SF Bay Area accounting / finance jobs - tribe.net

Client Reporting

Mon, 11 Jul 2011 15:13:14 GMT

Client Reporting (CR) is the provider of account and fund information to all clients, custodian banks, trustee banks, and consultants. Reporting information includes client holdings, fund characteristics, unit values, transaction activity, crossing statistics, security lending, bond profiles, derivatives reports and fund performance. CR also supports the delivery of client and fund data to blackrockinstitutional.com, and responds to information requests from internal and external clients. Role Description: The Reporting Associate (RA) works with various internal clients and groups to provide reporting solutions to meet external clients’ needs. Over time, RAs provide front-line client service to internal and external clients, focusing on accurate and timely distribution of reports. Requirements: • BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcome. • Keen interest in investment products and 4-7 years financial services experience, especially investment industry. • Strong client service skills, maturity and judgment in dealing with clientele. Exceptional written and verbal communication skills are essential. • Organized and detail-oriented with strong emphasis on time management. Capacity for working effectively and efficiently on multiple projects simultaneously in a fast-paced environment. For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=associate%2C+san+francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 36457 views

Associate II - Corporate Finance

Fri, 17 Jun 2011 05:30:56 GMT

Associates assist the Senior Relationship Management team in the underwriting of credits by analyzing financial statements and other company information. They prepare or complete the TurboCAR forms for credit approval, facilitate the booking process, and assure credit files comply with SVB policies and procedures. Associates will work with Relationship Managers as well as contacting clients directly to resolve compliance related questions and inquiries. Associates handle a variety of credit documentation requirements in addition to reviewing noncompliance and past due status for assigned accounts. They will also review financial information, collateral and other assets to assess portfolio risk and profitability. Associates prepare various cash reports and monthly covenant compliance reports for review by the lending team. Associates also mange the workflow with Analysts in India. Finally, Associates will participate in an intensive credit skills training program. Skills and Requirements: Associates must be able to work independently in addition to providing leadership to other junior team members, and compliance partners in India. They must have excellent verbal, written, and interpersonal communication skills. Once on board, Associates must quickly gain a thorough knowledge of SVB’s bank operations and products as they will be working with internal and external Commercial Banking clients on banking issues. Associates must also be able to demonstrate the ability to potentially cross-sell a broad range of products and services as this is required for career progression. Exposure to commercial lending or direct related experience is highly desirable. Associates should have 0-2 years of commercial banking or related experience and a Bachelor’s degree or equivalent education preferably in Finance, Accounting, or Economics. For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Associate%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 23390 views

Banker Associate

Tue, 07 Jun 2011 13:21:30 GMT

Full Time -

Location: SF Bay Area - 21623 views

Project Analyst - San Francisco

Tue, 07 Jun 2011 13:09:22 GMT

Provides project, analytical and general administrative support to assigned business line or functional area: marketing communications and/or investment banking/financial services . Supports two executive managers. Performs research, analysis, review, development, implementations, and monitoring of new and/or revised products/services, and marketing and sales support initiatives. Acts as a project liaison with other departments. Compiles and analyzes information for an assigned project or areas making recommendations based on findings. Maintains and updates budgets. Qualifications: - Bachelor's degree, or equivalent work experience - Two to three years of experience in project management activities For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Project+Analyst%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 19971 views

Wealth Management Private Banking Assistant

Thu, 02 Jun 2011 11:48:53 GMT

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Qualifications: - Associate degree, or equivalent work experience - Five or more years of administrative support experience in a banking environment For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Wealth+Management+Private+Banking+Assistant&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 21456 views

Credit Support Specialist 3 - Small Business Administration

Mon, 16 May 2011 14:06:55 GMT

Verifies, processes, and documents information related to all aspects of standard and non-standard collateral and loan documentation to ensure completeness and accuracy. Identifies and files credit and collateral documentation, including stocks, bonds, certificates of deposit, property titles, etc. Reviews insurance coverages to ensure adequate coverage and proper loss payee and additional named insured endorsements. Releases collateral when loan is satisfied or no longer needed. Qualifications : - High school diploma or equivalent - Three to five years of clerical experience For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Credit+Support+Specialist+3%2C+U.S.+Bank%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 25685 views

Analyst, Financial II

Sun, 15 May 2011 04:51:02 GMT

This key position will coordinate the budget development and administration activities that support the department’s research; development of System Cash Services policies, products and automation tools; and the operations services, all of which ensure the efficient distribution of currency and coin and continuity of operations. Analyze complex costing models, pricing proposal and other financial document related to CPO activities. Support management in the development and implementation of short and long-range financial plans and tracking tools that will focus on improving the CPO’s ability to effectively and efficiently monitor and manage costs. Qualifications : Bachelor's degree from four-year college or university. (preferably in accounting, business, finance or economics) Four plus years related budget and/or financial analysis experience to include: performing complex financial analysis, including Return on Investment (ROI), Net Present Value (NPV); define problems, collect data, establish facts, and draw valid conclusions Advanced communication skills to include the ability to interpret common financial and technical journals, financial reports, and legal documents; ability to write reports, business correspondence, and procedure manuals For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Analyst%2C+Financial+II+%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 19449 views

Associate - Mid Corporate Banking, San Francisco

Sun, 15 May 2011 04:29:21 GMT

The position is primarily a support role to Senior Relationship Managers who manage a portfolio of customers and seek to develop new relationships for the Firm. As a member of the team, the position plays an integral part to help gain, manage and maintain the relationships located in the region. The role of a Relationship Assistant Manager is to 1) help in a support role to generate new revenue opportunities from prospects or clients and 2) Assist Senior Relationship Managers by providing solutions that leverage a full range of the Firm's products and services while partnering with Credit, Corporate Investment Banking and other product partners. The ideal Candidate will have the ability to identify and assess credit transaction risks and will have a strong knowledge of credit policies and processes including structuring and documentation of credit requests. The candidate will also help in the generation of pitch books and other marketing materials. Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients Qualifications: * Minimum of 3 years experience in a Banking support role. * Formal Credit Training / Investment Banking Training Required * Collaborate with underwriting team on analysis, structuring and documentation of credit requests, must have Strong credit and analytical skills * Knowledge of Investment Banking products and preferably execution experience For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=associate%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 14583 views

Analyst, Financial II

Mon, 09 May 2011 04:47:40 GMT

This key position will coordinate the budget development and administration activities that support the department’s research; development of System Cash Services policies, products and automation tools; and the operations services, all of which ensure the efficient distribution of currency and coin and continuity of operations. Analyze complex costing models, pricing proposal and other financial document related to CPO activities. Support management in the development and implementation of short and long-range financial plans and tracking tools that will focus on improving the CPO’s ability to effectively and efficiently monitor and manage costs. Qualifications : Bachelor's degree from four-year college or university. (preferably in accounting, business, finance or economics) Four plus years related budget and/or financial analysis experience to include: performing complex financial analysis, including Return on Investment (ROI), Net Present Value (NPV); define problems, collect data, establish facts, and draw valid conclusions For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=analyst%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 20636 views

Coml Real Estate Rel Manager 1

Sun, 08 May 2011 13:56:07 GMT

Solicits, develops, and services a wide variety of real estate commercial loans. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing relationships. Responsible for large and complex real estate loans, including real estate investments, income property, development, construction loans, etc. Sustains profitability and growth of portfolio. Qualifications - Bachelor's or Master's degree in finance, accounting or other related field - Five or more years of commercial real estate experience - Two or more years of management experience For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Coml+Real+Estate+Rel+Manager+1+%2C+San+Francisco&position=Searched+&limit=100&radius=100

Full Time -

Location: SF Bay Area - 20478 views

Banker Associate

Tue, 03 May 2011 12:22:04 GMT

The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. · The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution · This role provides leverage to the Banker on daily client priorities · Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs · Supports Banker on client hierarchy and pipeline management · Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Qualifications · Coachable professional with good "business sense" and an energetic/dynamic personality · Ability to work both independently and as a team player · Excellent communication skills, both written and oral · Strong analytical and quantitative skills · Ability to multi-task and manage priorities effectively · Ability to adapt to a rapidly changing business and technology environment · Exceptional problem-solving skills · Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet · Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) Qualifications Position Requirements · Bachelors degree required - MBA Preferred · Sales/originator capabilities · Series 7 & 63 required for position For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Banker+Associate&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 14458 views

Investment Solutions Officer

Tue, 03 May 2011 12:20:12 GMT

Works under minimal supervision of GLS Office Manager in the delivery and distribution of GLS liquidity and investment solutions within assigned market/region. Responsibilities include retention, development and servicing of assigned client base. Responsibilities also include working with assigned bankers to identify/close new relationships (new logos.) Analyzes business relationships and current economic and market conditions to provide consultative sales of GLS liquidity solutions capabilities. Determines optimal liquidity and investment solution mix to meet client needs and drive out additional account opportunities, thereby increasing account penetration. Prepares and delivers sales presentations and proposals to assigned clients for new business opportunities. Responsible for adherence to all corporate, regulatory and industry compliance requirements. Provide backup coverage for office associates on all sales, service and administrative tasks, as necessary. 5 - 7+ years of relevant experience in investment sales. Series 7 and 63 licenses required Qualifications Required Skills: * 5 - 7+ years of relevant experience in investment sales. Series 7 and 63 licenses required * 2 plus years experience selling short term investment products, treasury bills, government agent securities and money market funds. For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Investment+Solutions+Officer%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 13498 views

Banker Associate

Tue, 26 Apr 2011 02:23:18 GMT

The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. · The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution · This role provides leverage to the Banker on daily client priorities · Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs · Supports Banker on client hierarchy and pipeline management · Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Qualifications · Coachable professional with good "business sense" and an energetic/dynamic personality · Ability to work both independently and as a team player · Excellent communication skills, both written and oral · Strong analytical and quantitative skills · Ability to multi-task and manage priorities effectively · Ability to adapt to a rapidly changing business and technology environment · Exceptional problem-solving skills · Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet · Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) Position Requirements · Bachelors degree required - MBA Preferred · Sales/originator capabilities · Series 7 & 63 required for position For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Banker+Associate&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 9160 views

Senior Portfolio Manager

Sat, 23 Apr 2011 11:00:38 GMT

The Senior Portfolio Manager -- CPRM will report to the EVP, Credit Portfolio Risk Management (CPRM) and support the CPRM in establishing a credit appetite framework that will ensure credit soundness and the growth of profitable risk/return relationships. The credit appetite framework would consist of a forward market credit view, setting dynamic credit risk concentration limits and mitigation through credit portfolio management techniques. Will closely collaborate with the head of PRM and help coordinate the process of projecting loan and lease loss reserves and related activities. The SPM will work closely with the CPRM on the existing migration model, including ongoing upgrades and essential documentation. Excellent interpersonal and presentation skills are a must, including the ability to communicate to executive management and to technical and non-technical audiences, influence and assist internal clients adapt to change, lead and facilitate dialogue with business partners on key risk measurement issues, and extract critical information unobtrusively. Typically requires a Bachelors or Masters degree (or higher) in economics/statistics/finance/quantitative field. For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Senior+Portfolio+Manager+&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6786 views

Valuations Analyst

Fri, 22 Apr 2011 00:20:47 GMT

JOB LEVEL: Assist senior staff in the valuation of venture-backed technology, life sciences, and clean-tech companies. Analysts will review financial, capital structure, and market data for SVB Analytics' clients, and conduct and review industry research for valuation reports. Analysts will prepare basic valuation models, and be trained in advanced valuation techniques. Analysts will participate in interviews of executive management teams and venture capitalists. Skills and Requirements: JOB COMPLEXITY: The Analyst role requires exceptional quantitative skills, particularly in finance theory and accounting, outstanding written and verbal communication skills, and tenacious attention to detail. Analysts should be advanced Excel users, and familiar with all Microsoft Office tools and Adobe Acrobat. SUPERVISION: Analysts will work as part of a valuation team with a specific sector focus, reporting to a Director or Managing Director. Analysts will interface with clients, VCs, auditors, and other valuation professionals under the supervision of senior staff. EXPERIENCE: 0-2 years of related experience, preferably with an investment bank, accounting, or valuation firm. EDUCATION: Bachelor’s degree in Finance, Accounting, or related fields. Progress towards the CFA designation is a plus. For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Analyst%2C+San+FRancisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 9243 views

Financial Advisor Trainee- San Francisco, CA

Fri, 22 Apr 2011 00:12:55 GMT

The Financial Advisor Trainee engages in: * Developing a book of business in order to meet and exceed the required performance hurdles * Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs * Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences * Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan * Planning and managing resources (time, people, budget) to run a productive practice * Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client * Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies * Completing mandated training, assessments, performance goals and continuing education requirements Qualifications * Must possess 3 or more years of sales experience with a proven record of exceeding goals * Outbound sales experiences required * Possess excellent communication skills, both written and verbal * Proven relationship building and business partnering skills * Passion to grow your current financial knowledge to share with others * Candidate must be self-motivated and proactive * Bachelor's degree or higher strongly preferred For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=Financial+Advisor+Trainee-+San+Francisco%2C+CA+&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 5623 views

Fixed Income Portfolio Associate

Mon, 18 Apr 2011 03:13:12 GMT

The fixed income portfolio associate works closely with the Money Market portfolio managers/traders to ensure efficient and accurate processing of trades. This includes trade entry, generation of trade tickets, updating portfolio management systems and daily portfolio report reconciliation. Regular liaison with broker/dealers, custodian bank administrators and back office. This position performs in a high pressure, time-sensitive environment where action is integral to mitigating risk and substantial potential loss to the organization. Independent decision making and ownership mentality are critical success factors. Qualifications: •1-3 years' experience working in a corporate environment •Experience working in an investment management firm is a plus •General knowledge of fixed income securities, with the ability to understand the complexities of the bond market and how a bond works •Extreme detail orientation with strong data reconciliation skills •Strong analytical, problem solving and computer skills •Knowledge of SEI Trust 3000, Thomson Portia and Bloomberg are a plus •Strong organizational, communication and relationship management skills •Bachelor's degree in Accounting, Finance or related field For details, please find job posting: http://www.investmentbankcareer.com http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Fixed+Income+Portfolio+Associate+&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 10189 views

Mortgage Loan Officer

Thu, 14 Apr 2011 05:43:52 GMT

Originates mortgage loans in an assigned territory; develops referral relationships with realtors, builders, bankers, and other sources in order to proactively solicit business and conduct sales-related activities, frequently outside of Bank locations, in order to meet specific loan volume origination goals. Counsels customers, takes applications, conducts preliminary underwriting reviews, and submits loan applications to processing and underwriting for approval using laptop technology. Remains front line contact with customers and realtors to ensure that documents required for processing, underwriting, and closing are secured in a timely manner. The salary for this position is 100% commission. Basic Qualifications: - High school diploma or equivalent - Minimum two years of mortgage loan origination/sales experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Mortgage+Loan+Officer%2C+U.S.+Bank%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 12529 views

Equity Research - Semiconductors Associate

Thu, 14 Apr 2011 05:38:05 GMT

The Semiconductors sector within Equity Research is looking for strong Research Associate in the San Francisco office. The role involves building and maintaining models, as well as writing research notes and industry pieces. The team is looking for strong analytical candidates, with a passion for Equity Research. SPECIFIC RESPONSIBILITIES: • Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance, economics, and statistics • Research and write reports with a company or sector specific focus • Respond to requests for data, information and calls from internal and external clients • Keep abreast of industry-related news flow • Develop and maintain relationships with investor relations personnel and management of companies under coverage • Develop forecasting models using economics/statistics Regular interaction with equity sales force • Understand the nuances of the industry Skills Required: • Bachelor’s Degree in Business, Statistics or Accounting required • Industry experience preferred • Strong computer skills/information systems background a plus • 3-5 years of relevant experience a plus • Outstanding analytical/financial skills For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Equity+Research%2C+Morgan+Stanley%2C++San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 11474 views

Analyst I

Tue, 12 Apr 2011 04:41:29 GMT

Your responsibilities will be to assist the underwriter in the analysis of affordable debt transactions with Fannie Mae and Freddie Mac. Your principal focus will be to utilize your analytical skills, experience and judgment along with your knowledge of Fannie Mae and Freddie Mac underwriting requirements to determine and gather the information necessary to analyze the credit worthiness and financial condition of borrowers in accordance with Agency and Bank standards. You will report to the Affordable Chief Underwriter. The successful candidate will have the following qualifications: # Associated Degree in Business preferred. # Minimum 1 + years real estate experience strongly preferred. # Ability to compile, organize, and prepare information for financial statements and other internal reports as requested by management required. # Must be proficient in Excel. # Required to be a self-starter and work independently. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=analyst%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 8022 views

Investment Solutions Officer

Mon, 11 Apr 2011 13:34:52 GMT

Works under minimal supervision of GLS Office Manager in the delivery and distribution of GLS liquidity and investment solutions within assigned market/region. Responsibilities include retention, development and servicing of assigned client base. Responsibilities also include working with assigned bankers to identify/close new relationships (new logos.) Analyzes business relationships and current economic and market conditions to provide consultative sales of GLS liquidity solutions capabilities. Determines optimal liquidity and investment solution mix to meet client needs and drive out additional account opportunities, thereby increasing account penetration. Prepares and delivers sales presentations and proposals to assigned clients for new business opportunities. Responsible for adherence to all corporate, regulatory and industry compliance requirements. Provide backup coverage for office associates on all sales, service and administrative tasks, as necessary. 5 - 7+ years of relevant experience in investment sales. Series 7 and 63 licenses required Qualifications Required Skills: 5 - 7+ years of relevant experience in investment sales. Series 7 and 63 licenses required For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment+Solutions+Officer%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 8104 views

Private Bank Client Service Associate

Fri, 01 Apr 2011 15:18:56 GMT

This position is responsible for establishing and maintaining high Private Banking client service standards. Performs complex customer service duties while ensuring a high level of efficiency. Serves as subject matter expert in Private Banking operations and Compliance. Maintains the integrity of Private Banking operations. Recognizes and capitalizes on cross-sell opportunities. Participates in building and implementing the Private Banking vision and mission Position Accountabilities 1. Ensure that all RBG and Private Banking operational and compliance processes and procedures are followed. Performs periodic reviews and audits. Performs all technical functions accurately and in a timely manner to remain in compliance with regulatory standards. 2. Balances operational controls and customer service in order to minimize risk to the Bank. 3. Conducts ongoing customer service, security and technical training in the branch. 4. Implements procedures in which compliance objectives are incorporated. 5. Work with Private Banking Manager and Private Bankers to provide exceptional value-added client relations. Serves as primary contact with clients as appropriate. Job Specifications: Required Education or Equivalent Experience • Bachelor’s Degree or equivalent combination of training and experience Required Experience • Three to five years of bank operations experience • Track record of providing exceptional service to internal and external clients • Experience in sales environment For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Associate%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 10819 views

Phone Auditor

Fri, 01 Apr 2011 09:25:32 GMT

As a Part-Time Premium Phone Auditor working remotely from your home, you will complete audits that relate to Property & Casualty insurance—General Liability and Worker's Compensation, for example—conducting audits by matching payroll records to Worker's Compensation codes and classifications. You will be working with a contact of the insured, over the phone, in order to complete the audit. All assignments and support are provided by your manager through our state of the art Web based production system, OSITrac. Benefits for eligible employees include: Extensive paid training A production-based compensation, with no cap on earnings http://bit.ly/JobOn_Net

Full Time -

Location: SF Bay Area - 11294 views

PROJECT COORDINATOR

Tue, 29 Mar 2011 04:41:13 GMT

Reporting to the SVP, Director of Design and Construction Management, the Project Coordinator provides a critical support function for Corporate Real Estate (CRE) in the pursuit of efficiently delivering cost effective construction and facilities improvement projects. This position administers the Bank's project management technology system (Clarity) supporting CRE to efficiently track project schedules, costs, risks, issues and documentation. Provide project portfolio management support including portfolio pipeline reporting, interfacing with the Enterprise Program Office (EPO) and coordinating the Capital Appropriation process and variance reporting. Critical to success is the ability to provide coordination in managing schedules, project updates, reporting and compliance. These efforts lead to increasingly more effective cost management, service delivery, reduce cycle time and project management excellence. Qualifications: * Bachelor's degree preferred * 3 to 5 years of coordination experience, either in construction or facilities management For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=PROJECT+COORDINATOR+%2C+San+Francisco.++%09Union+Bank&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 14109 views

Associate -Mid Corporate Banking, San Francisco

Tue, 29 Mar 2011 04:26:27 GMT

The position is primarily a support role to Senior Relationship Managers who manage a portfolio of customers and seek to develop new relationships for the Firm. As a member of the team, the position plays an integral part to help gain, manage and maintain the relationships located in the region. The role of a Relationship Assistant Manager is to 1) help in a support role to generate new revenue opportunities from prospects or clients and 2) Assist Senior Relationship Managers by providing solutions that leverage a full range of the Firm's products and services while partnering with Credit, Corporate Investment Banking and other product partners. The ideal Candidate will have the ability to identify and assess credit transaction risks and will have a strong knowledge of credit policies and processes including structuring and documentation of credit requests. The candidate will also help in the generation of pitch books and other marketing materials. Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients Qualifications: * Minimum of 3 years experience in a Banking support role. * Formal Credit Training / Investment Banking Training Required For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Associate&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 13196 views

Financial Analyst, San Francisco

Fri, 25 Mar 2011 08:14:32 GMT

Role: 1. Take on a lead role in preparation of monthly unit profitability reports. 2. Conduct research and studies involving financial analysis, strategic planning, cost allocations and transfer pricing. Prepare management reports and makes presentations on study results. 3. Ensure allocations are processed correctly within the bank’s cost allocation system in support of monthly management reporting. 4. Perform monthly reviews and evaluates actual financial performance of the bank’s business units and conducts variance analysis relative to plan and prior month. Function as key finance liaison for at least one major profit group within the bank in this role. 5. Analyze and interpret financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organizational developments. 6. Assist with the integration of acquired entities into the unit profitability reporting and budgeting processes. Qualifications: • Bachelor’s degree or equivalent combination of education and experience • Master’s degree or CPA, preferred • Five to seven years of experience in banking/financial services industry preferred • Four to six years of financial analysis experience For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=Bank%20of%20the%20West&zip=&word=Bank%20of%20the%20West&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 7517 views

Cash Management Sales Consultant

Fri, 25 Mar 2011 07:59:14 GMT

Position Accountabilities 1. Analyzes company Cash operations. Develops, proposes and assists in the presentation of comprehensive Cash Management systems. 2. Works with line account officers or individually develops prospects for sale of Cash management services such as automated balance reporting, account reconcilement, remittance banking, etc. 3. Consults with prospects and customers to identify needs and recommend the Cash management services to meet those needs. Prepares proposal including pricing. 4. Recommends improvements in existing products or product mix to meet competitive products. 5. Sells to and maintains contact with accounts within jurisdiction. May assist senior-level consultants on more complex companies. Job Specifications: Required Education • Bachelor’s degree or combination of education and directly related experience Required Experience • Two to three years of related experience For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=Bank%20of%20the%20West&zip=&word=Bank%20of%20the%20West&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 7559 views

Financial Advisor Trainee- San Francisco, CA

Thu, 24 Mar 2011 02:31:56 GMT

The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities. Qualifications * Must possess 3 or more years of sales experience with a proven record of exceeding goals * Outbound sales experiences required * Possess excellent communication skills, both written and verbal * Proven relationship building and business partnering skills * Passion to grow your current financial knowledge to share with others * Candidate must be self-motivated and proactive * Bachelor's degree or higher strongly preferred Industry Experience: * Active Series 6 or Series 7 license preferred * 6 months in a Series 6 or 7 sales role preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Financial+Advisor+Trainee-+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6369 views

Alternative Investment Business Development Officer

Wed, 23 Mar 2011 12:12:43 GMT

Key Responsibilities: 1. Coordinates the design and development of strategic sales and marketing plans which fulfill specific customer needs. 2. Identifies prospects and referral sources for solicitation through the organization's internal network and through external sources, including cold calling, research, and industry conferences. 3. Schedules and performs prospect meetings in person and remotely with current and prospective customers to actively promote and sell products and services. 4. Manages the on-going account relationships with prospective customers; making sure their needs are met and products and services are marketed effectively. 5. Achieves individual business development annual revenue goals. Qualifications: - Bachelor's degree required. - Minimum 5-8 years experience in the Alternative Investment Administration industry For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Alternative+Investment+Business+Development+Officer&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4897 views

Investment Consultant

Wed, 23 Mar 2011 12:07:38 GMT

The Investment Consultant ("IC") is responsible for establishing, building and maintaining rapport and trust with clients and prospects. The primary responsibility of the IC is business development, winning new asset management relationships, signing up new asset management accounts, and building SVB’s off balance sheet assets. It is expected that the Investment Consultant will be the first or second call for the client on ANY investment issue (reports, performance, strategy, governance, etc.) Also, establishes and maintains strong relationships with the Bank's Commercial Bank Managers. Here, the IC should be seen as a relationship enhancer; the person they want involved in their highest profile, most complex situations; a source of advice for the relationship managers on a wide variety of investment and economic issues. The IC must maintain a continuous and thorough understanding of the Capital Markets with particular emphasis on fixed income securities. Skills and Requirements: Manages to refresh knowledge of the economy and world events that impact the fixed income market daily. Has an in-depth knowledge of up-to-date various security types, their relative pricing and trading ranges and of the US securities markets. Has a complete understanding of specific client corporate finance issues including cash flow and financing objectives. Has an ability to identify appropriate fixed income strategies to match client objectives, and has outstanding organizational and communication skills to deliver investment seminars for bank personnel and clients. Employs an assertive, consultative sales approach with the ability to close a deal while managing successful client relationships. Has a commitment to bringing success to the organization and self in a team environment. Prior experience working in an IA environment. Proficient use of, MSWord, Windows 2000 and Excel. Excellent written and verbal communication and negotiation skills. BA/BS or equivalent related experience. MBA preferred. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Investment+Consultant++%2C++Silicon+Valley+Bank&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4821 views

Banker Associate

Sun, 20 Mar 2011 05:00:23 GMT

Primary Function: Provide support to Bankers in all facets. The Banker is the face of JPMorgan's Private Banking business. The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. · The Banker Associate's primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution · This role provides leverage to the Banker on daily client priorities · Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs · Supports Banker on client hierarchy and pipeline management · Develops understanding and assists Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Position Requirements: · Bachelors degree required - MBA Preferred · Sales/originator capabilities · Series 7 & 63 required for position For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Banker+Associate&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6610 views

Assistant Branch Manager

Sun, 20 Mar 2011 04:56:16 GMT

The role of the Assistant Branch Manager is to partner closely with the Branch Manager to help achieve overall sales and service goals by maximizing sales referrals, overseeing daily operations and ensuring exceptional service is being delivered to our customers. The primary objective of the Assistant Branch Manager is to manage the Tellers' and Universal Bankers' daily sales referrals and to coach employees to provide desired customer interactions. The ABM manages the Teller line, all branch operations and provides appropriate administration controls. • High school diploma/GED required; Bachelor's degree in business (preferred) or equivalent work experience • Three or more years of operation experience • Demonstrated ability to lead, motivate and influence others; supervisory experience preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Branch+Manager+South+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 8859 views

Branch Manager I

Sun, 20 Mar 2011 04:53:28 GMT

Oversees, leads, and directs one or more branches with regards to operations, sales, and regulatory compliance to meet assigned lending and deposit goals Develops programs to maximize branch profitability, minimize risk, and to improve customer service and product knowledge. Lender responsible for processing, underwriting, and approving loans within assigned limits. Reviews branch reports for compliance and accuracy. Monitors branch expenses to control cost. Administers personnel and salary policies. Qualifications: Typically requires a Bachelors in Business Administration, Finance or a related field and 5 years of banking management and lending experience. Limited use and/or application of basic branch management principles, theories and concepts. Basic knowledge of banking management techniques and lending concepts. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Branch+Manager+I+%2C+%09San+Francisco+%2C+%09California+Bank+%26+Trust&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 8542 views

Corporate Development & Strategy Assoc II

Sat, 19 Mar 2011 03:25:30 GMT

Essential Job Functions 1. Conduct competitive, industry, and BOW research 2. Build complex financial models related to M&A valuation and business, product and customer economics 3. Synthesize information into slides that will be used for senior management presentations 4. Lead portions of presentations to bank senior management 5. Interact daily with members of the Corporate Development and Strategy team and frequently with members of other groups and functions within the bank 6. Participate in the management of complex projects Education Required Education or Equivalent Experience • Bachelor’s Degree required • Master’s/Advanced Degree preferred Required Experience • 5 or more years of experience in investment banking, corporate development, corporate finance, private equity, or management consulting roles For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=+Corporate+Development+%26+Strategy+Assoc+II&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6560 views

Personal Banker San Francisco Excelsior

Fri, 18 Mar 2011 05:41:32 GMT

Proactively source, acquire, expand and retain customer relationships by maximizing sales opportunities. Ensure a world-class customer experience for all current and prospective customers. Position Responsibilities: • Develop strategies to grow the client base and implement appropriate sales plans to target prospective customers and to build external business development opportunities. • Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan. • Transform service transactions to sales opportunities according to customer need. • Provide value and advice to help our customers succeed financially and achieve deep lifetime relationships. Meet all customer needs and strive to be their primary financial services company. Qualifications: • High school diploma/GED required; Bachelor's degree in business (preferred) or equivalent work experience • Excellent verbal and written communication skills • Strong listening skills • 3-5 years retail/sales and service experience required; retail banking experience preferred; financial services sales experience preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Personal+Banker+San+Francisco+Excelsior&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6224 views

TECHNICAL ACCOUNTANT III

Thu, 17 Mar 2011 11:28:03 GMT

Job Summary: Acquired loan accountant supporting Business Unit Controllers. Responsible for reviewing policy, regulatory requirements and standard accounting changes. Under guidance of a senior staff, assist in researching and analyzing financial data. Major Responsibilities:Prepare financial reports such as the consolidated balance sheets, statement of income, statement of changes, etc. on a scheduled basis. Analyze entries to ensure proper accounts are posted and to ensure accuracy. Conduct thorough analysis and review of standard reports, journals, accounts, records, and other accounting documents for accuracy, adequacy and reasonableness. Independently investigate and correct information.Keep abreast of existing regulations with respect to reporting requirements. Assist in reviewing and interpreting basic accounting pronouncements and regulatory changes.Analyze accounting reports requiring moderate interpretation of data. May serve as accounting liaison and prepare special research or projects.Respond to questions from both internal and external areas of the Bank concerning reports filed or financial information reported. Qualifications: This position requires a college degree and 1 to 3 years of technical experience OR equivalent comparable experience to gain the knowledge and skills to perform the functions of this job. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+TECHNICAL+ACCOUNTANT+III&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 5662 views

INTEGRATION RISK MANAGER

Wed, 16 Mar 2011 13:39:45 GMT

Job Summary: Reporting to the Head of Enterprise Risk Reporting, the Integration Risk Manager is responsible for the development and implementation of an enterprise-wide large project or initiative risk assessment process. Working with Program and project teams across the organization to identify, mitigate or manage the risks associated with change events. Qualifications Additional Information: Knowledge, Skills, Abilities: 8-15 years financial industry experience with 5+ years of large project management experience and / or operations / technology management experience Operational risk management experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+INTEGRATION+RISK+MANAGER&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 6275 views

PROJECT COORDINATOR - CATS PROCESS

Tue, 15 Mar 2011 04:50:04 GMT

Manage the Compliance Approval Tracking System process. Assist the Deposit and Marketing Compliance Officer with various research projects, develop and maintain excel spreadsheets. Perform QC testing on marketing materials to ensure compliance requirements were incorporated. Write procedures and training marketing staff on CATS process and changes, as applicable Qualifications: Must be extremely proficient in using excel and other Microsoft Office products. Must be an excellent communicator (written and oral). Able to provide training, develop and update procedures and conduct testing and monitoring of marketing materials. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+PROJECT+COORDINATOR+-+CATS+PROCESS&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4650 views

Private Business Services Associate

Tue, 15 Mar 2011 04:38:27 GMT

The Associate would support two senior directors in executing client transactions. The Associate's responsibilities include conducting business valuations (comparables analyses, discounted cash flow analyses), examining and recommending different exit alternatives (sale of the business, ESOPs, estate transfers), and identifying and negotiating with potential acquirers. The Associate would also work with the firm's financial advisors in cultivating new client prospects and helping integrate client's business exit plans with their investments and estate plans. Qualifications: * Worked at an investment bank or consulting firm for a several years; experienced with corporate finance and M&A concepts * Strong academic record; MBA desirable but not required * Potential candidates could be working as an Investment Banking Associate, Business Development Associate, Corporate Finance Associate, M&A Specialist * Maturity to interact with clients, manage projects and work independently For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Private+Business+Services+Associate&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 5997 views

PROCESS IMPROVEMENT SPECIALIST

Mon, 14 Mar 2011 11:24:51 GMT

Risk Management group has a newly-created position available for a process improvement specialist to be responsible for helping risk management business teams to drive process improvement delivery through exemplary process design/improvement/management skills using best practice techniques and methodologies such as LEAN Six Sigma. Qualifications: * 5 - 7 years of relevant experience in financial services, including at least 3 years of progressive process improvement/reengineering experience with a leading management consulting firm or LEAN Six Sigma firm * Experience leading a business transformation with budget, resource and delivery accountability For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C++PROCESS+IMPROVEMENT+SPECIALIST&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4580 views

Private Business Services Associate

Mon, 14 Mar 2011 11:02:38 GMT

The Associate would support two senior directors in executing client transactions. The Associate's responsibilities include conducting business valuations (comparables analyses, discounted cash flow analyses), examining and recommending different exit alternatives (sale of the business, ESOPs, estate transfers), and identifying and negotiating with potential acquirers. The Associate would also work with the firm's financial advisors in cultivating new client prospects and helping integrate client's business exit plans with their investments and estate plans. Qualifications: * Worked at an investment bank or consulting firm for a several years; experienced with corporate finance and M&A concepts * Strong academic record; MBA desirable but not required * Potential candidates could be working as an Investment Banking Associate, Business Development Associate, Corporate Finance Associate, M&A Specialist * Maturity to interact with clients, manage projects and work independently For details, please find job posting: http://www.investmentbankcareer.com/company.php?company=California%20Bank%20&%20Trust&zip=&word=California%20Bank%20&%20Trust&limit=100&radius=&city=&position=&date=date

Full Time -

Location: SF Bay Area - 4375 views

Private Bank Client Service Manager III

Sun, 13 Mar 2011 04:28:43 GMT

Position Accountabilities 1. Ensure that all RBG and Private Banking operational and compliance processes and procedures are followed. Performs periodic reviews and audits. Performs all technical functions accurately and in a timely manner to remain in compliance with regulatory standards. 2. Balances operational controls and customer service in order to minimize risk to the Bank. 3. Conducts ongoing customer service, security and technical training in the branch. 4. Implements procedures in which compliance objectives are incorporated. 5. Work with Private Banking Manager and Private Bankers to provide exceptional value-added client relations. Serves as primary contact with clients as appropriate. 6. Process and approve client deposits, transfers, wires, loan advances, etc. Required Education or Equivalent Experience: • Bachelor’s Degree or equivalent combination of training and experience Required Experience • Three to five years of bank operations experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Private+Bank+Client+Service+Manager+III++&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4503 views

Financial Services Officer - San Francisco Main

Sun, 13 Mar 2011 01:50:22 GMT

Position Accountabilities: - Packages consumer/mortgage loans and submits for approval. Reviews and completes loan documents with customer. - Works with business clients to package BusinessLink products. - Generates new business through in-branch selling, outside calls, telemarketing and targeted direct mailings. - Expands existing customer relationships by cross-selling products/services. - Completes documentation necessary to open/maintain new consumer and business deposit accounts. - Participates in selling Bank products and provides superior customer service. Handles more complex sales transactions. - Assists in the training of Financial Services Consultants and Financial Services Representatives. Job Specifications: Required Education or Equivalent Experience - High School diploma or equivalent combination of training and experience Required Experience - One to three years banking or related experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=+San+Francisco+%2C+Financial+Services+Officer&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 3023 views

CORPORATE BANKING BSA RISK ANALYST II

Fri, 11 Mar 2011 15:13:38 GMT

Reporting to Corporate Banking BSA Quality Assurance Team Lead, the Corporate Banking BSA Risk Analyst II is a senior level position in Corporate Banking BSA Quality Assurance. The position is responsible for reviewing and monitoring complex BSA / AML risk matters as established under the Bank Secrecy Act, PATRIOT Act and all other regulatory requirements related to anti-money laundering and combating the financing of terrorism for Corporate Banking clients. Ensure all areas of Know Your Client documentation are accurate and complete, and that all risk has been identified, mitigated, and escalated when warranted. Communicate information to Corporate Banking senior management and line personnel when appropriate or action is required. Education, Licensure, Experience: * Typically requires a B.S Degree and CAMS Certificate preferred. * Minimum of 3 to 5 years direct work experience in risk analysis, accounting, investigative, or equivalent with related experience in, or another related area of banking. Investigative and / or accounting background preferred. * Additional hours/weekends may be required. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+CORPORATE+BANKING+BSA+RISK+ANALYST+II&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 5221 views

Financial Advisor - San Francisco

Fri, 11 Mar 2011 14:40:05 GMT

Financial Advisor - San Francisco * Excellent sales & relationship management skills. * In-depth knowledge of investment principles, financial markets, and economics. * Profile clients to determine investment goals and objectives. * Provide advice and recommend appropriate investment advisory solutions. * Cultivate and maintain client relationships within assigned territory. * Actively involved in new business development within assigned territory. * Conduct client events and seminars. * Attend and present at affiliate bank meetings and training sessions. * Respond to client inquiries in an efficient and timely manner. * Other duties as required. Qualifications: * Bachelor's degree * 2-6 years of directly related experience in the financial services industry with a customer service focus * Successful track record of investment advisory sales For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Financial+Advisor+-+San+Francisco++&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 2950 views

Wealth Management Banking Resident Manager- San Francisco

Thu, 10 Mar 2011 08:30:31 GMT

The Wealth Management Banking Resident Manager is a producing manager role with direct management responsibility for the Wealth Management Bankers within a large complex (5+ WMBs). The WMB Resident Manager will balance time between business development and direct management of the WMBs and will report into the Wealth Management Banking Regional Manager. The WMB Resident Manager helps drive complex performance results through planning, leading and executing client opportunities, initiatives and activities. The WMB Resident Manager must leverage his/ her performance management expertise to lead the complex of WMBs to meet challenging performance goals and objectives, recruit and develop talent and to create banking/investment collaborations between Financial Advisors and Wealth Management Bankers. Undergraduate degree required. Five years experience in Financial Services and Supervisory experience preferred. Series 6 and 63 licensing required. Series 7 license required. Series 24 license strongly preferred. Desired Skills: 4-6 years of successful performance and relationship management in banking and/or investments industries experience in a highly regulated environment. Undergraduate degree required Series 7 and 63. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Wealth+Management+Banking+Resident+Manager-+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 3663 views

International Financial Advisor

Wed, 09 Mar 2011 01:32:52 GMT

The Financial Advisor (FA) is a fully licensed retail broker position that provides investment advice and recommendations to clients. It is a highly entrepreneurial profession, where the incumbent: · Analyzes and determines client needs, financial resources and objectives; · Formulates strategies to further client objectives; · Advises clients on financial strategies and financial products; · Advises client on appropriate financial transactions, including the purchase and sale of financial products; · Implements solutions agreed to by the client; · Reviews progress toward the client goals & objectives; · Directs and oversees resources and activities to run an effective wealth management practice that meets business goals; · Strictly adheres to compliance and industry regulations; · Formulates and conducts marketing strategies to develop and enhance client relationships. Qualifications Requirements: · Series 7 and 66 registrations are required. Insurance licenses. · Three years experience working as an International Financial Advisor. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=International+Financial+Advisor+-+San+Francisco%2C+CA&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 4718 views

Regional Investment Specialist Off Cycle Analyst

Wed, 09 Mar 2011 01:15:16 GMT

An analyst for the IMCB/RIS team, you will support the client effort by creating investment review books, analyzing client investment portfolios and researching client and industry trends. The Investment Management Commercial Bank business is responsible for acquiring, retaining and cross-selling mid-size institutional clients across all segments including corporate, endowment and foundations, healthcare and public fund clients primarily between $200MM and $1B in total plan assets. Qualifications: Seeking candidates who have excellent analytical, communication, leadership, teamwork and interpersonal skills, as well as demonstrated quantitative and technical abilities. In general, it is preferred that you have a BS/BA in finance or have some practical exposure to the fundamentals of business management and analysis. Candidates should have a minimum GPA of 3.2. 1. High school graduate or equivalent 2. Has a minimum of three years experience in a support position 3. Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Regional+Investment+Specialist+Off+Cycle+Analyst&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 3938 views

Associate -Mid Corporate Banking, San Francisco

Mon, 07 Mar 2011 04:10:21 GMT

The role of a Relationship Assistant Manager is to 1) help in a support role to generate new revenue opportunities from prospects or clients and 2) Assist Senior Relationship Managers by providing solutions that leverage a full range of the Firm's products and services while partnering with Credit, Corporate Investment Banking and other product partners. The ideal Candidate will have the ability to identify and assess credit transaction risks and will have a strong knowledge of credit policies and processes including structuring and documentation of credit requests. The candidate will also help in the generation of pitch books and other marketing materials. Work with Relationship Managers to help generate new revenue opportunities either from prospects or existing clients Qualifications: * Minimum of 3 years experience in a Banking support role. * Formal Credit Training / Investment Banking Training Required For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=JPMorgan+Chase%2C+Associate+-Mid+Corporate+Banking%2C+San+Francisco&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 3979 views

Wealth Management Banking Resident Manager

Mon, 07 Mar 2011 03:08:51 GMT

The WMB Resident Manager will balance time between business development and direct management of the WMBs and will report into the Wealth Management Banking Regional Manager. The WMB Resident Manager helps drive complex performance results through planning, leading and executing client opportunities, initiatives and activities. The WMB Resident Manager must leverage his/ her performance management expertise to lead the complex of WMBs to meet challenging performance goals and objectives, recruit and develop talent and to create banking/investment collaborations between Financial Advisors and Wealth Management Bankers. Undergraduate degree required. Five years experience in Financial Services and Supervisory experience preferred. Series 6 and 63 licensing required. Series 7 license required. Series 24 license strongly preferred. Qualifications: Desired Skills: * 4-6 years of successful performance and relationship management in banking and/or investments industries experience in a highly regulated environment. * Undergraduate degree required * Series 7 and 63. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=San+Francisco%2C+Wealth+Management+Banking+Resident+Manager&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: SF Bay Area - 2499 views