- 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
- MongoDB (San Francisco, CA)
- …strategy aligned with the company's risk tolerance and liquidity needs, monitoring investment performance , ensuring compliance with investment policies, ... to the portfolio as market conditions change, and providing reports on investment activities and returns + Build strong relationships with the broader Finance… more
- Citigroup (Glendale, CA)
- …analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during ... with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment subscriptions, philanthropic entity administration, tax workflow coordination, and investment reporting . This is a highly visible position, ... Handle operational needs for client-run philanthropic entities. + Review and approve performance and investment reports for accuracy. Workflow & Relationship… more
- BlackRock (San Francisco, CA)
- …to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique ... values-aligned preferences into their investment portfolio. We are a...generate or consume data feeds from diverse systems; generate reporting artifacts at scale; and expand the data estate… more
- City National Bank (Los Angeles, CA)
- …MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- Warner Bros. Discovery (Burbank, CA)
- …revenue across the Warner Bros. Games' portfolio. This executive leads an internal performance marketing and media buying team, oversees all paid media channels, and ... This role is responsible for transforming growth operations, owning full-funnel performance strategy, and delivering against aggressive growth and ROI targets. The… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... integrated business development strategies. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and investor reporting -Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain ... continuous improvement initiatives within the finance department. -Preparation of quarterly performance track record reporting -Liaise with external auditors and… more