Analyst, Fixed Income Group Job Location(s) US CA Los Angeles Job ID 2024 1933 Category Fixed Income Department Fixed Income Group Type Regular Full Time Position Summary Working under the direction of Generalist Portfolio Managers, this position will provide analytical and research support to the Generalist Portfolio Managers and the Co CIOs of the Fixed Income group at

Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team based fiduciary envi

Enterprise Housing Credit Investments is seeking an Investor Relations Analyst to support investor relationship management and assist with the placement, due diligence and closing of tax credit projects into its Low Income Housing Tax Credit (Housing Credit) investment funds. The ideal candidate will have strong organizational, interpersonal, and analytical skills, along

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad

Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles wh

Report to the W&R CDD/EDD Manager and assist with the successful management of Customer Identification Program/Know Your Customer (CIP/KYC) requirements for Rabobank North America. Conduct second line monitoring reviews to confirm appropriate client risk rating and evaluation of risks by the Client Onboarding (COB) and Input Finance (IF) teams. Perform supplemental superv

SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this possible, with the ultimate goal of enabling human life on Mars. SR. LEGAL AND COMPLIANCE ANALYST, GLOBAL TRADE CONTROLS As a Senior Legal and Compliance Anal

Perform reviews of affordable housing projects awarded funding through the Federal Home Loan Bank of San Francisco's Affordable Housing Program ("AHP") to determine eligibility and compliance within program guidelines and regulatory requirements. Consult with and provide expertise on community investment programs and affordable housing compliance issues to Bank management

The Cboe Regulatory Division (the "Division") is actively seeking a highly motivated individual to join our investigations team and perform investigative activities to assist in determinations regarding possible violations of Cboe BZX Exchange, Inc., Cboe BYX Exchange, Inc., Cboe EDGX Exchange, Inc, and Cboe EDGA Exchange, Inc. (collectively, the "Exchanges") Rules and ot

Inbound/Outbound Calls Answering approximately 50 inbound calls a day to handle customer questions regarding their collateral assets. Follows up on unsecured assets to ensure liens are properly secured. Approximately 50 outbound calls per day. Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in ord

ANALYGENCE has an immediate opportunity for a Senior Portfolio Manager . We are seeking a self starter that is independently motivated to join a team that supports your drive and ambition. We are dedicated to inspire our team members to grow and achieve personal and professional success. ANALYGENCE provides our government client with SETA support to include the applicatio

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of indepen

The Staff Accountant is a key member of the Accounting team and works closely with all members of the team in meeting close deadlines, working with various general ledger modules, preparing account reconciliations, and supporting internal and external audits. Positive and team oriented work ethic is critical to this role. Our Investment in You Full time remote work Compet

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview This position plays a pivotal role in safeguarding the organization against fraud risk and is responsible for developing, implementing, enhancing and maintaining a fraud program to promote adhere

The HMDA and CRA Specialist is primarily responsible for assisting with data validation management and quality assurance, consistent with the requirements of the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). Additional responsibilities include various functions in connection with reporting and filing the HMDA LAR. ESSENTIAL DUTIES & RESPONSIBIL