- TIAA (Sherman Oaks, CA)
- …a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio ... complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. +… more
- BlackRock (San Francisco, CA)
- …been at the core of BlackRock. Aladdin(R) is an operating system for investment managers that seek to connect the information, people, and technology needed to ... manage money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, and operations tools on a single platform… more
- Aristotle Capital Management (Los Angeles, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and retains talented investment … more
- Bank of America (San Francisco, 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
- Lenovo (San Jose, CA)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... part of the team, you will not only shape R&D roadmaps and investment priorities but also assess the commercialization potential of emerging technologies or… more
- American Express (San Francisco, CA)
- …Amex Ventures is seeking a highly motivated individual to help develop investment theses, source and execute investments for the Enterprise Software team. The ... Francisco, California. **Job Scope & Responsibilities** In this exciting opportunity, the Investment Analyst will be an integral part of Amex Ventures' Enterprise… more
- CalSTRS (Sacramento, CA)
- …individual to work as a Staff Services Analyst on the Sustainable Investment & Stewardship Strategiesteam. The Sustainable Investment & Stewardship Strategies ... of consultative, analytical and technical tasks in support of the Sustainable Investment & Stewardship Strategies (SISS) unit. The incumbent is expected to exhibit… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio ... its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial… more
- TIAA (Walnut Creek, CA)
- …TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... financial markets and a tailored approach to investment management. In this role, strategic thinking and trust-building with clients are central, along with… more
- US Bank (Sacramento, CA)
- …Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
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