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8 jobs found for

Investment Banking Associate Jobs in San Mateo

Job info
Company
In-House
Experience
Min 5 yrs required
Location
San Carlos, CA
Posted Date
May 21, 18
Info Source
Employer
Total Views
10
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
10-15 yrs required
Location
San Francisco, CA
Posted Date
May 22, 18
Info Source
Employer
Total Views
7
candidate will act as Investment quarterback of client relationship... selection. Oversee completion of investment policy statement. Act as... who desire a sophisticated investment program, including, manager selection,... prospects our business culture, investment philosophy and range of... investment and non-investment solutions that... investment... read more
Company
In-House
Experience
Min 8 yrs required
Location
San Francisco, CA
Posted Date
May 24, 18
Info Source
Employer
Total Views
9
work experience in Legal, Investment Banking, Valuation or Asset... Management. Must convey knowledge and credibility in front of integrated team members and clients/prospects. Should have superb analytical and quantitative skills (developing a solid grasp of the mathematical principles underlying the... read more
Company
In-House
Experience
Min 5 yrs required
Location
San Francisco, CA
Posted Date
May 22, 18
Info Source
Employer
Total Views
4
Special projects as required. Investment management compliance or direct... OCC, SEC, or ERISA regulatory experience is beneficial. 5+ years of legal, regulatory, compliance or operational experience at a financial institution is preferred. Relevant experience at a large law firm or... read more
Company
In-House
Experience
Min 7 yrs required
Location
San Francisco, CA
Posted Date
May 24, 18
Info Source
Employer
Total Views
7
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 6 yrs required
Location
San Francisco, CA
Posted Date
May 24, 18
Info Source
Employer
Total Views
2
coverage over the Credit Investment Portfolio (CIP) within IP.... the evaluation of credit-sensitive investment opportunities across a broad... spectrum of asset classes. Establish and maintain corporate governance programs. Enhance compliance structures due to new laws, regulations, Corporate and Wholesale requirements... read more
Company
In-House
Experience
Min 8 yrs required
Location
San Francisco, CA
Posted Date
May 20, 18
Info Source
Employer
Total Views
4
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
8-10 yrs required
Location
San Francisco, CA
Posted Date
May 24, 18
Info Source
Employer
Corporate Strategy, Consultancy, or Investment Banking, etc is required.... Exceptional analytical skills and high level of comfort with big sets of data to understand key metrics and apply these to performance optimizations is must. Bi/Multilingual - Hindi or Mandarin are... read more
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