- Vanguard (Oakland, CA)
- … management, reporting, and compliance processes, including VPI's annual Global Investment Performance Standards (GIPS) certification. + Key Interface with ... analysis tools highly desired. + Familiar with the CFA Institute's Global Investment Performance Standards (GIPS) preferred. + Undergraduate degree required .… more
- Cedars-Sinai (Los Angeles, CA)
- … Investment Committee and collaborators. + Provide quarterly and monthly investment performance reports, including individual manager returns and return ... of study. + A minimum of 5 years proven experience in investment performance measurement and reporting, preferably with attribution and portfolio analysis, with… more
- Aramco Services Company (Palo Alto, CA)
- …+ Provides inputs to periodic reporting on fund and direct venture capital investment performance . + Manages and builds brand and relationships with other ... individual venture capital investments including sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance … more
- CalSTRS (Sacramento, CA)
- …individual to work as an Investment Officer III (IO III) on the Investment Compliance team. CalSTRS Investment Performance & Compliance team is comprised ... of two units: Investment Performance & Analytics and Investment Compliance. Investment Compliance supports the Investment Branch by providing… 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 ... professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of… more
- BlackRock (Sausalito, CA)
- …Ideal candidates must have excellent problem-solving skills, an intimate knowledge of Global Investment Performance Standards (GIPS) policies, a strong grasp of ... mutual funds, long-short strategies, and options. * Provide oversight for Global Investment Performance Standards (GIPS) compliance and leading the annual GIPS… more
- City National Bank (Los Angeles, CA)
- …for Program accounts. * Complete annual administrative reviews. * Review quarterly performance reports, investment objectives, current suitability on file and ... * 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
- Lightsource bp (San Francisco, CA)
- …facilities + Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models + Identifying areas for commercial ... to help us grow our US portfolio. **About the Investment Management Team** Our ** Investment Management (IM)...and more-to ensure projects deliver strong operational and financial performance . The team is organized into three verticals: +… more
- Cedars-Sinai (Los Angeles, CA)
- …sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio and performance analysis Prepares ... with the health system's Long-Range Financial Plan. As CSTV expands its investment activities, particularly in MedTech and Digital Medicine, which now encompass… 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 ... professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of… more