- BMO Financial Group (Los Angeles, CA)
- Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product ... an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity. + Collaborates… more
- Lincoln Financial (Sacramento, CA)
- …of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by ... **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment … more
- CalSTRS (Sacramento, CA)
- …Retirement System JC-487022 - Investment Officer III, Private Asset Operations INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM $10,681.00 - ... individual to work as an Investment Officer III on the Investment Operations team. Investment Operations provides operational services and oversight… more
- City National Bank (Los Angeles, CA)
- …Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, ... * INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist...day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals… more
- Lincoln Financial (Sacramento, CA)
- …hoc internal reporting of Lincoln's investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment ...Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. The Investment … more
- Robert Half Finance & Accounting (Berkeley, CA)
- …client reports + Document and improve workflows, policies, and procedures + Support investment operations and contribute to strategic initiatives Why Join Us + ... + Bachelor's degree or equivalent experience + Experience in securities trading, investment operations , or portfolio administration + Familiarity with custodial… more
- CBRE (Los Angeles, CA)
- …teams including: + Acquisitions + Asset Management + Debt Capital Markets + Financial Operations and Investment Accounting & Reporting + Client Care and Client ... Strategic Partners Analyst, CBRE Investment Management Job ID 231075 Posted 05-Aug-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …processes. If you're excited to work at the intersection of strategy, fund operations , and investment valuation-this is your role. Position Overview As the ... Description Senior Accountant - Investment Valuation & Fund Oversight Menlo Park, CA...but experienced finance team, working closely with investor relations, operations , and the firm's leadership. Requirements Your Key Contributions… more
- BlackRock (San Francisco, CA)
- …We help clients achieve ambitious strategic objectives, which range from streamlining investment operations to integrating teams, to unifying their investment ... investment cycle, including pre-trade decisioning, order management, trading, investment operations , risk management/compliance/oversight, closed-book accounting, or… more
- City National Bank (Los Angeles, CA)
- …Advisory Program accounts and work directly with clients, Financial Advisors and CNS Investment Operations to open, fund, and provide ongoing support and ... SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the… more