• Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE...IRA's, and 529 Plans preferred. * Knowledge of CNS Investment program and products, asset allocation ... day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals...of City National Securities and the CNS Advisory and Asset Allocation Products. * Maintain a proactive… more
    City National Bank (12/23/25)
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  • Investment Officer - Real Assets…

    City and County of San Francisco (San Francisco, CA)
    …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets...Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance… more
    City and County of San Francisco (12/27/25)
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  • Investment Officer - Sustainable…

    City and County of San Francisco (San Francisco, CA)
    …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... Appointing Officer . What We're Looking For The Investment Officer of Sustainable Investing and Stewardship...sustainable or impact investing approach across a range of asset classes. + Expertise in relevant data systems such… more
    City and County of San Francisco (10/25/25)
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  • Sr. Business Development Officer - Tech,…

    PNC (San Francisco, CA)
    …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and Verification, Customer Experience Management., Effective Communications, Financial Engineering, Knowledge of Underwriting, Prospecting., Selling. **Work Experience**… more
    PNC (11/07/25)
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  • Associate Portfolio Manager, Fixed Income

    CalSTRS (Sacramento, CA)
    …The incumbent will consult on, recommend and participate in the implementation of asset allocation and various credit strategies consistent with policies and ... incorporate fundamental and systematic factor-based methods of security selection and asset - allocation in order to generate returns that exceed benchmarks.… more
    CalSTRS (01/09/26)
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  • Private Banker

    City National Bank (Pasadena, CA)
    … (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset ... integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall… more
    City National Bank (01/10/26)
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  • Client Manager

    City National Bank (Beverly Hills, CA)
    … (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset ... and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and… more
    City National Bank (01/10/26)
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