- Aristotle Capital Management (Los Angeles, CA)
- …a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory ... help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and… more
- Deloitte (Los Angeles, CA)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Sr Manager in this group, ... in accounting, finance, MIS, or related field required + Practical knowledge in fixed income financial products, income tax principles, debt instruments… more
- City National Bank (Los Angeles, CA)
- …sales of a broad range of investments, with a particular emphasis on taxable and tax-exempt fixed income securities as well as equity and fixed income ... degree of investment knowledge as well as a strong understanding of compliance and regulatory issues. Communicate effectively with clients and Bank colleagues in… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY?** Provides comprehensive credit risk assessment of an assigned portfolio 's credit quality, credit processes, risk concentrations and risk management ... practices through evaluating, monitoring and reporting on the credit portfolio . Performs ongoing credit risk monitoring and credit testing/reviews to ascertain the… more
- City National Bank (Woodland Hills, CA)
- …all required account documentation is collected and completed. + For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... adjustments or actions that should be taken. + Client Portfolio Review and Management + For Managed Solutions, structure...review materials at client meetings. + Risk Management and Compliance + Keep current on client's financial information while… more
- UCLA Health (Los Angeles, CA)
- …comprehensive, high-quality health care to people in need regardless of their income , insurance or immigration status. The organization has more than 500 staff ... Accounting and will oversee the Organization's accounting for its robust portfolio of contracts and grants. After completing training/probation, this position offers… more
- JPMorgan Chase (Los Angeles, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client… more
- Lincoln Financial Group (Los Angeles, CA)
- …footnotes, general interrogatories etc.). * You will provide accounting information on fixed income and other investments for existing and developing investment ... strategies for compliance with accounting/reporting regulations. * You will resolve discrepancies...and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. * You will… more