- Aramco Services Company (Palo Alto, CA)
- …MINIMUM REQUIREMENTS: + Bachelor's degree in Business/Finance disciplines from a leading university. MBA from a top business school or CFA is preferred. ... individual venture capital investments including sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting, and… more
- Citigroup (San Francisco, CA)
- …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- CBRE (Los Angeles, CA)
- …Juniper Square preferred. + Strong presentation and communication skills, both verbal and written + MBA , CFA or CAIA credentials is a plus. + VBA, Python and ... Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 11-Nov-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more
- Citigroup (Los Angeles, CA)
- …of related experience + Expertise in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and… more
- Wellington (San Francisco, CA)
- …preferred + Bachelor's degree required; advanced degree or progress toward CAIA, CFA , or MBA preferred **Career Development** At Wellington Management, you ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Columbia Bank (Los Angeles, CA)
- …perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of ... + Ability to make critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA , or CFP is preferred. + Occasional travel The pay… more
- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and… more
- Neuberger Berman (San Francisco, CA)
- …Word, Excel and PowerPoint + Progress towards additional accreditation is encouraged (eg CAIA, CFA , MBA ) Not Sponsoring: Neuberger Berman is unable to offer visa ... Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under...degree of integrity and interest in financial markets and investment strategy + Ability to work well with different… more
- Scotiabank (San Francisco, CA)
- …Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing ... bridge to this key global market for trade and investment flows across the Americas and the world. Scotia...+ Strong written and verbal communication skills. + A MBA , CPA/CA designation or enrollment in/completion of the Chartered… more
- Intuit (Mountain View, CA)
- …Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA and/or CFA preferred Intuit provides a competitive compensation package ... the organization to drive strategic initiatives, resource allocation and investment decisions. As a leader on the team, this...to junior team members and drive best practices in Investment management to the broader Finance organization. About the… more