• Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …Analysis + Client Management + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management + Referral Identification + Preferred ... ADV-2B Required + CFP(R) or CPWA(R) designation and/or maintain at least one firm approved designation + Understanding of how to deliver a strong overall client… more
    Bank of America (08/21/25)
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  • RFP & Performance Data Analyst - Fund Management

    Robert Half Finance & Accounting (San Mateo, CA)
    …clients or their advisors o Collaborate cross-functionally with sales, investment, trading , and compliance teams on ad-hoc projects. Successful attributes for this ... Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.… more
    Robert Half Finance & Accounting (08/09/25)
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  • Quantitative Risk Modeling Analyst

    Coinbase (Sacramento, CA)
    …risk waterfall design * Build and deploy quantitative tools within the firm 's risk platform * Contribute to the development and implementation of liquidity ... key risk factors associated with these products: asset backed lending, margin trading , prime brokerage services, exchange traded products. * Have a deep… more
    Coinbase (08/09/25)
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  • Financial Analyst I

    City National Bank (Los Angeles, CA)
    …* Providing support to Capital Market Front Office: FX & Interest Rate Sales & Trading * Maintain and manage daily tasks including but not limited to trade entries, ... on the implications of business trends, issues, operating environment changes and firm or business unit strategy * Support Capital Markets projects, including… more
    City National Bank (08/09/25)
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  • Assistant Director - Account Management (Group…

    Principal Financial Group (Walnut Creek, CA)
    …team on additional products and services. We take pride in being a purpose-led firm , motivated by our mission to make financial security accessible to all. Our ... Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may… more
    Principal Financial Group (08/08/25)
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  • Sr Application Developer

    PennyMac (Westlake Village, CA)
    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... ongoing support of the suite of applications that would help manage pricing, trading , hedging, pooling and shipping or other functions depending on the department.… more
    PennyMac (08/07/25)
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  • Mortgage Financial Manager

    PennyMac (Westlake Village, CA)
    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... detail-oriented due to the significant and immediate financial impact on valuation/pricing/ trading + Advanced knowledge of Microsoft Office (Excel, Word and… more
    PennyMac (08/07/25)
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  • VP Investment Banker - Software

    Citigroup (San Francisco, CA)
    …with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic ... project and transaction execution, new business development and overall growth of the firm + Work closely with clients on financing transactions and guide them… more
    Citigroup (06/10/25)
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