• Manager , Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new...short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to… more
    Atria Wealth Solutions (05/15/25)
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  • Manager , Investment

    Publicis Groupe (El Segundo, CA)
    …attention, to care more about our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a startup with the powerhouse soul ... best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing… more
    Publicis Groupe (08/07/25)
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  • Investment Officer III, Private Asset…

    CalSTRS (Sacramento, CA)
    …an Investment Officer III on the Investment Operations team. Investment Operations provides operational services and oversight across all asset classes ... risk. Under the general direction of the Associate Portfolio Manager , the Investment Officer III provides high-level...of on-site amenities to our team members, including two full- service cafes, two free fitness centers, a bicycle rental… more
    CalSTRS (08/08/25)
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  • Regulatory GAAP & Statutory Investment

    Lincoln Financial (Sacramento, CA)
    …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + ... a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team.… more
    Lincoln Financial (08/08/25)
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  • Investment Officer, Real Estate

    CalSTRS (Sacramento, CA)
    …across property types globally. Under the general direction of the Associate Portfolio Manager , the Investment Officer III, provides investment expertise to ... Job Posting: Investment Officer, Real Estate State Teachers' Retirement System...of on-site amenities to our team members, including two full- service cafes, two free fitness centers, a bicycle rental… more
    CalSTRS (08/08/25)
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  • Investment Officer - Public Markets - Fixed…

    City and County of San Francisco (San Francisco, CA)
    …risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums, ... for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public… more
    City and County of San Francisco (06/25/25)
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  • Wealth Management, Senior Alternative…

    JPMorgan Chase (Los Angeles, CA)
    investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... 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
    JPMorgan Chase (08/02/25)
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  • Investment Analyst -Healthcare Accelerator

    Cedars-Sinai (CA)
    …of the diligence process. Builds and maintains a research database of prospective investment manager relationships, including an active investment pipeline ... evolved Accelerator+ initiative, we are seeking a new additional investment team member to join our team. The ...both the asset class level and the individual firm, manager , or opportunity level. Primary Duties and Responsibilities Works… more
    Cedars-Sinai (08/02/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (San Rafael, CA)
    …for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
    Raymond James Financial, Inc. (07/30/25)
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  • Tax Manager - Real Estate

    Deloitte (San Francisco, CA)
    …yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May ... in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real… more
    Deloitte (05/22/25)
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