- JPMorgan Chase (Los Angeles, CA)
- …alternative investments . This will include communications with asset managers, internal investment specialists , and clients considering the use of an ... consists of a collaborative cross functional team of professionals including Investment Specialists , Investor Relations, Due Diligence, Structuring and other… more
- JPMorgan Chase (San Diego, CA)
- …US Private Bank, you will work on an integrated team with our bankers, global investment specialists , capital advisors, and trust and estate experts to bring in ... team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return… more
- Publicis Groupe (El Segundo, CA)
- …other liberal arts disciplines. **Overview** Lead a team of dedicated digital specialists in the vertical pillar areas of contextual digital display, including ... breakthrough ideas and strategy. **Responsibilities** + Lead a team of dedicated specialists across social, video, mobile and content areas and collaborate closely… more
- CIBC (Newport Beach, CA)
- …relationship, serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus ... around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists , and other CIBC lines of business (commercial, capital markets) to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …planning models. + Execute and oversee portfolio trades, rebalances, and other investment -related actions. + Collaborate with internal specialists to deliver ... relationships, delivering comprehensive financial planning, and supporting the execution of investment and wealth strategies. You'll work closely with a team of… more
- Aristotle Capital Management (Los Angeles, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … more
- BlackRock (San Francisco, CA)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Neuberger Berman (CA)
- …and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Los Angeles. This is accomplished ... services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. + Develop and implement business plan for the… more
- Bank of America (Mill Valley, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (San Jose, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...and plans on a consistent basis + Engages with specialists and partners to address client needs and deliver… more