- Aristotle Capital Management (Newport Beach, CA)
- …models, analysis, and strategic projects. + Measure and report fixed income performance attribution, portfolio characteristics, asset modeling and ... Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for...and client success. What You'll Do The Senior Associate, Performance & Analytics, will support the client operations team… 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 ... **About this Role** We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and… more
- Columbia Bank (Walnut Creek, CA)
- …global asset allocation strategies including alternative investments. + Monitor and assess portfolio performance . + Excellent communicator that builds trust with ... Trust Portfolio Manager Wealth Management Walnut Creek, California **Description**...+ Skills and knowledge to manage individual equity or fixed income strategies. **Travel Type:** Occasional **Job… more
- Citigroup (Glendale, CA)
- …analysts and product specialists to help identify individual investment opportunities across fixed income , equities and currency markets + Represent the team's ... Portfolio Consultants (PCs) provide asset allocation and macroeconomic...instruments in the Citi Global Wealth platform to determine performance levels, and periodically review and update product parameters… more
- Ventura County (Ventura, CA)
- … investment securities, economic forecasting, and/or experience managing a multimillion-dollar fixed - income investment portfolio . Senior Investment Officer: ... of short-term investments, economic forecasting, and/or experience managing a multimillion-dollar fixed - income investment portfolio . Additional years of… 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
- City National Bank (Los Angeles, CA)
- …analysis and create reports that support the tactical and strategic objectives for the Bank's fixed income portfolio and overall balance sheet. WHAT WILL YOU ... daily, weekly, and monthly reporting duties to conduct a thorough analysis of portfolio performance in relation to risk profile and performance targets. *… more
- Motion Recruitment Partners (Newport Beach, CA)
- … Engineering Team, you will design and build tools that seamlessly integrate fixed income analytic models, large datasets, and proprietary research. These tools ... support real-time portfolio decisions and risk monitoring, with an emphasis on...architectural and technical direction with a strong focus on performance , scalability, and user experience. Technical Requirements: + Bachelor's… 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 ... processes, preparing accounting records and managerial reports detailing cost and performance information, and coordinating and preparing the financial statements in… 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