- City and County of San Francisco (San Francisco, CA)
- …professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment ... Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income , the Managing Director of Public...Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment,… more
- Lincoln Financial (Sacramento, CA)
- …team projects. + You will provide ad hoc accounting research and information on fixed income and other investments for existing and developing investment ... We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting Team. The… more
- Wellington (San Francisco, CA)
- …the overall pricing process within Enterprise Data Services as it applies to fixed income securities, exchange-traded equities and derivatives, as well as ... and workflows. **Responsibilities** + Execute and oversee daily valuation processes for fixed income , equity, and derivative instruments. + Perform quality… more
- Principal Financial Group (San Francisco, CA)
- …grow assets under management across investment capabilities, from equity to fixed income to private markets. Responsibilities include acting as the team's ... offerings; ability to understand and articulate basic knowledge related to equities, fixed income and alternatives. + Excellent written/verbal communication and… more
- PNC (Los Angeles, CA)
- …Products Group,Financial Institutions Group (Domestic & International Banks), Fixed Income ,Foreign Exchange, and Structured Products Group + Investment ... contribute to the company's success. As a Development Program Analyst /Associate within PNC's Capital Markets organization, you will be...Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …goals. SMUD has a $3-$4 billion debt program, a $750 million to $1 billion fixed income investment portfolio, and SMUD's commercial banking operations. As ... Title: Financial Analyst Journey Department: Debt & Commodities Risk Management...requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper… more
- Aristotle Capital Management (Los Angeles, CA)
- …employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients ... The Product Analyst will be critical for generating competitive analysis, investment writing for client reporting and marketing collateral, as well as analyzing… more
- City National Bank (Beverly Hills, CA)
- …you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow ... *WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth...and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio… more
- Stanford Health Care (Palo Alto, CA)
- …**Required Knowledge, Skills and Abilities** + Understanding of fixed income finance. + Understanding of investment reporting. + Conceptual knowledge ... governmental agencies and other parties + Assists with the administration of investment portfolios, including: + Daily oversight of investment portfolios… more
- JPMorgan Chase (Los Angeles, CA)
- …their business + Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Generate client… more