Thursday, November 20, 2014

Operations Assoc, Triad - Newport Beach

Operations Associate, Triad Investment Management - Newport Beach
 
Our firm is an investment manager offering equity and balanced strategies to institutions and high net worth individuals. As of 9/30/14, we manage $136 million. We have served high net worth investors since our inception in 2008, and we are now reaching out to institutional investors and RIAs. We seek an individual to join our team to help us manage our operations and assist us in growing the firm. This is an opportunity to join a firm at the early stages of growth and will offer long-term potential to an individual making a contribution to our growth.

Responsibilities:
-Varied depending on what is needed by the firm
-Handle operational, compliance, administrative roles
-Assist with marketing and marketing support
-Potentially assist with trading

Characteristics:
-Self-starting, motivated individual, jack of all trades
-Able to handle a wide variety of job responsibilities and roles
-Able do needed tasks in priority order and re-prioritize depending on business needs
-Able to represent us well with clients, prospective clients and members of the community

Desired Background and Experience:
-2-5 years in investment management is preferred
-Undergraduate degree
-Interest in establishing a long-term career with us as we continue to grow
 
Apply to Dave Hutchison, dhutchison@triadim.com

Monday, November 17, 2014

VP Consultant Relations (Inv Relations), CIM Group - Los Angeles

 Vice President, Consultant Relations (Investor Relations), CIM Group - Los Angeles

Job Title: Vice President, Consultant Relations (Investor Relations)

Company Summary:
CIM Group is a premier full service real estate and infrastructure investment management firm with in-house research, acquisition, development, capital markets/finance, leasing, and asset management capabilities.  Founded in 1994, the Firm is headquartered in Los Angeles and has offices in the San Francisco Bay Area, Washington D.C. metro area, and New York City.  CIM currently manages $17.2 billion of Assets Under Management (“AUM”) on behalf of over 55 top-tier institutional partners.  CIM invests across all asset-types including retail, residential, office, parking, hotel, signage, and other real estate and infrastructure assets and has generated strong risk-adjusted returns across multiple market cycles by focusing on improved asset and community performance, and capitalizing on market inefficiencies and distressed situations.  CIM’s strong risk-adjusted track record is largely attributable to its vertically-integrated team, investment discipline, and sourcing capabilities. The core of CIM’s investment strategy is its unique urban community focus, which targets markets and submarkets with high population density and growth potential for investment through its proven proprietary process.

CIM Group understands that our success hinges on the highest level of motivation and collaborative effort from our team. CIM cultivates an entrepreneurial, diverse work environment that rewards motivation, creativity, and integrity. CIM Group's culture:
• Entrepreneurial Environment
• Integrity & Ethics
• Diversity
• Professional Development
• Open Communication

Position Summary:
To assist the Investor Relations Department in being the main point of contact for a select subset of external clients, namely consultants.

Job Responsibilities:
• Create a deep working relationship with each consultant, with the goal of getting the consultants to understand CIM’s investment strategies and offerings and to ultimately endorse CIM as an investment partner for their clients
• Maintain the relationship with each consultant with constant communication both in-person and via phone.
• Responsible for all communication between CIM and consultants, including responding to any information requested by consultants and conducting diligence tours and in-person meetings.
• Creating and building reporting capabilities around intelligence gathered from consultant interactions
• Develop and maintain deep relationships with the Client Service Executives and IR team to ensure close communications on consultant and LP meetings and progress
• Working closely with CIM’s other departments (Accounting and Reporting, Investments, etc.) as necessary
• Additional ad-hoc projects as necessary

Job Requirements:
• Bachelor’s degree in business, finance or related field required, MBA preferred
• 8+ years’ experience in a finance or investor relations position in a private equity firm or investment bank
• Has established relationships with the real estate consultants
• Working knowledge of Salesforce or similar software is preferred
• Proficient in Microsoft Office, including Excel, Word, PowerPoint, and Outlook


 

VP Client Service Exec (Inv Relations), CIM Group - L.A.

Vice President, Client Service Executive (Investor Relations), CIM Group - Los Angeles
 
Job Title: Vice President, Client Service Executive (Investor Relations)

Company Summary:
CIM Group is a premier full service real estate and infrastructure investment management firm with in-house research, acquisition, development, capital markets/finance, leasing, and asset management capabilities.  Founded in 1994, the Firm is headquartered in Los Angeles and has offices in the San Francisco Bay Area, Washington D.C. metro area, and New York City.  CIM currently manages $17.2 billion of Assets Under Management (“AUM”) on behalf of over 55 top-tier institutional partners.  CIM invests across all asset-types including retail, residential, office, parking, hotel, signage, and other real estate and infrastructure assets and has generated strong risk-adjusted returns across multiple market cycles by focusing on improved asset and community performance, and capitalizing on market inefficiencies and distressed situations.  CIM’s strong risk-adjusted track record is largely attributable to its vertically-integrated team, investment discipline, and sourcing capabilities. The core of CIM’s investment strategy is its unique urban community focus, which targets markets and submarkets with high population density and growth potential for investment through its proven proprietary process.

CIM Group understands that our success hinges on the highest level of motivation and collaborative effort from our team. CIM cultivates an entrepreneurial, diverse work environment that rewards motivation, creativity, and integrity. CIM Group's culture:
• Entrepreneurial Environment
• Integrity & Ethics
• Diversity
• Professional Development
• Open Communication

Position Summary:
To be the CIM client service representative to both existing and new potential investors.

Job Responsibilities:
Responsible for articulating CIM's investment strategy, platforms, competitive advantages, performance, and for explaining in detail CIM's various investments to both existing and potential investors and other stakeholders
Promoting CIM's organization (brand awareness and recognition)
Be the primary point of contact for CIM's existing investors to provide and maintain regular communication and client service through in-person meetings and/or calls
Develop and maintain relationships with new potential investors and responding to their requests and concerns
Research and analyze potential investors, competitors and other market dynamics
Work closely with the Business Development Group to create and structure new products
Represent CIM at various trade organizations, conferences, panels, and the like
Work closely with the Client Service Analytics Group to respond to investor questions and requests
Accompany existing and new investors on property tours as needed

Job Requirements:
Bachelor’s degree in business, finance or related field required, MBA preferred
Between 5 and 15 years’ experience in private equity institutional funds
Direct experience in Investments or Client Service / Investor Relations with an established network of institutional contacts
Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
Experience with Sales Force or similar software a plus

Friday, November 14, 2014

Retirement Plan Inv Consultant, BFSG- Irvine

Retirement Plan Investment Consultant, Benefit Funding Services Group - Irvine

Retirement Plan Investment Consultant
COMPANY: Benefit Funding Services Group (BFSG)
LOCATION:  Irvine, California

COMPANY OVERVIEW / POSITION OBJECTIVE:  BFSG is a growing, southern California-based, advisory consulting firm specializing in the design and implementation of customized fiduciary solutions for defined contribution plans, defined benefit plans, and institutional clients.  We operate as an SEC Registered Investment Advisor (“RIA”) firm, and are a Focus Financial Partners, LLC partner firm.   Focus, which has a presence across the United States as well as in Europe, consists of 33 partner firms, 1,000+ employees, and $80+ billion in assets under management.

BFSG strives to provide our clients with plan-related investment and fiduciary compliance solutions, while minimizing liability.  Our services include investment consulting, fiduciary compliance consulting, employee education / communication, and plan costs analysis. 

The firm seeks a highly motivated, investment-focused professional to grow our consulting team.   

JOB DESCRIPTION:  As a BFSG Retirement Plan Consultant you will be responsible for providing proactive retirement plan consulting services to our plan sponsor clients, with a strong emphasis in investment consulting.  The position also requires consulting in the areas of fiduciary compliance, cost assessment, and plan-related operations.      

Primary duties include:
§  Providing quarterly market updates and investment advice to a wide range of institutional clients regarding establishment of an investment policy statement, selection of mutual fund investment managers, and monitoring of investments in their plan
§  Working with the firm’s investment analysts in a team environment to enhance investment review strategies and reporting content
§  Assisting with asset allocation model creation
§  Maintaining up-to-date retirement plan industry knowledge to provide fiduciary compliance and plan operation consulting
§  Assessing fees and providing plan-related cost reduction solutions
§  Researching and resolving client issues
§  Maintaining retirement plan marketplace visibility through public speaking engagements, participating in professional societies, and collaborating to publish white papers on relevant industry topics
§  Assisting with all aspects of the client relationship to ensure issues are addressed professionally and in a timely manner

QUALIFICATIONS / DESIRED TRAITS:

  • Bachelor’s Degree
  • Strong interest and demonstrated experience in investment consulting
  • Institutional retirement plan consulting experience preferred, though not required
  • Exceptional planning and organizational skills
  • Customer service oriented
  • Proven ability to work independently and function effectively within a team environment
  • Outstanding written and verbal communication skills
  • Project management skills
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook and Salesforce
Our office environment is fast-paced and demands teamwork.  Organizational and time management skills are critical for this position. 

To apply, please email your resume to jobs@bfsg.net

Wednesday, November 12, 2014

VP/Consultant, Wilshire Associates - Santa Monica, CA

Vice President/Consultant, Wilshire Associates - Santa Monica, CA

EFL Associates has been retained by Wilshire Associates to conduct a search for a Vice President/Consultant within its investment consulting business unit.  This position will be located in Wilshire's Santa Monica, CA office.

About Wilshire Associates:
Wilshire Associates is a leading investment technology, investment consulting and investment management firm.  With an international, dynamic, entrepreneurial work environment, Wilshire Associates offers a competitive compensation package, and excellent benefits.  This is an exciting opportunity with strong advancement for the right individual.  Wilshire Associates Incorporated is an Equal Opportunity Employer.

VP/Consultant Responsibilities:
The VP/Consultant reports to a senior consultant and is part of an established client service team.  The position entails working with clients on asset allocation and asset/liability studies, investment structure analysis, manager evaluation and selection, summary level performance evaluation, including benchmark analysis and selection and total fund attribution, investment research, and client presentation development and delivery.  The position further entails supporting the Consulting Division's topical research, manager research and business efforts.  Working as part of a team, the position will also encompass the supervision and development of junior staff professionals.  The VP/Consultant leads or backs up the senior consultant, which will encompass independent management of smaller consulting client relationships, and collaborative client service on larger relationships as part of the team.

Requirements:
  • Must have at least 7 years of progressive experience in institutional investment consulting, investment management with a corporate or public plan sponsor, or in buy-side investment management/analysis, coupled with strong investment acumen
  • Strong quantitative analysis skills
  • Must be willing and able to travel 30-40% of the time
  • Proficiency in Microsoft Office products (Word, PowerPoint, Excel)
  • MBA/MS or CFA designation; MBA/CFA , MS/CFA, MBA/CAIA or MS/CAIA combination is strongly preferred

For more details, please contact me Ashley Campbell at acampbell@eflassociates.com

Monday, November 10, 2014

Product Analyst, KBS Cap Mkts - Newport Beach

Product Analyst, KBS Capital Markets Group - Newport Beach
 
Department: Capital Markets Group (financial products distribution)
Functional Area: Product Management
Position Type: Full-Time
Location: Newport Beach, CA
 
Position Description
KBS seeks to expand its product management department within the Capital Markets Group.  This department oversees the internal communication of investment strategies to the KBS sales team and also facilitates due diligence on non-traded REITs sponsored by KBS.  All research and due diligence functions of this department aim to further the overall sales efforts of KBS Capital Markets Group.  The Product Analyst will work very closely with and directly support the Director of Products and Due Diligence.  Additionally, the role will frequently interact with internal and external wholesalers, national accounts managers, legal and compliance, reporting, and fund accounting teams. 
 
Daily Responsibilities:
·         Supporting and assisting all research efforts conducted by Capital Markets Group for the furthering of sales within sponsored products
·         Monitoring portfolio activity and all SEC filings of KBS products
·         Analyzing portfolio strategies and characteristics in the context of broader investment themes
·         Distilling complex financial information into user-friendly presentation formats
·         Summarizing portfolio information into summary “talking points”
·         Monitoring competitive environment and reporting newsworthy items to management and sales team
·         Supporting all due diligence efforts, including completion of RFI/RFQ/questionnaires, sending requested files to BDs, consultants, and research firms, maintaining prospectus-based information databases
·         Monitoring prospectus and supplement changes and reporting to National Accounts and RVPs/ISAs as needed
·         Completing ad hoc projects that constantly arise
 
Position Requirements
·         Strong research, communication, time management, and organizational skills
·         Experience with non-traded REITs, commercial real estate investment management, and independent broker-dealer distribution of alternative investments
·         Ability to clearly articulate analysis, written and verbally
·         Strong knowledge of Microsoft Excel and Microsoft Office applications in general is required.  Experience with other industry query systems and research platforms (Real Capital Analytics, Bloomberg, Morningstar Document Research, SEC filings, CoStar) is desired.
·         Undergraduate degree with preferred major in business, marketing, finance, statistics, or accounting
·         Progress toward the CFA charter a plus
 
The ideal candidate will:
·         Have 2-5 years experience in non-traded REITs, investment banking, commercial real estate investment management, financial services, or related fields and have a passion to grow in the industry.
·         Be a self-starter who is highly resourceful and able to manage and prioritize many tasks and projects simultaneously.
 
To submit your resume for consideration, please send an email to job_ops@kbsrealty.com with “Product Analyst” and the recruitment source in the subject line.
 
KBS Capital Markets Group serves as the exclusive investment product distribution arm of KBS, ranked the fifth largest owner of office property in the world as of October 2014.  Since inception in 2006, KBS Capital Markets group has raised over $5.3 billion in equity for six non-traded real estate investment trusts sponsored by KBS.  As of June 30, 2014, total assets under management for KBS were $8.3 billion.
 
KBS offers a competitive salary and benefits package that includes health, dental, and life insurance, long term disability, paid time off, holidays, and a 401(k).  We also offer voluntary benefits such as flexible spending and vision care.  KBS is an Equal Opportunity Employer.  Principals only. 


Financial Consultant Position - Seal Beach, CA

Financial Consultant Position - Seal Beach, CA

We are a $200 million AUM fast-growing financial planning firm in Seal Beach, CA. Due to our tremendous growth we are seeking a Financial Consultant to join our team. We are interested in you if you are pursuing the CFP® certification, have several years of experience, do not want to cold call for business,  and are feeling trapped by lack of upward growth opportunities. Ideal candidates desire to be mentored by several senior advisors, work and meet with clients, and not be pressured to develop business.

Position Summary: This is a very challenging position that requires you to work closely with the Partners in all areas of the client engagement - plan development, plan recommendations, and plan implementation.

What you will do:
·         Complete Portfolio Update Calls per client service matrix.
·         Attend various client and prospect meetings; take notes, develop list of action items.
·         Implement action items resulting from meetings.
·         Coordinate client situation with client's strategic alliances and manage overall implementation work flow.
·         Ensure daily, weekly, and monthly client service standards are met.
·         Prepare client deliverables including Investment Plan Summaries and Financial Strategy Action Plan.
·         Review client account information including monthly and quarterly reports, , post-trade appraisals and other documentation for accuracy and strategy.
·         Master our CRM software (ACT!) and own any projects associated with it.
·         Work with Lumen Systems financial planning software to prepare final deliverable for plan presentation. Assist in our transition to Envision financial planning software.
·         Participate in monthly Investment Policy Committee meetings with partners.
·         Monitor and maintain model portfolios and Investment Solutions Databank.
·         Provide mentoring and assistance to other team members to ensure high quality for ongoing team operations.
·         Manage and develop legacy clients.

What you will learn:
·         How all aspects of a small for-profit business come together to serve clients.
·         How we approach financial planning and investment management and provide concierge service to our clients.
·         How to use Smart Station, Lumen Systems, and Envision Software to produce financial projections.
·         How to assess a client situation, develop preliminary recommendations, and deliver them to high-net-worth clientele.
·         How to ask the right questions at the right time and listen at the appropriate time. 

Candidates that are successful in this position should display the following characteristics:: 
·         Positive attitude is a must!
·         Bachelor’s degree or equivalent with a minimum of 3 years experience in financial services. 
·         Pursuing CFP® certification.
·         Series 7 & 66 registrations and life insurance license.
·         Demonstrate above-average oral and written communication skills.
·         Excellent organizational skills and the ability to perform multiple functions simultaneously and to prioritize those functions to meet the clients' needs. 
·         Reliable; arrive on time and consistently.
·         Personable and outgoing; able to form good rapport with others quickly.
·         Live for the details, but understand that you will have to make assumptions at various times, and must move on to meet deadlines.  Demonstrate problem-solving skills.  Loathe rote memorization, regurgitation, and being spoon-fed.

Compensation and other benefits: 
·         Cash compensation estimated to be $55-75k/yr depending on the quality and experience of the person.
·         Group Health, Disability and Life insurance
·         401(k) with company match and profit sharing
·         Paid securities licensing fees and state registrations
·         Mentorship and Learning Opportunities

To apply for this position please submit information to candidates@newplannerrecruiting.com or www.newplannerrecruiting.com

Treasury Strategic Planning, Hyundai Capital - Irvine

Treasury Strategic Planning, Hyundai Capital America - Irvine
  
Treasury Strategic Planning roles.  Looking for Balance Sheet Analyst/Manager/Director to drive liquidity management and funding optimization for rapidly growing auto finance company ($25 billion balance sheet).  We are a team of ex-bankers, lawyers, CPAs, FRMs, and corporate treasury professionals building a world class treasury center of excellence. 
 
Applicants can apply online at:
 
REQ# 637BR Director of Treasury Planning
 
 
 
 
 
 
 

Dir of Treasury Risk, Hyundai Capital - Irvine

Director of Treasury Risk, Hyundai Capital America - Irvine
 
Director of Treasury Risk.  Looking for a Director to run the Asset Liability Management (ALM) team for rapidly growing auto finance company ($25 billion balance sheet).  We are a team of ex-bankers, lawyers, CPAs, FRMs, and corporate treasury professionals building a world class treasury center of excellence. 
 
Applicants can apply online at:
 
REQ # 1206BR Director of Treasury Risk
 

Friday, November 7, 2014

Retirement Plan Inv Analyst/Officer - OCERS - Santa Ana

Retirement Plan Investment Analyst or Officer - Orange County Employees’ Retirement System - Santa Ana

RETIREMENT PLAN INVESTMENT ANALYST
Investment Analyst Salary: $57,300 - $95,600, plus excellent benefits

RETIREMENT PLAN INVESTMENT OFFICER
Investment Officer Salary: $76,300 - $127,200, plus excellent benefits
 
The $12 billion Orange County Employees’ Retirement System (OCERS) seeks to fill one vacancy for an experienced journey-level investment professional on our 5-member investment staff team. 
 
As a governmental agency, we have posted two job descriptions to fill this single vacancy:  a journey-level Investment Analyst position which is our staff’s entry-level professional position,  and an Investment Officer position which requires additional prior experience at the OCERS Analyst level and demonstrable proficiency to hit the ground running at the advanced journey level.   Both levels require collegiate degrees, preferably graduate credentials, and several years of relevant work experience in an investment organization.  Public pension experience at the analyst level is advantageous, but advanced investment credentials and comparable technical experience in specific relevant functions can be substituted for some of the required experience.
 
This is a hands-on, detail-oriented, non-supervisory technical position ideal for an experienced professional who is attracted to public service and seeking a career path in the public pension community.  A CFA is preferred but not required depending on directly relevant experience; the previous incumbent was CFA (who prepared the Economic Dashboards on our website with minimal supervision) and our CIO is a CFA who literally wrote the books on investing public funds and pension fund investments.  Strong analytical, writing and oral presentation skills are required. 
 
As our website (www.ocers.org) indicates in the Investments section, we have received national awards and recognition as thought leaders in portfolio risk management, fee mitigation, and collaborative investment procurement saving our plan millions in fees annually. OCERS was the nation’s first pension system to subscribe to the CFA code of conduct for pension boards.   OCERS out-sources all investment management to a complex of 65+ independent investment advisors and works with 4 consulting firms at the portfolio level.  See our website for complete information on the work products, portfolio structure, performance and reputation of this dynamic team located in one of the world’s most attractive residential locations. 
 
To obtain the job posting, application forms, mandatory supplemental questions, and salary information, visit the Orange County HR web page and seek the  Investment Analyst posting, or proceed directly to this web page click here.  

Thursday, November 6, 2014

Int'l Equity Analyst / RIA - Los Angeles

International Equity Analyst / Registered Investment Advisor - Los Angeles, CA

Title: International Equity Analyst / Registered Investment Advisor (982-2)
Location: Los Angeles, CA
Compensation: Commensurate with experience

Summary/Responsibilities:
Assess industry dynamics
Identify leading businesses
Extensive financial analysis
Spreadsheet construction,
Write research reports
Special modeling projects as assigned
Position is for a generalist able to assess businesses and equity valuations across a full spectrum of industries

Requirements:
2-5 years of international equity analysis experience
Excellent financial, writing, marketing and computer skills are required
MBA and/or CFA preferred
Candidate should feel comfortable with both growth and value investment methods as well as domestic and international accounting standards

If interested, please email your resume as an MS Word attachment to:
Zach Stierhoff
BCI - Financial Services Recruiting
zach@brokerageconsultants.com

Friday, October 31, 2014

Portfolio Assoc, Generalist - Newport Beach

Portfolio Associate, Generalist - Newport Beach

Position Description
:
The Generalist Portfolio Associate supports the Portfolio Management team in the Newport Beach, CA office. The responsibilities of the Portfolio Associate are to work very closely with Portfolio Managers, in addition to building solid internal relationships with Account Management and other Portfolio Associate teams across the firm’s global offices.  Additionally, the role frequently interacts with Product Management, Legal and Compliance, and Operations teams.  

Responsibilities include:
• Monitoring client portfolios’ risks, position weights and products versus client guidelines
• Re-balancing of portfolios to model/target weights
• Creating reports for risk monitoring
• Assisting in Account Transitions
• Performance and attribution analysis
• Responding to ad-hoc requests from the Portfolio Management team
 
Position Requirements:
• Advanced degree is preferred or 3-5 years of experience with a Bachelor’s degree and strong academic record with concentration in math, science, finance, economics or other related quantitative/analytical field from a leading, accredited college or university.
• Hands-on Fixed Income technical skills. Experience in a buy or sell side trade floor is a plus.
• Advanced abilities with Excel. SQL, VBA and Programming Skills are preferred.
• Outstanding analytical skills with a proven ability to solve problems on a timely basis.  
• Ability to operate efficiently in a high-pressure and time-critical environment.
• Well-refined communications skills- ability to communicate flawlessly and articulate ideas and strategies clearly, both verbally and in writing.
• Proven ability to build strong relationships with various teams.
• Enjoy working collaboratively across the organization.
 
*CLICK HERE TO APPLY*
 
PIMCO is an equal opportunity employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

Portfolio Assoc, ST Desk, PIMCO - Newport Beach

Portfolio Associate, Short Term Desk, PIMCO - Newport Beach
 
Position Description:
Portfolio Associates must build solid internal relationships and partnerships with Portfolio Management and Account Management across the firm’s global offices.  Additionally, the role frequently interacts with Product Management, Legal and Compliance, and Operations teams. 
 
Portfolio Associates provide:
• Portfolio summaries
• Portfolio monitoring
• Performance and attribution analysis in addition to other requested analytics
 
Responsibilities include:
• Allocation of daily cash management and funding activity
• Managing real-time cash forecasting as liaison between Cash Desk and PMs
• Creating reports for risk monitoring
• Monitoring client portfolios’ position weights and product versus client guidelines
• Interacting with Compliance Department
• Assisting in Account Transitions
• Re-balancing of portfolios to model/target weights
• Generating allocation studies across a set of mandates or products in accordance with investment guidelines and benchmarks
• Responding to ad-hoc requests from the Portfolio Management team
• 12 hour work day typical; 4am PT start time
 
Position Requirements:
• 1-3 years of experience; strong, relevant internship experience acceptable
• Fixed Income technical skills and experience in a buy or sell side trade room
• Strong relationship skills and proven ability to build strong relationships with Portfolio Managers
• Well-refined communications skills.  Able to work and communicate flawlessly with experienced Portfolio Managers.  Can articulate ideas and strategies clearly, both verbally and in writing.
• Outstanding analytical skills with a proven ability to solve problems on a timely basis. 
• Proven ability to operate efficiently in a high-pressure environment.
• Enjoy working collaboratively across the organization (especially with account managers) to resolve issues.
• Advanced abilities with Excel, SQL, business objects, and Bloomberg.
• Bachelor’s degree and strong academic record with concentration in math, science, finance, economics or other related quantitative/analytical field from a leading, accredited college or university.
 
*CLICK HERE TO APPLY*
 
PIMCO is an equal opportunity employer 
 
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.
 

Cash Desk Assoc, PIMCO - Newport Beach

Cash Desk Associate, PIMCO -  Newport Beach
 
Position Description:
The Cash Desk is responsible for managing cash in all PIMCO accounts. The team works closely with the Portfolio Management group to determine cash needs and either invests excess cash or raises cash to facilitate funding needs. The Cash Desk has direct interaction with portfolio managers, account managers, clients, State Street IMS, and custodian banks.
 
Responsibilities Include:
Oversee the cash management process throughout the day
• Generate and analyze daily management and audit reports
• Review ways to automate and enhance current processes/models
• Multiple ad hoc reports and requests
• Work with clients, custodial bank, account managers and portfolio management group regarding client-directed cash contributions and withdrawals
• Work with short term traders to invest excess cash or raise cash
• Work with custodians and accounting group in reconciling cash balances and resolving discrepancies
 
Position Requirements:
Must possess a Bachelor’s degree and strong academic record from a top accredited institution
• Must have minimum 1-2 years relevant work experience in a trading environment. Prior cash management experience is a plus
• Highly motivated self-starter who works well independently as well as in a global team environment
• Should be flexible and comfortable in shifting workload in accordance with changing priorities
• Strong accuracy and attention to detail
• Strong leadership skills
• Ability to think quickly in a fast-paced environment
• Must be able to effectively organize and prioritize activities and perform under strict deadlines
• Extensive command of written and verbal communication and understanding of report analysis and generation
• Strong PC skills are necessary
 
*Click Here to Apply* 
 
PIMCO is an equal opportunity employer.
 
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

Dir of Manager Due Diligence, AssetMark - Encino

Director of Manager Due Diligence, AssetMark, Inc. - Encino, CA

Director of Manager Due Diligence
You are a self-directed, highly skilled evaluator of investment managers, seeking a company where your expertise in manager due diligence will be valued. Your quantitative and qualitative skills in multi-asset or fund-of-funds environments complement our active portfolio construction and risk management. As our next Director of Manager Due Diligence, you will play a key role in our delivery of cutting-edge investment solutions. If this sounds like a great match for your next important career move, read on to learn more.

As Director of Manager Due Diligence, based in our Encino, California, office, you will report to the Chief Investment Officer of Savos Investments and play a vital role in our open, collaborative environment. As a hands-on senior professional in our multi-strategy investment company, you will analyze and evaluate external managers and their potential impact on a variety of multi-asset class portfolios. Your experience identifying sustainable competitive advantage (or lack of such) across a variety of funds, ETFs, and separate accounts will be crucial to your success. We’re looking for an exceptional communicator, capable of handling large rooms, one-on-one meetings, and impromptu conference calls. Part of what makes this highly visible role compelling is the opportunity to develop, analyze, and source alternative and unconstrained investment strategies. As part of a cross-functional team, you will contribute to our big picture allocation decisions in addition to accomplishing your manager evaluation activities.

Our ideal Director of Manager Due Diligence will have seven or more years of manager evaluation and oversight in a multi-asset class or FOF environment. Hedge fund experience is desirable. You will have a track record of managing unconstrained mandates and absolute return objectives not tied to published indices. Your proven knowledge of a broad range of risk and return drivers, and your ability to grasp their overall impact on multi-manager product management is crucial to success in this role. You will also have five or more years of evaluating the derivatives exposure with ’40 Act funds. You have earned the Chartered Financial Analyst (CFA) designation; an MBA in finance or a relevant area is desirable.

The opportunity to be an integral part of Savos' success is here, waiting for you to step into your future. If you are intrigued by this exciting challenge, apply today for our thoughtful consideration.  
AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them make a difference in the lives of their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals.

We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Chicago, Illinois, Phoenix, Arizona, and Encino, California. Become a part of our growing team today!

Link to Job Application:                http://bit.ly/ASMK-Dir-MgrDD

Related Keywords: investment manager, director, manager due diligence, risk management, active funds, passive funds, liquidity, tax reporting, portfolio management, asset allocation, mutual funds, annuities, speaking, white papers, reports, hedge fund, ETFs, factor analysis, CFA, qualitative analysis, quantitative analysis, CAIA, PRM, FRM, MBA