- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... for talented professionals with an interest in the global investment industry and a passion for providing strategic advice...CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights… more
- City and County of San Francisco (San Francisco, CA)
- …risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums, ... for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public… more
- City and County of San Francisco (San Francisco, CA)
- …Experience: Three (3) years of investment experience with an investment management firm , pension plan, university, endowment, foundation, corporation, family ... specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director of...an Investment Officer or higher with an investment management firm , pension plan, university, endowment,… more
- Cedars-Sinai (CA)
- …of the diligence process. Builds and maintains a research database of prospective investment manager relationships, including an active investment pipeline ... at both the asset class level and the individual firm , manager , or opportunity level. Primary Duties...years in investment analyst experience at an investment firm , investment bank or… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm . This is a full-time ... Mateo. This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide… more
- JPMorgan Chase (Los Angeles, CA)
- …clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm . **About** **Global Alternative ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes across hedge… more
- BlackRock (San Francisco, CA)
- …impact. + Effectively develop a cohesive and consistent narrative around the firm 's competitive advantage, investment philosophy, process and the performance of ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- TIAA (Pasadena, CA)
- **Portfolio Manager ** The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing ... investment portfolios and delivering personalized advice. This role involves...management. But weʼre not just another legacy financial services firm . Weʼre fighting harder than ever before for our… more
- Deloitte (San Francisco, CA)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31,… more
- Bank of America (Newport Beach, CA)
- …along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm 's business objectives and contributes to the ... Merrill Market Supervision Manager Newport Beach, California **To proceed with your...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
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