- Ventura County (Ventura, CA)
- …an educational incentive of 2.5%, 3.5%, or 5% based on completion of an Associate 's, Bachelor's, or Master's degree that is not required for the classification. + ... Incumbents may also be eligible for bilingual incentive depending upon operational needs and certification skills. + Deferred Compensation: Eligible to participate… more
- EverBank (Irvine, CA)
- …to obtain necessary documents from the new client before onboarding; performs due diligence checks and questions related to client-submitted applications. + ... applicable. **Minimum Qualifications** + 3+ years of expertise in operational account services and customer support. + Proven ability...disclosed their own pay or the pay of another associate or applicant. However, associates who have access to… more
- Bank of America (Lafayette, CA)
- …to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State ... their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
- City and County of San Francisco (San Francisco, CA)
- …reports, and administering capital calls and distributions. + Assist in the due diligence of existing and prospective investment managers, including compiling ... natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director of Private… more
- CalSTRS (Sacramento, CA)
- …+ CFA, CAIA, or other industry certification + Direct experience with infrastructure due diligence and /or asset management + Experience with infrastructure and ... capture long-term changes in inflation. Under the general direction of the Associate Portfolio Manager, the IO III provides high level investment and financial… more
- TIAA (Palo Alto, CA)
- …Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence , Executive Presence, Financial Acumen, Investment ... in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate team capabilities. + Contribute to… more