- Citigroup (Beverly Hills, 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 20-Aug-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more
- Zions Bancorporation (El Segundo, CA)
- …**Qualifications:** + Requires a bachelor's degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience in ... Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The ...Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to… more
- Umpqua Bank (Sacramento, 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 **Job… more
- CIBC (San Francisco, CA)
- …are** + Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA , CFA , CPA, CFP, or JD. + Wealth management expertise: Bring ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the… more
- Cella Inc (Los Angeles, CA)
- …bachelor's degree in economics, business administration, finance, or a related field is required. An MBA or CFA (or being a CFA candidate) is strongly ... equity fundamentals and comfortable interviewing senior business leaders and investment professionals. Qualifications: Experience: At least 2-3 years of financial… more
- Intuit (Mountain View, CA)
- …skills* Degree in Finance, Accounting or Business Management, or equivalent work experience; MBA and/or CFA preferred **How you will lead** * Finance leader ... across the organization to drive strategic initiatives, resource allocation and investment decisions for the Technology team. The Technology Ecosystem team oversees… more
- Nuveen Investments (San Francisco, CA)
- …CLO and/or structured credit industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong understanding of ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …* Bachelor's degree in Finance, Economics, Accounting, or a related field required; MBA or CFA optional * Demonstrated expertise in cash flow forecasting, ... capital markets efforts, including coordinating with investor counterparts to draft investment vehicle term sheets, interpret structured finance legal agreements and… more
- CIBC (Newport Beach, CA)
- …possible. + You have a bachelor's degree and/or advanced degree or certification including MBA , JD, formal credit training, CFP, CFA , CTFA or CPA preferred. + ... a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and… more