- Umpqua Bank (San Diego, CA)
- …associated with market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and assess ... markets. + Performs investment research. + High level of understanding of asset allocation strategies. + Skills and knowledge to manage individual equity or… more
- US Bank (Palo Alto, CA)
- …in financial planning, including but not limited to goals based planning, asset allocation , retirement planning, and education funding - Considerable knowledge ... appropriate goals-based investment portfolios. WMAs advise clients using US Bank's Asset Management Group (AMG) or US Bancorp Investment's open architecture where… more
- JPMorgan Chase (San Francisco, CA)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (San Francisco, CA)
- …client base + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- 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 ... referred for hiring. + Knowledge and prior experience with fixed income asset classes, such as Treasuries, government debt, corporate credit, bank loans, securitized… more
- 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 ... of investments. + Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance with the Strategic Plan.… more
- Amazon (Culver City, CA)
- …to ensure efficient asset development and delivery - Optimize creative asset budget allocation in partnership with Creative Directors and Marketing Managers ... teams - Knowledge of project management tools - Experience in asset management and delivery Preferred Qualifications - Experience in multi-territory campaign… more
- City National Bank (Beverly Hills, CA)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
- City National Bank (Beverly Hills, CA)
- …proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of ... current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of proposed changes and subsequent added value. Remain up-to-date on current economic and market trends. * Ensure team specific sales materials are continually updated to… more
- US Bank (San Diego County, CA)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more