- Wellington (San Francisco, CA)
- …research and span nearly all segments of the global capital markets, including equity, fixed income , multi- asset , and alternative strategies. As a private ... across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process.… more
- BlackRock (San Francisco, CA)
- …presentations and engaging in consultative and educational discussions across equity, fixed income and multi- asset restructures. Articulate platform ... York BlackRock is a world-class provider of global investment management , risk management and advisory services to...Hong Kong and Singapore with a focus on large multi- asset portfolio restructures. We have over 50 transition professionals… more
- City National Bank (Los Angeles, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice. Less ... that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client asset...account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and… more
- BlackRock (San Francisco, CA)
- …Working across a range of asset classes and instruments including equity, fixed income , rates, derivatives, commodity to assist in the development of ... Operations Research and minimum two years' work experience in quantitative asset management . In the alternative, employer will accept a Master's degree in… more
- Robert Half Finance & Accounting (Torrance, CA)
- …* Expertise in account reconciliation and bank reconciliation procedures. * Familiarity with fixed asset management and related database maintenance. * ... teams and external auditors. Responsibilities: * Prepare comprehensive monthly management reports, including variance analysis between actual and budgeted figures.… more
- Charles Schwab (Sacramento, CA)
- …"challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions ... responsible for the distribution and support of proprietary, and certain third-party asset management , products and services to consultants and advisors, across… more
- Banc of California (Santa Ana, CA)
- …Strong data analysis skills and high attention to detail. + Strong fixed income knowledge (if applicable). + Thorough asset liability management (if ... (if applicable). + High degree of intellectual curiosity. + Thorough understanding of asset / liability management tools and techniques (if applicable). +… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... Consulting or Buy Side firm. + A working understanding of equity, fixed income , alternatives, and derivative markets. Analytics or compliance, trading,… more
- Lincoln Financial (Sacramento, CA)
- …projects. + You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies ... and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. + You will collaborate effectively with team members… more
- Umpqua Bank (San Diego, CA)
- …allocation strategies. + Skills and knowledge to manage individual equity or fixed income strategies. **Travel Type:** Occasional **Job Location(s):** This ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem,...market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and… more