- Stanford Health Care (Palo Alto, CA)
- …governmental agencies and other parties + Assists with the administration of investment portfolios, including: + Daily oversight of investment portfolios ... managers, custodian banks, and other vendors + Monitoring compliance with SHC Investment Policy, portfolio guidelines and other key investment restrictions + … more
- JPMorgan Chase (Rancho Cucamonga, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with ... analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles. * Ensure smooth workflow by approving expenditure and… more
- K1 (Manhattan Beach, CA)
- …2026 Start Date* K1 is seeking a Private Equity Analyst to join the expanding Investment team for our office located in Manhattan Beach, CA. We are seeking a ... and Excellence. K1's proprietary internal development program trains powerful investment professionals directly out of school or laterally from non-traditional… more
- Charles Schwab (San Diego, CA)
- …(SAM) and Third Party SMA offerings + Develop a deep understanding of SAM investment solutions and philosophies + Partner with an internal team of professionals to ... provide financial consultants and clients/prospects with ongoing education about investment products and strategy. The primary focus will be on proprietary, and 3 rd… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... billion debt program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As the successful candidate, you… more
- JPMorgan Chase (Temecula, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...maintaining personal network of contacts + High degree of investment services and product acumen and keen interest in… more
- Bank of America (San Jose, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Deloitte (Los Angeles, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more