- TIAA (San Francisco, CA)
- ** Investment Management ** The Manager , Investment Management works independently to provide complex analytical support to the investment team. ... Skills, Asset/ Investment Modeling, Communication, Critical Thinking, Detail-Oriented, Endowments, Investment Management , Investment Reporting Oversight, … more
- Deloitte (Sacramento, CA)
- Manager , Industry Solutions, Investment Management , Aladdin What we do Join our AI & Engineering team in transforming technology platforms, driving ... Qualifications + Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of experience in translating requirements… more
- CalSTRS (Sacramento, CA)
- …Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or ... Job Posting: Investment Director, Risk Mitigating Strategies State Teachers' Retirement...will possess the following skills: + Knowledge of risk management within investments + Experience analyzing and advising regarding… more
- CalSTRS (Sacramento, CA)
- …Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or ... Job Posting: Senior Portfolio Manager State Teachers' Retirement System JC-481946 - Senior Portfolio Manager SENIOR PORTFOLIO MANAGER $18,334.00 - $28,334.00… more
- Deloitte (San Francisco, CA)
- …Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31,… more
- Wells Fargo (Winchester, CA)
- **About this role:** Wells Fargo is seeking a **Market Sales Manager ** in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a ... asset flows and fostering liability growth. The Market Sales Manager will have a proven ability to partner with...to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more about… more
- Wells Fargo (El Segundo, CA)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- City and County of San Francisco (San Francisco, CA)
- …meeting notes and other investment documents. + Responsible for cash management related to external manager accounts, and other operational and monitoring ... risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums,… more
- Mendocino County Sheriff's Office (Ukiah, CA)
- …analytical, planning and administrative duties in support of accounting, cash management , investment and debt issuance activities in the ... + Investment categories and transactions, asset allocation and financial management procedures and practices. + Modern portfolio theory and application. + Risk… more
- Lincoln Financial (Sacramento, CA)
- …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + ... excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment ...Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and… more
- City and County of San Francisco (San Francisco, CA)
- …accounting, statistics, or similar field; AND Experience: Three (3) years of investment experience with an investment management firm, pension ... + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management , Economics or similar field, or possession of the… more
- CalSTRS (Sacramento, CA)
- …defined contributions. Under the general supervision of the Financial Accountant IV ( Investment Accounting Manager ), the Financial Accountant II (FA II) performs ... Job Posting: Investment Accountant II State Teachers' Retirement System JC-480900...one of the best places to work in money management eight times by Pensions & Investments magazine, we… more
- Bank of America (Los Angeles, CA)
- Director, Investment Banker Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **RESPONSIBILITIES** **:** + Lead and support the origination and execution of investment banking transaction mandates for private equity and corporate clients in a… more
- Bank of America (Palo Alto, CA)
- Vice President, Investment Banker Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Responsibilities:** + Support the origination and execution of investment banking transaction mandates for clients in the semiconductor and semiconductor… more
- City National Bank (Los Angeles, CA)
- …OVERSIGHT PROGRAM MANAGER * WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the ... advisory and oversight, with a particular focus on strengthening operational risk management efforts to support decision-making.The ORBO manager will lead a… more
- Bank of America (Newport Beach, CA)
- Credit Executive, Global Wealth & Investment Management Newport Beach, California;Los Angeles, California; San Diego, California **Job Description:** At Bank of ... Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Wells Fargo (San Francisco, CA)
- About this role: The Manager , Agreement Support Team is a new role responsible for providing daily oversight of the newly combined Negotiation Support Team and ... Team to ensure efficiency and a high-quality work product. In addition, the manager is responsible for helping to drive process and system improvements for the… more
- Stanford University (Stanford, CA)
- Investment Tax Accountant **Business Affairs: Financial Management Services (FMS), Redwood City, California, United States** Finance Post Date Jun 03, 2025 ... services, and support for the benefit of the university community. Financial Management Services (FMS), a department within Business Affairs, is responsible for… more
- BMO Financial Group (San Francisco, CA)
- Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product and ... regular and ad-hoc reports, and dashboards. + Supports change management of varying scope and type; tasks typically focused...referring non-routine issues to more senior team members and/or manager . + May function as a problem-solving resource for… more