- 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 (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
- 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 (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
- BlackRock (San Francisco, CA)
- …languages + Familiarity with Aladdin or other portfolio management, OMS/EMS, compliance, or investment operations systems + CFA , FRM, CIMA, or CAIA certification ... Relationship Manager, Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people, and technology… more
- CalSTRS (Sacramento, CA)
- …or a related field + Possession of an advanced degree or certification as a CFA , CAIA, or related + Real estate investment experience + Experience evaluating ... Job Posting: Investment Officer, Real Estate State Teachers' Retirement System...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
- City National Bank (Beverly Hills, 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
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Private Asset Operations State Teachers' Retirement System JC-487022 - Investment Officer III, Private Asset 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
- Cedars-Sinai (CA)
- …program into the evolved Accelerator+ initiative, we are seeking a new additional investment team member to join our team. The Investment Analyst supports ... aspects of portfolio management, including sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio… more
- CBRE (Los Angeles, CA)
- Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-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
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