Investment Counselor Portfolio Manager

Investment Counselor Portfolio ManagerPasadena, CA - Onsite $150k-$200k (DOE)An investment counselor provides financial guidance to clients to help them achieve their investment goals and grow their wealth. Key duties typically include:Client Consultations: Meeting with clients to understand their financial goals, risk tolerance, and investment...

Investment Counselor Portfolio ManagerPasadena, CA - Onsite $150k-$200k (DOE)An investment counselor provides financial guidance to clients to help them achieve their investment goals and grow their wealth. Key duties typically include:Client Consultations: Meeting with clients to understand their financial goals, risk tolerance, and investment...

Job Title: Portfolio Associate: Investment Research Professional">About Us:At Signature Estate & Investment Advisors, LLC, we are committed to providing exceptional investment research and analysis services to our clients. Our team of experienced professionals is dedicated to delivering high-quality results and exceeding client expectations.">Job...

Company OverviewWe are a leading institutional investment consulting firm dedicated to providing research-driven investment solutions to our clients. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios.Our MissionAt Verus, we strive to be the driving force that empowers our clients to...

Job DescriptionCentury Group is seeking a skilled Portfolio Analyst to join our team. The successful candidate will work closely with our Investment Team to deliver high-quality analyses and reports.Key Responsibilities:Deliver in-depth analyses and reports to the Investment Team, clients, and stakeholders.Coordinate the aggregation of data from various...

Job Title: Portfolio Management TraderAbout Us:Apollo Global Management is a leading alternative investment manager, dedicated to providing clients with excess return at every point along the risk-reward spectrum from investment grade to private equity. With a focus on three investing strategies: yield, hybrid, and equity, our team seeks to deliver...

Job SummaryWe are seeking a highly skilled Portfolio Operations Associate to join our team at Recruiting Resources, Inc. in Los Angeles, CA.About the RoleThe successful candidate will be responsible for the initial set up and ongoing maintenance of investment portfolios in our systems, working closely with the Director of Portfolio Control and Onboarding in...

Senior Investment Officer - Private Equity OpportunityThe Senior Investment Officer is responsible for overseeing the management of a primary asset class or cross-asset category initiative, encompassing risk management, asset allocation, performance reporting, and corporate governance.This leadership role provides strategic direction to staff members...

About the Role:We are seeking a highly skilled Strategic Portfolio Manager to join our team in Los Angeles, CA.Overview:As a key member of our Wealth Management business, you will be responsible for serving as the central point of contact for clients' investment needs and providing strategic advice on their overall investment portfolio. Your primary goal...

Achieving Excellence in Investment Portfolio ManagementAt Aristotle Capital Management, LLC, we are dedicated to providing exceptional investment portfolio management services to our clients. As a leading investment management organization with offices in Los Angeles and Newport Beach, we strive to deliver high-quality results through active portfolio...

Panda Restaurant Group is seeking a skilled Investment Manager to join their Capital Partners team. As an Investment Manager, you will play a crucial role in making and managing direct and indirect private equity, private debt, and venture capital investment decisions across various sectors.Key Responsibilities:Conduct financial due diligence on potential...

Job OverviewRexford Industrial Realty, Inc., a leading industrial real estate investment and management company, is seeking a Strategic Portfolio Analyst to join its Asset Management Department. As a key contributor to the company's growth, this role will play a crucial part in evaluating financial opportunities, supporting strategic planning, and...

OverviewRexford Industrial Realty, Inc. is a leading industrial real estate investment and management company operating a $13 Billion portfolio.The Asset Manager role is crucial in overseeing the performance of our industrial property portfolio, developing strategies to enhance value, increase operational efficiency, and facilitate collaboration between...

JOB TITLE: Portfolio Associate EMPLOYER: Signature Estate and Investment Advisors (Optional)DEPARTMENT: ResearchREPORTS TO: Senior Investment Strategist EFFECTIVE DATE: 5/1/2020 SUMMARY: This position is responsible for supporting the daily operations of research and sales.DUTIES AND RESPONSIBILITIES:• Assist with new client proposals and investment...

JOB TITLE: Portfolio Associate EMPLOYER: Signature Estate and Investment Advisors (Optional)DEPARTMENT: ResearchREPORTS TO: Senior Investment Strategist EFFECTIVE DATE: 5/1/2020 SUMMARY: This position is responsible for supporting the daily operations of research and sales.DUTIES AND RESPONSIBILITIES:• Assist with new client proposals and investment...

Job OverviewSchwab Wealth Advisory is seeking a highly skilled Strategic Portfolio Manager to join our team. This role offers a unique opportunity to work with clients in the financial services industry, helping them achieve their goals and manage complex portfolios.About the RoleThis position involves working directly with clients, providing personalized...

Job description · Our client is an investment firm with over $3B AUM. They seek to hire an Investment Analyst to cover the entire credit spectrum across a variety of different types of investments, co-investments, direct investments, and fund investments. Responsibilities · Working with the team to source and diligence prospective investments within the...

Job OverviewSelby Jennings is a leading global recruitment organization focused on servicing the financial industry.We are currently partnering with a highly regarded Lower-Middle-Market Private Equity firm to find a seasoned Private Equity Investment Manager based in Los Angeles, California. The ideal candidate will have experience in deal sourcing,...

**About the Role**We are seeking an experienced Investment Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships.As a key member of our team, you will provide specialized support in areas such as Business Development, Wealth Planning, Investment Management, or Business Management.You will spend...

About the RoleWe are seeking a highly motivated Investment Accounting Manager to join our team at Consultative Search Group.Duties and ResponsibilitiesMaintain accurate and complete financial records for open-end funds and separate accounts.Analyze financial data to identify trends and areas for improvement.Develop and implement process improvements to...