- Morgan Stanley (San Francisco, CA)
- …Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate ... rules, regulations and firm policies Knowledge of financial industry and investment products preferred Successful completion of the Portfolio Management… more
- Whittier Trust (Menlo Park, CA)
- …to clients, clients' families, agents, and professional advisors. Participate with the investment officer in client meetings. Coordinate with the investment ... Whittier Trust is the oldest privately owned multi-family office...West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III State Teachers' Retirement System JC-484406 - Investment Officer III INVESTMENT OFFICER III, STATE TEACHERS' ... is seeking an experienced individual to work as an Investment Officer III (IO III) on the...investment disclosures and Board presentations for CalSTRS global portfolio . Investment Compliance supports the Investment… more
- City and County of San Francisco (San Francisco, CA)
- …an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, ... objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally,... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio , which includes real estate, ... objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally,... management experience at a position equivalent to an Investment Officer or higher with an … 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 ... SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative… more
- City National Bank (San Francisco, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *CREDIT OFFICER II CRE* *Hybrid Schedule: Los Angeles, Irvine,...the loan management process by providing loan underwriting, and portfolio management expertise to a team of Relationship Managers… more
- City National Bank (Walnut Creek, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage...amendments, consents, waivers, forbearance agreements, etc. * Manage a portfolio of borrowers across multiple food and beverage subsectors… more
- CalSTRS (Sacramento, CA)
- … Portfolio Manager - Direct Investments will participate in co- investment underwriting (primary and secondary), assist in sourcing co-investments, and monitor ... We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to… more
- Zions Bancorporation (El Segundo, CA)
- …when primary relationship managers are unavailable. + Acts as primary account officer on assigned transactions within the portfolio , including maintaining ... Associates at California Bank & Trust work in a relationship-centered culture where they...Essential Functions: + Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting requirements… more
