- 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 ... for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income , active equity, and multi-asset strategies. We serve a… more
- Wellington (San Francisco, CA)
- …With roots tracing back to **1928** , we manage client solutions across **equities, fixed income , hedge funds, and private markets** . Our clients include some ... closely with members of the AIG-West team on a portfolio of assigned consultant and client accounts. Commanding a...all segments of the global capital markets, including equity, fixed income , multi-asset, and alternative strategies. As… more
- Deloitte (Los Angeles, CA)
- …practices, 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, ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- MetLife (Fresno, 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 ... to learn more. MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and agricultural mortgages, as well as… more
- City National Bank (West Hollywood, 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
- City and County of San Francisco (San Francisco, CA)
- …evaluating sustainable investing performance of external investment managers in public equity, fixed income , and/or private market strategies. + Experience in ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional… more
- Carrington (Anaheim, CA)
- …firm focused on control-based investing in the US real estate, mortgage and fixed income markets. Through the mortgage loan servicing and property management ... analytics and strategies. + **Strategic partnerships:** Collaborate with pricing, portfolio , investor-relations, and capital-markets teams to translate analytics into… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …expense submissions, and communication handling. + Process equity, mutual fund, and fixed - income trades for brokerage clients; work within custodial platforms, ... internal functions including client services, trading, billing, performance, and portfolio management. + Manage key administrative responsibilities: scheduling, meeting… more
- Stanford University (Stanford, CA)
- …encourage effective technology transfer for the public benefit as well as generating royalty income for Stanford to benefit research and education. OTL is one of the ... Responsibilities will include but are not limited to:** **1) evaluating our portfolio of technology disclosures, 2) preparing marketing materials and pitch decks, 3)… more
- BlackRock (San Francisco, CA)
- …Market" while understanding and ability to learn various investment solutions within fixed income , derivatives, alternatives, equities, etc. + Strong ability to ... of an advisor's business + Deliver fiduciary and investment insights through portfolio construction conversations + Provide support to regional sales teams including… more