Top Investment Executive jobs in San Diego, 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 Analyst
- Meketa Investment Group
-
Carlsbad, CA
FULL_TIME
-
Investment Analyst
The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.
Required Skills:- MBA, CFA Program, and/or CAIA Program enrollee (or designee)
- A minimum of three years of relevant experience, ideally in finance/investing
- Sound understanding of economic and investment theory and practices
- Solid quantitative skills, including facility with financial and statistical concepts
- Superior written and verbal communication skills
- Superb computer skills, including facility with Microsoft Office Suite
- Excellent attention to detail
- Ability to gather, organize, coordinate, and interpret data from disparate sources
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well with employees from other company departments and offices
- Ability to travel periodically, up to 20% of the time
Essential Responsibilities:- Participate regularly in client meetings for one or more clients.
- Contribute to the firm’s research activities, as needed.
- Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
- Calculate and verify client-related investment data.
- Gather and organize financial data related to client accounts and investment managers and strategies.
- Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
- Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
- Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
- Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
- Develop resources that create and enhance timely and efficient workflow.
- Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
- Fulfill any and all other duties deemed necessary by management.
Job Performance Evaluation Criteria Include:- Accuracy and timeliness of work product
- Growth in knowledge base, including general investment and economic topics, as well as client-related issues
- Degree to which specialized knowledge is communicated and available to other investment staff
- Level of proficiency with investment-related software
- Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
- Contribution to improvements in the quality of the company’s investment advisory services
- Contribution to improvements in the efficiency of the company’s analytical processes and procedures
- Maintenance of good working relationships with other employees
- Levels of satisfaction of consultants as users of the Analyst’s services
- 1 Month Ago
Investment Broker
- Wertz Real Estate Investment Services
-
Carlsbad, CA
CONTRACTOR,OTHER,FULL_TIME
- Wertz Real Estate Investment Services (“Wertz REIS”) is a national real estate brokerage firm specializing in the sale of quality net leased properties. The firm provides acquisition, disposition, sal...
- 1 Month Ago
Commercial Investment Sales Real Estate Broker- local candidates only
- Silber Investment Properties
-
La Jolla, CA
FULL_TIME
- If you have the desire and hunger to earn $100,000.00-$350,000.00 this is a great opportunity. You will be trained in all aspects of Commercial Real Estate. Be part of a growing team of like-minded pe...
- 1 Month Ago
Investment Advisor
- Navy Federal
-
San Diego, CA
FULL_TIME
- To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and...
- 2 Days Ago
Store Manager/Pastry Chef
- Copper Top Coffee & Donuts
-
San Diego, CA
FULL_TIME
- About us Copper Top Coffee & Donuts is a small business in San Diego, CA. We are professional, agile and creative. Our work environment includes: Modern office setting Food provided Hi from Copper Top...
- 2 Days Ago
Property Manager
- Top Gun CRE, Inc.
-
San Diego, CA
PART_TIME
- Job Summary: Top Gun CRE, Inc. Property Management seeks a part-time (15-20 hours/week) property manager and administrative support specialist. After many years brokering apartment transactions in San...
- 3 Days Ago
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0 Top Investment Executive jobs found in San Diego, CA area
Financial Advisors
- Manhattan West
-
San Diego, CA
- Manhattan West Enterprise Company (“Manhattan West”) is seeking Financial Advisors to join our Private Wealth team. This...
- 4/19/2024 12:00:00 AM
Financial Advisor
- Priority Financial Group
-
San Diego, CA
- Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of ou...
- 4/18/2024 12:00:00 AM
Financial Advisor (Sales Role - Training Provided)
- Northwestern Mutual
-
San Diego, CA
- Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial pl...
- 4/18/2024 12:00:00 AM
Sr. VC Associate
- Avx Corporation
-
San Diego, CA
- Kyocera Ventures, a newly established Corporate Venture Capital (CVC) firm, is seeking a highly motivated and intellectu...
- 4/18/2024 12:00:00 AM
Financial Advisor - (Sales Role, Training Provided)
- Northwestern Mutual
-
San Diego, CA
- *Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office is growing and looking to add Ad...
- 4/17/2024 12:00:00 AM
Sr. VC Associate
- AVX Corporation
-
San Diego, CA
- Kyocera Ventures, a newly established Corporate Venture Capital (CVC) firm, is seeking a highly motivated and intellectu...
- 4/17/2024 12:00:00 AM
Director of Finance
- Hampton Nonprofit Management
-
San Diego, CA
- Early-stage, nonprofit-obsessed, six-person consulting firm seeks newest team member. The Director of Finance position w...
- 4/17/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, W
- Avantax Planning Partners
-
San Diego, CA
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/16/2024 12:00:00 AM
About San Diego, California
According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents.
The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$407,380 to $836,363
San Diego, California area prices
were up 2.6% from a year ago
were up 2.6% from a year ago
What does a Top Investment Executive do?
Top Investment Executive in Boulder, CO
These products are subject to investment risk, including the possible loss of value.
November 28, 2019
Top Investment Executive in Tacoma, WA
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