- Wellington (San Francisco, CA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...in collaboration with internal teams and external vendors. + Support the transition of valuation workflows to the Western… more
- City National Bank (Beverly Hills, CA)
- …IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and ... data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews… more
- BlackRock (San Francisco, CA)
- …this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and ... MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and ground breaking… more
- BlackRock (San Francisco, CA)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- US Bank (Aptos, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... outstanding client experience. With a collaborative team structure, strong leadership support , a rich product portfolio and exceptional prospecting opportunities, we… more
- JPMorgan Chase (San Jose, CA)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...and advice to individuals and families. Your expertise will support a wide range of clients, from those just… more
- Sands Investment Group (Los Angeles, CA)
- …fostering teamwork and cooperation with the nearly 200 individuals in the SIG management, support and advisory teams. About SIG Sands Investment Group is a ... Sands Investment Group (SIG), one of the nation's fastest...granting access to the industry's best resources and back-office support . Our in-house marketing team employs state-of-the-art strategies, complemented… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …from senior colleagues. + Act as first-line supervisor of a team providing customer service support , and play a key role in helping to achieve targets in areas such ... concerned with delivering results within established systems and with readily available support . **Skills** : + Uses clear and effective verbal communications skills… 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 with ... analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles. * Ensure smooth workflow by approving expenditure and… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …requirements are met, focusing on commercial and merchant banking, investment portfolio management, liquidity and cash management, commercial paper program, ... SMUD assets. This involves supporting comprehensive financial analysis to support strategic decision-making and ensure the organization's financial health. The… more