- BlackRock (San Francisco, CA)
- …Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology ... analytics, and reporting across our broad range of financial products and investment styles. + Build strong internal relationships within BlackRock Solutions, and… more
- Nuveen Investments (Fresno, CA)
- …functions and internal reporting. This role will also work closely with Investment Managers that play a crucial role in acquisitions, dispositions and ongoing ... investment underwriting. This role completes ad-hoc projects as required....and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work… more
- JPMorgan Chase (Los Angeles, CA)
- …in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging JP Morgan's extensive network and resources to ... Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses… more
- US Bank (Los Angeles, CA)
- …other team members in new business development and client management for its investment advisory practice in California. The role will be based in San Francisco, ... for the California Asset Management Program (CAMP), a local government investment pool that provides services to municipalities throughout the state. Key… more
- City National Bank (Los Angeles, CA)
- …focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts… more
- TD Bank (San Francisco, CA)
- …and Restricted lists. + Chaperone interactions and communications between Research and Investment Banking. + Review and approve US and Canadian equity Research with ... of US and Canadian Research rules. + Daily engagement with Research and Investment Banking to provide advice and guidance to business partners, conduct deal updates,… more
- JPMorgan Chase (San Francisco, CA)
- …as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers ... client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new… more
- Bank of America (Beverly Hills, CA)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- JPMorgan Chase (San Francisco, CA)
- …solutions for your clients. Global Corporate Banking is part of the Commercial & Investment Bank at JP Morgan and focuses on small-, mid-, and large-cap companies ... that require traditional banking services and investment banking solutions. You'll work directly with senior bankers, clients and partners around the globe to… more
- Bank of America (San Francisco, CA)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) +… more