- BMO Financial Group (Palo Alto, CA)
- **ROLE MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… more
- Raymond James Financial, Inc. (San Diego, CA)
- **Job Description** **Responsibilities:** Research , implement, utilize, and troubleshoot quantitative models and tools. Evaluate potential trades. Document rationale ... monthly or quarterly sales/market/client service materials. Assist other members of investment team in creating and checking trades Perform other duties and… more
- Lincoln Financial Group (Walnut Creek, CA)
- …#:** 73997 **General Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing timely and ... research , analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment operations...a Glance** We are excited to bring on an Investment Accounting Analyst to support the … more
- MUFG (Los Angeles, CA)
- …A member of our recruitment team will provide more details. **Intrepid 2026 Investment Banking Summer Analyst Program, Los Angeles, CA** **Job Description** ... of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- MUFG (San Francisco, CA)
- …for our US Corporate Banking - Healthcare Industry team._ **2025 Corporate, Investment Banking & Markets (CIBM) Summer Analyst Program** Location: New ... and superior product knowledge. **Our Program** **On-the-Job Experience:** Our 10-week Corporate, Investment Banking & Markets (CIB&M) Summer Analyst Program is… more
- MUFG (Los Angeles, CA)
- …of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... member of our recruitment team will provide more details. **Job Description** Intrepid Investment Bankers is seeking to hire talented professionals for its Summer … more
- Lincoln Financial Group (Sacramento, CA)
- …Purpose of Job** This role will provide timely and accurate more complex investment and derivatives data and investment accounting for the General Account ... and Tax basis. They will be responsible to perform more complex securities research , analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) … more
- MUFG (Los Angeles, CA)
- …of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to ... of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire...nationally and seeking to hire a talented M&A Sell-side Analyst to join the Software & Services Team in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering with an outstanding investment firm in search of a Senior Tax Analyst . This role presents a remarkable opportunity to join a vibrant team within a ... with external accounting, tax, and legal firms. + Conduct research and analysis on investor tax inquiries, providing appropriate...including ASC 740 (formerly FIN 48) analysis. + Conduct research and analysis on tax law changes affecting the… more
- S&P Global (CA)
- …West Coast, but can be a virtual team member in-country. Join our Data, AI, and Analytics research practice as a Senior Analyst and become a key player in a team ... This research practice is part of a larger ecosystem of expert industry analyst teams ('451 Research ') that has been leading the market for over twenty… more
- Nuveen Investments (San Francisco, CA)
- …Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments, Investment Research /Analysis, Investments, Market/Industry Dynamics, Research ... Nuveen Investment 's Leveraged Finance team is seeking to hire an analyst to evaluate the full capital structure of convertible bond issuers, the majority of whom… 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 ... portfolio in accordance with the Strategic Plan. + Perform research on investment trends affecting global markets...or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree… 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,...substantially all of the University's investable endowment assets. The investment portfoliois designed with the dual goals ofpreserving the… more
- City and County of San Francisco (San Francisco, CA)
- …contingency plans and risk mitigation actions for stressed market environments; * Research , design, and implement innovative investment strategies that are ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...of SFERS. The incumbent will perform difficult and complex research as well as due diligence work involving knowledge… more
- Highmark Health (Sacramento, CA)
- …Organization and its subsidiary companies. The incumbent will evaluate trade ideas, conduct investment research on investment credit sectors and make ... bond portfolios. + Perform duties that support the liquidity management of the investment portfolios. + Research and utilize technology improvements for trading… more
- Forrester (San Francisco, CA)
- …of experience in a mix of roles as a director-level and above practitioner, consultant, or research analyst in technology or in a role within a business PMO. + ... be bold at work. Join us and build an extraordinary future. **About This Role:** Forrester Research is seeking a Principal Analyst to be a critical member of the… more
- Morgan Stanley (Menlo Park, CA)
- …orders in Brokerage and Advisory accounts * Assists clients with market and stock research * Develops Statement of Investment Policy Statements for clients in ... *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact...of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor… 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 ... orders in Brokerage and Advisory accounts * Assists clients with market and stock research * Develops Statement of Investment Policy Statements for clients in… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Strategic Initiatives State Teachers' Retirement System JC-462417 - Investment Officer III, Strategic Initiatives ... is seeking an experienced individual to work as an Investment Officer III on the Investment Services...to staff and management. The incumbent works independently to research and review risk management of operational, performance, compliance,… 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