- PennyMac (Westlake Village, CA)
- …Pennymac + Develop and maintain process and model documentation for valuation and investment reporting activities + Perform other related duties as required and ... in investment analysis, business forecasting and planning, and financial reporting + Communicate analysis of investment performance and valuation changes… more
- City and County of San Francisco (San Francisco, CA)
- …for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual… more
- City and County of San Francisco (San Francisco, CA)
- … investment managers, service providers, and colleagues to ensure compliance with investment policies and accurate reporting of investments. + Work closely ... of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of … more
- CommonSpirit Health (San Francisco, CA)
- …approval. + **Portfolio Management and Impact Evaluation:** Monitor loan compliance and investment performance by reviewing investment reporting , creating ... happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the organization's mission and… more
- TIAA (Pasadena, CA)
- …Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax ... a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- Stanford Health Care (Palo Alto, CA)
- …Skills and Abilities** + Understanding of fixed income finance. + Understanding of investment reporting . + Conceptual knowledge of lease contracts. + Familiarity ... guidelines and other key investment restrictions + Investment portfolio performance reporting and analytics. + Development and maintenance of investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising ... various stakeholders. Responsibilities: * Mentor and provide opportunities for the Investor Reporting team members to grow. * Handle cash analysis, projections, and… more
- Nuveen Investments (Fresno, CA)
- …Client Relationship Management, Collaboration, Data Analysis, Financial Modeling, Investment Reporting Oversight, Investments, Market/Industry Dynamics, Natural ... for certain day-to-day financial modeling, analytical functions and internal reporting . This role will also work closely with ...reporting . This role will also work closely with Investment Managers that play a crucial role in acquisitions,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …complex, and high-touch-covering everything from cash flow and entity management to investment reporting and estate coordination. Ready to explore this ... select client families. You'll dive deep into multi-entity accounting, manage intricate investment reporting , and collaborate with estate staff, tax teams, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Proficiency in QuickBooks, Excel, and bill pay systems (eg, Bill.com) + Familiarity with investment reporting or general knowledge of capital markets a plus + ... and families. The firm offers a highly personalized suite of services-from investment oversight and estate planning to bill pay and lifestyle support-built on… more