- BlackRock (San Francisco, CA)
- …manage money in real time. Our investment software combines risk analytics with portfolio management , trading, compliance, and operations tools on a single ... and operational workflow design sessions for various asset classes, including equities, fixed income , alternatives, derivatives, and related workflows + Gain an… more
- Verint Systems, Inc. (Sacramento, CA)
- …banking, netting, and pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and ... loan covenant compliance. + Evaluate capital expenditures, investment activities, and portfolio management . + Maintain and cultivate banking, credit rating… more
- JPMorgan Chase (Los Angeles, CA)
- …investment management across all major asset classes including equities, fixed income , alternatives, multi-asset and money market funds. For individual ... JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is...use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes across hedge… more
- BlackRock (San Francisco, CA)
- …presentations and engaging in consultative and educational discussions across equity, fixed income and multi-asset restructures. Articulate platform and ... **_Experience_** : 5+ years in capital markets, with a background in portfolio management , trading, transition management , and / or implementation/exposure … 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 ... the Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management , operating under BlackRock's SMA Solutions business. QIS… more
- Charles Schwab (San Diego, CA)
- …built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing ... You will have the tools, resources, and support to succeed in a portfolio management environment. Specifically: + Client relationship management software… more
- City National Bank (Los Angeles, 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
- BlackRock (San Francisco, CA)
- …Consulting or Buy Side firm. + A working understanding of equity, fixed income , alternatives, and derivative markets. Analytics or compliance, trading, ... communication and presentation skills You may have: + Direct portfolio / risk management , trading, compliance, or operations analyst experience + Proficiency in… more
- BlackRock (San Francisco, CA)
- …manage money in real time. The Aladdin platform combines risk analytics with portfolio management , trading, compliance, and operations tools on a single platform ... to power informed decision-making, effective risk management , efficient trading, and operational scale. Aladdin is used...Strong interest in FinTech + Working understanding of equity, fixed income and derivative products + Familiarity… more
- Cherry Bekaert (Sacramento, CA)
- …tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for writing NMTC ... Allocation Applications for the portfolio of client community development entities (CDEs) and manage...and a mission to help make a difference in low- income communities. About SFS: SFS has been involved in… more