• Investment Portfolio

    Raymond James Financial, Inc. (San Rafael, CA)
    …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in… more
    Raymond James Financial, Inc. (07/30/25)
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  • Associate , Investment Analytics

    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 ... us. Overview Cypress Creek Renewables is seeking a talented and highly motivated Associate to support the Investment Analytics group. This group supports project… more
    Cypress Creek Renewables (06/11/25)
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  • Wholesale Credit Admin Associate II…

    Bank of America (San Francisco, CA)
    Wholesale Credit Admin Associate II - Global Corporate and Investment Banking San Francisco, California;New York, New York **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Wholesale-Credit-Admin- Associate -II Global-Corporate-and- Investment -Banking\_25030780-1) **Job Description:** At Bank of… more
    Bank of America (07/22/25)
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  • Investment Officer - Real Assets - San…

    City and County of San Francisco (San Francisco, CA)
    …with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio...and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets,… more
    City and County of San Francisco (06/25/25)
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  • Senior Associate , Sponsor Credit…

    Wells Fargo (Los Angeles, CA)
    **About this role:** Wells Fargo is seeking a Senior Associate to join its Technology Finance team within the Commercial Bank's Sponsor Credit group, an industry ... of new clients, coordinate introductions and account handoff to portfolio management teams + Help with the development and...+ Experience in sponsor finance at a commercial bank, investment bank or finance company + Excellent proficiency in… more
    Wells Fargo (08/02/25)
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  • Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment more
    Umpqua Bank (07/24/25)
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  • Senior Associate , Performance & Analytics

    Aristotle Capital Management (Newport Beach, CA)
    …to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and ... and client success. We are currently seeking a Senior Associate , Performance & Analytics to join our team. The...portfolio analytics and main point of contact for investment teams on attribution models, analysis, and strategic projects.… more
    Aristotle Capital Management (06/26/25)
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  • Aladdin Client Transformations - Front Office,…

    BlackRock (San Francisco, CA)
    …people, and technology needed to manage money in real time. Our investment software combines risk analytics with portfolio management, trading, compliance, ... investors onboard the world's leading end-to-end operating system for investment portfolios to see their whole portfolio ,...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more
    BlackRock (07/26/25)
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  • Inside Sales Senior Associate - RIA Bank

    Aristotle Capital Management (Newport Beach, CA)
    …to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and ... success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual will work...on a wide range of capital market developments and investment related topics including portfolio process and… more
    Aristotle Capital Management (06/13/25)
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  • Aladdin Client Experience, Associate /VP

    BlackRock (San Francisco, CA)
    …preeminent asset management firms and a premier 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
    BlackRock (07/22/25)
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