- JPMorgan Chase (San Francisco, CA)
- …venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with ... leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank,… more
- JPMorgan Chase (Pasadena, CA)
- …to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen ... client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying… more
- JPMorgan Chase (Los Angeles, CA)
- …Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the ... firm. + Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these… more
- Regions Bank (Pasadena, CA)
- …Reports, Asset Summaries, Sizing Models, etc.) + Obtains internal and external lender/ investor approvals as required for borrower requests + Creates asset summary ... memos (ie confidential information memorandum and lenders'/investors' presentations) This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.… more
- TEKsystems (Moorpark, CA)
- …RESPA, TILA, ECOA, HMDA, and other federal regulations + Understanding of investor requirements and regulatory standards + A passion for helping customers achieve ... their financial and homeownership goals $28-30/hr Job Type & Location This is a Contract to Hire position based out of Moorpark, CA. Pay and Benefits The pay range for this position is $28.00 - $30.00/hr. Eligibility requirements apply to some benefits and may… more
- PennyMac (Moorpark, CA)
- …on documents + Ensures mortgage loans close in accordance with company and investor policies and requirements + Clears any Prior to Funding mortgage loan approval ... conditions + Orders the wire + Authorizes the disbursement of funds + Partners with the Closer - Doc Drawer to resolve outstanding account payables + Performs other related duties as required and assigned + Demonstrates behaviors which are aligned with the… more
- Charles Schwab (Los Angeles, CA)
- …strategies for their personal situation + Desire to provide an outstanding investor experience in additional to furthering your own professional development in ... Wealth Management. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …completeness. + Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations. + Provide mentorship and technical guidance to staff while ... cultivating a high-performance team culture. + Communicate complex fund accounting issues clearly and effectively to senior leadership. + Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation. + Maintain a… more
- Siemens (Foster City, CA)
- …culture of performance. + Cultivating CxO-level relationships with target investor -owned utilities, electric cooperatives, and municipalities. + Achieving strategic ... alignment between global headquarters and the US market on sales priorities, growth, and culture. + Driving the launch/roll-out of new offerings and commercial models. + Providing the VP of Sales with routine updates on forecast, funnel, initiatives, and key… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …accounting + Experience handling entity-level accounting, capital calls, distributions, investor allocations, and financial statements + Proven ability to support ... valuation workflows and interpret portfolio data + Excellent analytical, organizational, and problem-solving skills + Attention to detail with the ability to manage multiple workstreams and deadlines + Strong communication and leadership abilities + Experience… more