- TIAA (Sherman Oaks, CA)
- …portfolios to maintain a specific investment strategy or to reach an investment objective. + Determines acceptable risk levels with clients based on time ... a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment , and risk management. + Mentor & Lead: Support junior ... required; Series 65 or equivalent preferred. + Expertise in investment strategies, financial planning, and compliance. + Strong relationship-building skills… more
- JPMorgan Chase (Los Angeles, CA)
- …best-in-class. As a Lead Credit Officer - Vice President within the Commercial and Investment Bank (CIB) Leveraged Finance Credit Risk team, you will employ your ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the… more
- PNC (Calabasas, CA)
- …Thinking, Effective Communications, Financial Statement Analysis, Flexibility and Adaptability, Investment Reporting, Market Risk , Regulatory Environment - ... effectiveness of new operating/marketing strategies where appropriate. May determine an equity risk category. May review and process customer requests related to the… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …capabilities for business opportunities, supply chain challenges, capacity planning, capital investment , and risk management + Champion ownership and ... needs and develop comprehensive sourcing and supply plans. + **Capital Investment :** Champion the development of capital requests for capacity expansions, line… more
- Google (Mountain View, CA)
- …analysis (new partner agreements, expansions, etc.). Inform the economics/Return on Investment (ROI) and risk management of agreements, partnerships, and ... (RIB) envelope. Monitor risks and opportunities through the weekly risk log process. + Support channel readiness activities ahead...business to develop ROI framework around key areas of investment (RIB) and help drive investment trade-off… more
- Atlas (Los Angeles, CA)
- …aspects of project cost management, including estimating, cost control, cost forecasting, investment appraisal, and risk analysis to ensure alignment with ... and supporting successful project delivery through cost analysis, forecasting, and risk management. **Key Responsibilities:** + **Cost Management & Estimation:** +… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. Learn more about ... career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Investment Banking Overview** The Investment Banking group,… more
- Citigroup (San Francisco, CA)
- …dialogue on capital structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate ... in partnership with various Citi groups across the firm including Risk Management, Investment Banking, and the Capital Markets Organization. **We provide you… more
- HUB International (Santa Barbara, CA)
- …a broad array of property and casualty, life and health, employee benefits, investment , and risk management products and services. We are seeking dynamic ... and highly motivated Sales Professionals to join our team of Insurance Sales Producers. **THE OPPORTUNITY:** As a HUB Insurance Sales Producer, you will have the opportunity to sell insurance products and services for a global leader in the industry. We offer… more