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Our client is one of the nation’s leading boutique wealth management and investment advisor firms for high-net-worth individuals. The business promotes a collaborative, customer first culture and provides expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.
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We offer comprehensive in-house investment, development, and operational services, and specialize in a range of niche, commercial real estate asset classes including student living, senior living, multifamily, and industrial.
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Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Strong grasp of mathematics / Ability to co mplete financial analysis and underwriting of investment real estate. Current service lines include: Single Tenant Net Lease, Multifamily, Shopping Centers, Industrial, Asset Management, Hospitality, Medical, and Self Storage.
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Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance. BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits.
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Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. Experience in a Compliance role within a brokerage firm or Registered Investment Adviser preferred.
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The person will assist in the processing of data, creation of models, and generation of analysis used for investment research. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.
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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. This will be a key role in driving real estate portfolio optimization, capacity planning and investment decisions for the Corporate Real Estate function.
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Certified Investment Adviser Representative (Series 65 or 66) Provide comprehensive financial planning and investment management advice to clients. Partner with our user research and design teams to optimize the client experience and platform UI/UX.
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Director should maintain professional designations such as Certified Member of the Institute (CMI), and Certified Commercial Investment Member (CCIM), or equivalent, and keep active in professional organizations on a local and national level.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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Technical desired areas of expertise include water resources, hydraulics and hydrology, storm water and flood management, engineering research, strategic planning, GIS analyses, alternatives analyses, and investment/funding strategies.
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Manages and adheres to policies and procedures relating to gift and grant solicitation and acceptance; monitors investment policy; determines asset allocation; researches investments; supervises investments; tracks and distributes endowment funds in concert with the Foundation Board of Directors.
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bdo investment jobs Company: Genomatica in Coronado, CA
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