- 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
- 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)
- …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
- 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
- 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