- City National Bank (Beverly Hills, CA)
- * PORTFOLIO ANALYST FIXED INCOME* *WHAT IS THE OPPORTUNITY?* The Portfolio Analyst -Fixed Income supports the Senior Fixed Income Portfolio Managers in ... charts. * Monitor client portfolios and provide relevant information to the portfolio managers. * Gather, analyze and report investment performance and… more
- PennyMac (Westlake Village, CA)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Portfolio Investments Analyst will conduct extensive analysis using ... Portfolio Strategy, Credit, Treasury, Servicing, Accounting, Investor Accounting, etc.). The Portfolio Investments Analyst will: + Run loan-level… more
- Adecco US, Inc. (Santa Ana, CA)
- …is currently assisting one of its clients in their search for an **Accounting Analyst in Santa Ana, CA!** Pay rate: $32.14/hr Shift availability: Mon - Fri, 8a-5p ... wiring, and investing of funds . Journalize and reconcile daily cash and investment activity . Communicate with Operations Group to manage bond and loan settlements… more
- Publicis Groupe (Burbank, CA)
- …day-to-day account needs across various brands as well as for the business units and portfolio . The Analyst will support the VP and Ad of Operations, as well ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...value for our people, our capabilities, and our media investments for some of the world's leading brands. **Overview**… more
- Omnicell (Milpitas, CA)
- …Marketing, Finance, and Sales + Analyze roadmaps against enterprise strategy, investments against predetermined strategic priorities to develop portfolio ... team, you will be responsible for analyzing the product and services portfolio as a whole, including combined performance across different lines of business… more
- CalSTRS (Sacramento, CA)
- … Portfolio Manager, the Associate Portfolio Manager - Direct Investments will participate in co- investment underwriting (primary and secondary), assist in ... Job Posting: Associate Portfolio Manager, Direct Investments State Teachers'...certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM),… more
- MetLife (Fresno, CA)
- …www.metlife.com/ investments to learn more. MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the… 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 ... Investment Team working collaboratively on the execution of investments within the Region. The role is to support...reviews for programmatic ventures. + Works with the Global Portfolio Management team providing key investment updates,… more
- 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** **party ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… 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 ... a Glance** We are excited to bring on an Investment Accounting Analyst to support the ...will provide accounting information on fixed income and other investments for existing and developing investment strategies… more
- Lumen (Sacramento, CA)
- …the oversight of its own Board of Directors. CIM is looking for an Investment Operations Analyst with strong analytical, communication, and technology skills to ... investment managers. Reporting to the Director of Investment Operations, the Analyst will be part...with asset managers to facilitate operational requirements and provide portfolio management and performance updates. + Collaborate with the… 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 ... analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and initiatives.… more
- Highmark Health (Sacramento, CA)
- …quantitative models, analytics and execute the implementation of the strategies by the Investment Portfolio Director. Execute trades and investment strategy ... credit sectors and make recommendations for cross sector investments into the portfolio . The incumbent must...+ Working knowledge of Yield Book, Bloomberg or comparable investment tool **PREFERRED LICENSURE** Chartered Financial Analyst … more
- Raymond James Financial, Inc. (San Diego, CA)
- …to support investment process, especially for non-US equities. * Utilizing portfolio construction tools such as Axioma or Barra. * Doing in-depth company and/or ... monthly or quarterly sales/market/client service materials. Assist other members of investment team in creating and checking trades Perform other duties and… more
- 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 ... + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and moral… more
- CalSTRS (Sacramento, CA)
- …and management, assists with overseeing the operational complexities in managing the CalSTRS' Investment Portfolio and performs a wide range of analytical and ... provides operational services and oversight across all asset classes of the Investments Branch. This includes pre-settlement and post-trade portfolio controls,… more
- City and County of San Francisco (San Francisco, CA)
- …Source investments opportunities, conduct thorough due diligence and model portfolio construction, and review and negotiate investment management agreements; ... with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment… more
- K1 (Manhattan Beach, CA)
- Position Summary: *Fall 2025 Start Date* K1 is seeking a Private Equity Analyst to join the expanding Investment team for our office located in Manhattan Beach, ... Banking. Key Responsibilities: + As a private equity analyst , you will be the tip of the spear,...of the spear, leading our efforts to evaluate new investments and identify key investment levers to… more
- Morgan Stanley (Menlo Park, CA)
- …other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment ... *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact...in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance,… more
- Morgan Stanley (Menlo Park, CA)
- …other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment ... Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private… more