- TEKsystems (Newport Beach, CA)
- …or derivatives experience working in investment operations/middle office role in asset management , Hedge Fund, or investment banking College degree ... Description Process daily collateral management activities, including variation margin (VM) and initial margin (IM) workflows. Perform investigations and resolve… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …+ 3-7 years of experience in public accounting, fund accounting (venture capital or asset management ) + STRONG Investment valuation experience. + CPA ... preferred but not a must. + Comfort working in a hands-on role helping to drive accounting close and yearly audit. + Advanced Excel modeling skills + Previous experience with ERP systems (specifically Investran, Intacct, QuickBooks) a plus + Bachelors in… more
- US Bank (Sacramento, CA)
- …appropriate goals-based investment portfolios. WMAs advise clients using US Bank's Asset Management Group (AMG) or US Bancorp Investment 's open ... research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's… more
- JPMorgan Chase (Los Angeles, CA)
- …and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, ... private equity, private credit and real estate + Proven experience in investment management sales; experience within a capital markets environment preferred.… more
- PNC (Los Angeles, CA)
- …Markets track includes the following business segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio Management and ... & International Banks),Fixed Income,Foreign Exchange, and Structured Products Group + Investment Banking Analyst: Asset Backed Finance, Debt Capital Markets,… more
- CBRE (Los Angeles, CA)
- Senior Analyst, Strategic Partners- CBRE Investment Management Job ID 234231 Posted 15-Aug-2025 Service line REI Segment Role type Full-time Areas of Interest ... Investment Management Location(s) Los Angeles - California...Investment Management Location(s) Los Angeles - California - United States...a wide range of teams including: + Acquisitions + Asset Management + Debt Capital Markets +… more
- TIAA (Pasadena, CA)
- **Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing ... team of updated knowledge of capital markets and the investment management industry to make informed decisions...today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another… more
- Deloitte (Sacramento, CA)
- …Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role ... Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years of… more
- TIAA (Walnut Creek, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... understanding of financial markets and a tailored approach to investment management . In this role, strategic thinking...and macroeconomic trends. + Support growth of the Private Asset Management business through referrals and insights.… more
- City National Bank (Los Angeles, CA)
- …five years of Client Service or Operational experience at a Broker Dealer or in an investment management environment. * FINRA Series 7 and 63 and 65 or 66 ... investment reviews. * Prepare operational reports for CNS Management to assist with the tracking and supervision of...IRA's, and 529 Plans preferred. * Knowledge of CNS Investment program and products, asset allocation models… more