- CBRE (Los Angeles, CA)
- Investment Reporting Analyst Job ID 198508 Posted 08-Jan-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance ... a candidate's education, training, and experience. The minimum salary for the investment reporting analyst position is $70,000 annually and the maximum… more
- Lincoln Financial Group (Walnut Creek, CA)
- …**Requisition #:** 73997 **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing ... timely and accurate investment reporting for the General Account Invested...Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln… more
- Lumen (Sacramento, CA)
- …service providers and investment managers. Reporting to the Director of Investment Operations, the Analyst will be part of the Investment Operations ... the oversight of its own Board of Directors. CIM is looking for an Investment Operations Analyst with strong analytical, communication, and technology skills to… more
- CBRE (Los Angeles, CA)
- Senior Analyst , Indirect Private Real Estate - CBRE Investment Management Job ID 196461 Posted 16-Dec-2024 Service line REI Segment Role type Full-time Areas of ... United States of America **About the role** The Senior Analyst will work as a member of the America's...asset management of investments; and provide input for client reporting . **What you'll do** + Provides initial investment… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... National's lines of business with a strong focus on integrated and streamlined investment management governance programs. What you will do * Build and sustain… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team ... National's lines of business with a strong focus on integrated and streamlined investment management governance programs. What you will do * Build and sustain… more
- Lincoln Financial Group (Sacramento, CA)
- …Provides accounting information on fixed income for existing and developing investment strategies for compliance with accounting/ reporting regulations to ... Purpose of Job** This role will provide timely and accurate more complex investment and derivatives data and investment accounting for the General Account… more
- City National Bank (Irvine, CA)
- *CONTROL TESTING / REPORTING ANALYST 1LOD* WHAT IS THE OPPORTUNITY? The Centre of Excellence (CoE) is responsible for performing control testing for all of CNB's ... first line key controls. The 1LOD Control Testing/ Reporting Analyst is a key strategic and...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- Robert Half Accountemps (Redwood City, CA)
- …or related field, or equivalent experience. + Previous experience in an operations or reporting analyst role for 2+ years. Robert Half is the world's first ... Description We are seeking a detail-oriented and organized Operations Analyst / Reporting Specialist to join our...environment. Preferred Skills: + Experience in financial services or investment management. + Knowledge of tax reporting … more
- AECOM (Sacramento, CA)
- …to deliver a better world. Join us. **Job Description** **AECOM** is seeking a **Financial Analyst ( Reporting Analyst )** to be based in **Sacramento, CA** . ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- City and County of San Francisco (San Francisco, CA)
- …+ Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and moral ... investment managers, service providers, and colleagues to ensure compliance with investment policies and accurate reporting of investments. + Work closely… more
- Stanford University (Stanford, CA)
- …Post Date Nov 22, 2024 Requisition # 105304 **Trade & Cash Operations Analyst ** Stanford Management Company (SMC), the University's investment office,invests the ... Analyst , Trade & Cash Operations **Stanford Management Company,...complex financial instruments as well as security asset classes, investment processing, business protocol, and reporting standards.Experience… more
- City and County of San Francisco (San Francisco, CA)
- …of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of ... investment policies and practices. In accordance with the annual investment plan, the investment team deploys capital with the objective of enhancing the… more
- Highmark Health (Sacramento, CA)
- …Research and utilize technology improvements for trading execution, risk evaluation, and reporting on portfolio performance. + Provide investment expertise in ... skills + Working knowledge of Yield Book, Bloomberg or comparable investment tool **PREFERRED LICENSURE** Chartered Financial Analyst (CFA) designation… more
- Morgan Stanley (Menlo Park, CA)
- …Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private ... *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized… more
- CalSTRS (Sacramento, CA)
- …to research and review risk management of operational, performance, compliance, and reporting aspects of the investment strategic initiatives to ensure ... Job Posting: Investment Officer III, Strategic Initiatives State Teachers' Retirement...who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer I, Investment Operations State Teachers' Retirement System JC-460764 - Investment Officer I, Investment Operations ... CalSTRS Investments Branch is seeking an experienced individual to work asan Investment Officer I on theInvestment Operations team. Investment Operations… more
- CalSTRS (Sacramento, CA)
- Job Posting: Compliance Analyst State Teachers' Retirement System JC-462515 - Compliance Analyst ASSOCIATE GOVERNMENTAL PROGRAM ANALYST $5,855.00 - $7,327.00 ... is seeking a motivated individual to work as an Associate Governmental Program Analyst in the Compliance Unit. The Procurement Management Division serves as a… more
- Morgan Stanley (Palo Alto, CA)
- …such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Institutional Consulting Analyst is also ... licenses may be required * Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation… more
- City National Bank (Los Angeles, CA)
- …EXCELLENCE ANALYST PROGRAM (LEAP)* WHAT IS THE OPPORTUNITY? The Banking and Investment Services Leadership & Excellence Analyst Program (LEAP) is designed to ... be gained: * Cross-asset and cross-product investments * Management of real time risk, reporting , and escalation * High Profile and High Net Worth Client and Advisor… more