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Under limited supervision, administers larger and more complex accounts, including, but not limited to trust, investment management, agent for trustee, custody, and related accounts, which may include business interests, complex family issues, litigation, estate planning, and advanced tax considerations.
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Assist CNS Management with performing operational risk management activities including reporting key risk indicators (KRIs), third party risk assessments, and risk and control self-assessments (RCSAs.
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Gatekeeper is a SaaS-based, next-generation Vendor & Contract Lifecycle Management (VCLM) & Third Party Risk Management (TPRM) Solution. Due to our strong global growth and recent private equity investment from Vista Equity Partners, we are looking for an experienced and tech-savvy Customer Success Manager to join our talented and growing Customer Success team.
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1-3+ years post-MBA or 5-7+ years without an MBA of analytical experience in investment banking, management consulting or private equity and/or a corporate development, strategy or financial planning & analysis role at a leading technology company.
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3-5 years’ experience in sales operations in a B2B environment, or operational experience in investment banking, management consulting, private equity, venture capital, or business insights / analytics roles.
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About OneTeam Partners: Launched in 2019, OneTeam Partners is a joint venture involving the NFL Players Association (NFLPA), MLB Players Association (MLBPA), Women's National Basketball Players Association (WNBPA), MLS Players Association (MLSPA), US Women's National Team Players Association (USWNTPA) and NWSL Players Association (NWSLPA), along with partners HPS Investment Partners, General Atlantic, and Morgan Stanley Tactical Value.
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Demonstrate in-depth knowledge of the investment management industry as it relates to Capital Group's various lines of business (e.g., retail, institutional, high net worth), investment mandates, investment vehicle structures, investment operations, competitive landscape, reporting and regulatory environment.
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Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities. Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Proficient with MediaOcean Prisma or equivalent Inventory Management system. Preferably as an Investment Associate. Experience with campaign management/ad serving technology and third party market research tools such as DCM, comScore Media Metrix, Nielsen NetView, @Plan, and/or eMarketer.
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Hudson Pacific Properties (NYSE: HPP) is a real estate investment trust serving dynamic tech and media tenants in global epicenters for these synergistic, converging, and secular growth industries.
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Duties include formulating buy/sell investment recommendations, building and maintaining financial models, writing company and industry research reports, and interacting with the firm’s portfolio management team.
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Rexford Industrial Realty, Inc. (NYSE: REXR) is a leading, publicly traded industrial real estate investment and management company operating a $13 Billion industrial real estate portfolio.
$95,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Handle cash management and bank relations, including lines of credit, the receipt, custody, control and disbursement of funds and securities, the choice and use of depositories and the investment of surplus funds.
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Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Ability to analyze and interpret legal, investment, and tax documents working effectively with internal and external advisors.
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investment management jobs in Burbank, CA
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