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Investment Banking Associate Jobs in San Mateo

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Job info
Company
In-House
Experience
Min 5 yrs required
Location
San Carlos, CA
Posted Date
Aug 03, 18
Info Source
Employer
Total Views
26
Senior Compliance Associate The candidate will define... initiatives. Excellent understanding of investment management compliance, including conflicts... identification, mitigation and management, asset valuation and fees and expenses is required. Excellent researching, writing, and communication skills with the ability to communicate effectively... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
31
broad knowledge of investments, banking, trust services, and financial... services (including investments, trust, banking, wealth transfer, etc.). Develop... Demonstrated understanding of investments, banking and trust concepts including... to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
14
services (including investments, trust, banking, wealth transfer, etc.). Develop... of experience in private banking/wealth management developing business with... ultra high net worth and/or high net worth individuals and families. Bachelors degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly... read more
Company
In-House
Experience
Min 10 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
4
preferred, ideally MBA, CFA or J.D. degree. Must have 10+ years of work experience in legal, investment banking, valuation or asset... management. Ability to travel, approximately 50% of work week, is needed. Should have willingness to travel internationally as needed.... read more
Company
In-House
Experience
Min 8 yrs required
Location
San Francisco, CA
Posted Date
Aug 10, 18
Info Source
Employer
Total Views
21
living and testamentary trusts, investment advisory and custody accounts,... sensitive nature. Act as investment portfolio manager for accounts... Trust Funds and determine investment diversification based upon investment... policies and customer objectives.... monitors the execution of investment, real estate management and... investment... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
9
a wide range of products and services (including investments, trust, banking, wealth transfer, etc.). Develop... a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.... read more
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