- Citigroup (Glendale, CA)
- …and improve Citi's existing product platform to determine changes in sales, investment , and portfolio construction strategies that isolate and capitalize on ... Portfolio Consultants (PCs) provide asset allocation and macroeconomic...their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive… more
- TIAA (Sherman Oaks, CA)
- … research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of ... Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... and maintain data integrity. + Collaborate with advisors and investment committee on portfolio models and settings. + Communicate with custodians to ensure… more
- TIAA (Walnut Creek, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... are central, along with mentoring junior talent and shaping broader investment approaches. The position blends relationship leadership, portfolio oversight,… more
- Abbott (Alameda, CA)
- …provide senior business leaders with visibility into application health and portfolio performance, enabling informed investment decisions. Drive enterprise-wide ... Value Delivery + Drive monthly governance processes and metrics to assess portfolio and application health, enabling data-driven investment prioritization. +… more
- BlackRock (San Francisco, CA)
- …Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- Wells Fargo (San Francisco, CA)
- …private placements. This role will educate and consult with Wells Fargo Investment Professionals (Financial Advisors, Portfolio Managers, Investment ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of… more
- BlackRock (San Francisco, CA)
- …Qualifications + Understanding of investment management, front office, or underlying investment portfolio analytics, as a provider or practitioner, with 2+ ... risk management, fixed-income, equity and derivative markets. + Familiarity with investment portfolio risk analytics (eg, market risk, credit risk, liquidity… more
- CommonSpirit Health (San Francisco, CA)
- …impact analysis in collaboration with the Manager to report on the investment portfolio 's impact and financial performance. + **Operational Excellence:** Enhance ... that are shared with the CIP Advisory Council for recommendation and Investment Subcommittee for approval. + ** Portfolio Management and Impact Evaluation:**… more
- AON (San Francisco, CA)
- …our clients by delivering innovative and effective solutions supporting our Investment Consulting practice. Job Responsibilities: Portfolio Management + ... our clients by delivering innovative and effective solutions supporting our Investment Consulting practice. Job Responsibilities: Portfolio Management +… more
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