- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights...and expand our research and insights agenda across the investment management and wealth management … more
- TIAA (Sherman Oaks, CA)
- … Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management ). Candidates should possess this ... **Portfolio Manager ** The TIAA Private Asset Management ...team of updated knowledge of capital markets and the investment management industry to make informed decisions… more
- TIAA (Walnut Creek, CA)
- … Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management ). Candidates should possess this ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies...understanding of financial markets and a tailored approach to investment management . In this role, strategic thinking… more
- American Express (San Francisco, CA)
- …or San Francisco, CA. **Job Scope & Responsibilities** In this exciting opportunity, the Investment Manager will be an integral part of Amex Ventures' Enterprise ... strategic analysis, due diligence, valuation, deal structuring, and negotiations. The Investment Manager will also drive strategic engagement between American… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- JPMorgan Chase (Los Angeles, CA)
- …retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales; experience within a capital… more
- City and County of San Francisco (San Francisco, CA)
- …meeting notes and other investment documents. + Responsible for cash management related to external manager accounts, and other operational and monitoring ... risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums,… more
- CalSTRS (Sacramento, CA)
- …The ideal candidate will possess the following skills: + Broad and extensive investment management experience for a major financial institution or firm or ... risk. Under the general direction of the Associate Portfolio Manager , the Investment Officer III provides high-level..., the Investment Officer III provides high-level investment and financial expertise to staff and management… more
- City National Bank (Los Angeles, CA)
- … management process by providing underwriting expertise. Analyzes prospective investment Fund transactions and assessment of General Partner. Prepares credit ... investments and aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund...* Other projects as may be assigned by the Manager from time to time. WHAT DO YOU NEED… more
- City and County of San Francisco (San Francisco, CA)
- …accounting, statistics, or similar field; AND Experience: Three (3) years of investment experience with an investment management firm, pension ... + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management , Economics or similar field, or possession of the… more