- JPMorgan Chase (Los Angeles, CA)
- …(restricted stock, employee stock options, performance share units, etc.), pre- liquidity planning, and concentrated position management (such as 10b5-1 plans, ... tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation. + Structure and present financial… more
- City National Bank (Los Angeles, CA)
- …laws and regulations, and understanding of the principles of Operational Risk , Market Risk , Credit Risk , and Liquidity & Funding Risk . * Ability ... people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or *… more
- BlackRock (San Francisco, CA)
- …and derivative markets. + Familiarity with investment portfolio risk analytics (eg, market risk , credit risk , liquidity risk , climate risk ) + ... operations to integrating teams, to unifying their investment analytics & risk reporting framework, to modernizing their overall investment process. Aladdin's… more
- BMO Financial Group (Los Angeles, CA)
- …of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows ... a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management...with deal team members across functions - including deal specialist , legal and Credit - to analyze, structure, and… more