- City National Bank (Los Angeles, CA)
- …region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and ... portfolio and market analyses using a variety of investment and financial markets database tools. * Assist Private...IM&T Administrative group on the front-end on-boarding of new investment management and trust accounts. * Aid… more
- BMO Financial Group (Palo Alto, CA)
- …Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes investment performance ... to construct portfolios, conduct research, and monitor portfolios. + Supports day-to-day portfolio management activities. + Focus may be on a business/group.… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …or email for additional info and immediate consideration. Requirements + 2-4 years in wealth management , in an RIA, brokerage, or family office (NO exceptions) + ... Services is recruiting for a Senior Client Service Associate at a well-established wealth advisory firm. This is a full-time permanent role based in Palo Alto… more
- BMO Financial Group (Los Angeles, CA)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... management to attract, retain and grow a portfolio of prospect and client relationships and deliver an...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- City National Bank (Los Angeles, CA)
- …managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various business activities and maintains contacts with ... beneficiaries, attorneys and others regarding accounts. Work closely with portfolio managers, advisors, and others in providing high quality...or equivalent * 3 years of experience in an investment management or trust environment * 2… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work… more
- BlackRock (San Francisco, CA)
- … success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity between ... of equity markets, the mutual fund or ETF marketplace, investment management and global economics. They will...preferred. + 10 years' professional experience in asset / wealth management , equity research, equity sales, or… more
- BlackRock (San Francisco, CA)
- …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... new models, improve existing models and implement their best investment ideas. Combine quantitative portfolio analysis with... management experience. + Sales experience within asset management , wealth management , or the… more
- BlackRock (Sausalito, CA)
- …group. The candidate will bring a deep understanding of end-to-end investment management processes to drive our portfolio management systems forward. The ... offices to endowments and foundations. **About this Role** We are looking for a Portfolio Management Product Manager within our Direct Indexing Equity team. This… more
- BlackRock (San Francisco, CA)
- …consistent processes. Team members also support on-going efforts to improve the SAE portfolio management platform as well as contribute to the research process ... Francisco** Systematic Active Equity (SAE) is the quantitative equity investment group with BlackRock. We invest our client assets... risk control and compliance + Work alongside SAE Portfolio Management , Product Strategy and Research, and… more
Recent Jobs
-
Environmental Services Regional Global Practice Manager
- Burns & McDonnell (Akron, OH)