- Bank of America (Pasadena, CA)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... and make an impact. Join us! Job Description: The Senior Credit Underwriter (SCU) is aligned with...balance sheets and income streams * 3-5+ years of commercial/ private wealth management credit experience * Strong… more
- City and County of San Francisco (San Francisco, CA)
- …markets and engage in internal investment discussions. + Receive direction from senior investment staff and complete assigned tasks accurately and timely. + ... recommendations, and reports for review by and approval from senior staff. + Assist with the review of key...private markets strategies. + Experience in understanding complex investment strategies and concepts and investment market… more
- Scotiabank (San Francisco, CA)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank* WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... unit delivery channel. Directs and manages the operational staff of a large Private Banking division. Manages risk associated with the operational aspects of client… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset management… more
- Wells Fargo (Pleasanton, CA)
- …and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs ... us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business… more
- Deloitte (San Diego, CA)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... on May 31st 2026. What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy...Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory… more
- Deloitte (Los Angeles, CA)
- …to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team ... & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are… more
- JPMorgan Chase (San Francisco, CA)
- …results for the firm's portfolio company coverage strategy, while actively engaging with Private Bank, Credit , and Investment Banking product sets. **Job ... for the firm's portfolio company coverage strategy, engaging with Private Bank, Credit and Investment ...Investment Banking product sets. + Work closely with senior leaders within the IE team and across the… more
- JPMorgan Chase (San Francisco, CA)
- …Develop new business in your market by acquiring new relationships, evaluating credit opportunities, deepening existing relationships by delivering the entire Firm + ... Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments + Champion a… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …of securitization opportunities, both loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services. ... leader positioning the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating relationships… more
- SitusAMC (Los Angeles, CA)
- …Performing market, property and sponsor due diligence (KYC) + Writing internal investment summaries and credit memos Qualifications sought: + Demonstrable ... Bank, borrowers, and third-party advisors + Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams… more