- Wellington (San Francisco, CA)
- …demonstrate a passion for investments and sales, working across alternatives, equity, and fixed income products. This role requires a strategic thinker with a ... and span nearly all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As a private partnership… more
- BlackRock (San Francisco, CA)
- …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income , active equity, and multi-asset. We deliver world-class ... risk modelling, portfolio analytics, and optimization. + Familiarity with option-based strategies, fixed income , or multi-asset optimizations is a plus. + Strong… more
- BlackRock (San Francisco, CA)
- …and operational workflow design sessions for various asset classes, including equities, fixed income , alternatives, derivatives, and related workflows + Gain an ... industry experience + Strong familiarity with capital markets instruments (equities, fixed income , private markets, derivatives), either analytically or via… more
- JPMorgan Chase (San Francisco, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile… more
- JPMorgan Chase (Irvine, CA)
- …their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity ... and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan… more
- BMO Financial Group (San Francisco, CA)
- …experience with some or all of the following preferred: + Experience in fixed income , derivatives or loan valuation, including instruments with embedded options. ... + Knowledge of Funds Transfer Pricing best practices for bank products with embedded optionality + Understanding of loan prepayment modelling and cash flow waterfalls from structured mortgage-backed securities and other asset-backed securities + Knowledge of… more
- Charles Schwab (Walnut Creek, CA)
- …investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and ... written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities… more
- Citigroup (Glendale, CA)
- …analysts and product specialists to help identify individual investment opportunities across fixed income , equities and currency markets + Represent the team's ... global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner + Define and present to the sales force Citi Wealth's Regional Views in consultation with Citi Research regional… more
- T. Rowe Price (San Francisco, CA)
- …experience, we provide investment solutions and a broad range of equity, fixed income , and multi-asset capabilities to individuals, advisors, institutions, and ... retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good… more
- BlackRock (San Francisco, CA)
- …Multi-asset performance attribution techniques including factor-based attribution, Brinson attribution, fixed income attribution, and quantification of portfolio ... implementation cost; Experience in data analysis, manipulation of large datasets and data visualization skills; and Expertise in using Python, Tableau, data APIs and investment risk analytics platform. To apply, please click "Apply" on this webpage. For San… more