- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... CNB Trust Operations to open, fund, and provide ongoing support and service. * Ensure all CIP and KYC...accounts. * Complete annual administrative reviews. * Review quarterly performance reports, investment objectives, current suitability on… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …marketing materials, fact sheets, and client presentations. + Manage and update performance databases, analyze investment data, and prepare tailored client ... Description Financial Performance Analyst San Mateo, CA $90K-$125K + Bonus...(DOE) Jennifer Fukumae is partnering with a high-performing, collaborative investment team managing tens of billions in assets for… more
- BlackRock (Sausalito, CA)
- …infrastructure, managing back-tests and simulations, and generating quant analytics to support the development and evaluation of tax-managed investment ... implementation, and maintenance of research infrastructure and tools to support quantitative research, investment strategy development and evaluation.… 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
- Cedars-Sinai (CA)
- …sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio and performance analysis Prepares ... Investment Committee Research emerging sub-sectors and innovation trends to support proactive investment theses and pipeline development. Provide ongoing… more
- Scotiabank (San Francisco, CA)
- …training, hands-on experience, and career advancement. Simply put, your future is our investment . **What You'll Do** + Generally support client pitches and deal ... Analyst, Technology Investment Banking - San Francisco, CA **Requisition ID:**...engagement, and morale + Actively contribute to a high performance , inclusive work environment **What You'll Bring** + 1+… more
- Citigroup (San Francisco, CA)
- …investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the ... services to others in area of specialization. Work and performance of all teams in the area are directly...support of senior team members, engage clients on investment themes and solutions, and assist in the execute… 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 Reporting ... research, analysis and ad hoc internal reporting of Lincoln's investment positions to support strategic investment...Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other… more
- Lincoln Financial (Sacramento, CA)
- …securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and ... opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex … 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