Jobs near Sausalito: 5,488
RS
Relevance Score ranked on: PORTFOLIO MANAGER
Client Success Portfolio Manager
Remote San Francisco
Accountable for supporting a portfolio of large complex accounts. Leads special projects to improve effectiveness of Client Success team, internal cross-functional partners, and client and member experience. Develops project plans, proposals, and reports on progress. Builds and delivers regular repor...
Search Terms: Portfolio Manager, Client Success, Manager, Portfolio, Healthcare
88.1
8mi
Updated: September 27
Sr Investment Portfolio Manager, Community Development Finance
San Francisco
This is a hybrid role, 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 (the “Bank”), is responsible for executing the Bank’s Community Reinvestment Act (CRA) ...
Search Terms: Portfolio Manager, Investment, Finance, Development, Portfolio
86
9.3mi
Updated: September 24
Senior Portfolio Manager
San Francisco
Responsible for the growth and retention of assigned portfolio clients and collaborating with Commercial Lending Regional Manager to deepen and retain portfolio relationships. Through the cross selling of the bank's products, services and forward-looking business planning to develop robust relationsh...
Search Terms: Portfolio Manager, Relationship Manager, Portfolio, Manager, Senior
84.8
8.6mi
Updated: September 17
Multi-Asset Strategies andamp; Solutions (MASS) - Director, Retirement Solutions Senior Portfolio Manager / Researcher
San Francisco
BlackRock is the largest asset-manager in the world and its mission is to help investors build better financial futures. BlackRock’s Multi-Asset Strategies & Solutions (MASS) group provides investment strategies and solutions that employ sophisticated asset allocation, thorough risk management, and e...
Search Terms: Solutions, Portfolio Manager, Solution, Retirement, Research
84.3
8.6mi
Updated: September 12
VP, SMA Solutions Portfolio Trader
Sausalito
Team Overview. BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family...
Search Terms: Trader, Solutions, Portfolio, Trade, Portfolio Manager
81.4
0mi
Updated: September 26
Managing Director, Head of Family office, West Coast
San Francisco
Head of Family Office-West Coast. The Family Office (FO) team is in the Americas’ Institutional Business and is responsible for distributing BlackRock products and solutions to Single Family Offices and their Foundations as well as Multi-Family Offices who tailor to clients with investable assets of ...
Search Terms: Director, Family, Relationship Manager, Portfolio Manager, Client Relations
77.4
8.6mi
Updated: September 27
Associate, Portfolio Management
San Francisco
The Index Fixed Income (IFI) team has responsibility for managing Blackrock’s Index Fixed Income portfolios, including Exchange Traded Funds (ET - Fs) and mutual funds. The team works closely with many areas of Fixed Income and is responsible for ensuring that Fixed Income portfolios are managed effi...
Search Terms: Management, Portfolio, Associate, Portfolio Manager, Investment
76.7
8.6mi
Updated: September 12
Quantitative Research Analyst
San Francisco
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We are looking for a Quantitative Research Analyst to join Schwab Asset Management's (SAM) multi-as...
Search Terms: Research Analyst, Research, Quantitative, Portfolio Manager, Analyst
76.2
8.6mi
Updated: September 20
Associate, Front-Office Transformation
San Francisco
What we do. BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients—period. Our promise is to offer them the clearestthinkingabout what to do with their money...
Search Terms: Associate, Operations, Portfolio Manager, Officer, Accounting
76
8.6mi
Updated: September 25
Director, Private Equity Investments
San Francisco
You will work closely with the Global Head of Private Equity Investments as well as Fidelitys Portfolio Managers and Research Analysts in recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital Fund I. You will collabora...
Search Terms: Investment, Director, Equity, Private, Portfolio Manager
75.2
9.1mi
Updated: September 12
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