Senior Portfolio Compliance Analyst

3 weeks ago


San Mateo, United States Franklin Templeton Investments Full time

At Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering ma Compliance Analyst, Portfolio, Compliance, Analyst, Senior, Monitoring, Technology



  • San Diego, United States Goal Structured Solutions Full time

    Job Description: The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team. This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external project stakeholders, and guiding less experienced data analysts. The Senior...


  • San Mateo, United States Snowflake Computing Full time

    Build the future of data. Join the Snowflake team. The Snowflake Global HR Compliance Team is expanding, and we're looking for a Senior HR Compliance Analyst to join us in scaling our program to meet the demands of a growing business. This role will report into the Senior Manager of Global HR Compliance and will have compliance related duties and...

  • Compliance Analyst

    4 days ago


    San Mateo, United States Checkbook Full time

    About Us: There's been a persistent problem that's remained unsolved for decades: most major payment systems, including digital wallets, require both the payer and the payee to onboard before they can transact. But what if there was a way to send digital payments without the need for the recipient to go through a cumbersome onboarding process? That's exactly...

  • Portfolio Analyst

    3 days ago


    San Diego, United States Axos Bank Full time

    Axos Bank Target Range: $25.00/Hr. - $29.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% - These discretionary...

  • Portfolio Analyst

    4 weeks ago


    San Francisco, United States Evolve Talent Partners Full time

    Job DescriptionJob DescriptionPortfolio AnalystWealth Management FirmSan Francisco, CaliforniaEstablished wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of direct experience and possess a deep understanding of investment strategies. Strong attention...

  • Portfolio Analyst

    4 days ago


    San Diego, United States axosbank.com Full time

    Axos Bank Target Range: $25.00/Hr. - $29.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary...


  • San Francisco, United States Dodge & Cox Full time

    The Client Portfolio Analyst plays an important role in Dodge & Cox's broader client service effort by working closely with members of the investment and client services teams to help craft client messaging, create and maintain client exhibits, and produce custom reports and commentary. This Client Portfolio Analyst will join a team and be responsible for...


  • San Francisco, United States Dodge & Cox Full time

    The Client Portfolio Analyst plays an important role in Dodge & Cox's broader client service effort by working closely with members of the investment and client services teams to help craft client messaging, create and maintain client exhibits, and produce custom reports and commentary. This Client Portfolio Analyst will join a team and be responsible for...

  • Compliance Analyst

    4 weeks ago


    San Francisco, United States Paymentwall Full time

    We are looking for a Compliance Analyst to join our team in San Francisco. This role is a great opportunity for candidates looking to have hands-on experience working in a licensed fintech company. As a Compliance Analyst, you'll be working with our global compliance team and play a pivotal role in ensuring regulatory compliance and operational excellence....


  • San Mateo, United States Snowflake Full time

    Build the future of data. Join the Snowflake team. Snowflake is seeking a Senior Revenue Analyst to join our rapidly growing company within our Revenue Operations team. As a member of the Revenue team, you will have exposure to a wide range of business activities including partnering cross-functionally with groups like Deal Desk & FP&A, working on OTC...


  • San Diego, United States Insurance Company of the West Full time

    Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create...


  • San Mateo, United States Snowflake Computing Full time

    Build the future of data. Join the Snowflake team. Snowflake is seeking a Senior Revenue Analyst to join our rapidly growing company within our Revenue Operations team. As a member of the Revenue team, you will have exposure to a wide range of business activities including partnering cross-functionally withgroups like DealDesk & FP&A, working on OTC (order...


  • San Francisco, United States University of California Full time

    Financial Portfolio Analyst Psych-LPPI-ACAF Full Time 77982BR Job Summary The Financial Portfolio Post Award Analyst is a critical member of the Department of Psychiatry and Behavioral Sciences (DPBS) Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators...


  • San Ramon, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Senior Portfolio Manager will implement MAI’s investment strategy for high-net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.MAJOR DUTIES AND RESPONSIBILITIESFrequent contact with clients through in person meetings, phone...


  • San Mateo, United States F1104 Franklin Advisers, Inc. Full time

    At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment...


  • San Francisco, United States Lincoln International Full time

    Lincoln International is seeking Analysts to join our rapidly growing Valuations & Opinions Group (VOG). Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, are excited to g Valuation, Analyst, Portfolio, Experience, Research Analyst, International, Business Services


  • San Francisco, United States Dodge & Cox Full time

    Dodge & Cox is seeking an experienced Investment Adviser/Investment Company compliance professional. The Investment Compliance Analyst will assist in the implementation and maintenance of the system used to monitor client investment guidelines and restrictions and will report directly to the Head of Investment Compliance. The successful candidate will...


  • San Francisco, United States Dodge & Cox Full time

    Dodge & Cox is seeking an experienced Investment Adviser/Investment Company compliance professional. The Investment Compliance Analyst will assist in the implementation and maintenance of the system used to monitor client investment guidelines and restrictions and will report directly to the Head of Investment Compliance. The successful candidate will...

  • Senior Analyst

    3 days ago


    San Diego, United States ColRich Full time

    Our Story: From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring which we call “ColRich Thrive.” Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting...

  • Compliance Analyst

    2 weeks ago


    San Antonio, United States City of San Antonio Texas Full time

    Under general supervision, assists in planning, organizing, directing, investigating and assessing contract compliance. Provides assistance in performing project steps and procedures to establish and maintain contract and/or grant compliance by both Compliance Analyst, Compliance, Analyst, Accounting, Monitoring, Technology