- CalSTRS (Sacramento, CA)
- …strategies across property types globally. Under the general direction of the Associate Portfolio Manager , the Investment Officer III, provides investment ... Possession of an advanced degree or certification as a CFA , CAIA, or related + Real estate investment...by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations… more
- City and County of San Francisco (San Francisco, CA)
- …includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income, the Managing Director of ... with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment… 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 ... other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the...of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA)… more
- Cedars-Sinai (CA)
- …of the diligence process. Builds and maintains a research database of prospective investment manager relationships, including an active investment pipeline ... of portfolio management, including sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio … more
- CalSTRS (Sacramento, CA)
- …and mitigate operational and custodial risk. Under the general direction of the Associate Portfolio Manager , the Investment Officer III provides high-level ... will oversee the operational complexities in managing the CalSTRS' Investment Portfolio utilizing a wide range of...possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential.… more
- TIAA (Pasadena, CA)
- ** Portfolio Manager ** The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for ... research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of… more
- TIAA (Pasadena, 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
- MUFG (Los Angeles, CA)
- …guidelines for non- investment grade clients and prospects + Manage a portfolio of corporate and special purpose entity clients, including periodic reviews and ... corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending...and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation… more
- Charles Schwab (San Diego, CA)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... generation, risk mitigation, and liquidity needs. As a Sr. Manager , Sr. Wealth Advisor, you will work with clients...fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab &… more
- BlackRock (San Francisco, CA)
- …+ Familiarity with Aladdin or other portfolio management, OMS/EMS, compliance, or investment operations systems + CFA , FRM, CIMA, or CAIA certification For ... **About this role** **Technical Relationship Manager , Aladdin - Associate** Aladdin(R) is an operating...Aladdin - Associate** Aladdin(R) is an operating system for investment managers that seeks to connect the information, people,… more