Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Portfolio Administrator

Expired Job

Accountemps San Francisco , CA 94111

Posted 3 months ago

D
Currently Seeking an Investment Associate to join an fast-paced and growing bank right in the Financial District of San Francisco. This Investment Associate will be working directly under the CEO helping manage and help with all highly-important information. The main responsibilities as this Investment Associate will be to conduct initial and annual investment reviews, prepare quarterly monitoring performance, identify exceptions through reviewing and ongoing monitoring cases, assisting with collections, coordinating with monthly trusts, auditing and more! If growing and advancing your skills, working with co-workers who you can create life long friends with, and love working in a collaborative environment, this opportunity is for you! If you are looking to step foot in the right direction with your career - please directly apply to

Requirements

  • Excellent communication

  • Bachelor's Degree in Business, Economics, Accounting or related field

  • CPA or CFP Certified or currently pursuing

  • 3 years in Financial Services Experience

  • Exposure to Trust Laws

  • Strong Attention to Detail

  • Operational Due Diligence experience Again, please apply directly to with a copy of your resume in Word Format l

Employment Type: Temporary-to-full-time


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Portfolio Analyst EQ 2

Wells Fargo

Posted 2 days ago

VIEW JOBS 11/17/2018 12:00:00 AM 2019-02-15T00:00 Job Description At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $504 billion in assets under management as of January, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world. Wells Fargo Asset Management (WFAM) brings together a strategic balance of investment capabilities to serve the investment needs of our clients worldwide: institutions, financial advisors, and individuals. Wells Capital Management is a registered investment advisor and a dedicated institutional asset manager within the WFAM umbrella. Our mission is to deliver superior investment service to our institutional clients globally. The Quantitative Research Analyst in the Strategic Business Segments (SBS) group at Wells Fargo Asset Management will design and develop investment strategies, tools and analytics to help grow key Wells Fargo Asset Management (WFAM) business segments including Defined Contribution (DC) and Environmental, Social and Governance (ESG), in addition to collaborating on research and development efforts related to the broader Wealth and Investment Management (WIM) organization. The ideal candidate for the role has a broader interest, outside of his/her direct responsibilities, in building out the WFAM business and brand. Responsibilities: * Provide investment insight and quantitative research to support the development of new DC and ESG investment products and solutions * Collaborate with clients to develop customized DC and ESG investment strategies * Develop research and content for white papers, presentations and seminars for clients, working closely with internal and external stakeholders * Assist in building the tools, infrastructure and databases that support DC and ESG research and product development, as wells as collaboration across the WIM organization to increase WFAM product adoption Required Qualifications * 3+ years of equity investment research experience Desired Qualifications * Research experience * Ability to meet stringent deadlines * Ability to provide unique and differentiated insight for industries under coverage * Ability to work effectively, as well as independently, in a team environment * Excellent verbal, written, and interpersonal communication skills * Strong organizational, multi tasking, and prioritizing skills Other Desired Qualifications * Bachelor's degree in Mathematics, Finance or a related quantitative field; advanced degree preferred. CFA or ASA designation a plus * 3-8 years of institutional investment experience; experience in the retirement and DC markets, and/or in ESG investing and data preferred * Exceptional quantitative, technical and analytical skills * Strong programming skills and experience working with large data sets * Excellent written and verbal communication skills, with an ability to explain complex concepts in a simple fashion * Track record of intellectual curiosity and research innovation * Self-starter who thrives in a dynamic and entrepreneurial environment Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0218504 WEALTH INV MGMT/WIM PSI Wells Fargo San Francisco CA

Portfolio Administrator

Expired Job

Accountemps