- CalSTRS (Sacramento, CA)
- …of the following designations: Chartered Financial Analyst ( CFA ), CertifiedCommercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified ... Job Posting: Portfolio Manager , Collaborative Strategies State Teachers'...(PM) on the Collaborative Strategies team. The Collaborative Strategies Portfolio provides flexibility for the CalSTRS investment … more
- CalSTRS (Sacramento, CA)
- …the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified ... Job Posting: Associate Portfolio Manager , Infrastructure (Inflation Sensitive) State...Unit was developed to improve diversification of the overall Investment Portfolio by seeking investment … more
- CalSTRS (Sacramento, CA)
- …the direction of the Senior Investment Director (SID) of TFM, the Senior Portfolio Manager provides oversight and guidance in the management of a major ... Job Posting: Senior Portfolio Manager , Total Fund Management State...designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM),… more
- BlackRock (San Francisco, CA)
- …model portfolios. Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom ... clients that marry the client's customization requests with BlackRock's investment view, as defined by the Model Portfolio...other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP, or progress towards, is… more
- Oracle (Sacramento, CA)
- …are accurately captured and recorded + Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including performing ... + Problem solving and providing input and support to manager to unblock on business and project critical needs...or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically… more
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... data analysis tools highly desired. + Familiar with the CFA Institute's Global Investment Performance Standards (GIPS)...or in the Work from Office model (for example, portfolio managers). The working model that your role falls… 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 (Los Angeles, 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
- GE Aerospace (San Francisco, CA)
- …We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for ... company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers...exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical… more
- CIBC (San Francisco, CA)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client ... client investment objectives and organizational policies. + Expand your portfolio : Acquire new high-net-worth clients with complex financial needs by engaging in… more