Top Investment Executive jobs in Oakland, CA
Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Top Investment Executive jobs
Investment Associate
- Loomis Sayles
-
Orinda, CA
FULL_TIME
-
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $310 billion in assets under management for global clients spanning more than 50 countries.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTION-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Investment Associate will play a critical role in providing analysis to portfolio managers, traders, and analysts on the Disciplined Alpha investment team. This is an exciting opportunity to join a growing product platform with over $19 billion in AUM.
About the Team:
Disciplined Alpha is a 17-member investment team based in Orinda, CA that manages over $19 bn in fixed income assets for institutional clients. The team invests using a dynamic process of continually evaluating relative value based on changing fundamentals and market technicals all within a framework of robust risk management. The DA team manages eight different fixed income strategies. Core Disciplined Alpha is the flagship product with over $10 bn in assets and a 13-year track record. We anticipate the Disciplined Alpha product platform will continue to grow over the next decade to an ultimate capacity of over $30 bn.
Job Responsibilities:
- Provide analysis to assist PMs in their research and relative value work. Over time, hone skills to spot opportunities and suggest potential investments.
- Prepare reports for weekly team meetings.
- Prepare analysis and develop/execute projects for the investment team.
- Learn the critical responsibilities of the trading assistants to provide back-up.
- Participate in management meetings and/or sell-side meetings hosted in our office; prepare and distribute summary notes internally.
- Attend local investment conferences either with senior team members or independently over time.
- Occasional travel to the Boston office.
We are seeking a person with a deep interest in gaining exposure to the fixed income markets and the aptitude to develop the skills necessary to be a successful investor. The ideal candidate will be a new or recent college graduate with an education background in accounting, economics, or corporate finance. An
internship and/or work experience in banking, finance, or asset management is a plus.- BA/BS in Finance or Economics preferred (will consider May 2024 graduates) with coursework in accounting, corporate finance, and financial statement analysis ideal.
- Deep interest in learning how to invest and learn from a cohesive investment team.
- Superior analytical skills.
- Ability to exercise discretion, work independently and collaborate as part of a team.
- Excellent organizational skills and attention to detail.
- Capacity to juggle multiple tasks simultaneously; time management is critical in managing against potentially competing projects and deadlines.
- Clear and concise oral and written communication.
- A positive attitude.
- Working knowledge of Microsoft Excel (formulas, charts, pivot tables) progressing toward advanced user over time (advanced formulas, macros, third-party add-ins).
- The position is intended to have a fixed three-year term. After 2.5 years, the investment associate may apply for a permanent position anywhere across Loomis Sayles, although a permanent placement is not guaranteed. The DA team follows a hybrid work schedule with 3 set days WFO and 2 set days WFH.
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. - 8 Days Ago
Investment Analyst
- Pathstone
-
Walnut Creek, CA
FULL_TIME
- Company Profile: Advisor Partners, LLC (AP), is an SEC-registered investment advisory firm (RIA) established in 2001 that provides a broad range of sophisticated financial investment solutions and tur...
- 21 Days Ago
Investment Manager
- ICA
-
Oakland, CA
FULL_TIME
- ICA Fund, a non-profit venture capital firm, is seeking a full-time Investment Manager to contribute to its mission of closing the racial and gender wealth gaps. Primary responsibilities include manag...
- 2 Months Ago
Chief Nursing Officer - San Ramon Medical Center, San Ramon, CA
- Other Executive
-
San Ramon, CA
OTHER
- MARKET SUMMARY: San Ramon Medical Center San Ramon Regional Medical Center has proudly served the San Ramon Valley and its surrounding communities for more than 30 years. In that time, we have expande...
- 8 Days Ago
Associate Administrator - San Ramon Regional Medical Center, San Ramon, CA
- Other Executive
-
San Ramon, CA
OTHER
- MARKET SUMMARY: San Ramon Medical Center San Ramon Regional Medical Center has proudly served the San Ramon Valley and its surrounding communities for more than 30 years. In that time, we have expande...
- 8 Days Ago
Ice Cream Server
- SKR investment, inc
-
Hayward, CA
FULL_TIME
- Benefits/Perks Flexible Scheduling Competitive Compensation Career Advancement Opportunities Job Summary We are seeking an experienced Server to join our team! The Server is the face of our restaurant...
- 1 Month Ago
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0 Top Investment Executive jobs found in Oakland, CA area
Sales Manager
- Levin Johnston
-
Los Altos, CA
- The Levin Johnston Team of Marcus & Millichap is a high-profile multifamily brokerage team looking to expand. We are see...
- 4/19/2024 12:00:00 AM
Regulatory Affairs Specialist – Digital Health Technologies
- Abbott
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/19/2024 12:00:00 AM
Investment Associate, Capital Raising
- North Beta Labs
-
San Francisco, CA
- About North Beta Labs: North Beta Labs is a revolutionary capital firm that fuses investment, banking, and AI community....
- 4/18/2024 12:00:00 AM
CWM, PWM, Financial Investment Professional, Associate San Francisco
- Goldman Sachs
-
San Francisco, CA
- MORE ABOUT THIS JOB: YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the des...
- 4/15/2024 12:00:00 AM
Senior Financial Manager
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/12/2024 12:00:00 AM
Regulatory Affairs Specialist – Digital Health Technologies
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/5/2024 12:00:00 AM
Manager Global Pricing and Analytics
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 3/26/2024 12:00:00 AM
Regulatory Affairs Specialist II – APAC - Diabetes Care
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 10/31/2023 12:00:00 AM
About Oakland, California
Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.)
The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water.
Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$462,759 to $950,058
Oakland, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does a Top Investment Executive do?
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These products are subject to investment risk, including the possible loss of value.
November 28, 2019
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A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020