- Citigroup (San Francisco, CA)
- …NE is an intermediate level position responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the ... structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible… 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
- K1 (Manhattan Beach, CA)
- …build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a ... Persistence, Humility, and Excellence. Key Responsibilities: + Identifying new flagship investments in B2B software by prospecting and driving relationships with… more
- BlackRock (San Francisco, CA)
- …assets, including exchange-traded products, private funds, and other collective investment products, tokenization, staking, collateral, trading, fund structuring and ... mutual funds, ETFs, money market funds, private funds and/or other collective investment products would be preferred. + Familiarity with advising on trading matters… more
- K1 (Manhattan Beach, CA)
- …majors to apply. K1's proprietary internal development program trains powerful investment professionals directly out of school, giving applicants the opportunity to ... of college as opposed to having to start in Investment Banking. Key Responsibilities: + Support and shadow day-to-day...Learn how to perform basic due diligence on potential investments + Shadow calls with management and assist in… more
- JPMorgan Chase (Irvine, CA)
- …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 new ... Bank including but not limited to credit and lending, multi-asset class investments , wealth advisory and estate planning. **Job Responsibilities** + Help devise… more
- Principal Financial Group (Los Angeles, CA)
- …with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new opportunities. + Plan level health reviews. ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both ... execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients,… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment … more
- Oura (San Francisco, CA)
- …and product leads to develop strategies and identify acquisition and investment opportunities that accelerate Oura's mission + Maintain relationships with startups, ... VCs, investment bankers, and leading technology companies to stay up...modeling + Drive the execution of M&A and strategic investments throughout the deal process, including sourcing opportunities, performing… more