- MUFG (San Francisco, CA)
- …working relationships with customer's senior management. + In depth knowledge of general corporate credit analysis, credit and risk management. + Ability ... corporate borrowers. You will be responsible for active credit management of a designated portfolio utilizing solid ... officers, business partners, and clients. + BA required; CFA or MBA preferred. **Compensation & Benefits:**… more
- City National Bank (Beverly Hills, CA)
- …verbal/written forms * Experience in underwriting medium to large sized and complex corporate credit * Adept at analyzing, interpreting, and evaluating financial ... * CREDIT OFFICER LEAD - Entertainment Banking * *Hybrid...Administration or a related field. * Advanced degree (eg MBA ) and/or certification (eg CFA ) preferred but… more
- BMO Financial Group (San Francisco, CA)
- …communication skills, both written and verbal + Relevant professional designation an asset (ie MBA , CA, CFA , etc.) + Experience in the technology industry an ... provide the initial underwriting for unique, complex business transactions, making credit decisions and recommendations in accordance with sound credit -granting… more
- Palo Alto Networks (Santa Clara, CA)
- …financial services - experience in the large cap tech industry a plus + MBA / CFA candidates preferred + Be comfortable working in a fast-paced, deadline driven ... and investments. Drive strategic goals, and portfolio management activities, including credit analysis, interest income, and relevant return and performance metrics… more
- JPMorgan Chase (Westlake Village, CA)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...small businesses and many of the world's most prominent corporate , institutional and government clients under the JP Morgan… more
- T. Rowe Price (San Francisco, CA)
- …self-starter, entrepreneurial, and goal oriented. + FINRA Series 7, 63 and/or 6 Preferred: + CFA , CAIA, CFP, and/or MBA highly desired + Location - Preferably in ... based in the western region of the US, include public and corporate defined benefit, defined contribution investment only (DCIO) plan sponsors, endowments,… more
- Robert Half Finance & Accounting (Vista, CA)
- …+ Bachelor's degree in Finance, Accounting, Economics, or a related field is required. + MBA or professional certifications such as CPA, CFA , or CMA are strongly ... of contact for global banking relationships, ensuring favorable terms and optimizing credit , lending, and debt agreements. Implement FX hedging strategies and other… more