Specialist Portfolio jobs in California

Now available 3 results are consistent

Sort by:relevance - date

REPORTING SPECIALIST - PORTFOLIO ANALYTICS

Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients. Actively collaborate with various SPAR Client Teams to obtain all necessary information...

CompanyStepstone Group
AddressLa Jolla, CA
CategoryAccounting/Finance
Job typeFull-Time
Date Posted 2 weeks ago See detail

Reporting Specialist - Portfolio Analytics

Stepstone Group

La Jolla, CA

Use performance reporting systems and analytics dashboard tools (e.g., Power BI) to compile accurate and timely reports for external clients. Actively collaborate with various SPAR Client Teams to obtain all necessary information...

Work Plan Portfolio Specialist, Expert - Flexible Location

Pge

Auburn, CA

Applies subject matter expertise to wide-ranging planning processes and challenges. May be assigned to work on annual, long-range plans or a combination. Works independently on projects and issues of large scope and high complexit...

Associate, SMA Portfolio Specialist - Aperio

Blackrock, Inc.

Sausalito, CA

Support the portfolio management and trading teams' operational workflows. Review and validate incoming client trade and analysis requests. Manage Salesforce-based request dashboards and workflows. Assign client trade and analysis...