- AssetMark, Inc. (Concord, CA)
- …and mutual fund business; experience with developing ETF, mutual funds and managed accounts programs is highly desired Excellent analytical/conceptual ... revenue growth. Develop a strategic plan for the proprietary mutual fund business, evaluating growth potential and...in Excel and PowerPoint are required. Bachelor's degree required. MBA and CFA preferred Compensation: The Base Salary range… more
- Charles Schwab Inc. (San Francisco, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. Excellent oral ... and written communication skills. Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. more
- Cherry Bekaert (Sacramento, CA)
- …record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning ... unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North...Finance, Accounting, Economics or related field + CPA license, MBA , JD, LLM, Master's Degree (other field related certifications… more
- BlackRock (San Francisco, CA)
- …The successful candidate will possess a strong knowledge of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They ... of clients including wealth managers, private banks, family offices, pension funds , and official institutions. The candidate must have exceptional communication… more
- Charles Schwab (Walnut Creek, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, we're committed to empowering our employees' personal and… more
- Aristotle Capital Management (Newport Beach, CA)
- …intermediary relationships, custodial platforms and investment vehicles (SMA, model delivery, TAMPs, mutual funds , etc). What You Will Need: + Minimum of ... being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial services sales… more
