- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- PennyMac (Westlake Village, CA)
- …forecasting and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and other ... Pennymac + Develop and maintain process and model documentation for valuation and investment reporting activities + Perform other related duties as required and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and maintain tracking tools and dashboards + Conduct data analysis to inform investment and operations + Automate reports and monitor key financial metrics + Create ... data visualizations for investment teams and partners + Manage fund administrators and...PFIC testing for foreign portfolio companies + Track fund performance , expenses, and KPIs + Implement quality controls to… more
- Aston Carter (Menlo Park, CA)
- …financial scenarios. + Build, run, and update financial models quarterly, supporting reporting and investment performance tracking. + Collaborate with ... and other instruments, while understanding and quantifying associated risks. + Monitor investment performance and update valuations as necessary. + Engage in… more
- Robert Half Finance & Accounting (San Mateo, CA)
- … * Client Reporting & Analytics o Maintain and update external performance reporting databases and client databases o Analyze the necessary data and ... Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for… more
- LinkedIn (Mountain View, CA)
- …analysis across LinkedIn's LTS Field business. This individual will elevate business performance reporting , deliver insights from SaaS metrics, and work ... including ARR, NRR, customer churn, customer acquisition cost (CAC), and upsell/cross-sell performance . Develop and refine reporting at both global and regional… more
- AECOM (Sacramento, CA)
- …budget, cost forecast, schedule and risk information and providing accurate and timely reporting of the program's performance and variance analysis. In addition, ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...world. Join us. **Job Description** **AECOM** is seeking a ** Performance Management Lead** for one of our offices in… more
- BlackRock (San Francisco, CA)
- …from streamlining investment operations to integrating teams, to unifying their investment analytics & risk reporting framework, to modernizing their overall ... on designing portfolio management workflows, deliver solutions for risk, analytics, performance , and attribution reporting . Your Responsibilities + Understand… more
- Warner Bros. Discovery (Burbank, CA)
- …player acquisition, engagement, and retention-especially across mobile and live-service titles. Reporting to the Director of Marketing Performance & ... the globe. **The Job** As a Senior Analyst, Marketing Performance & Optimization, you'll play a critical role in...to deliver actionable insights that shape campaign strategy, media investment , and product decisions. You'll work across paid media,… more