- JPMorgan Chase (Irvine, CA)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- T. Rowe Price (San Francisco, CA)
- …may be obtained within first 3 months of hire if not currently held. Preferred: + MBA , CFA , CFP, CIMA + Extensive knowledge of the financial service industry + ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by… more
- MUFG (Los Angeles, CA)
- …skills of the team through close communication **Skills & Experience:** + Bachelor's degree, CFA is an asset, an MBA and/or degree in Finance, Accounting, or ... sectors. You will focus on underwriting and portfolio management for non- investment grade public and privately owned corporate borrowers across various verticals,… more
- MUFG (Los Angeles, CA)
- …banking products + Bachelor's degree in a related field such as accounting, finance. + MBA / CFA , a plus + 3-5 years working experience in large financial ... subsidiary lending, designated customers will be complex relationships focusing on non- investment grade clients, customers with a large credit exposure, structured… more
- Meta (Menlo Park, CA)
- …under pressure and competing deadlines **Preferred Qualifications:** Preferred Qualifications: 15. MBA , CPA, CFA , or financial consulting experience 16. ... team at Meta team oversees our investments in headcount, operating expenses, and capital investment . We focus on using our unique view into the numbers to identify… more
- MUFG (Los Angeles, CA)
- …skills of the team through close communication **Skills & Experience:** + Bachelor's degree, a CFA is an asset, an MBA and/or degree in Finance, Accounting, or ... the credit risk management function within GCIB (Global Corporate & Investment Bank) and more specifically the Entertainment Finance Industry Vertical. Entertainment… more
- Deloitte (Sacramento, CA)
- …+ years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit, and/or consulting or corporate positions with a ... + Prior corporate finance or restructuring experience strongly preferred + MBA preferred + Professional certification such as Certified Public Accountant (CPA),… more
- JPMorgan Chase (San Diego County, CA)
- …**Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ... clients + Wealth Manager that acts as the day-to-day manager of the client's investment assets + A Financial Planner for certain clients + An Insurance Specialist… more
- MUFG (Los Angeles, CA)
- …degree, ideally with a business major. A CFA Level 1, 2 or 3 or an MBA is a plus. + A minimum of 10 years of relevant corporate banking experience; with specific ... in North America, and is housed within MUFG's Global Corporate and Investment Banking division. The ABF group delivers full services-based capabilities to MUFG's… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …REQUIRED: + Education: Bachelors degree in Accounting or Finance or Business related field. MBA or CFA preferred. + Experience: Five years experience in Fixed ... product in assigned territory through sales of primary and secondary market investment products to institutional clients. Responsible and accountable for risk by… more