- City and County of San Francisco (San Francisco, CA)
- …investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, Public Credit and ... the oversight and management of SFERS' $3 billion Public Fixed Income portfolio . The IO...investments, in the underwriting of prospective investments, and ongoing portfolio monitoring and analysis .. The IO conducts… 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 Manager in this group, you ... of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice....MIS, or related field required + Practical knowledge in fixed income financial products, income … 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
- Athene (El Segundo, CA)
- …preferred . 4+ years of technical/professional experience . Functional knowledge of fixed income markets, specifically US. Ability to do fundamental credit ... Accountabilities: . Development of analytical tools to enable ad-hoc risk analysis across the portfolio and its subsets . Quality control over asset risk… more
- Aristotle Capital Management (Los Angeles, CA)
- …a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory ... help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts 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 ... such as trading, operations and compliance + Experience advising clients on portfolio analysis , portfolio optimization, risk decomposition and performance… 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 documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews… 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
- 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 ... a wide array of areas including financial reporting, investment accounting, financial analysis , amongst other valuable skills. The team consists of both hybrid and… more