- Lincoln Financial (Sacramento, CA)
- …and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment ... positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members. **What you'll be doing** + Responsible for, analyzing, and reconciling more complex investment accounting… more
- Lincoln Financial (Sacramento, CA)
- …and a Member of the Bar in good standing is required Experience + Experience with Securities Act of 1933 and Investment Company Act of 1940 + Minimum of 10+ years' ... experience as an attorney preferably either at a law firm or financial services company + Experience with the tax treatment of life and annuities - In-depth knowledge of the legislative and regulatory process, rules, and protocols governing those processes -… more
- Robert Half Legal (Santa Ana, CA)
- …and corporate reorganizations. * Counsel clients on entity formation, securities filings, and employment-related legal matters, including handbooks and workplace ... policies. * Conduct legal research and analysis to support transactional and employment matters. * Build and maintain strong client relationships to understand their business goals and deliver tailored legal solutions. * Collaborate with internal teams to… more
- Wellington (San Francisco, CA)
- …process within Enterprise Data Services as it applies to fixed income securities , exchange-traded equities and derivatives, as well as currencies. The candidate will ... perform pricing and quality control functions on a daily basis while working with internal teams and market data vendors to improve the Firm's pricing process. The candidate has a strong sense of responsibility, teamwork, and an energetic approach to process… more
- Comerica (San Francisco, CA)
- …products + 5 years of experience developing and executing sales marketing plans + Securities 7 License Salary Range For candidates hired in the state of California ... the expected salary/On-Target Earnings (OTE) range for the role is currently: + California - $180,000 - $280,000 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These… more
- PennyMac (Westlake Village, CA)
- …wide arrange of mortgage-related assets, including mortgage loans, servicing advances, securities , participation interests and servicing rights + Be responsible for ... Corporate Treasury cash management agreements, custodial agreements, confidentiality agreements, guarantees, powers of attorney, and related ancillary agreements + Provide legal support to Corporate Treasury group + Provide legal support for mortgage loan… more
- PennyMac (Westlake Village, CA)
- …software + Financial services experience, especially related to mortgages and mortgage backed securities , is desirable Why You Should Join As one of the top mortgage ... lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core… more
- City National Bank (San Francisco, CA)
- …team, and responsibilities will span across all Wealth businesses - City National Securities , Trust, CNB Wealth Management and City National Rochdale. *WHAT WILL YOU ... DO?* * Strategic Planning and Execution: Develops and implements comprehensive product and program strategies that align with the overall business objectives and client needs. * Product Development and Innovation: Plays a key role in the development and launch… more
- Meta (Fremont, CA)
- …in Treasury related Financial Accounting Standards Board (FASB) rules and Securities and Exchange Commission (SEC) disclosures 18. Experience with Hyperion Essbase, ... Oracle, Bloomberg or other business reporting tools **Public Compensation:** $142,000/year to $205,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action… more
- City National Bank (San Francisco, CA)
- …of executing whole loan sales, structured finance transactions and/or asset-based securities markets * Experience in coordinating whole loan transactions and working ... with various departments such as credit, legal, compliance and operations. * Experience in onboarding third parties, including third party risk management reviews, external servicing and monthly payment reconciliation. * Strong project management skills… more