UNKNOWN

FEED

Partner with Financial Advisors (FAs) and/or the City National Securities (CNS) Investment Officers (IOs) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and results, review asset management and brokerage account statements. Insures the BBRMs are providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.

YEAR

City National Bank

Business Banking Manager

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In this capacity, the Director will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth. Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment.

Asset Mark

Director, Strategy And Chief Of Staff - Wealth Solutions

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As a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want.

Axos Bank

AVP, Financial Consulting

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The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Whittier Trust

SVP-Client Advisor

FULL_TIME

The ideal candidate pairs deep consumer lending experience with hands-on fluency in modern risk technologies, including machine learning models, alternative data, cloud-based analytics, and automated decisioning. Proven track record of modernizing a risk function, such as deploying machine learning models, new data sources, or automated decision engines into production.

<p>Lobel Financial is a full spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are headquartered in Southern California and have branch offices coast-to-coast.</p>
<p>Employees choose Lobel because of the work-life balance, positive company culture, reward system, benefits and flexibility. If you are an employee and you want to work with a company that is consistently growing, offers competitive salaries and benefits, promotes their employees, and provides a stable work environment, then you've found it with Lobel Financial!</p>

Lobel Financial

Vice President - Risk

Talent Acquisition

Oversee work involving Monte Carlo simulations, loss distributions, retained-loss volatility, and insurance program comparisons to help clients understand both expected outcomes and severe loss scenarios. Marsh Risk Analytics Solutions is seeking a Vice President to lead technical peer review on actuarial analyses, manage analytical engagements, and translate complex modeling into clear guidance for clients.

Marsh & McLennan Companies, Inc.

Manager II - Risk Analytics

Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.

Team Lead Private Banker

Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned.

Client Manager

Private Banker

Private Client Manager II

[AW]-iCims

Job Summary for Analyst II: Under the general direction of the Supervisor I, the Analyst II performs analytical work in the administration of the Department's personnel management programs including but not limited to, classification and pay, hiring assistance, recruitment, allocations, reporting structures, position justifications, and or special projects pertaining to Human Resources (HR). The Finance & Logistics Administration Directorate oversees sections managing Cal OES operations including budgeting, fiscal analysis, accounting, grants management, human resources, labor relations, staff recruitment, examinations, organization and professional development, disaster and internal logistics support.

State Of California

ANALYST II

Lobel Financial Corp

An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base paydifferential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).

SENIOR PORTFOLIO MANAGER

You'll research institutional real estate investors and add key decision-makers to our CRM, helping our investor relations team build a complete, accurate database for outreach. Research target real estate firms and identify the Chief Investment Officer and relevant real estate investment team members.

BKM Capital Partners

Investor Relations Data & Research Intern (Temporary, Part-Time)

Under moderate direction and supervision, this individual contributor will underwrite and market assigned products, manage a profitable book of business, and develop strong agency relationships while delivering underwriting excellence across Management Liability products. Philadelphia Insurance Companies is seeking a highly motivated and results-driven Underwriter to support the continued growth and profitability of our Management and Professional Lines portfolio.

Philadelphia Insurance Companies

Specialty Underwriter

Leverage SAP S/4HANA data and reporting structures to prepare budgets, forecasts, variance analyses, and capital project spend reports, and ensure planning outputs are aligned with financial actuals. You'll work with department heads to pull budgets together, track spend against plan with the Capital Projects team, and turn that analysis into monthly reporting packages, board materials, investor reporting, and lender reporting.

Fortera

Fp&A Manager

General Summary: The Treasury Senior Financial Analyst - Capital Markets plays a key role in supporting and executing Qualcomm's financial risk management, global capital structure strategy, debt and liability management activities, and bank relationship analytics. This role partners closely with senior Treasury leadership to analyze credit markets, execute and manage derivatives, support debt transactions, and produce executive‑level reporting used by the Treasurer, CFO, and Finance leadership.

Qualcomm Inc

Treasury Senior Financial Analyst - Capital Markets

As FT Partners builds the first AI native investment bank, Analysts will also have the opportunity to develop their own AI powered tools and workflows and help integrate AI across the firm’s processes, including the continued development of FT Partners’ proprietary CRM. Meet with FinTech founders, venture capitalists, private equity firms, and traditional finance executives in order to understand strategy, product roadmaps, acquisition interests, and capital raising / liquidity needs.

Financial Technology Partners

2027 July Strategic Insights Full Time Analyst (San Francisco)

Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work, among other accolades. Main responsibilities: Partner with the CIO organization and business leaders across Corporate IT, Business Systems, and Data Analytics to generate technology operations budgets, forecasts and long-range plans including monthly, quarterly, and annual cycles.

Braze

Financial Analyst II, Fp&A

ADAPTED_NOW

Braze was also named a 2025 Best Companies To Work For by U.S. News and World Report, a 2025 America’s Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®, among other accolades. Main responsibilities: Partner with the CIO organization and business leaders across Corporate IT, Business Systems, and Data Analytics to generate technology operations budgets, forecasts and long-range plans including monthly, quarterly, and annual cycles.

Investment Officer Jobs in California

Business Banking Manager City National Bank

Director, Strategy And Chief Of Staff - Wealth Solutions Asset Mark

AVP, Financial Consulting Axos Bank

SVP-Client Advisor Whittier Trust

Vice President - Risk Lobel Financial

Manager II - Risk Analytics Marsh & McLennan Companies, Inc.

Team Lead Private Banker City National Bank

Client Manager City National Bank

Private Banker City National Bank

Private Client Manager II City National Bank

ANALYST II State Of California

Vice President - Risk Lobel Financial Corp

SENIOR PORTFOLIO MANAGER State Of California

Investor Relations Data & Research Intern (Temporary, Part-Time) BKM Capital Partners

Specialty Underwriter Philadelphia Insurance Companies

Fp&A Manager Fortera

Treasury Senior Financial Analyst - Capital Markets Qualcomm Inc

2027 July Strategic Insights Full Time Analyst (San Francisco) Financial Technology Partners

Financial Analyst II, Fp&A Braze

Financial Analyst II, FP&A Braze

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