. * Strong understanding of risk management, including ... Description We are looking for an Investment Relations Specialist to lead and oversee key...The ideal candidate will excel in strategic financial planning, risk management, and optimizing funding efforts to support business… more
- Citigroup (Beverly Hills, CA)
- …and management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +...and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- City National Bank (Los Angeles, CA)
- …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... objective assurance over the design and operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for the… more
- Citigroup (Los Angeles, CA)
- …and management of wealth. + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +...and communicate the risk involved with various investment strategies. + Establish credibility and trust with all… more
- BlackRock (San Francisco, CA)
- …world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … Advisory + Develop and implement financial plans covering retirement, tax, estate, investment , and risk management. + Continuously monitor and adjust client ... Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its… more
- City National Bank (Los Angeles, CA)
- …Management * For Managed Solutions, structure client asset allocation appropriate with client's investment objectives and risk tolerance based on CNAM models. * ... existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB...of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current on client's… more
- MetLife (San Francisco, CA)
- …Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk -managed investment solutions for institutional clients. At MIM, experience ... an excellent introduction to the various aspects of institutional real estate investment management, focusing on risk management, valuations, research &… more
- MetLife (Fresno, CA)
- …Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk -managed investment solutions for institutional clients. At MIM, experience ... with Research & Analytics will provide an introduction to institutional agricultural investment management with a focus on risk management, valuations, research… more