- CalSTRS (Sacramento, CA)
- …and System and Production Services. Under the general direction of the Manager of System and Production Services, the Information Technology Specialist ll operates ... of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)… more
- M&T Bank (Los Angeles, CA)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and ... record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in… more
- CalSTRS (Sacramento, CA)
- …reviews and recommendations. Under the general direction of the Security Services Manager , the Information Technology Specialist II (ITS II) serves as the ... of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)… more
- US Bank (Sacramento, CA)
- …appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in ... retirement planning, and education funding - Considerable knowledge of the securities industry, including US Bancorp Investments, investment and insurance products… more
- CalSTRS (Sacramento, CA)
- …life-impacting decisions. Under the general direction of the Contact Center Team Manager , the Associate Governmental Program Analyst operating as the Senior Contact ... of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)… more
- MUFG (Walnut Creek, CA)
- …to, the FR 2052a, LCR, NSFR reports under mentorship of production manager . *Work cooperatively with various groups to perform pre-submission analyses of reports. ... is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity… more
- Coinbase (Sacramento, CA)
- …negotiation skills preferably developed within the traditional prime brokerage, securities financing, and/or derivatives sectors. A sense of curiosity, flexibility ... in the US (eg bank, e-money issuer, payment service firm, broker dealer / asset manager ) or in a law firm supporting such clients. * Strong negotiation skills and… more
- CalSTRS (Sacramento, CA)
- …is accurate and timely. Under the direction of the Pension Program Manager I, the Associate Governmental Program Analyst independently performs a variety of ... of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)… more
- CalSTRS (Sacramento, CA)
- …produced by the system(s). Under the general direction of the Enterprise Risk Manager (ERM) & Compliance Services (CS) Director, the Financial Account IV operating ... of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)… more
- Bank of America (San Francisco, CA)
- …+ Referral Identification + Written Communications **Required Qualifications:** + FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 + Displays ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more