Investment banking associate Jobs in Chula Vista, CA

Last updated: 13 hours ago

Promoted

Investment Operations Associate

Northwestern Mutual PortlandSan Diego, CA, US

$60,000.00–$70,000.00 yearly

Full-time

The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and inves...Show moreLast updated: 5 days ago

Promoted

Investment Analyst

VirtualVocationsChula Vista, California, United States

Full-time

A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedur...Show moreLast updated: 6 days ago

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Business Banking Officer

First Bankcalifornia, CA, United States

Full-time

A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on clien...Show moreLast updated: 1 day ago

Senior Investment Accountant

ICW GroupSan Diego, California, United States

$78,678.61–$132,686.16 yearly

Full-time

Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver.We believe in h...Show moreLast updated: 9 days ago

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SENIOR TAX ACCOUNTANT - INVESTMENT FIRM

RandstadCA, United States

$110,000.00–$130,000.00 yearly

Permanent

Tatum by Randstad is presently conducting a search for a Senior Tax Accountant for a well-established, rapidly growing, fast-paced Investment Firm based in Irvine. The role will have opportunity to ...Show moreLast updated: 7 days ago

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SENIOR BANKING WIRE OPERATIONS REPRESENTATIVE

First American Financial CorporationCA, United States

$22.80–$30.38 hourly

Full-time

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust...Show moreLast updated: 1 day ago

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Banking Entry Level Jobs - Hiring Immediately

MyJobResourceSan Diego, CA, United States

Full-time +1

We are currently looking for individuals to fulfill Part-Time and Full-Time Banking Entry Level Jobs - Hiring Immediately positions. No experience is required to apply for the position.Training is p...Show moreLast updated: 6 days ago

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Mid-Level Investment Funds Associate

BCG Attorney SearchSan Diego, CA, United States

Mid-level Investment Funds Associate.This position is ideal for an attorney with a solid background in the formation and investment of private equity, venture capital, real estate, and hedge funds,...Show moreLast updated: 30+ days ago

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Senior Associate, Workday Suppliers / Banking / Expenses Lead

KPMGSan Diego, CA, United States

Full-time

KPMG Advisory practice is currently our fastest growing practice.We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market envi...Show moreLast updated: 2 days ago

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Commercial Banking Team Leader

MRINetwork JobsSan Diego, CA, US

Full-time

Excellent opportunity for an SVP / Commercial Banking Team Leader with a very successful regional financial institution.Focus will be on driving new commercial loan business along with recruiting and...Show moreLast updated: 30+ days ago

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New!

DIRECTOR, INVESTMENT COUNSELOR - CITI PRIVATE BANK

Citigroup, Inc.CA, United States

$200,000.00–$300,000.00 yearly

Full-time

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.Recognized subject matt...Show moreLast updated: 13 hours ago

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Treasury Management Analyst 2 - Juris Banking

Western Alliance BankSan Diego, CA, United States

Full-time

As a Treasury Management Analyst, you will be responsible for managing the full client lifecycle for top-tier clients utilizing products and services from the Treasury Management suite.Responsible ...Show moreLast updated: 2 days ago

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Staff Accountant I - Investment Accounting & Reporting

Fairfield ResidentialSan Diego, CA, United States

$25.00–$30.00 hourly

Full-time

Staff Accountant I - Investment Accounting & Reporting.A Bachelor's degree in Accounting or Finance required.A CPA (or equivalent) designation is a plus. Public accounting experience is a plus.Real ...Show moreLast updated: 1 day ago

Promoted

Global Corporate & Investment Banking - Restaurant & Hospitality Finance - Analyst

MUFG Bank, Ltd.San Diego, CA, United States

$100,000.00–$110,000.00 yearly

Full-time

Do you want your voice heard and your actions to count?.Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120...Show moreLast updated: 3 days ago

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

Public Employees Retirement SystemSacramento County, US

In addition to completing your online job application, the hiring manager is requesting that you complete a Statement of Qualifications (SOQ) for review. Please see the Special Requirements section ...Show moreLast updated: 30+ days ago

Investment Director

Australian Trade and Investment CommissionCA

$135,000.00 yearly

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

Senior Investment Data Analyst

F1114 Franklin Templeton Companies, LLCCalifornia Remote Loc,REMUSA

Remote

Full-time

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

Senior Associate, Workday Suppliers / Banking / Expenses Lead

KPMG-UnitedStatesSan Diego, CA

Senior Associate, Workday Suppliers / Banking / Expenses Lead.KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anti...Show moreLast updated: 30+ days ago

Commercial Banking Team Leader

MRINetworkSan Diego, CA

Permanent

BANKING AND FINANCE (BUSINESS)

Santa Rosa Junior CollegeSonoma County, CA

Santa Rosa Junior College is currently accepting applications to establish a pool for part-time associate faculty assignments. Associate assignments are temporary, part-time or on-call.This job post...Show moreLast updated: 30+ days ago

Investment Operations Associate

Northwestern Mutual PortlandSan Diego, CA, US

5 days ago

Salary

$60,000.00–$70,000.00 yearly

Job type

Full-time

Job description

Job Description

Salary : $60,000 - $70,000

GENERAL RESPONSIBILITIES

Specific duties include but are not limited to :

Representative Training and Development

Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools.
Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures.
Monitors and reinforces representative adherence with network offices business guidelines.
Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions.
Identify potential opportunities and constraints and assess information to formulate strategies.
Craft financial security solution(s) accurately and in the best interest of clients.
Share recommendations with representatives and coach to the delivery of a successful client presentation.
Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees).

Proposal and Case Preparation

Prepare Personal Planning Analysis.

Prepare Envestnet proposal for Advisory clients.

Prepare Morningstar Analysis.

Recommend fund portfolio options.

Gather information for registered representatives meeting with client / prospect (e.g. prospectuses, annual reports, and Morningstar reports).

Account Services and Support

Prepare all materials for all quarterly and annual reviews : investment summary, consolidated investment reports.

Organize, manage, and coordinate back-office investment account services and support.

Thoroughly document case notes, thought process, and analysis, and assumptions.

General account servicing as directed by representative.

Provide NMIS Operations backup support, as needed.

QUALIFICATIONS

Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.

Strong organizational and time management skills with the ability to set priorities and meet deadlines.

Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.

Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly.

2-5 years of financial services experience preferred.

Experience in utilizing a planning process or methodology preferred.

Experience with both brokerage and advisory platforms preferred.

Bachelors Degree in business, finance and / or equivalent work experience preferred.

Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment.

Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment.

COMPENSATION & BENEFITS

Competitive Compensation : Base salary of $60-70k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.

Career Development : Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.

Supportive Team Environment : Join a collaborative and motivated team committed to your success and career satisfaction.

Networking Opportunities : Build connections within the financial services industry and local community through various events and initiatives.

Impactful Work : Play a pivotal role in shaping the careers of students and future financial professionals.

Recognition & Rewards : Celebrate achievements and milestones with a range of recognition programs and incentives.

EQUAL OPPORTUNITY EMPLOYER

Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.