- Raymond James Financial, Inc. (San Rafael, CA)
- …revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation ... to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from… more
- Applied Materials (Santa Clara, CA)
- …a portfolio that meets financial and strategic goals. + Contribute to AV investment strategy . ** Portfolio Management** + Lead and represent AV on ... manages all aspects of corporate venture investments. Responsibilities include strategy , sourcing, evaluation, negotiation, execution, portfolio management,… more
- Envista Holdings Corporation (Brea, CA)
- …to navigate complex stakeholder landscapes as they will be guiding IT Strategy for the department. **Key Responsibilities:** ** Portfolio Management Office (PMO) ... **Job Description:** The Senior Director of IT Portfolio and Business Governance and Change Management will be responsible for establishing and leading the … more
- AON (San Francisco, CA)
- …members Research + Exploring various house topics to assist in real estate/assets portfolio strategy development and provide thought leadership to existing and ... members Research + Exploring various house topics to assist in real estate/assets portfolio strategy development and provide thought leadership to existing and… more
- City and County of San Francisco (San Francisco, CA)
- …with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment ... * Source investments opportunities, conduct thorough due diligence and model portfolio construction, and review and negotiate investment management agreements;… more
- CBRE (Los Angeles, CA)
- Client Care Director, CBRE Investment Management Job ID 230030 Posted 28-Jul-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - California - United States of America **About CBRE Investment Management** CBRE Investment Management is a...works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams in executing… more
- JPMorgan Chase (Los Angeles, CA)
- …and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes across hedge funds, ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... of the business. Necessitates a degree of responsibility over technical strategy . Primarily affects a sub-function. Responsible for handling staff management issues,… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank… more
- Cypress Creek Renewables (Santa Monica, CA)
- Associate, Investment Analytics at Cypress Creek Renewables (View all jobs) (https://ccrenew.com/careers/) Santa Monica, CA, San Francisco, CA The Company Cypress ... is seeking a talented and highly motivated Associate to support the Investment Analytics group. This group supports project valuation, risk management, and … more
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