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Investment Analyst Jobs in California

46 jobs

Supports PCS client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with Regional Private Client Advisor team in business development and relationship management activities to support investment management prospects and clients. At this level, produces, interprets, and p...
Job Description: JOB DESCRIPTION: The Investment Analyst monitors, collects, analyzes, interprets, and evaluates financial, investment, and economic data. Evaluates potential investment opportunities, and interprets and evaluates the investment positions managed by outsourced firms. Required Qualifications:Bachelor’s Degree in Business Administration, Economics, Finance or related discipline.Prog...
ABD_RS AM - Retirement Services Investment Analyst POSITION SUMMARY This position is responsible to support the department with building investment analysis and the client’s 401(k) quarterly reviews. The position also entails working with directly with clients to support their 401(k) plans. GENERAL INFORMATION: This position is a hourly, non-exempt and full-time role. This position is located...
Job Description: Overview: -Works with brokers to confirm fixed income trade details on the phone and electronically (e.g., security price, settlement date, settlement details, etc.)-Processes fixed income trades into the Client's accounting systems and sends settlement instructions to custodian banks-Makes adjustments to trade financials based on internal processing requirements as needed (e.g.,...
At ABD we’ve built something special; an innovative company with a fulfilling and award-winning culture based on the core tenants of Work, Love and Play. Work: ABD is a team of advisors providing industry-leading services in 401(k) plan consulting, insurance, risk management, employee benefits to our clients so they can focus on building success. The Retirement Services team provides 401(k) inves...
DescriptionPosition Summary This Investment Associate Trainee is a training program to develop and prepare candidates to further develop and service the FA Team's client base. The Trainee role allows IA to become fully license and require the appropriate designations before taking on the full IA Analyst role. This position operates in a marketing and sales development role by implementing and exec...
Position Summary This Investment Associate Trainee is a training program to develop and prepare candidates to further develop and service the FA Team's client base. The Trainee role allows IA to become fully license and require the appropriate designations before taking on the full IA Analyst role. This position operates in a marketing and sales development role by implementing and executing the O...
Position Summary This is a firm paid, salaried, exempt position on the Financial Advisor Team to further develop and service their client base. This position operates in a marketing and sales development role by implementing and executing the Optimal Practice Model (OPM). Specific accountabilities for the role may vary depending on the team practice. Performance is measured by the FA or FA team th...
Summary: The Research Analyst is a member of the Public Markets Manager Research Team, the group within the Company that performs due diligence on equity, fixed income, and hedge fund managers. The primary responsibility of the analyst is to research and analyze fixed income investment managers. The individual will work with the firm’s consultants and other investment professionals and provide in...
An Investment Analyst works directly with consultants to provide investment consulting services to clients. The Analyst is responsible for managing the reporting process for assigned clients, establishing and maintaining knowledge of a broad range of investments and managers, and providing investment and economic research to the company’s consultants. The Analyst position is an intermediate-level...
Position Overview Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the ...
Description Position Overview Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to...
Supports PCS client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with Regional Private Client Advisor team in business development and relationship management activities to support investment management prospects and clients. At this level, produces, interprets, and p...
This position is responsible for assisting with the underwriting and due diligence process for all acquisitions, dispositions, and rehab of multi-family real estate. The Senior Investment Analyst is also charged with maximizing the value of assigned multi-family properties to maximize the return on investment of the real estate assets. JOB QUALIFICATIONS REQUIREMENTS: Bachelors Degree in Real Es...
We are seeking an entry level Investment Analyst / Associate (Pre-MBA) in our Venture Capital practice. The Associate will work closely with the Managing Director and Portfolio Managers to assist with due diligence of potential private market investment opportunities, financial modeling, portfolio monitoring and evaluation. The ideal candidate will have an interest in learning the venture capital...
Company Pacific Gas and Electric Company, a subsidiary of PG&E Corporation (NYSE:PCG), is one of the largest combined natural gas and electric utilities in the United States. Based in San Francisco, with 20,000 employees, the company delivers some of the nation's cleanest energy to 15 million people in Northern and Central California. Pacific Gas and Electric Company is an Affirmative Action and...
Company Pacific Gas and Electric Company, a subsidiary of PG&E Corporation (NYSE:PCG), is one of the largest combined natural gas and electric utilities in the United States. Based in San Francisco, with 20,000 employees, the company delivers some of the nation's cleanest energy to 15 million people in Northern and Central California. Pacific Gas and Electric Company is an Affirmative Action and...
New York Life is seeking Bilingual professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Korean community, we are looking for people fluent in English and Korean with a great drive to succeed, the passion to make a difference and the desire to love what they do...
New York Life is seeking Bilingual professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Korean community, we are looking for people fluent in English and Korean with a great drive to succeed, the passion to make a difference and the desire to love what they do...
New York Life is seeking Bilingual professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Korean community, we are looking for people fluent in English and Korean with a great drive to succeed, the passion to make a difference and the desire to love what they do...