Investment Portfolio Manager
1 month ago
We are seeking a skilled Investment Analyst to join our team at Creative Financial Staffing. As an Investment Analyst, you will play a critical role in evaluating investment opportunities, conducting market research, and developing financial models to support investment decisions.
Key Responsibilities:- Financial Analysis: Conduct comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities.
- Market Research: Conduct market research to identify and track investment trends, including economic data, industry-specific data, and company-specific data.
- Financial Modeling: Develop and maintain financial models to support investment decisions, using tools such as Excel, Bloomberg, and other financial software.
- Collaboration: Collaborate with portfolio managers and other investment professionals to develop investment strategies that align with the client's investment goals and risk profile.
- Communication: Communicate investment recommendations to clients, both verbally and in writing, including investment reports, presentations, and other materials.
As an Investment Analyst at Creative Financial Staffing, you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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Investment Portfolio Manager
2 weeks ago
San Juan, United States Creative Financial Staffing Full timeInvestment Analyst RoleCreative Financial Staffing is seeking a skilled Investment Analyst to join our team.Key Responsibilities:Conduct comprehensive financial analysis to evaluate investment opportunities, including financial statement analysis, industry analysis, and valuation analysis.Develop and maintain financial models to support investment decisions,...
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Investment Portfolio Manager
2 weeks ago
San Juan, United States Creative Financial Staffing Full timeInvestment Analyst RoleWe are seeking a skilled Investment Analyst to join our team at Creative Financial Staffing.Key Responsibilities:Conduct thorough financial analysis to evaluate investment opportunities, including financial statement analysis, industry analysis, and valuation analysis.Develop and maintain financial models to support investment...
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Investment Portfolio Manager
2 weeks ago
San Juan, United States Creative Financial Staffing Full timeInvestment Analyst RoleAbout the Position: We are seeking a skilled Investment Analyst to join our team at Creative Financial Staffing. As an Investment Analyst, you will be responsible for assessing business and asset valuations, calculating risks and opportunities for potential and current clients, and monitoring market trends and investment portfolios....
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Senior Investment Portfolio Manager
4 weeks ago
San Francisco, California, United States First Citizens Bank Full timeJob Title: Senior Investment Portfolio Manager, Community Development FinanceOverview:This is a hybrid role based in San Francisco, California, with the expectation that time working will regularly take place inside and outside of a company office.The Community Development Finance (CDF) team of First-Citizens Bank & Trust Company is responsible for executing...
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Portfolio Specialist
2 weeks ago
San Francisco, California, United States Allspring Global Investments Full timeAbout Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted...
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Portfolio Investment Analyst
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Investment Analyst
1 month ago
San Juan, United States Creative Financial Staffing Full timeResponsibilities of an Investment Analyst The responsibilities of an investment analyst typically include: Conducting comprehensive financial analysis, including financial statement analysis, industry analysis, and valuation analysis, to evaluate investment opportunities Conducting market research to identify and track investment trends, including economic...
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Portfolio Manager
5 days ago
San Francisco, California, United States BlackRock Services Full timeAbout this roleAt BlackRock Services, we are seeking a skilled Portfolio Manager to join our Index Equity Investments team. This individual will be responsible for all aspects of index equity portfolio management, including daily liquidity management, portfolio re-balancing, corporate action analysis, client activity, risk and performance...
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Portfolio Manager
5 days ago
San Francisco, California, United States BlackRock Services Full timeAbout this roleWe are seeking a skilled Portfolio Manager to join our San Francisco-based Index Investments team at BlackRock Services. As a key member of our team, you will be responsible for all aspects of index equity portfolio management, including daily liquidity management, portfolio re-balancing, corporate action analysis, client activity, risk and...
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Investment Portfolio Analyst
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Associate Portfolio Manager, Private Equity
1 month ago
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Portfolio Manager
5 days ago
San Diego, California, United States Chandler Asset Management Full timeJob Title: Portfolio ManagerAt Chandler Asset Management, we are seeking a skilled Portfolio Manager to join our team. As a key player in the financial landscape of the firm, this role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic...
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Head of US Portfolio Strategy
1 month ago
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Portfolio Manager
5 days ago
San Diego, California, United States Chandler Asset Management Full timeJob Title: Portfolio ManagerJob Summary:Chandler Asset Management is seeking a skilled Portfolio Manager to join our team. As a key player in the financial landscape of the firm, this role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic...
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Portfolio Manager
6 days ago
San Diego, California, United States Chandler Asset Management Full timeJob Title: Portfolio ManagerJob Summary:Chandler Asset Management is seeking a skilled Portfolio Manager to join our Investment Management Team. As a key player in the financial landscape of the firm, you will be responsible for the meticulous management of client portfolios.Key Responsibilities:Conduct daily management of client portfolios, ensuring...
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Portfolio Manager
2 weeks ago
San Diego, California, United States Chandler Asset Management Full timeJob Title: Portfolio ManagerChandler Asset Management is seeking a skilled Portfolio Manager to join our team. As a key player in the financial landscape of the firm, this role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions.Key...
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Investment Vice President
2 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeInvestment Vice PresidentAt The Association of Asian American Investment Managers, we are seeking a highly skilled Investment Vice President to join our team. As a key member of our investment team, you will be responsible for evaluating and executing investment transactions, overseeing portfolio management, and guiding the strategic growth of our firm's...
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Portfolio Manager
4 weeks ago
San Diego, United States Chandler Asset Management Full timeJob DescriptionJob DescriptionDescription:Who are we? We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $35 billion in assets and believe in the philosophy of creating...
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Portfolio Manager
2 weeks ago
San Mateo, California, United States Franklin Templeton Full timeAbout the OpportunityWe are seeking a highly skilled and experienced Portfolio Manager to join our Global ETF group in San Mateo, CA. The Portfolio Manager will be responsible for managing assigned portfolios to meet or exceed performance standards consistent with fund's investment objectives while adhering to client-specified or regulatory restrictions and...
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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,...