- Raymond James Financial, Inc. (San Rafael, CA)
- …by Financial Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on ... for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment … more
- Cedars-Sinai (CA)
- …aspects of portfolio management, including sourcing, selection and monitoring of investment managers, performing investment research , and conducting ... portfolio and performance analysis Prepares investment memos and other materials based on involvement in...aspects of the diligence process. Builds and maintains a research database of prospective investment manager… more
- City and County of San Francisco (San Francisco, CA)
- …with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment ... other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the... in accordance with the Strategic Plan. + Perform research on investment trends affecting global markets… more
- CalSTRS (Sacramento, CA)
- …and mitigate operational and custodial risk. Under the general direction of the Associate Portfolio Manager , the Investment Officer III provides high-level ... The incumbent will oversee the operational complexities in managing the CalSTRS' Investment Portfolio utilizing a wide range of analytical and technical… more
- CalSTRS (Sacramento, CA)
- …strategies across property types globally. Under the general direction of the Associate Portfolio Manager , the Investment Officer III, provides investment ... We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to… 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 ... including informing clients of market conditions, updating them on investment research and economic trends, and meeting...economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains… more
- TIAA (Pasadena, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... + Previous experience with various trading platforms + Previous experience with investment research platforms + Deep understanding of investment … more
- Lincoln Financial (Sacramento, CA)
- …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment ... controls. You will be responsible for performing investments research , analysis and ad hoc internal reporting of Lincoln's… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management...Stays informed of developments in security markets. + Performs investment research . + High level of understanding… more
- TD Bank (San Francisco, CA)
- …our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are ... Cowen is currently seeking an experienced Vice President to join our Consumer Investment Banking practice in San Francisco. The successful candidate will play a… more