- 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)
- Senior Analyst, Strategic Partners- CBRE Investment Management Job ID 234231 Posted 25-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 Ramon, 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
- BlackRock (San Francisco, CA)
- …role** Company: BlackRock Financial Management , Inc. Job Title: Vice President, Investment Management Location: 400 Howard St San Francisco, CA 94105 Job ... financial models to highlight relevant metrics to be used in the investment decision making process. Produce quality analysis of company and diligence information… 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
- City National Bank (Los Angeles, CA)
- …aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund performance . * Responsible for due diligence in ... budget. * Work includes post approval Investment closing and Portfolio Management including monitoring Fund performance . * Work includes due diligence in… 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