- Citigroup (San Francisco, CA)
- …to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Assume significant levels ... with large corporate clients, capital markets products, derivatives, credit, cash management, trade , finance and securities products + Series 7 and 63 preferred… more
- Coinbase (Sacramento, CA)
- …reconciliations, and automation projects, including daily cash and position reconciliations, trade bookings and processing wires. You will also maintain and ... the crypto space!* What you'll be doing (ie. job duties):* * Trade Support (booking, reconciliation, valuation, trade flow management, counterparty relationship… more
- BlackRock (San Francisco, CA)
- …attribution + Trading Order management (OMS) or electronic trading systems (EMS) + Investment Compliance + Post Trade Operations and Trade Booking ... Qualifications** + In-depth technical understanding and knowledge of the investment compliance role in the investment lifecycle + 3+ years in a client or vendor… more
- BlackRock (San Francisco, CA)
- …strategies, portfolio optimization, risk assessments, and performance attribution or post- trade workflows + Familiarity with buy-side investment management ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- 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 Portfolio ... its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial… 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)
- …management team. This role is essential to the smooth execution of our investment management process and offers a unique blend of technical responsibility and ... problem-solving, and the ability to communicate effectively with advisors, investment and operations staff. What You'll Do + Own...You'll Do + Own the portfolio reporting, rebalancing, and trade execution processes + Serve as the internal expert… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …a Portfolio Administrator to play a key role in delivering high-quality investment management services for a diverse client base of individuals, families, and ... analytical precision and the ability to collaborate effectively with advisors, investment leadership, and operations teams. The ideal candidate is detail-oriented,… 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