- CalSTRS (Sacramento, CA)
- …to various classes of complex investment portfolios (private equity, real estate, fixed income , global equities, and private assets), internal and external ... team records, reports and analyzes activity related to CalSTRS investment portfolio as required by generally accepted accounting principles for all CalSTRS… 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
- 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 ... proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst… more
- PNC (Los Angeles, CA)
- …Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement ... Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams. + **Investment Office:** The Asset… more
- Stanford Health Care (Palo Alto, CA)
- …work experience required. **Required Knowledge, Skills and Abilities** + Understanding of fixed income finance. + Understanding of investment reporting. + ... banks, and other vendors + Monitoring compliance with SHC Investment Policy, portfolio guidelines and other key investment restrictions + Investment portfolio … more
- Banc of California (Santa Ana, CA)
- …theory. + Strong data analysis skills and high attention to detail. + Strong fixed income knowledge (if applicable). + Thorough asset liability management (if ... assist with the initial and ongoing due diligence of the Banc's PF/ISO portfolio . Performs all duties in accordance with the company's policies and procedures, all… more
- Aston Carter (Aliso Viejo, CA)
- …Job Description This role involves managing accounting operations for a portfolio of residential properties, typically ranging from six to eight communities. ... + Oversee the monthly financial close process, including validating rental income and security deposit records. + Reconcile revenue streams and accounts… more
- PNC (Los Angeles, CA)
- …Hedging andCorporate Treasury + Capital Markets Group: Derivatives, Foreign Exchange, Fixed Income , Financial Institutions Group and Structured Products Group ... + Investment Banking: Asset Backed Finance, Debt Capital Markets and Public Finance Capital Markets Geographic flexibility is important to your success in this program. Locations may include: Chicago, IL; Houston, TX; Dallas, TX; New York, NY; Philadelphia,… more
- Lincoln Financial (Sacramento, CA)
- …projects. + You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment strategies ... on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. + You will collaborate effectively with… 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 ... licensed representatives in client servicing, business development, retention, and portfolio management efforts. Assist clients with escalated service and… more