- 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 ... or similar field or possession of the Chartered Financial Analyst designation may be substituted for an undergraduate degree...sustainable or impact investing approach across a range of asset classes. + Expertise in relevant data systems such… more
- University of Southern California (Los Angeles, CA)
- …lending, treasury management). Manages the commercial lending portfolio, monitoring asset quality, credit exposure, and portfolio performance. + Supervises ... annual departmental budgets, forecasts, and financial analyses. Recommends resource allocation and adjustments based on fiscal priorities. + Ensures consistent… more
- City and County of San Francisco (San Francisco, CA)
- …Ability to manage vendor relationships and monitor performance to ensure IT asset procurement and lifecycle servicing fulfill contractual obligations. + Knowledge of ... budgeting and contract administration to support financial planning and resource allocation . + Ability to design, coordinate, and evaluate training programs to meet… more
- City and County of San Francisco (San Francisco, CA)
- …Ability to manage vendor relationships and monitor performance to ensure IT asset procurement and lifecycle servicing fulfill contractual obligations. + Knowledge of ... budgeting and contract administration to support financial planning and resource allocation . + Ability to design, coordinate, and evaluate training programs to meet… more
- Ventura County (Ventura, CA)
- …of: + Investment Strategy & Portfolio Management - Advanced knowledge of asset allocation , fixed-income securities, credit analysis, and risk-adjusted return ... Financial Industry Regulatory Authority (FINRA) licenses + A Chartered Financial Analyst (CFA) + Certified Public Accountant (CPA) KNOWLEDGE, SKILLS, and ABILITIES:… more
- City National Bank (San Francisco, CA)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more