• Citi Private Bank - Director, Investment

    Citigroup (Beverly Hills, CA)
    …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
    Citigroup (07/26/25)
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  • VP, Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    …transparency. **Qualifications:** + 6-10 years of experience + Robust experience in providing investment advice and solutions. + CFA + Requires good analytical ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
    Citigroup (07/04/25)
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  • Investment Officer - Public Markets - Fixed…

    City and County of San Francisco (San Francisco, CA)
    …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
    City and County of San Francisco (06/25/25)
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  • Investment Officer - Real Assets - San…

    City and County of San Francisco (San Francisco, CA)
    …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
    City and County of San Francisco (06/25/25)
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  • Audit Manager II- Wealth Management

    City National Bank (Los Angeles, CA)
    …Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
    City National Bank (08/16/25)
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  • Investment Consultant

    City National Bank (San Francisco, CA)
    * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
    City National Bank (08/24/25)
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  • Investment Officer III, Investment

    CalSTRS (Sacramento, CA)
    Job Posting: Investment Officer III, Investment Operations State Teachers' Retirement System JC-489028 - Investment Officer III, Investment Operations ... is seeking an experienced individual to work as an Investment Officer III on the Investment Operations...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
    CalSTRS (08/19/25)
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  • Investor Relations Director, CBRE…

    CBRE (Los Angeles, CA)
    Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 20-Aug-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management** CBRE Investment Management is a...and communication skills, both verbal and written + MBA, CFA or CAIA credentials is a plus. + VBA,… more
    CBRE (07/24/25)
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  • Product Manager - Asset Management

    Publicis Groupe (Los Angeles, CA)
    …Income product strategy and technology. + Hands-on knowledge of trading platforms and investment management systems. + Certifications such as CFA , FRM, SAFe ... Product Owner/Product Manager, or Agile Product Management. + Proven track record of driving measurable product outcomes in complex financial services environments. **Benefits:** + An inclusive workplace that promotes diversity and collaboration. + Access to… more
    Publicis Groupe (08/19/25)
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  • Regional Director, Alternatives

    Wellington (San Francisco, CA)
    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...7 + Proficient in Salesforce, Excel, and Outlook + CFA or CAIA additive but not required Not sure… more
    Wellington (08/08/25)
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