- CBRE (Sacramento, CA)
- …Portfolio Strategy Director, you will be responsible for providing advice and guidance for investment opportunities to a large global client. This job is part of the ... you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and… more
- Deloitte (San Diego, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... in a diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our… more
- BMO Financial Group (San Francisco, CA)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... to facilitate the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client… more
- Citigroup (San Francisco, CA)
- …at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth ... Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more
- Deloitte (Sacramento, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... tax consulting and compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge by working on large,… more
- Microsoft Corporation (Mountain View, CA)
- …Sciences, or related field AND 10+ years relevant work experience (eg, investment banking, consulting, finance, marketing, corporate strategy, sales , venture ... Sciences, or related field AND 12+ years relevant work experience (eg, investment banking, consulting, finance, marketing, corporate strategy, sales , venture… more
- TIAA (Palo Alto, CA)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Palo Alto Networks (Santa Clara, CA)
- …analytical mindset and a strong corporate finance foundation, ideally with experience in investment banking, equity research or FP&A. This role is for a self-starter ... and various ad-hoc projects to address inquiries from the investment community. + Partner with Corporate FP&A, Accounting, M&A...at the posted level, the starting base salary (for non- sales roles) or base salary + commission target (for… more
- CBRE (San Jose, CA)
- …transactions and how they compare to the subject property. Compare based on sales of comparable properties. + Apply data from past revenue and expense performance ... you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and… more
- Bank of America (San Jose, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more