- City and County of San Francisco (San Francisco, CA)
- …Investment Management, Economics or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree ... and tactical asset allocation decisions including policy leverage and asset / liability research; * Assist in determining appropriate contingency plans and… more
- City National Bank (Los Angeles, CA)
- *COLLATERAL ANALYST SENIOR* WHAT IS THE OPPORTUNITY? This colleague is responsible for a designated group of Asset Based Lending ("ABL") client portfolio, ... and monitor potential risks and exposures related to the Bank's collateral, financial impact to Borrower and loan covenants. * Comprehensive understanding and… more
- MetLife (Fresno, CA)
- …United States. Our agricultural investments are an important part of MetLife's asset - liability matching program. The long-term nature of these investments makes ... Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed… more
- City National Bank (San Francisco, CA)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... Total Fund Managment (TFM) team. The TFM team is responsible for integrating asset allocation (tactical, strategic, and asset - liability management), risk… more
- City National Bank (Los Angeles, CA)
- …Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly ... and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related… more