- Children's Hospital Los Angeles (Los Angeles, CA)
- …children. The CHLA of the future is brighter than can be imagined. Investments in technology, research and innovation will create care that is personal, convenient ... * Evaluating the system facility exposure to risk (legal, medical, financial , security, operational, etc.) and recommending and executing strategies for risk… more
- UMB Bank (Sacramento, CA)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... etc. + Expert level of understanding of credit underwriting of all major investment CRE property types Demonstrates strong knowledge of bank products, services, and… more
- HSBC (Beverly Hills, CA)
- …Corporates sector coverage team, delivering a comprehensive suite of corporate & investment banking solutions.At HSBC Global Corporates, we partner with the largest, ... and transaction in question + To be aware of and actively manage the Financial Crime Risk and relevant Operational Risk scenarios associated with the role, ensuring… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca ... by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Lead client meetings and oversee execution of post-meeting action items. Financial Planning & Strategy + Prepare and present comprehensive planning deliverables ... Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. +… more
- Wells Fargo (Pasadena, CA)
- …guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty ... expand current relationships and coaches on business development and develop investment strategies + Review documents, negotiate fees, and approve discretionary… more
- The Walt Disney Company (Glendale, CA)
- …Disney+ and Hulu (eg, product innovation and feature prioritization, content investment , tiering strategy, international, etc.) + Assessing partnership and M&A ... (eg, earnings call preparations, Investor Day) **Responsibilities:** + Build complex financial models to support decision-making across new business development and… more
- City National Bank (Los Angeles, CA)
- …with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience working within a ... equivalent * Minimum 5 years of experience working in financial Industry, preferably in a regulatory-facing role * Minimum...Compliance Investment Management role. *WHAT'S IN IT FOR YOU?* *Compensation*Starting… more
- Robert Half Accountemps (Beverly Hills, CA)
- …role, you will play a key part in managing partnership accounting, investment bookkeeping, and day-to-day financial operations for a property management ... Responsibilities: * Record partnership and trust data, including K-1s and investment account information, into accounting systems. * Prepare and organize … more
- Deloitte (Los Angeles, CA)
- …help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more