- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled ... will also serve as a key internal resource for investment operations and support the Chief ...capacities. Key Responsibilities + Lead portfolio reporting, rebalancing, and trade execution processes. + Serve as the internal expert… more
- BlackRock (San Francisco, CA)
- …cycle, including pre- trade decisioning, order management, trading, investment operations , risk management/compliance/oversight, closed-book accounting, or ... We help clients achieve ambitious strategic objectives, which range from streamlining investment operations to integrating teams, to unifying their investment… more
- BlackRock (San Francisco, CA)
- …Francisco or New York BlackRock is a world-class 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
- Robert Half Finance & Accounting (Berkeley, CA)
- …They are seeking a detail-oriented and proactive Portfolio Administrator to join our investment operations team. This role is central to ensuring the accuracy ... client reports + Document and improve workflows, policies, and procedures + Support investment operations and contribute to strategic initiatives Why Join Us +… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …client reports + Document and improve workflows, policies, and procedures + Support investment operations and contribute to strategic initiatives Why Join Us + ... + Bachelor's degree or equivalent experience + Experience in securities trading, investment operations , or portfolio administration + Familiarity with custodial… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …both analytical precision and the ability to collaborate effectively with advisors, investment leadership, and operations teams. The ideal candidate is ... Administrator to play a key role in delivering high-quality investment management services for a diverse client base of...accuracy. Key Responsibilities + Oversee portfolio reporting, rebalancing, and trade execution for the firm. + Serve as the… more
- Bank of America (Walnut Creek, CA)
- …Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management The following laws or regulations restrict or ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Breakthru Beverage Group (Richmond, CA)
- …plans. Responsible for embracing and developing behaviors consistent with BBG's Trade Development mission. Must always adhere to the established business rules. ... Business Planning + Embrace and develop behavior consistent with our Trade Development mission + Establish business planning cadence with assigned suppliers… more
- Breakthru Beverage Group (Commerce, CA)
- …plans. Responsible for embracing and developing behaviors consistent with BBG's Trade Development mission. Must always adhere to the established business rules. ... Business Planning + Embrace and develop behavior consistent with our Trade Development mission + Establish business planning cadence with assigned suppliers… more
- City National Bank (Los Angeles, CA)
- …maintain adequate operations procedures and systems for the Capital Market Operations within Business & Investment Services (B&IS). This function covers ... business to carry out critical functions, including client/deposit servicing, contact center operations , payments processing, and trade and lending operations… more