- JPMorgan Chase (San Francisco, CA)
- …* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal ... goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Eliassen Group (Sacramento, CA)
- …team. You will play a crucial role in developing and maintaining our investment platform's front office tools. While financial services experience is a plus, it ... libraries and frameworks. + Understanding of financial markets and investment platforms. + Experience with Agile development methodologies. **Education… more
- Robert Half Finance & Accounting (San Clemente, CA)
- …and profitability of portfolio holdings. * Provide actionable recommendations to mitigate risk and enhance return on investment . * Track key performance ... analyze the financial and operational performance of our current assets, including investment portfolios and real estate holdings. * Conduct market research to… more
- JPMorgan Chase (San Francisco, CA)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... in local coverage markets + Strictly adhere to all risk and control policies, regulatory guidelines and security measures...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Bank of America (Newport Beach, CA)
- …with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client ... Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management +… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …create relationships that will provide a consistent pipeline of suitable investment opportunities + Compilation of due diligence information including financial, ... Provide recommendations and analysis that will inform the organization's investment decisions + Underwrite acquisition opportunities including financial modeling,… more
- Intuit (Mountain View, CA)
- …1+ years of supervisory responsibility + Experience in FP&A, management consulting or investment banking or similar roles + Ability to lead teams to deliver ... to develop and refine our 1- and 3-year strategic plans, proactively highlighting risk and opportunities related to business growth and drive optimal investment … more
- Intuit (Mountain View, CA)
- …in presenting to executive audiences. + Experience in FP&A, management consulting or investment banking or similar roles + Experience with SaaS Revenue modeling a ... to develop and refine our 1- and 3-year strategic plans, proactively highlighting risk and opportunities related to business growth and drive optimal investment … more
- JPMorgan Chase (San Francisco, CA)
- …line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance + Serve as mentor and coach to the banking team ... partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (Riverside, CA)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more