- Stanford Health Care (Palo Alto, CA)
- … Policy, portfolio guidelines and other key investment restrictions + Investment portfolio performance reporting and analytics. + Development and ... Abilities** + Understanding of fixed income finance. + Understanding of investment reporting . + Conceptual knowledge of lease contracts. + Familiarity with… more
- CommonSpirit Health (San Francisco, CA)
- …Management and Impact Evaluation:** Monitor loan compliance and investment performance by reviewing investment reporting , creating borrower loan ... impact analysis in collaboration with the Manager to report on the investment portfolio's impact and financial performance . + **Operational Excellence:** Enhance… more
- Lincoln Financial (Sacramento, CA)
- …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and ... home/remote work environment. _Background Details_ As a Regulatory GAAP and Statutory Investment Reporting Analyst, you will be responsible for providing timely… more
- CBRE (Los Angeles, CA)
- …management processes, including: + Quarterly: valuations (appraisals) and portfolio reporting to internal and external clients/constituents; performance ... forecasting + Semi-annual: internal forecasting (underwriting) and portfolio reporting to a subset of the Americas Investment Committee + Annual: budgets and… 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
- 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
- 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...and contributions, and all regulatory correspondence. * Review daily reporting (ie, overdrafts, uninvested cash, fee maintenance, etc) and… more
- Cedars-Sinai (CA)
- …proactive investment theses and pipeline development. Provide ongoing financial reporting and performance tracking for portfolio companies, including key ... sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio and performance analysis Prepares… more
- Citigroup (San Francisco, CA)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... services to others in area of specialization. Work and performance of all teams in the area are directly...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
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