Custodian - Newport Beach

+We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. · + · The primary responsibilities of Portfolio Administrators are: · Administer the imp ...

Join Canterbury as a Portfolio Administrator on our Client Services team to have a direct impact on the investment success of foundations, endowments and families. The Primary Responsibilities Of Portfolio Administrators Are Administer the implementation of client portfolio rebal ...

Canterbury Consulting is hiring a Portfolio Administrator to join their Client Services team. The successful candidate will have a direct impact on the investment success of foundations, endowments and families through implementing changes to client portfolios and timely processi ...

Family Office Associate at Canterbury Consulting: Provides comprehensive support across various functions within the advisory firm. · ...

We are seeking a candidate experienced in Family Office Accounting and/or Trust Administration to help support the operations of a growing family office and private fiduciary practice. · ...

We are seeking a Family Office Associate to provide comprehensive support across various functions within our advisory firm. · ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Manager in our Newport Beach office. · The ideal candidate will have strong project management skills, a deep understanding of the wealth management industry, and experience ma ...

PIMCO is a global leader in active fixed income with a total return approach to investing. · Pursue an undergraduate degree · Demonstrate advanced Microsoft Excel skills and/or Python, SQL, VBA · ...

+We are seeking a Family Office Accounting Coordinator who is eager to learn, is a natural organizer, and who thrives in an environment where no two days are the same. · +Maintain general ledgers for client entities, trusts, and personal accounts. · Reconcile bank and investment ...

We are seeking a highly skilled Sr. Derivatives Operations Analyst to join our Derivative Operations Team in Newport Beach, · CA.This is an onsite role. · ...

The Middle Office primary responsibility is management and governance over a key control environment that supports the day to day trade life cycle of the PIMCO Portfolio Management team. · ...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...

Primary Duties and Responsibilities · The Foundation VP Finance & Controller is responsible for leading and directing all accounting, finance/treasury, fund administration and gift services functions for Hoag Hospital Foundation (HHF) and is called upon to represent these functio ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. ...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...