- 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...or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree… more
- PNC (Los Angeles, CA)
- …Office/Strategy,Derivative Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income ,Foreign Exchange, and Structured Products ... contribute to the company's success. As a Development Program Analyst /Associate within PNC's Capital Markets organization, you will be...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and… 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 ... *WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth...generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth… 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
- 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 ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting Team. The Investment… 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
- Umpqua Bank (San Diego, CA)
- …allocation strategies. + Skills and knowledge to manage individual equity or fixed income strategies. **Travel Type:** Occasional **Job Location(s):** This ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho...required. + Master of Business Administration and/or Chartered Financial Analyst designation, preferred. + 5 yearsof industry work experience,… more
- BlackRock (San Francisco, CA)
- …techniques including factor-based attribution, Brinson attribution, fixed income attribution, and quantification of portfolio implementation cost; ... or performance of portfolios. Contribute to research relating to markets, portfolio construction, and the risk environment. Partner with BlackRock Solutions (BRS)… 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, ... have: + Direct portfolio / risk management, trading, compliance, or operations analyst experience + Proficiency in working with large sets of data + A working… more