9 results for Portfolio Analyst Jobs in Beverly Hills, CA, US

PORTFOLIO ANALYSTWHAT IS THE OPPORTUNITY?The Portfolio Analyst primary responsibilities are: Prepare review book materials for client presentations Prepare IPS letters for new clients and IPS change / reallocation letters when necessary Assist the Portfolio Management team in solving client and advi...

Prepare review book materials for client presentations, assist the Portfolio Management team with client issues, analyze portfolio performance, respond to client requests, setup client accounts, and manage compliance inquiries.

Century Group is partnering with a client that is seeking a Portfolio Reporting Analyst to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base pay rate of $30.00 to $32.00 per hour.Job ResponsibilitiesPrepare monthly and quarterly investment...

The Analyst, Portfolio Compliance will play an integral role within the Compliance team monitoring trade activities to ensure DoubleLine advised accounts maintain conformity with investment guidelines and regulatory limits.Job FunctionsReview and interpret investment guidelines for commingled funds ...

Support Portfolio Management in the handling of credit coverage for corporate clients in the Power & Utilities vertical. Responsibilities include managing the corporate loan portfolio, performing due diligence, preparing credit analyses, monitoring credit risk, and ensuring compliance with policies....

CREATIVITY IS OUR SUPERPOWER. It’s our heritage and it’s also our future. Because we don’t just make toys. We create innovative products and experiences that inspire fans, entertain audiences and develop children through play. Mattel is at its best when every member of our team feels respected, incl...

The Senior Analyst will lead portfolio metrics management and reporting, influencing stakeholders using data to achieve results. Responsibilities include preparing for and leading Portfolio Management Review sessions, partnering with teams to address business challenges, and driving strategic projec...

Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with a presence in London and Shanghai. Our top-down macro framework and relationship-based investing approach inform our strategies and drive the way we do business. In public markets, we seed m...

Salary Range: $105,267.00 (Min.) - $139,478.00 (Mid.) - $173,689.00 (Max.)Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operate...