- Presidio Trust (San Francisco, CA)
- …to the Customer and Staff Support Center Manager, the Senior Management Analyst evaluates operational performance, analyzes asset lifecycle and replacement costs ... as they become available. The Presidio Trust is seeking a Senior management Analyst who will support the Customer and Staff Center Support Department. The Presidio… more
- LGBT Great (Newport Beach, CA)
- …for client servicing and marketing groups for portfolio, market, strategy, and asset allocation related questions and inquiries Maintain marketing materials such ... thought leader and trusted advisor to our clients. PIMCO is seeking a Product Analyst /Associate to work in the APAC Public Product Strategy team. The core function… more
- Epoch Biodesign (San Francisco, CA)
- …role requires a unique blend of financial structuring expertise, capital allocation discipline, and world-class relationship management to secure and optimize the ... capital strategy across various financing avenues, including debt facilities, asset -backed securitizations, private placements, and corporate credit lines. Transaction… more
- Research Affiliates LLC (Newport Beach, CA)
- Research Affiliates, LLC, is a global leader in smart beta and asset allocation . Dedicated to creating value for investors, we seek tohave a profound impact on ... development, business development, messaging, and analytical support. The investment analyst position provides analytics support to Product Management and the… more
- ANGELES INVESTMENT ADVISORS (Santa Monica, CA)
- …select high net worth clients). Angeles' expertise includes investment research, asset allocation , investment policy development, portfolio structure, manager ... co-investments in credit, real assets, and private equity. Specific asset class coverage may vary with resource needs. Manager...to build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered… more
- KellyMitchell Group (San Francisco, CA)
- …intercompany cash clearing reconciliation, quarterly capital funding reconciliation to fixed asset reports, and prepare quarterly NOI (Net Operating Income) analysis ... SLR rent processes and identify and resolve errors effectively Collaborate with asset management, property management, tax, and internal and external auditors to… more
- Pacific Asset Management, LLC (Newport Beach, CA)
- …Supporting R&D initiatives for product development, capital management, reinsurance optimizations, asset allocation and more* Supporting development, review, and ... ALM strategic playbooks to manage risks related to market risk exposure, investment allocation and asset transfers* Actively collaborating with teams across the… more
- Regal Executive Search (San Francisco, CA)
- …interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly ... Net Asset Values of the fund clients; Acts as a...the tax group in terms of completeness of book allocation files and supporting documentations. Firm Management Responsibilities Managing… more
- University of Southern California (Los Angeles, CA)
- …treasury management). Manages the commercial lending portfolio, monitoring asset quality, credit exposure, and portfolio performance. Supervises departmental ... annual departmental budgets, forecasts, and financial analyses. Recommends resource allocation and adjustments based on fiscal priorities. Ensures consistent… more
- Mercer Advisors (San Francisco, CA)
- …understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews. Comprehensive understanding of ... Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). Series 65 required,… more
