- BlackRock (Sausalito, CA)
- …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class ... demands **Requirements:** * 3+ years of related experience working in asset management and/or a brokerage firm in business process improvement/engineering/project or… more
- BlackRock (Sausalito, CA)
- …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class ... service to all our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are seeking a highly quantitative and motivated Associate to join the Quantitative Investment Solutions (QIS) team, a specialized unit… more
- City National Bank (Beverly Hills, CA)
- …you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow ... and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of proposed changes and subsequent added value. Remain up-to-date on current economic and market trends. * Ensure team specific… more
- BlackRock (Sausalito, CA)
- …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class ... service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role:** We are expanding our team of engineers that owns and operates this extensive data platform. As a member of this team, you will build,… more
- PNC (Los Angeles, CA)
- …nature. The Capital Markets track includes the following business segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio Management ... Operating Office/Strategy,Derivative Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income,Foreign Exchange, and Structured Products Group + Investment… more
- City National Bank (Los Angeles, CA)
- …inquiries when Financial Advisors are unavailable and where knowledge of asset allocations and strategies is needed. * Develop/Maintain strong working knowledge ... for CNS Brokerage Accounts. Operational calls include tax documents, trade settlements, asset transfers, asset servicing, and client account maintenance. *… more
- HSBC (Beverly Hills, CA)
- …to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the company in community organizations and activities to ... (certificate of insurance) will also be expected For this role, HSBC targets a fixed pay range between $100,000.00 and $200,000.00 The final fixed pay offer… more
- HSBC (Irvine, CA)
- …to meet individual needs, based on objectives, risk tolerance and proper asset allocations * Represent the Company in community organizations and activities to ... a referral network. For this role, HSBC targets a fixed pay range between $100,000.00 and $200,000.00. The final... pay range between $100,000.00 and $200,000.00. The final fixed pay offer will depend on the candidate and… more
- Ventura County (Ventura, CA)
- …environmental crimes, and other specialized cases, including code compliance and asset forfeiture - check restitution program. The Ventura County District Attorney's ... be used to fill current and future Regular (including Temporary and Fixed -Term), Intermittent and Extra-Help vacancies within the District Attorney's Office (an… more
- Deloitte (Los Angeles, CA)
- …we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this group, you will ... issues to escalate, and execute day-to-day management activities. You'll oversee asset -level diligence and analysis on debt investments, preparation and/or review of… more