Investment banker Jobs in Riverside, CA
Last updated: 11 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: 11 hours ago
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, a...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
Marcus & Millichap’s Ontario office is seeking a driven, entrepreneurial, and capable sales professional to join our Office & Industrial Investment Sales team.
This is a unique opportunity to become...Show moreLast updated: 30+ days ago
Our Private Equity Team is currently seeking an Investment Director (ID) who will be responsible for the partial administration of the Private Equity program and will work with and / or coordinate th...Show moreLast updated: 30+ days ago
Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace.
All qualified applicants will ...Show moreLast updated: 15 days ago
Searching for Real Estate Agents - New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family.
Applicants without a real estate license are...Show moreLast updated: 1 day ago
The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the busine...Show moreLast updated: 11 hours ago
Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling?...Show moreLast updated: 30+ days ago
CGI+ is a Los Angeles-based owner, operator, and developer of multifamily real estate throughout California and the Southeast.
The company has an entrepreneurial culture that is fast paced but rewar...Show moreLast updated: 4 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: 14 hours ago
The Transaction Manager will report to the Director, Transaction Management and Support, and assist in formulating strategic and tactical plans for transaction execution including origination, deal...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
Banner Bank's Consent & Privacy notice.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace.
All qualified applicants will receive consideration for employment withou...Show moreLast updated: 4 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
- Promoted
- New!
SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT
Fidelity InvestmentsCA, United StatesFull-time
Part Time (20 Hours) Associate Banker, Towngate Blvd, Moreno Valley, CA Bilingual Preferred
JPMorgan Chase & Co.Moreno Valley, CA, United StatesPart-time
- Promoted
INVESTMENT DIRECTOR - ALTERNATIVES / PRIVATE EQUITY
Kaiser PermanenteCA, United States$197,900.00–$256,080.00 yearly
Full-time
Office - Industrial Investment Sales Agent
M and M Commercial Real EstateRiverside, CA, US$60,000.00–$160,000.00 yearly
INVESTMENT DIRECTOR, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Employees Retirement SystemSacramento County, US$20,062.50–$33,437.50 yearly
- Promoted
Regional Personal Care Director - Independent Living
CommonSail Investment GroupCA, United States Current job opportunities are posted here as they become available.Subscribe to our RSS feeds to receive instant updates as new positions become available.
Regional Personal Care Director - Independ...Show moreLast updated: 15 days ago
- Promoted
Floating Banker
Banner BankRiverside, CA, United States$18.00 hourly
Full-time
- Promoted
Real Estate Sales Agent - New or Experienced - Coldwell Banker
Coldwell BankerSan Bernardino, CA, United States$100,000.00 yearly
Full-time
- Promoted
- New!
CITI WEALTH AT WORK / LAW FIRM GROUP - BANKER - VP
Citigroup, Inc.CA, United States$119,600.00–$182,000.00 yearly
Full-time
Investment Real Estate – Acquisition Agent (Licensed)
New WesternOrange County, CA$160,000.00 yearly
- Promoted
GENERAL MANAGER
CGI+ Real Estate InvestmentCA, United StatesFull-time
- Promoted
- New!
Investment Banking Managing Director
Selby JenningsCA, United StatesFull-time
Transaction Manager
Company 216 - Manulife Investment Management Timberland and Agriculture IncUSA, California, Full Time Remote$111,000.00–$175,000.00 yearly
Remote
Full-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
Floating Banker / Teller
Disability SolutionsRiverside, CA, United States$18.00 hourly
Full-time
Relationship Banker - Ontario area
Bank of AmericaFontanaFull-time
SENIOR INVESTMENT MANAGER - PRIVATE WEALTH MANAGEMENT
Fidelity InvestmentsCA, United States11 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.