- City and County of San Francisco (San Francisco, CA)
- …prospective external investment managers. + Assists in the monitoring of external investment managers' investment performance and the factors affecting ... with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance . Additionally, the Investment… more
- City and County of San Francisco (San Francisco, CA)
- …risk analysis; * Perform both qualitative and quantitative analysis to monitor investment performance , diversification, and overall risk management; * Assist in ... with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance . Additionally, the Investment… more
- PennyMac (Westlake Village, CA)
- …business forecasting and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and ... A Typical Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the models and operational… 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
- CommonSpirit Health (San Francisco, CA)
- …approval. + **Portfolio Management and Impact Evaluation:** Monitor loan compliance and investment performance by reviewing investment reporting, creating ... impact analysis in collaboration with the Manager to report on the investment portfolio's impact and financial performance . + **Operational Excellence:** Enhance… more
- Aston Carter (Menlo Park, CA)
- …and other instruments, while understanding and quantifying associated risks. + Monitor investment performance and update valuations as necessary. + Engage in ... + Build, run, and update financial models quarterly, supporting reporting and investment performance tracking. + Collaborate with stakeholders to gather… more
- MongoDB (San Francisco, CA)
- …strategy aligned with the company's risk tolerance and liquidity needs, monitoring investment performance , ensuring compliance with investment policies, ... to the portfolio as market conditions change, and providing reports on investment activities and returns + Build strong relationships with the broader Finance… more
- Stanford Health Care (Palo Alto, CA)
- …compliance with SHC Investment Policy, portfolio guidelines and other key investment restrictions + Investment portfolio performance reporting and ... governmental agencies and other parties + Assists with the administration of investment portfolios, including: + Daily oversight of investment portfolios… more
- City National Bank (San Francisco, CA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- BlackRock (San Francisco, CA)
- …these insights in client portfolios and models, using them to deliver investment performance that meets or exceeds client expectations. Remain up-to-date ... and maintain models, strategies, and tools; 2. Implement knowledge of investment markets by gathering, maintaining, and analyzing economic and financial data,… more