- City and County of San Francisco (San Francisco, CA)
- …seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative ... Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment ... management experience at a position equivalent to an Investment Officer or higher with an … more
- Morgan Stanley (Menlo Park, CA)
- …on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment ... plays a critical role in helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic...Director of Investments is responsible for the development of asset allocation models and the oversight of… more
- City National Bank (San Francisco, CA)
- … (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset ... and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and… more
- Morgan Stanley (Menlo Park, CA)
- …trends. *DUTIES and RESPONSIBILITIES:* *Portfolio Management & Business Development:* * Makes asset allocation recommendations to the team and sets up the ... Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director… more
- Morgan Stanley (Menlo Park, CA)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth… more
- Morgan Stanley (Menlo Park, CA)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor /… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients, entrepreneurs, and family offices. Their comprehensive services range from asset allocation and portfolio management to customized wealth management, ... this opportunity. Our client is a respected independent registered investment advisor (RIA) firm that specializes in tailored ...Requirements + 3+ years of experience as a Compliance Manager/ Officer at an RIA. + Strong experience with regulatory… more