- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative Solutions...performance analysis, stress testing, derivative exposure management for each asset class and for the portfolio as… more
- City National Bank (Beverly Hills, CA)
- …proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of ... *WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth...generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth… more
- Umpqua Bank (San Diego, CA)
- …associated with market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and assess ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho...Performs investment research. + High level of understanding of asset allocation strategies. + Skills and knowledge… more
- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, Public Credit and Investment Cash. Reporting to the… more
- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio ...or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree… more
- NVIDIA (Santa Clara, CA)
- …and tax basis for acquired intangibles. Purchase price allocations: Assist in the allocation of purchase price to acquired assets and liabilities in accordance with ... option pricing models as well as impairment risk of equity investment portfolio . Intellectual property analysis: Analyze the value of NVIDIA's intellectual property … more
- City National Bank (Beverly Hills, CA)
- …of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the...delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA) * Ability to… more