- BMO Financial Group (Newport Beach, CA)
- …and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... financial performance and risk profiles of clients within the portfolio . + Utilizes financial models and analytical tools to...+ Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. +… more
- Southern California Edison (Pomona, CA)
- …+ Three or more years of experience with Electric Utility Transmission & Distribution systems , Electric System Planning, or Power Generation + Three or more ... Join the Clean Energy Revolution Become a Capital Portfolio Development Project Manager at Southern California Edison...this job, you'll you will be a part of System Planning & Engineering (SPE) as we strive to… more
- Rubrik (Palo Alto, CA)
- …MulSoft, etc. This team also delivers high-paced business outcomes with 100% system uptime backed by agile, nimble, simple, but cohesive Cloud architectures. **About ... an accomplished and highly driven Senior IT Infrastructure & Corporate IT Portfolio /Program Manager to lead and oversee our entire IT Infrastructure and Corporate… more
- Robert Half Finance & Accounting (Alameda, CA)
- …and rebalancing processes + Manage data integration between custodial platforms and CRM systems + Ensure accurate portfolio setup and monitor for exceptions + ... Description Portfolio Administrator Alameda, CA (Hybrid option available) $90K-$120K...within 3-6 months) + Experience with securities trading, custodial systems , and database management + Proficient in Microsoft Office… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …About the Role The company is seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is ... responsibility and cross-functional collaboration. You'll be responsible for managing portfolio reporting, trading, and data integrity across multiple platforms.… more
- City National Bank (Beverly Hills, CA)
- …trade and investment related questions * Ability to learn the Firm's proprietary trading system , and the portfolio accounting system * Ability to multi-task ... * PORTFOLIO ANALYST* WHAT IS THE OPPORTUNITY? The ...firms investments* With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts… more
- Robert Half Finance & Accounting (Alameda, CA)
- …and rebalancing workflows + Maintain data integration between custodial platforms and CRM systems + Set up and maintain accurate portfolio records, monitoring ... Description Portfolio Administrator Location: Alameda, CA (Hybrid Option Available)...rebalancing. This role involves coordinating data flows between multiple systems , collaborating with advisors and operations teams, and implementing… more
- Rubrik (Palo Alto, CA)
- …MulSoft, etc. This team also delivers high-paced business outcomes with 100% system uptime backed by agile, nimble, simple, but cohesive Cloud architectures. **About ... role:** We seek an accomplished and highly driven Senior IT Application Portfolio /Program Manager to lead and oversee our entire IT application program management… more
- Cedars-Sinai (Beverly Hills, CA)
- …that true clinical transformation and the optimization of a clinical information systems implementation is fueled through the alignment of the right people, ... you be doing in this role:** The Senior ERP Portfolio Manager provides oversight and strategic support for Oracle...and UKG (Timekeeping & Scheduling) platforms across the health system . This role is responsible for building and sustaining… more
- Applied Materials (Santa Clara, CA)
- …the candidate will own and be responsible for the managing the product portfolio for the EPI organizations. The candidate must be able to anticipate internal ... role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the business. The position… more