- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... professional for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative Solutions team. Reporting directly to the… more
- PNC (Los Angeles, CA)
- …investment professionals provide in-depth support and analysis on investment strategy, asset allocation , manager selection, and portfolio construction. Base ... to contribute to the company's success. As a Summer Intern within PNC's Asset Management Group organization, you will be based throughout PNC's footprint. **Job… more
- TIAA (Pasadena, CA)
- …management for high-value client relationships with sophisticated needs. + Create and adjust asset allocation strategies to align with evolving client goals. + ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery...capabilities. + Contribute to team investment philosophy and tactical allocation decisions. + Collaborate with legal, tax, and planning… more
- TIAA (Pasadena, CA)
- …portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, ... **Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a central...best practices. + Provide input into investment models and allocation frameworks. + Support business development and client retention… more
- PNC (Irvine, CA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization you will be based in Irvine, CA. This position… more
- JPMorgan Chase (Los Angeles, CA)
- …discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being ... of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation , diversification, basic… more
- City National Bank (Los Angeles, CA)
- …regulatory authorities and of City National Securities and the CNS Advisory and Asset Allocation Products. Maintain a proactive commitment to established Bank ... 529 Plans preferred. * Knowledge of CNS Investment program and products, asset allocation models and strategies. * Thorough understanding of systems required for… more
- City National Bank (Los Angeles, CA)
- …Client Portfolio Review and Management * For Managed Solutions, structure client asset allocation appropriate with client's investment objectives and risk ... investment process including familiarity with mapping clients' investment needs to asset allocation models, structuring client investment portfolios, and… more
- Robert Half Legal (Los Altos, CA)
- …processes. * Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding. * Prepare inventories, asset ... allocation agreements, and transfer documents for trust and estate matters. * Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions. * Manage court filings, eFilings, discovery processes, and… more
- Raymond James Financial, Inc. (San Rafael, CA)
- …obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make ... + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists in… more