INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMSacramento, CA$7,993–$10,004 / yearInvestment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure 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).
INVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$10,681–$12,738 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure 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). Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information.
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEMSacramento, CA$10,681–$12,738 / yearThe team is currently seeking two Investment Officer (IO) II or III positions to consult with and inform INVO management, Information Technology Services Branch (ITSB) business units, and external vendors, recommending investment business systems and project approaches necessary to influence the success of INVO''''s investment and technology for the Private Markets Technology (PMT) team. Duties include but are not limited to: Utilize knowledge of investment industry and specific investment functions, support the oversight of the day-to-day availability, performance, and stability of critical investment systems, including both vendor platforms and internally developed applications.
Citi Wealth At Work - Investment Relationship Officer - Officer Citigroup Inc.Citi Wealth At Work - Investment Relationship Officer - OfficerLos Angeles, CA$74,390–$103,810 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Sr. Investment Officer Northern TrustSr. Investment OfficerLos Angeles, CA$236,555–$414,115 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Chief Investment Officer TokalentChief Investment OfficerCaliforniaLeadership and Guidance: Provide leadership and direction to junior team members, ensuring projects are executed accurately and efficiently. Proven experience in investment management, manage multiple projects, with a strong track record in M&A and project investment.
Investment Relationship Officer City National BankInvestment Relationship OfficerLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeAssist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los AngelesLos Angeles, CAHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Credit Officer, Global Wealth & Investment Management Bank of America CorpCredit Officer, Global Wealth & Investment ManagementLos Angeles, CA$99,000–$150,800 / yearRequired Qualifications:• 3 years of progressively responsible experience in the job offered or a related finance / banking occupationDesired Qualifications:• Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related; and• Prefer 3 years of experience in each of the following:o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients;o Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business;o Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans;o Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and,o Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
AVP Investment Compliance Officer VOYA Financial Inc.AVP Investment Compliance OfficerSan Diego, CA$104,000–$130,000 / yearReview and interpret investment management agreements, prospectuses, offering documents, and client guideline materials to assess regulatory and contractual requirements and establish effective compliance monitoring methodologies, including automated rule coding. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Security Officer - Investment Patrol Member Allied UniversalSecurity Officer - Investment Patrol MemberSan Mateo, CAJoin Allied Universal as an unarmed patrol officer at a professional financial institution location, where you will monitor assigned areas, conduct routine patrols, and remain visible to help to deter security-related incidents. What You'll Do: Provide customer service to clients and visitors by carrying out security-related procedures, site-specific policies, and/or appropriate emergency response activities at a financial institution location.
Investment Analyst, Venture Capital Cambridge Associates LLCInvestment Analyst, Venture CapitalSan Francisco, CADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst (2027) Turn/RiverInvestment Analyst (2027)San Francisco, California$145,000–$155,000 / yearThe annual base salary range for this role is $145,000-$155,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements. Ideal candidates will have high energy, provide thoughtful insights, excel in prioritization, and take creative approaches to identifying and getting in front of top prospects, all while working effectively within a team.
Investment Analyst SAN Manuel Band Of Mission IndiansInvestment AnalystHighland, CADevelops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research. Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.
Experienced Analyst, Investment Banking Financial Technology PartnersExperienced Analyst, Investment BankingSan Francisco, CaliforniaFounded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.
Senior Vice President & Chief Financial Officer (CFO) San Diego Housing CommissionSenior Vice President & Chief Financial Officer (CFO)San Diego, CA$172,680.14–$268,346.42 / yearContributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and Commission needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. Assumes full management responsibility for Financial Services Department programs, services, and activities, including overseeing functions such as accounting, payroll, budget preparation, auditing, risk management, audit compliance, and administration, and investments as well as the Housing Commission's non-profit development arm, Housing Development Partners (HDP).
Chief Operating Officer (COO) - Oakland, CA Ametrine Wellness IncChief Operating Officer (COO) - Oakland, CAOakland, CAAs a key member of the Executive Leadership Team, the COO partners with the CEO and executive leaders to shape company strategy, advise on operational investments, and ensure manufacturing capabilities support Jetty's long-term business objectives. A high-performing operations leadership team is developed with clear accountability, strong succession planning, and a culture of continuous improvement, positioning the Vice President of Operations and site leaders for continued growth.
Chief Operating Officer (COO) - Oakland, CA Jetty ExtractsChief Operating Officer (COO) - Oakland, CAOakland, California$245,000–$305,000As a key member of the Executive Leadership Team, the COO partners with the CEO and executive leaders to shape company strategy, advise on operational investments, and ensure manufacturing capabilities support Jetty's long-term business objectives. A high-performing operations leadership team is developed with clear accountability, strong succession planning, and a culture of continuous improvement, positioning the Vice President of Operations and site leaders for continued growth.
CFO - Chief Finnancial Officer TechoundsllcCFO - Chief Finnancial OfficerRancho Cucamonga, CaliforniaPerform risk management by analyzing the organization’s liabilities and investments. The ideal candidate will be an excellent leader since all relative departments of the organization will be under their command.