- City and County of San Francisco (San Francisco, CA)
- …overseeing the data collection and aggregation process for the Public Fixed Income portfolio including performance , exposures, and other risk metrics. + ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance . Additionally, the...the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes… more
- BlackRock (San Francisco, CA)
- **About this role** **Product Strategy | Fixed Income | Vice President / Director** **Firm Overview:** BlackRock is a global leader in investment management, ... | LinkedIn: www.linkedin.com/company/blackrock **Position Overview:** The BlackRock Systematic (BSYS) Fixed Income Strategy Group is seeking a Product… more
- Umpqua Bank (San Diego, CA)
- …global asset allocation strategies including alternative investments. + Monitor and assess portfolio performance . + Excellent communicator that builds trust with ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho...+ Skills and knowledge to manage individual equity or fixed income strategies. **Travel Type:** Occasional **Job… more
- BlackRock (San Francisco, CA)
- …portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income , active equity, and multi-asset. We deliver world-class ... modelling, portfolio analytics, and optimization. + Familiarity with option-based strategies, fixed income , or multi-asset optimizations is a plus. + Strong… more
- BlackRock (San Francisco, CA)
- …and operational workflow design sessions for various asset classes, including equities, fixed income , alternatives, derivatives, and related workflows + Gain an ... industry experience + Strong familiarity with capital markets instruments (equities, fixed income , private markets, derivatives), either analytically or via… 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 Tax Senior in this group, ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- BlackRock (San Francisco, CA)
- …presentations and engaging in consultative and educational discussions across equity, fixed income and multi-asset restructures. Articulate platform and ... a full-scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize… 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
- BlackRock (San Francisco, CA)
- …Consulting or Buy Side firm. + A working understanding of equity, fixed income , alternatives, and derivative markets. Analytics or compliance, trading, ... clients and/or adapting technology solutions for portfolio strategies, portfolio optimization, risk assessments, and performance attribution or post-trade… 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 ... and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager, Sr.… more