Current jobs related to Portfolio Associate - Los Angeles, California - Signature Estate & Investment Advisors, LLC

  • Portfolio Manager Associate

    4 weeks ago

    Los Angeles, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a strong passion for excellence, we continually strive to perfect our craft and provide unique financial plans and investment...

  • Portfolio Associate

    4 weeks ago

    Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title:Portfolio AssociateJob Summary:This role is responsible for providing support to the research and sales teams in a fast-paced investment environment. The successful candidate will assist in the analysis of investment opportunities, maintain financial models, and communicate research findings to stakeholders.Key Responsibilities:Assist in the...

  • Portfolio Oversight Associate

    3 weeks ago

    Los Angeles, California, United States CIM Group, LP Full time

    About CIM Group: CIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. We strive to make an even greater impact in the years to come. Position Purpose: The Investments Group at CIM is...

  • Portfolio Oversight Associate

    3 weeks ago

    Los Angeles, California, United States CIM Group Full time

    About CIM GroupCIM Group is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest.Position PurposeThe Investments Group at CIM is comprised of investments and portfolio management professionals...

  • Credit Risk Associate

    3 weeks ago

    Los Angeles, California, United States MUFG Bank, Ltd. Full time

    Unlock Your Potential in Credit Risk ManagementAt MUFG Bank, Ltd., we're seeking a talented Credit Risk Associate to join our growing Portfolio Management Group. As a key member of our team, you'll play a crucial role in underwriting and portfolio management for clients in the Diversified Industries sector, focusing on Consumer, Retail, Environmental...

  • Portfolio Operations Associate Investment Management Firm

    1 month ago

    Los Angeles, California, United States Recruiting Resources, Inc. Full time

    Thriving Global Investment Management Firm Seeks Portfolio Operations AssociateWe are seeking a highly skilled Portfolio Operations Associate to join our Investment Operations team at our headquarters office in Los Angeles, CA. As a key member of our team, you will be responsible for the initial setup and ongoing maintenance of investment portfolios in our...

  • Portfolio Operations Specialist

    4 weeks ago

    Los Angeles, California, United States Recruiting Resources, Inc. Full time

    Portfolio Operations AssociateThriving global investment management firm seeks a highly skilled Portfolio Operations Associate to join its headquarters office in Los Angeles, CA.Key Responsibilities:Maintain and enhance the firm's portfolio onboarding application and golden source of portfolio data.Communicate improvement suggestions to application...

  • HOA Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Higher Ground Property Management Full time

    Job DescriptionHigher Ground Property Management is seeking a skilled Portfolio Manager to oversee a portfolio of offsite Homeowner Associations. The ideal candidate will have excellent organizational and communication skills, as well as the ability to work independently. Key Responsibilities:Manage a portfolio of Homeowner AssociationsDevelop and implement...

  • Senior Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States First Citizens Bank Full time

    Job Title: VP, Senior PortfolioOverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. Opportunity to work for the industry leading portfolio department for a top 20 Bank, with advancement opportunities both in the department and other functional areas of Commercial Services at First...

  • Senior Portfolio Relationship Strategist

    3 days ago

    Los Angeles, California, United States First Citizens Full time

    Company OverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. The Sr Portfolio & Relationship Manager plays a crucial role in driving business growth by acquiring, expanding, and retaining client relationships across various sectors.Salary: The base pay for this position is generally...

  • Portfolio Associate

    4 weeks ago

    Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryThis role is responsible for providing support to the research and sales teams at Signature Estate & Investment Advisors, LLC. The successful candidate will assist with new client proposals, investment analysis, and report writing.Key ResponsibilitiesAssist with the preparation of new client proposals and investment analysis reportsConduct...

  • Portfolio Management Lead

    3 days ago

    Los Angeles, California, United States CFA Institute Full time

    Company OverviewCFA Institute is a leading organization in the field of financial services, offering a unique opportunity for professionals to excel in their careers. Our company culture values innovation, collaboration, and growth, making it an ideal place for individuals who want to make a meaningful impact.SalaryThe estimated salary for this role is...

  • Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Western Alliance Bank Full time

    Job Title:Portfolio Manager - Corporate Finance GroupLocation:CA - Los Angeles, La PlayaJob Summary:The position of Assistant Vice President, Portfolio Manager, is responsible for identifying and underwriting syndicated and middle market Leveraged Loans. The PM performs a variety of functions including investment research, industry research, building...

  • Risk Management Associate

    3 weeks ago

    Los Angeles, California, United States MUFG Bank, Ltd. Full time

    Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's 10 largest financial institutions according to S&P Global. We're seeking a Credit Risk Associate who will be part of our growing Portfolio Management Group. You will focus on underwriting and portfolio management for clients in the Diversified Industries sector...

  • Credit Risk Associate

    3 weeks ago

    Los Angeles, California, United States MUFG Bank, Ltd. Full time

    Make a meaningful impact at MUFG Bank, Ltd.We're seeking a Credit Risk Associate to join our growing Portfolio Management Group. As a key member of our team, you will focus on underwriting and portfolio management for clients in the Diversified Industries sector, including Consumer, Retail, Environmental Services, Engineering, and Construction. Your...

  • Trade Support Associate

    4 weeks ago

    Los Angeles, California, United States Kayne Anderson Rudnick Full time

    Job Title: Trade Support AssociateKayne Anderson Rudnick Investment Management (KAR) is a leading investment advisor seeking a highly skilled Trade Support Associate to join our team.Key Responsibilities:Liaise between Trading, Operations, and Portfolio Implementation teams to resolve issues and ensure seamless trade execution.Execute private model trades in...

  • Trademark Associate

    3 weeks ago

    Los Angeles, California, United States Marina Sirras & Associates LLC Full time

    We are seeking a highly skilled Trademark Associate to join our team at Marina Sirras & Associates LLC. As a key member of our Intellectual Property practice, you will be responsible for handling trademark clearance, prosecution, and enforcement for domestic and international trademark portfolios.Key Responsibilities:Experience drafting and filing office...

  • Trade Support Associate

    4 weeks ago

    Los Angeles, California, United States Kayne Anderson Rudnick Full time

    Job Title: Trade Support AssociateKayne Anderson Rudnick Investment Management (KAR) is a leading Registered Investment Advisor based in Los Angeles, seeking a highly skilled Trade Support Associate to join our team.Key Responsibilities:Liaise between Trading, Operations, and Portfolio Implementation teams to resolve issues and ensure seamless execution of...

  • Investment Associate

    4 weeks ago

    Los Angeles, California, United States Citigroup Full time

    Job SummaryThe Investment Associate is a seasoned professional role that requires in-depth knowledge of investment analysis and portfolio management. The successful candidate will work closely with senior team members to deliver investment solutions to high net worth clients.Key ResponsibilitiesProvide investment advice and guidance to clients on a wide...

  • Private Equity Investment Associate

    3 weeks ago

    Los Angeles, California, United States H&P Executive Search Full time

    Private Equity Associate OpportunityH&P Executive Search is representing a middle-market private equity firm based in Los Angeles, which invests in a mix of public and private equities within the healthcare and life sciences sectors. With a proven track record of driving value creation in high-growth companies, the firm takes a hands-on approach to working...

Portfolio Associate

2 months ago

Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time
Job Summary

This position is responsible for providing critical support to the research and sales teams at Signature Estate & Investment Advisors, LLC. The successful candidate will assist in the daily operations of research and sales, ensuring seamless execution of tasks and projects.

Key Responsibilities
  • Assist in the preparation of new client proposals and investment analysis reports
  • Conduct research and analysis of industry publications and proprietary sources, such as Morningstar Direct and Bloomberg Terminal
  • Develop and maintain financial models and valuation models using Microsoft Excel and Access
  • Ensure compliance with all regulatory requirements
  • Support Investment Committee meetings and product specialists
  • Contribute to various projects to achieve departmental goals
  • Manage and update collateral materials
Requirements
  • Bachelor's Degree (BA/BS) from a four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience
  • Certificates, licenses, and registrations required: Interest in pursuing CFA or related credentials
  • Computer skills required: Microsoft Office Suite, Database Software (Access), Spreadsheet Software (Excel), Word Processing Software (Word), Electronic Mail Software (Outlook), Presentation software (PowerPoint), and Publisher software
Competencies
  • Diversity: Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce
  • Ethics: Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
  • Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events
  • Analytical: Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures
  • Attendance/Punctuality: Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time
  • Customer Service: Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
  • Dependability: Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan
  • Initiative: Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed
  • Innovation: Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention
  • Interpersonal Skills: Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things
  • Motivation: Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals
  • Oral Communication: Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings
  • Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics
  • Professionalism: Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments
  • Quality: Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
  • Quantity: Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly
  • Teamwork: Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed
  • Technical Skills: Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others
  • Written Communication: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information