Investment Management Sales
7 months ago
We have a current opportunity for an external sales professional at a leading asset manager in the bay area. The position will be full time and in-person. This is an urgent search, further information about this position please apply todayResponsibilities- Involvement in sales, relationship management and marketing efforts - Develop relationships with existing and prospective investment advisors/banks/broker dealers across the US - Research and identify sales strategies for specific client types and develop strategies for competitive engagement- Stay abreast of industry trendsRequirements- Experience in B2B sales and cold calling at an asset manager or tech firm- Self driven, passionate about sales and open to travel on a monthly basis - Understanding of traditional investment strategies with excellent verbal and written communication skillsDiscipline(s): Investment ManagementJob type: Permanent
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Investment Analyst
2 months ago
San Francisco, United States Community Investment Management Full timeCommunity Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...
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Investment Analyst
2 weeks ago
San Francisco, United States Community Investment Management Full timeCommunity Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...
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Senior Investment Strategist
3 days ago
San Francisco, California, United States Community Investment Management Full timeCommunity Investment Management (CIM) is a global institutional impact investment manager providing strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers worldwide.About UsCIM aims to advance financial inclusion by partnering with select tech-enabled lending partners, improve financial health, and drive...
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Private Equity Investment Sales Associate
2 weeks ago
San Jose, United States Paulson Investment Company, LLC Full timePaulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our...
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Investment Portfolio Manager
24 hours ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePrivate Equity Investment LeaderWe are seeking an experienced investment professional to lead the management of LACERA's private equity portfolio. The successful candidate will be responsible for making informed investment decisions, ensuring optimal portfolio performance, and overseeing the activities of staff members.About UsThe Association of Asian...
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Investment Portfolio Manager
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeJob SummaryWe are seeking a highly skilled Investment Associate to join our team at Bivium Capital Partners. This role will be responsible for managing and developing all aspects of reporting compliance with regulatory bodies, as well as assisting in operational aspects of client service and finance.About UsBivium Capital Partners is a boutique investment...
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Strategic Investment Portfolio Manager
5 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeSenior Investment OfficerThe Senior Investment Officer oversees the management of a key asset class or cross-asset category initiative, including risk management, asset allocation, performance reporting, and corporate governance. They provide direction to staff who assist in managing these categories.Our OrganizationThe Los Angeles County Employees...
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Director, ETF Sales
2 months ago
San Francisco, United States Virtus Investment Partners Full timeOur employees are our most valuable asset.Job DescriptionVirtus ETF Solutions (VES), an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform, providing investors access to differentiated investment capabilities from select subadvisors. We are seeking a Director, ETF Sales who will be responsible for expanding our exchange traded...
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San Francisco, United States The Association of Asian American Investment Managers Full timeCalSTRS Investments: Investment Officer I, Investment OperationsThe CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Investment Operations team.Investment Operations provides operational services and oversight across all asset classes of the Investments Branch. This includes pre-settlement and...
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Investment Operations Manager
2 weeks ago
San Francisco, United States MarketX Ventures Full timeLead the financial and operational team responsible for investor reporting, compliance with the fund agreements, management and financial reporting, performance measurement, and financial analysis. The role will include high levels of interaction with investors, as well as colleagues across the firm (investment research, operations, technology, sales,...
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San Francisco, California, United States The Association of Asian American Investment Managers Full timeInvestment Officer I, Investment OperationsThe Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Investment Operations team.This team provides operational services and oversight across all asset classes. This includes pre-settlement and post-trade portfolio controls, trade and cash flow management, portfolio...
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Senior Investment Manager
5 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeAs a seasoned investment professional, you will join the esteemed team at The Association of Asian American Investment Managers as a Senior Investment Manager - Global Equities.Job SummaryWe are seeking an exceptional individual to oversee the evaluation and management of externally managed equity portfolios. Your expertise in global equities will be...
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San Francisco, California, United States The Association of Asian American Investment Managers Full timeThe Association of Asian American Investment Managers seeks an experienced investment professional to serve as Associate Portfolio Manager on the Global Equity team.Global Equity is a significant asset class, dedicated to maximizing risk-adjusted returns. The team manages a substantial portion of the portfolio in passive index strategies across various...
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San Francisco, United States Federal Management System, Inc. Full timeCarmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Associate, Asset Management/Investments in our San Francisco Regional Office Summary The Associate position’s primary objective is to evaluate new...
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Manager, Sales Strategy
7 days ago
San Francisco, United States Coatue Management L.L.C. Full timeSLSQ425R951As a Manager, Sales Strategy you will support Databricks’ rapidly growing AMER Enterprise sales teams. You will manage the development of processes used to track forecasting, pipeline, team performance, capacity and territory planning, and strategic projects. You will report to the AMER Enterprise Senior Director, Sales Strategy.The impact you...
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San Francisco, United States The Association of Asian American Investment Managers Full timeThe CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager on the Private Equity team. Established in 1988, CalSTRS Private Equity program invests globally in partnerships, separate accounts, general partner interests, secondary interests, and co-investments. Investments include buyouts, growth equity,...
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San Francisco, United States The Association of Asian American Investment Managers Full timeCalSTRS – Investment Officer I, Investment OperationsThe CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I on the Investment Operations team.Investment Operations provides operational services and oversight across all asset classes of the Investments Branch. This includes pre-settlement and post-trade...
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San Francisco, United States The Association of Asian American Investment Managers Full timeCalSTRS – Investment Officer I, Investment PerformanceThe CalSTRS Investments Branch is seeking a motivated individual to work as an Investment Officer I on the Investment Performance Team.CalSTRS Investment Performance unit ensures data accuracy through a robust examination, resulting in comprehensive performance reporting and analytics. We provide...
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Investment Manager, West Coast
3 weeks ago
San Francisco, California, United States Hamilton Lane Full timeOverviewHamliton Lane is a global investment management firm built on collaboration, teamwork and integrity. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive.Salary and BenefitsThe estimated salary for this position is $165,000 - $235,000 per year, with an annual...
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San Francisco, United States The Association of Asian American Investment Managers Full timeThe CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager on the Global Equity team.Global Equity is the largest asset class by market value in the total fund and is dedicated to maximizing risk-adjusted returns. The Global Equity team manages more than $80 billion in assets internally in passive index...