Investment Services - Sacramento

The Investment Relationship Specialist is an engaged, goal-oriented, and proactive individual who has a passion for service excellence; utilizing expert customer services skills to support assigned Financial Advisor. · ...

Meet with Credit Union members virtually to advise develop recommend implement and monitor financial planning and investment products and services. · Meet with members virtually to mutually define their personal and financial goals needs priorities for the development of individu ...

Meet with Credit Union members virtually to advise, develop, recommend, implement and monitor financial planning and investment products and services. · ...

The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I (IO I) on the Investment Services team. · ...

The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer I (IO I) on the Investment Services team. · ...

+Job summary · Provide strategic leadership and operational oversight for the Investment Services Program within a financial institution environment. · +Bachelor's degree in a related field or equivalent experience in the investment services and insurance industries. · Minimum 5 ...

Provide strategic leadership and operational oversight for the Investment Services Program within a financial institution environment. · ...

The Officer position will help support and oversee the cash administration and accounting processing for limited partnerships clients that invest in alternative investments (Private Equity, Real Estate, Natural Resources and Hedge Funds) serviced by the AIAS Team. · ...

The role holder will play a vital role in developing the strategy of the department and will be the driving force behind ensuring that the operational infrastructure in place is in line with strategy.Oversight and development of team client relationships ensuring the Investor Ser ...

The role holder will play a vital role in developing the strategy of the department and will be the driving force behind ensuring that the operational infrastructure in place is in line with strategy.Oversight and development of team client relationships ensuring the Investor Ser ...

· Job Description Who we are looking for · Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. C ...

· Job Description Who we are looking for · Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. C ...

Job Description · Who we are looking for · Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. Ca ...

Job Description · Who we are looking for · Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. Ca ...

We specialize in creating personalized wealth plans that align with each individual's priorities, · Analyzing financial dataManaging investment portfoliosRecommending suitable financial productsFostering strong client relationships through excellent customer service ...

Job Posting: Investment Technology Manager for Capital Markets · Public Employees Retirement System · JC-498569 · Investment Technology Manager for Capital Markets · ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM · $10, $18,229.17 per Month · New to State candid ...

We help customers and businesses make better financial decisions and enable the communities we support to grow and succeed. · ...

Job Posting: Business Architecture – Tech Infrastructure Manager · Public Employees Retirement System · JC-498546 · Business Architecture – Tech Infrastructure Manager · ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM · $10, $18,229.17 per Month · New to State ca ...

Job Description · Who we are looking for · A leader within the Hedge Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day a ...

We are seeking an open-minded person who would like to contribute to expansion of State Street across various locations. · Analytical skills · Prioritization skills · Solid time management skills · ...