- 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
- Deloitte (Los Angeles, CA)
- …+ Demonstrated practical knowledge in fixed income financial products, income tax principles, debt instruments and/or project management + One of the ... task that is often heavily dependent upon effective data management and a knowledge of financial products and tax...complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As… 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 ... Investments. Key Responsibilities: * Support mortgage originations, servicing actions and portfolio management in a MetLife Agricultural Finance field territory.… 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 client asset allocation appropriate… 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 ... flow across the Carrington platform. We provide investment strategies where our portfolio management team maintains an identifiable competitive advantage created… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …internal functions including client services, trading, billing, performance, and portfolio management . + Manage key administrative responsibilities: scheduling, ... for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools. + Support account maintenance, paperwork, and follow-up… 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
- S&P Global (San Francisco, CA)
- …compliance requirements in target markets + Understanding of financial markets including fixed income , derivatives, equities, or alternative investments + Proven ... & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market...synergy and cross-sell opportunities across the broader S&P Global portfolio + Represent and promote S&P Global core values… more
- Insight Global (El Segundo, CA)
- …or several investment management platforms, developing applications used for portfolio management , investment management , treasury and alternative ... to CI / CD tools (eg, Github, Docker, Jenkins) Highly preferred: financial knowledge related to alternative investments, derivatives, fixed income , and equities more