• Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …as a technical resource within the Client Service team + Partner with investment teams on portfolio construction and cash deployment strategies + Contribute ... customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and… more
    Robert Half Finance & Accounting (08/21/25)
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  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …serve as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment strategies. + Contribute ... individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office… more
    Robert Half Finance & Accounting (08/20/25)
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  • Quantitative Senior Associate

    Manulife (Los Angeles, CA)
    …seeking a real estate analytics and Quantitative Senior Associate to join the Portfolio Management team! The investment professional will play an integral role ... such as property roll-up, time weighted returns, cash forecast and management, portfolio optimization adhering to investment guidelines (geographic and asset… more
    Manulife (08/09/25)
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  • VP/Director, Quantitative Researcher - SMA…

    BlackRock (San Francisco, CA)
    …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... are seeking a highly motivated and experienced VP/Director to join the Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio … more
    BlackRock (08/15/25)
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  • Investment Manager, Enterprise Software…

    American Express (San Francisco, CA)
    …with strategic relevance to American Express. The team also works with portfolio companies and startups to commercialize partnerships with American Express business ... Amex Ventures is seeking a highly motivated individual to help develop investment theses, source and execute investments for the Enterprise Software team. The… more
    American Express (08/28/25)
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  • Investment Consultant

    City National Bank (San Francisco, CA)
    …new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the… more
    City National Bank (08/24/25)
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  • Regulatory GAAP & Statutory Investment…

    Lincoln Financial (Sacramento, CA)
    …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
    Lincoln Financial (08/08/25)
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  • Analyst, Investment Accounting Operations

    Lincoln Financial (Sacramento, CA)
    …opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex ... investment data and investment accounting for the...matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers. + Manages and… more
    Lincoln Financial (08/08/25)
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  • Citi Private Bank - SVP, Investment…

    Citigroup (San Francisco, CA)
    The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
    Citigroup (07/26/25)
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  • Investor Relations Director, CBRE…

    CBRE (Los Angeles, CA)
    Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 20-Aug-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management** CBRE Investment Management is a...works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing… more
    CBRE (07/24/25)
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