- Tradeweb (Los Angeles, CA)
- …the market for managing liquidity. Organizations can manage risk across their entire investment portfolio with the AI-driven solution, ICD Portfolio ... **Company Description** ICD is treasury's trusted provider of investment technology and the corporate client channel of...+ Team player attitude + High level of time management and attention to detail **Location** + Ideally based… more
- Fifth Third Bank, NA (San Diego, CA)
- …continually deepen knowledge of trends, practices, services and the competitive landscape. #LI-JB1 Portfolio Management + Work with One Bank partners (Treasury ... Management ., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop...Credit Officers on credit requests and adhere to established Portfolio Management guidelines (ie, delinquencies, documentation preparation,… more
- Bank of America (Los Angeles, CA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues...Credit, Treasury Management , and Merchant Services in order to design and… more
- University of Southern California (Los Angeles, CA)
- …crafting a compelling case for support and growing philanthropic investment in scholarships, operational priorities, and innovative alumni engagement opportunities. ... The Executive Director will manage a robust portfolio of top prospects, including board members and loyal...gifts fundraising, a track record of volunteer and board management , and a passion for higher education advancement. They… more
- S&P Global (CA)
- …10 **The Team:** As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
- CIBC (San Francisco, CA)
- …Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management , Wealth Management At CIBC, we are in business to ... art, and aircraft. + **Expertise:** Strong knowledge of risk management , credit structuring, and portfolio management...knowledge of risk management , credit structuring, and portfolio management . + **Leadership:** Proven ability to… more
- BlackRock (Sausalito, CA)
- …Direct Indexing Equity team. This role will work across business teams including Portfolio Management , Trading and Operations to lead business initiatives that ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office ... teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via… more
- Insight Global (San Francisco, CA)
- …planning related work, preferably at a professional financial services company or wealth management firm. Expertise in estate, tax, retirement, insurance, ... to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high-net-worth clients for a rapidly growing financial services firm. This person… more
- BlackRock (Sausalito, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations....technology team as well as members of our project management team and end users. The role is perfectly… more