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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Fintech • Financial Services
The Investment Performance Analyst maintains GIPS composites, produces performance reports, responds to analytics requests, and supports GIPS verification efforts.
Top Skills:
BloombergFactset Portfolio AnalysisGipsMS OfficeExcelSpar
Fintech • Financial Services
The Operations Associate will support investment operations, manage vendor relationships, ensure data integrity, and prepare client reports while collaborating with senior team members.
Top Skills:
Charles RiverGwpIss GovernanceExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft TeamsMicrosoft WordSalesforce
Fintech • Financial Services
The Senior Investment Performance Analyst manages investment performance reporting, oversees GIPS compliance, conducts performance analysis, and leads special projects while ensuring data integrity.
Top Skills:
AxiomaBarraFactset Portfolio AnalysisFactset Risk ModelsFactset SparMS OfficeMorningstar DirectExcelSs&C GwpSylvan
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Fintech • Financial Services
The Lead Advisor will manage client relationships, develop investment strategies, provide financial and estate planning, and collaborate with business development teams.
Top Skills:
Emoney Financial Planning PlatformMS OfficeSalesforce CRM
2 Days AgoSaved
Fintech • Financial Services
The Senior Regional Sales Director manages sales initiatives and relationships with investment professionals, providing product expertise and market insights.
Top Skills:
Investment StrategiesMarket AnalysisPortfolio ManagementSales
Fintech • Financial Services
The Lead Advisor partners with the BDO in managing client relationships, providing financial and investment advisory services, and enhancing business development opportunities.
Top Skills:
Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
Fintech • Financial Services
The Lead Advisor will support new business development, manage client relationships, and provide financial and investment advisory services, focusing on high-quality client experiences.
Top Skills:
Emoney Financial Planning PlatformMicrosoft Operating PlatformSalesforce CRM
7 Days AgoSaved
Fintech • Financial Services
The Senior Regional Sales Director engages investment professionals, represents investment offerings, develops relationships, and conducts training, requiring significant field travel.
Top Skills:
EtfsInvestment OfferingsMutual FundsSmas
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