- TIAA (Sherman Oaks, CA)
- …Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax ... frames, risk preferences, return expectations, and market conditions. + Evaluates the performance of investment portfolios and ensures compliance with standards… more
- NBC Universal (Universal City, CA)
- …from NBCUniversal. Here you'll find more than a job. You'll find a fast-paced, high- performance team of incredible colleagues that want to be at the epicenter of ... are looking for a media savvy, data driven Specialist, Performance Marketing, Programmatic & Search to join our team....participate in open betas + Maintain optimal channel and investment mix based on MTA and MMM models +… more
- Principal Financial Group (San Francisco, CA)
- …(eg Salesforce, PowerBI and Teams) + Understanding of institutional investment processes (search/selection, due diligence, reporting ). + CFA ... in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The… more
- BlackRock (San Francisco, CA)
- …from streamlining investment operations to integrating teams, to unifying their investment analytics & risk reporting framework, to modernizing their overall ... investment cycle, including pre-trade decisioning, order management, trading, investment operations, risk management/compliance/oversight, closed-book accounting, or performance… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …portfolio reporting and rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. Excited about this role? We'd love ... Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is...The Portfolio Administrator will be responsible for managing portfolio reporting , trading, and rebalancing processes. This position requires a… more
- Manulife (Los Angeles, CA)
- …deals), forecasting returns, hold/sell analysis and debt/cash management. + Craft new reporting tools to deliver pertinent performance measurements to existing ... Manulife Investment Management is seeking a real estate analytics...functionality to competitive standards for internal analysis and LP reporting . + Synthesize modeling outputs in real-time for senior… more
- TIAA (Walnut Creek, CA)
- …Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax ... TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of… more
- City National Bank (Beverly Hills, CA)
- …of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this data for accuracy. * ... data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews… more
- Nuveen Investments (Fresno, CA)
- …Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment Reporting Oversight, Investments, Market/Industry Dynamics, Natural ... reporting . This role will also work closely with Investment Managers that play a crucial role in acquisitions,...time in role, base salary of internal peers, prior performance , business sector, and geographic location. In addition to… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …a Portfolio Administrator to play a key role in delivering high-quality investment management services for a diverse client base of individuals, families, and ... strong communication skills. The Portfolio Administrator will oversee portfolio reporting , trading, and rebalancing while ensuring operational excellence across… more