Investment banker Jobs in Long Beach, CA
Last updated: 10 hours ago
SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution chann...Show moreLast updated: 10 hours ago
The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team.
The overall objective is to effectively ex...Show moreLast updated: 6 days ago
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago
The Investment Director will primarily focus on assisting in the portfolio management and oversight of the private equity program, including manager sourcing, manager selection, diligence, and over...Show moreLast updated: 1 day ago
Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products / services, and resolving customer service issues.
Process transactions with accuracy...Show moreLast updated: 30+ days ago
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental ...Show moreLast updated: 30+ days ago
UNIFY's credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.As a C...Show moreLast updated: 30+ days ago
Selby Jennings is partnered with a premier middle market sell-side M&A investment bank specializing in providing strategic advisory services to clients within niche sectors (open to industry).This ...Show moreLast updated: 12 hours ago
Provides World Class Member service to Members visiting branch / service center locations.Provides information and promotes credit union products and services to build relationships.Processes transac...Show moreLast updated: 30+ days ago
Classification : Austrade Overseas Performance Level B (AOPL B).Location : San Francisco, CA, USA.Austrade in The Americas accelerates the growth of exporters, attracts productive foreign investors, ...Show moreLast updated: 30+ days ago
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset man...Show moreLast updated: 30+ days ago
Global top tier financial services company is looking for a sharp Director level candidate who will plays a critical role in ensuring the accurate and comprehensive setup of security attributes, is...Show moreLast updated: 11 hours ago
Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking ex...Show moreLast updated: 1 day ago
Are you looking for more? Find it here.At Wells Fargo, we believe that a meaningful career is much more than just a job.It's about finding all of the elements that help you thrive, in one place.Liv...Show moreLast updated: 1 day ago
Searching for Real Estate Agents in Long Beach , California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Long Bea...Show moreLast updated: 30+ days ago
- Promoted
- New!
SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT
Fidelity InvestmentsCA, United StatesFull-time
- Promoted
Part Time Universal Banker (20 Hours)- Gardena Valley Branch
Citigroup IncGardena, CA, United States$22.84–$29.80 hourly
Full-time +1
Relationship Banker
Bank of AmericaTorranceFull-time
- Promoted
INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY
Kaiser PermanenteCA, United States$197,900.00–$256,080.00 yearly
Full-time
Relationship Banker I or II
Cathay BankCerritos, CA, US$18.00–$22.00 hourly
Investment Consultant- Torrance, CA
Charles SchwabTorrance, CA, US$43,800.00–$80,300.00 yearly
Full-time
Personal Banker Carson Town Center
Wells FargoCarson, CA$20.00–$27.69 hourly
- Promoted
Personal Banker I $21hr
UNIFY Financial Credit UnionTorrance, CA, United States$21.00 hourly
- Promoted
- New!
Investment Banking Managing Director
Selby JenningsCA, United StatesFull-time
Personal Banker (Member Service Representative II)
SchoolsFirst Federal Credit UnionLong Beach, CA$22.68–$32.88 hourly
Part-time
Investment Director
Australian Trade and Investment CommissionCA$135,000.00 yearly
Senior Investment Data Analyst
F1114 Franklin Templeton Companies, LLCCalifornia Remote Loc,REMUSARemote
Full-time
- Promoted
- New!
Director, Data Management-Top Tier Investment Management Firm
Recruiting Resources, Inc.Torrance, CA, USFull-time
Relationship Banker
East West BankCarson, CA, US$23.50 hourly
Full-time
Personal Banker Torrance Coastal
WELLS FARGO BANKTORRANCE, California, United States of America$20.00–$27.69 hourly
Full-time
Investment Advisor Associate :
Regal Executive SearchTorrance, CA We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.
You will assess financial goals, advise clients and make...Show moreLast updated: 30+ days ago
Entry Level Real Estate Agent - Coldwell Banker
Coldwell BankerLong Beach, CA, US$100,000.00 yearly
Quick Apply
SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT
Fidelity InvestmentsCA, United States10 hours ago
Job type
- Full-time
Job descriptionManage individual client portfolios applying complex portfolio construction techniques that involve the coordination of asset location, allocation, and broad vehicle selection across equity and fixed income asset classes. Develop a deep understanding of internal research to lead the translation of the best ideas into client portfolios to achieve superior returns consistent with the SAI investment philosophy. Build highly personalized portfolios for clients through proactive portfolio construction strategies, incorporating the impacts of estate planning, large quantities of legacy investments, and other complex plans needs. Mastery of portfolio construction and investment analytic software to implement complex portfolio construction across multi account registrations types while being able to clearly understand the impacts on investment risk and return characteristics. Help to evolve future investment philosophy and investment processes, and participate in generating new insights for future technical design requirements. Provide highly adaptive communication on sophisticated investment concepts to a diverse variety of Fidelity's clients. Collaborate with Fidelity's Wealth Strategists to quickly generate key observations about a client wealth plan, potential pathways for appropriate investment solutions, and an implementation strategy. Generate customized communication incorporating analysis on performance attribution, portfolio positioning, and the impact capital market events on specific client portfolios. Ability to present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients. Advanced degree preferred; degree or emphasis in finance / accounting / economics subjects strongly preferred. Existing or progress toward CFA, CPA, or CFP credential preferred. Demonstrated experience in a role working directly with clients, preferably with HNW clients. Minimum of 15 years of relevant investment experience in research, portfolio management, or trading. Ability to operate in a fast-paced environment with the ability to multi-task, be adaptable, and solve problems creatively. Strong communication skills that have a balance of substance, style, and confidence. Outstanding attention to detail, as well as superior analytical skills that allow for independent judgment and reasoning while dealing with significant time constraints. Demonstrated understanding of quantitative portfolio construction techniques in a taxable, private wealth environment. Solid understanding of a wide range of wealth management strategies involving financial and estate planning. Ability to travel on a quarterly basis as client communication is split between phone calls, video conference and on-site visits. San Francisco, CA
Job Description : The Department
Strategic Advisers, LLC. (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 20 years SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity's investment planning tools, to help investors reach their financial goals. With over $900 billion in assets under management in a blend of Fidelity and third party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for over one million customer accounts. As part of SAI, the Private Wealth Management Investment Team is focused exclusively on providing investment solutions for Fidelity's highest net worth clients.
The Role
- Strategic Advisers is looking for a Private Wealth Senior Investment Manager to join the team. Fidelity's Private Wealth Management team provides personalized, integrated and comprehensive wealth management advice, planning and investment management to high-net-worth clients. The offering has evolved into a successful wealth management capability with demonstrated success in retaining and developing Fidelity's largest and most complex clients who seek more personalized investment solutions. This person will be responsible for running and implementing SAI's most innovative and sophisticated investment solutions to solve complex investment needs for our clients using customized asset allocation and asset location strategies. This role will involve collaborating with a team of wealth management authorities to create tailored investment solutions that integrate with a range of sophisticated wealth management capabilities. The managed portfolios this role will be responsible for will range in size from $2 million to potentially $150 million, with combined total managed assets ranging from $4 - $10 billion. Playing a role in SAI's next generation of managed account strategies, the candidate will be required to act as an investment leader with vision on new investment concepts within Fidelity.
Primary Responsibilities
I. Portfolio Management
II. Client Engagement
Qualifications
Experience / Education
Skills and Knowledge :
Location :
Certifications : Series 65 - FINRA
Category :
Investment Professionals
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.