- BlackRock (San Francisco, CA)
- …if you have:** + Track record of leading successful implementations of investment technology solutions (order/trading systems, risk platforms, operations tools) ... all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its...core of BlackRock. Aladdin(R) is an operating system for investment managers that seek to connect the information, people,… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions , and services that are suitable for prospects ... risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and… more
- CalSTRS (Sacramento, CA)
- …We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to ... individual to work as a Staff Services Analyst on the Sustainable Investment & Stewardship Strategiesteam. The Sustainable Investment & Stewardship Strategies… more
- BlackRock (San Francisco, CA)
- …broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and ... institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry -leading iShares(R) ETFs. Elevate your career by joining the… more
- City National Bank (Beverly Hills, CA)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- US Bank (San Diego County, CA)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... retirement planning, and education funding + Extensive knowledge of the securities industry , including investment and insurance products and services + Knowledge… more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Provides financial and investment planning and advice in collaboration with other...interest of the customer. Determines client needs and provides solutions though the sales of managed products and services… more
- TD Bank (San Francisco, CA)
- …and Restricted lists. + Chaperone interactions and communications between Research and Investment Banking. + Review and approve US and Canadian equity Research with ... of US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more
- Citigroup (San Francisco, CA)
- …Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and ... alternative investments, managed account solutions , best-in-class research and advice for all Wealth clients....Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- Bank of America (San Francisco, CA)
- …Industry Essentials (SIE), Series 7, 63/65 or 66 + Displays advanced industry knowledge and understanding of investment products **Desired Qualifications:** + ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more