Portfolio Manager Jobs in Sonoma
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Search Results - Portfolio Manager Jobs in Sonoma
Undisclosed-Sonoma
Systematic Macro Quant Researcher | Multi-Strat Hedge Fund | San Francisco Bay Area
Our client, a globally established and highly prestigious multi-platform Hedge Fund, are seeking a Systematic Macro Quant Researcher to work with a new Portfolio...
mindmatch.ai -
Lateral Link-Sonoma
An elite firm (our client) is looking for a Patent Prosecution Paralegal to join their team.
Varied responsibilities, including, providing support for portfolio management, preparing and submitting papers to the USPTO, and managing deadlines...
mindmatch.ai -
Partners Capital-Sonoma
environment. As a rapidly growing business, we seek team members with a strong work ethic and intellectual curiosity who will contribute as soon as they join us.
Client Portfolio Management (50%): You will take the role of Chief Investment Officer (CIO)...
mindmatch.ai -
ELCO Consulting-Sonoma
onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management.
• Actively participate in portfolio management decisions to enable strategic family initiatives related to estate...
mindmatch.ai -
Selby Jennings-Sonoma
and execution of investment transactions, including drafting investment memos and preparing presentations for internal committees.
• Portfolio Management: Monitor and track the performance of portfolio companies, providing ongoing support and analysis to ensure...
mindmatch.ai -
H&P Executive Search-Sonoma
transactions.
• Market Research: Perform industry and competitive analysis, identifying trends and opportunities within software & tech enabled services.
• Portfolio Management: Work closely with portfolio companies post-investment to drive performance...
mindmatch.ai -
Forgepoint Capital-Sonoma
Organize and maintain office environment, common areas and supplies
• Maintain contact information and update internal databases
• Perform various administrative tasks to support investment and portfolio management activities
• Support community events...
mindmatch.ai -
Hughes Marino-Sonoma
occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management.
We are proud to be one...
mindmatch.ai -
MIGSO-PCUBED-Sonoma
This position operates in a hybrid model in the Greater San Francisco Bay Area.
Who We Are:
MIGSO-PCUBED(MP) is a global management consulting firm focused on delivering project, program, & portfolio management as a service. We are a global team of about 2,000...
mindmatch.ai -
goodfin-Sonoma
Optimize our RAG pipeline and hybrid search systems for financial knowledge retrieval.
• AI Agent Development: Build and manage autonomous AI agents for financial analysis and portfolio management.
• Cross-Functional Collaboration: Work closely with our...
mindmatch.ai -
Partners Capital-Sonoma
curiosity who will contribute as soon as they join us.
Responsibilities
• Client Portfolio Management (50%): Creating investment strategy from inception to client presentation and execution; both virtually and in person. Managing clients’ balance sheets...
mindmatch.ai -
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