- Bank of America (Carlsbad, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy , account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Amazon (Santa Clara, CA)
- …lead the working backwards process to develop concepts that meet AWS standards for investment . * Strategy & Goal Management: Own high-level strategy ... cross-business, or significant technology impact in the AI/ML space. * Investment Planning & Prioritization: Help formulate new investment ideas… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and finance + Learn the inner workings of venture capital and blockchain investment strategy + Collaborative, mission-driven culture with a front-row seat to ... administrators to ensure accurate reporting and operational excellence across multiple investment vehicles. You'll play a key role in overseeing capital activity,… more
- LinkedIn (Mountain View, CA)
- …closely with leaders across Infrastructure, R&D, and Finance to support budgeting and investment strategy , using financial insights to help the team scale and ... effectively advising the top Infra leaders in the company, ensuring that the strategy is strong and financially sound and appropriate for the ever-changing needs of… more
- CIBC (Newport Beach, CA)
- …or deposit growth field. + You have demonstrated knowledge of credit, lending, investment strategy , trust administration and wealth management solutions. + You ... Assets under Management & Administration. + Individual will be the lead overall strategy of the relationship, serving as a trusted advisor, while surrounding the… more
- AbbVie (Irvine, CA)
- …Associate Director will partner with brand teams to help formulate commercial investment strategy , identify tactical opportunities, enhance promotional and media ... criteria (eg reliability, validity, and predictability). + Develop fact-based promotional investment strategies and guide investment decisions from marketing… more
- City National Bank (Los Angeles, CA)
- …Income, Retirement Accounts, CDARS, 529 Plans, and CNS Advisory accounts including Single- Strategy and Multi- Strategy investment models. * Thorough ... SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …quarterly valuation processes. If you're excited to work at the intersection of strategy , fund operations, and investment valuation-this is your role. Position ... Description Senior Accountant - Investment Valuation & Fund Oversight Menlo Park, CA...Firm This is an opportunity to join a renowned investment organization with a decades-long track record of backing… more
- Charles Schwab (San Diego, CA)
- …(ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . Excellent oral and written communication skills. Comfortable ... years of experience with wealth management - financial planning and investment planning Preferred Qualifications CFP(R) designation or MBA equivalent. Understanding… more
- Intuit (Mountain View, CA)
- …financial models to analyze complex business scenarios that drive and inform our investment strategy to drive customer growth, AI-enabled productivity and other ... or equivalent tenure from related positions in corporate finance, consulting, or investment banking + Advanced Proficiency in Microsoft Excel to analyze complex… more