- BMO Financial Group (San Francisco, CA)
- …with internal/external stakeholders. Ensures alignment between stakeholders. Bridges banking, trust and investment disciplines together for client communications ... and instills confidence with the client to develop credibility and earn their trust . Follows through on the risk and compliance processes and policies to ensure… more
- Microsoft (San Francisco, CA)
- …fit for M12, Microsoft's corporate venture capital fund. We are looking for an Investment Partner to join our growing team, with a particular emphasis on B2B SaaS ... our recent exciting investments include Inworld, HiddenLayer, SGNL, and Typeface. As an Investment Partner at M12, you will play a key role in sourcing, evaluating,… more
- City National Bank (Beverly Hills, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- Equityresidential (Seattle, WA)
- …YearAbout UsWorking for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means living our purpose: creating communities ... where people thrive. It means striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together.Our portfolio of high-quality properties in urban growth markets - New York… more
- Northern Trust Corp. (Chicago, IL)
- About Northern Trust : Northern Trust , a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation ... since 1889. Northern Trust is proud to provide innovative financial services and...growth. Responsibilities: Establish clear product marketing strategies for assigned investment capability on NTAM's global platform aligned with business… more
- Checkr (San Francisco, CA)
- …and Top Company by Valuation. About the team/role: Checkr is seeking a Head of Checkr Trust to lead and grow a new product that provides trust and safety ... market, and Checkr has a big head start. Checkr Trust , born from our CheckrX incubator, has seen promising...'s direction and influence key elements of Checkr's overall investment in future products. What you will do: Full… more
- The Whittier Trust Company (Pasadena, CA)
- …It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real ... of accounts, and shares relationship management with an assigned investment officer. The job also requires the ability to...with an outside vendor to produce brokerage 1099s and trust reporting documents. While the Director of Tax is… more
- Performance Trust Capital Partners, LLC (Chicago, IL)
- …are based in 11 global locations. We are a rapidly expanding broker-dealer, investment bank, investment advisor, and strategic partner for depositories, capital ... institutional market participants. Today, we are the largest full-service private investment bank focused on community depositories. As a 100% employee-owned… more
- ProShares Trust II, ProShare Advisors LLC (Bethesda, MD)
- …for new ETF products, leveraging your deep knowledge of the investment landscape and investor preferences. Cross-Functional Collaboration: Collaborate with internal ... opportunities. Education and Experience: 15+ years of experience in the investment management industry, with a strong track record in product development.… more
- Community Investment Management LLC (San Francisco, CA)
- Community Investment Management (CIM) is looking for a Director to elevate our impact strategy, broaden our influence and refine the ways we measure and manage our ... United States and emerging markets. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible… more
- Man Group (San Francisco, CA)
- …this role is to positively position various Man products across the institutional investment consulting channel. The focus will be on relationship management of ... investment consulting firms and other financial intermediaries Globally/US including:...leave per year as part of the Man Charitable Trust 's community volunteering programme. We offer comprehensive, firm-wide employee… more
- Community Investment Management LLC (San Francisco, CA)
- …finish complex investment transactions, someone with sufficient credibility to build trust with the team and with our partners, and someone with sufficient ... Community Investment Management (CIM) is looking for a head...of portfolio strategy to join and lead our US investment team. CIM is a global institutional impact … more
- Financial Technology Partners / FT Partners (San Francisco, CA)
- …Description: Financial Technology Partners (aka "FT Partners") is the only investment banking firm focused exclusively on the financial technology sector. We ... was recently recognized as "Dealmaker of the Year" and " Investment Banking Firm of the Year" by The M&A...building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and… more
- United Bank (Washington, DC)
- …(Director) position requires a broad and deep understanding of sophisticated investment strategies, wealth planning, risk management and fiduciary standards. The ... and client-centered focus.RESPONSIBILITIESLead in-depth discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients.Assist… more
- Jobs via eFinancialCareers (San Francisco, CA)
- …existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs, opportunities and selling our value ... are inspired by our purpose - to power better investment decisions. You'll be part of an industry-leading network...your potential, and we will empower you with the trust , accountability, and advanced technology to perform at your… more
- State Street (Boston, MA)
- …at our largest Insurance clients to successfully distribute SSGA's wide range of investment capabilities. Given your understanding of the industry, you will help to ... You should possess deep knowledge of the market, strong investment acumen and proven experience building a sales team...leadership skills - a collaborator and influencer who inspires trust in others and influences across an organization; a… more
- Andreessen Horowitz (San Francisco, CA)
- …the Firm's Consumer & Games portfolio companies, (ii) the Consumer & Games investment teams, and (iii) the broader Consumer & Games operating team through ... providers in the consumer & games ecosystem (legal, accounting, investment banking, consulting, etc)Conduct Sector Research & Internal Portfolio AnalysisConduct… more
- Capital Engineering (San Francisco, CA)
- …the Firm's Consumer & Games portfolio companies, (ii) the Consumer & Games investment teams, and (iii) the broader Consumer & Games operating team through ... service providers in the consumer & games ecosystem (legal, accounting, investment banking, consulting, etc) Conduct Sector Research & Internal Portfolio Analysis… more
- State Street (Boston, MA)
- …lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and ... are essential - excellent speaking and writing skillsAbility to build trust and relationships with clients, peers, staff and support partnersAdditional… more
- State Street (Boston, MA)
- …lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and ... - excellent speaking and writing skills Ability to build trust and relationships with clients, peers, staff and support...steward the investments of millions of people. We provide investment servicing, data & analytics, investment research… more
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