- PNC (Los Angeles, CA)
- …Office/Strategy,Derivative Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income ,Foreign Exchange, and Structured Products ... Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and… 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
- BlackRock (San Francisco, CA)
- …presentations and engaging in consultative and educational discussions across equity, fixed income and multi-asset restructures. Articulate platform and ... a full-scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize… 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 ... Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management, operating under BlackRock's SMA Solutions business. QIS is… more
- Charles Schwab (San Diego, CA)
- …built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing ... and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager, Sr.… 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 ... adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure...* Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management… more
- BlackRock (San Francisco, CA)
- …Consulting or Buy Side firm. + A working understanding of equity, fixed income , alternatives, and derivative markets. Analytics or compliance, trading, ... with experience in advising clients and/or adapting technology solutions for portfolio strategies, portfolio optimization, risk assessments, and performance… more
- Cherry Bekaert (Sacramento, CA)
- …will manage the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing ... and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in...and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates… 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 ... manage money in real time. The Aladdin platform combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform to… more
- BlackRock (San Francisco, CA)
- …3. Working across a range of asset classes and instruments including equity, fixed income , rates, derivatives, commodity to assist in the development of ... and sharing of work amongst other researchers; 6. Working with lead Portfolio Managers on portfolio construction and optimization, asset allocation during… more