- 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
- CalSTRS (Sacramento, CA)
- …the Investment Accounting team. The Financial Planning, Accounting and Reporting Division is responsible for developing and maintaining the annual financial ... and accounting operations. The FA II will perform highly complex and atypical investment accounting, valuation and reporting . The incumbent is responsible for… 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
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Operations State Teachers' Retirement System JC-489028 - Investment Officer III, Investment Operations ... is seeking an experienced individual to work as an Investment Officer III on the Investment Operations...controls, trade and cash flow management, and total fund reporting . Additionally, the team serves as a control mechanism… more
- Lincoln Financial (Sacramento, CA)
- …on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/ reporting regulations to appropriate ... #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
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