- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... client 's financial transactions, ensuring accurate documentation, maintaining ...span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX,… more
- JPMorgan Chase (Los Angeles, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Aristotle Capital Management (Newport Beach, CA)
- …Los Angeles, Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the ... through a culture focused on research, investment management and client success. What You'll Do The Senior ...all asset classes in clients' portfolios such as equities, fixed income and derivatives. + Act as… more
- Deloitte (Los Angeles, CA)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- City National Bank (West Hollywood, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- Charles Schwab (Newport Beach, CA)
- …at:** + Exhibits wealth management and investment products expertise including equities, fixed income , mutual fund and retirement plans; equity compensation ... and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible...growth as measured by AUM, Wealth Management solutions, and client promoter scores + Partner with wealth specialists to… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... proactive ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T. Rowe Price and Oak Hill Advisors to… more
- General Dynamics Information Technology (San Diego, CA)
- …extended periods on your feet while instructing. + Ability to develop and deliver briefs to senior client leadership at the O-6 and Flag level. + Travel may be ... **US Citizenship Required:** Yes **Job Description:** Training Specialist Expert - ** Senior Command Level ASW Mentor** Transform technology into opportunity as a… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs,… more
- Motion Recruitment Partners (Newport Beach, CA)
- Senior Engineer / Python / C# / Java...you will design and build tools that seamlessly integrate fixed income analytic models, large datasets, and ... / Newport Beach Newpot Beach, California **Onsite** Contract $65/hr - $85/hr Our client is a software and consulting company with long-standing client … more