- US Bank (Rancho Palos Verdes, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... the year. -Supports the accounting and reconcilement of the Foundation's investment portfolio in accordance with GAAP and IRS regulations. Requirements Requirements:… more
- Comerica (San Francisco, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals ... obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to… more
- City National Bank (Westlake Village, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client...than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does… more
- Bank of America (Oxnard, 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 ...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- CIBC (Newport Beach, CA)
- …a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and ... a team environment, introducing the appropriate partners and suite of investment , trust, and banking solutions to high-net-worth individuals, families and… more
- Palo Alto Networks (Santa Clara, CA)
- …mindset and a strong corporate finance foundation, ideally with experience in FP&A, investment banking, or equity research. This role is for a self-starter and great ... Return (TSR) analysis and capital allocation decisions like share repurchases + Support the Investor Relations team by handling bespoke analytical requests and… more
- Bank of America (San Francisco, 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 ...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- BlackRock (Newport Beach, CA)
- …Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's ... Candidates can apply for **up to two functions within that program** (eg, Investment Research and Analytics & Modeling). You must apply for both opportunities using… more
- JPMorgan Chase (Palo Alto, CA)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... and skills** + Experience in the financial services industry, particularly within investment banking operations. + Past experience working in Fraud prevention and… more