- K1 (Manhattan Beach, CA)
- …cash management + Respond to ad-hoc limited partner, internal team member, and portfolio manager requests + Review information provided to tax consultants for ... and review of quarterly reporting to limited partners and/or portfolio managers + Review compliance reporting as applicable and...inception. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $75,000-90,000 for… more
- City National Bank (Irvine, CA)
- … business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are ... guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other...CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Obtain missing… more
- JPMorgan Chase (Los Angeles, CA)
- … investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- CalSTRS (Sacramento, CA)
- … Accounting team records, reports and analyzes activity related to CalSTRS investment portfolio as required by generally accepted accounting principles for ... Standards Board (FASB) and the Government Finance Officers' Association (GFOA) to CalSTRS' investment portfolio and accounting operations. The FA II will perform… more
- TD Bank (San Francisco, CA)
- …Cowen is currently seeking an experienced Vice President to join our Consumer Investment Banking practice in San Francisco. The successful candidate will play a ... strategic alternatives **Qualifications:** Candidates must have a strong background in investment banking underpinned by solid quantitative and analytical skills. He… more
- KeyBank (San Francisco, CA)
- …Colorado 80202 **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to ... Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting Manager must have significant experience closing, originating and/or managing risk… more
- Truist (Beverly Hills, CA)
- …primary source for investment communication. + The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers… more
- Bank of America (San Francisco, CA)
- Credit Officer II-Global Corporate & Investment Banking San Francisco, California;New York, New York; Atlanta, Georgia; Dallas, Texas; Austin, Texas **To proceed ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Credit-Officer-II-Global-Corporate Investment -Banking\_25036924-2) **Job Description:** At Bank of America, we are… more
- Deloitte (Los Angeles, CA)
- …Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile ... to help clients get the most from their SAP investments -and help position businesses for the evolving digital economy....Software Engineer + Certified SAFe Product Owner / Product Manager + Certified SAFe Agilist + Certified SAFe Advanced… more
- BMO Financial Group (San Francisco, CA)
- The Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco, CA or New York, NY. Provides a combination of ... client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new client… more