- City and County of San Francisco (San Francisco, CA)
- …* Perform both qualitative and quantitative analysis to monitor investment performance , diversification, and overall risk management ; * Assist in developing ... due diligence and model portfolio construction, and review and negotiate investment management agreements; * Provide recommendations/advice on investment… more
- PennyMac (Westlake Village, CA)
- …and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and other key ... production and servicing of US mortgage loans and the management of investments related to the US mortgage market....Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the… more
- CBRE (Los Angeles, CA)
- 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...assist Portfolio Managers and executive leadership in driving the performance and profitability of the firm's flagship US enhanced… more
- JPMorgan Chase (San Francisco, CA)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with ... promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know… 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...management firm. + Career growth in client servicing, investment communications, and marketing. + Exceptional benefits including: +… more
- Deloitte (Sacramento, CA)
- …Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role ... Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years of… more
- 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 ... business administration, accounting, statistics, or similar field; AND Three (3) years of investment experience with an investment management firm, pension… more
- BlackRock (Sausalito, CA)
- …senior researchers and portfolio managers to develop and refine systematic investment strategies, tax-managed optimizations, and portfolio management processes. ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- City and County of San Francisco (San Francisco, CA)
- …accounting, statistics, or similar field; AND Experience: Three (3) years of investment experience with an investment management firm, pension ... + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management , Economics or similar field, or possession of the… more
- Lincoln Financial (Sacramento, CA)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more