- Robert Half Finance & Accounting (Malibu, CA)
- …as capital budgets and third-party report reviews. * Monitor and report on investment performance relative to underwriting and budget expectations. * Supervise ... estate assets in Malibu, California. This role involves optimizing asset performance , ensuring strong financial management, and collaborating across teams to drive… more
- Robert Half Finance & Accounting (Laguna Beach, CA)
- …stock, bond, and other investment accounts; track and report on investment performance . Budgeting & Forecasting * Develop and manage annual operating ... reports and balance sheets. * Monitor and report on budget vs. actual performance ; investigate and explain variances. * Handle tenant billing, invoicing, and rent… more
- TIAA (Sherman Oaks, CA)
- …frames, risk preferences, return expectations, and market conditions. + Evaluates the performance of investment portfolios and ensures compliance with standards ... and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of updated knowledge of… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …grown by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service ... at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca with… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance , and profit-sharing opportunities, this is a great ... is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo… more
- CBRE (Sacramento, CA)
- …strategic partner across the entire investment lifecycle. Our advisors drive investment performance with proprietary real-time intelligence that links you to ... the right capital and opportunities in every market and property type. **Property Sales** As the world leader in the acquisition and disposition of income-producing properties for third-party owners and corporate occupiers, we use deep market intelligence,… more
- Thrivent Financial (Costa Mesa, CA)
- …Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance . Thrivent values diversity and inclusion, and we're ... name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed… more
- Bank of America (Newport Beach, CA)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance , new products, and market developments ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …marketing materials, fact sheets, and client presentations. + Manage and update performance databases, analyze investment data, and prepare tailored client ... Description Financial Performance Analyst San Mateo, CA $90K-$125K + Bonus...(DOE) Jennifer Fukumae is partnering with a high-performing, collaborative investment team managing tens of billions in assets for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …internal stakeholders to maintain a seamless client experience + Review and finalize investment reports and performance data (no data entry) Requirements What ... a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group… more