- 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
- BlackRock (San Francisco, CA)
- …presentations and engaging in consultative and educational discussions across equity, fixed income and multi-asset restructures. Articulate platform and ... capabilities, trade strategy, portfolio risk, and cost. + Collaborate across BlackRock's client-facing teams to ensure a cohesive and solutions-oriented client experience. + Respond to RFPs and other client inquiries, promoting our transition capabilities and… more
- BlackRock (San Francisco, CA)
- …services industry + Strong interest in FinTech + Working understanding of equity, fixed income and derivative products + Familiarity with buy-side investment ... management workflows such as trading, operations and compliance + Experience advising clients on portfolio analysis, portfolio optimization, risk decomposition and performance attribution + Outstanding communication and presentation skills, with the ability to… more
- MetLife (San Francisco, CA)
- …and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit ... us at www.metlife.com/investments to learn more. MetLife Real Estate seeks an extremely resourceful Administrative Assistant to work for the Regional Director and staff of approximately 25 in San Francisco, CA. This is an excellent opportunity for an… more
- City National Bank (Los Angeles, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... and advise clients regarding appropriate portfolio diversification. * Comply fully with all Bank and CNS Operational policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of… 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
- City National Bank (Los Angeles, CA)
- …related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income , Retirement Accounts, CDARS, 529 Plans, and CNS Advisory ... accounts including Single-Strategy and Multi-Strategy investment models. * Thorough understanding of National Financial systems. * Thorough understanding of systems required for the opening and maintenance of Advisory accounts such as SEI, CSS, M&I, Fasttax,… more
- JPMorgan Chase (Los Angeles, CA)
- …division offers investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For ... individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader that delivers the… more
- PNC (Los Angeles, CA)
- …Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement ... Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years. IAM's local\regional based service teams provide our clients with customized solutions to help achieve their mission and grow their organizations. Our… more
- US Bank (San Francisco, CA)
- …less than two years of related experience **Preferred Skills/Experience** - Knowledge of fixed income and derivative valuation - Knowledge of various regression ... techniques, parametric and non-parametric algorithms, times series techniques, broad range of statistical models, various model validation tests / methodologies, using Python, R, SAS or similar statistical package - Data compilation, programming skills and… more