- BlackRock (San Francisco, CA)
- …+ Trading Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking workflows + Security ... knowledge **Desired Qualifications** + In-depth technical understanding and knowledge of the investment compliance role in the investment lifecycle + 3+ years… more
- BlackRock (San Francisco, CA)
- …Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology ... analytics, and reporting across our broad range of financial products and investment styles. + Build strong internal relationships within BlackRock Solutions, and… more
- Citigroup (Downey, 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 and alternative investments , managed account… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... for personal and commercial banking products (eg personal banking, lending, and investments ). + Implements a relationship management plan in collaboration with the… more
- Thrivent Financial (Lakewood, CA)
- …Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, ... Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent… more
- Principal Financial Group (San Francisco, CA)
- …in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The ... strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private markets. Responsibilities… more
- City National Bank (Los Angeles, CA)
- …wealth management operations and subsidiaries. Substantial expertise in advising registered investment advisers and broker-dealers is essential as is the ability to ... Provide transactional and regulatory counsel to the Bank and its registered investment adviser, broker-dealer, and registered investment fund subsidiaries and… more
- PNC (Los Angeles, CA)
- …(AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant ... assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation… more
- TIAA (Sherman Oaks, CA)
- …a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio ... complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. +… 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 long-term ... investments . + Manage and drive efficiency in core finance...business to develop ROI framework around key areas of investment (RIB) and help drive investment trade-off… more