Investment banking Jobs in Santa Rosa, CA
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Investment banking • santa rosa ca
Last updated: 6 hours ago
CalPERS is the nation’s largest public pension fund with investments in both domestic and international markets.The Investment Office (INVO) is responsible for investment and daily management of Ca...Show moreLast updated: 30+ days 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
A company is looking for a Banking Operations Specialist II.Key Responsibilities : Handle day-to-day wire related banking operations with minimal supervisionProvide timely wire instructions to client...Show moreLast updated: 5 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
Are you a driven, entrepreneurial professional looking to take your career to the next level? Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build a successfu...Show moreLast updated: 6 hours ago
Markets credit card systems and support services for business customers.Attracts and retains client relationships to meet sales objectives.
Develops and maintains relationships with clients.Identifi...Show moreLast updated: 30+ days ago
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Responsible for business deve...Show moreLast updated: 19 days ago
A leading financial institution is seeking a.Commercial Relationship Manager.Client Relationship Management : .Build and maintain a portfolio of commercial clients, providing tailored lending and fin...Show moreLast updated: 20 days ago
Responsible for new business development and relationship management targeted to corporate companies.Generate revenue by developing and maintaining relationships with identified companies / developer...Show moreLast updated: 14 days 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
Our mission is to democratize access to tax-efficient, institutional-grade investment strategies and opportunities that, until now, were only available to the largest institutional investors.Create...Show moreLast updated: 2 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
Responsible for new business development and relationship management targeted to corporate companies.Generate revenue by developing and maintaining relationships with identified companies / developer...Show moreLast updated: 13 days ago
This position is responsible for overseeing and managing the treasury management and online banking functions within the Bank.
Oversees operation of treasury management systems and processes, includ...Show moreLast updated: 30+ days ago
VU Venture Partners is a top-performing global venture capital firm, with 5 global offices, and a senior investment team who were early investors in 25+ unicorns, and 20+ multi-billion exits.VUVP a...Show moreLast updated: 30+ days ago
The Maintenance Supervisor will oversee maintenance and repairs of electrical, plumbing, and air conditioning (HVAC), unit turnovers, carpentry, painting, and other systems.Organize and oversees th...Show moreLast updated: 30+ days ago
- Promoted
Investment Advisory Associate
International Search ConsultantsSanta Rosa, CA, US ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.
The firm specializes in providing customized investment manageme...Show moreLast updated: 1 day ago
INVESTMENT MANAGER, PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Employees Retirement SystemSacramento County, US$15,250.00–$25,416.67 yearly
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
- Promoted
Banking Operations Specialist
VirtualVocationsSanta Rosa, California, United StatesFull-time
Senior Investment Data Analyst
F1114 Franklin Templeton Companies, LLCCalifornia, United States of AmericaRemote
Full-time
- New!
Investment Real Estate Agent
Prophet Homes, California, ,$150,000.00 yearly
Full-time
Merchant Services Advisor Small Business Banking
PNC Alliance LLCCA , Home$50,000.00 yearly
Full-time
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
Business Banking Relationship Manager III
Fifth Third BankRiley StFull-time
- Promoted
Commercial Banking Relationship Manager
JCW GroupSacramento County, CA, United StatesFull-time
Senior Relationship Manager - Corporate Banking
New York Community BankWork From Home CA, California, United States of America$165,621.00–$223,588.00 yearly
Full-time
Investment Real Estate – Acquisition Agent (Licensed)
New WesternOrange County, CA$160,000.00 yearly
- Promoted
Regional External Wholesaler – 1099 Contract Role (Commission Only)
Kurv Investment ManagementSanta Rosa, CA, United StatesFull-time
Investment Director
Australian Trade and Investment CommissionCA$135,000.00 yearly
- Promoted
Senior Relationship Manager - Corporate Banking
Flagstar BankCA, US$165,621.00–$223,588.00 yearly
Full-time
Treasury Management and Online Banking Supervisor
Exchange BankSanta Rosa, CA 95403, USA$63,855.00–$95,781.00 yearly
Full-time
- Promoted
Investment Principal, Global VC Fund (San Francisco, In-Office)
VU Venture PartnersSanta Rosa, CA, United StatesFull-time
Senior Pre-sales Technical Consultant : Core Banking
TemenosCA BusinessSolutions Group (BSG) at Temenos is integral part of our business.We championand offer the best suite of banking software as a service solutions, products,and services, acting as trusted ad...Show moreLast updated: 30+ days ago
Maintenance Supervisor
CGI+ Real Estate InvestmentVentura County, CA, USQuick Apply
Investment Advisory Associate
International Search ConsultantsSanta Rosa, CA, US1 day ago
Job description2+ years of related experience within UHNW Client Support and investments. BA / BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. Excellent communication skills – written and verbal, as well as superior analytical skills. High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems – performance reporting, data / transaction aggregation, data analytics, CRM. Experience with Addepar, Salesforce and / or Morning Star is a plus.
ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand.
The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices.
Responsibilities :
- Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
- Communicate directly with clients and their external advisors.
- Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests.
- Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management.
- Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals.
- Generate, maintain, and analyze performance reports.
- Execute investment decisions.
- Conduct client wealth forecasting.
- Support the onboarding process for new clients.
- Provide assistance in business development activities.
Requirements :