NewManager – M&A Tax Advisory JobotManager – M&A Tax AdvisorySan Francisco, CA$160,000–$220,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
UHNW Senior Tax Manager (CPA required) JobotUHNW Senior Tax Manager (CPA required)San Francisco, CA$180,000–$230,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The practice serves a wide range of complex individual clients, with a strong concentration in pre-IPO and public company executives, as well as clients involved in trade and investment partnerships across multiple industries.
NewFund Accounting Manager Vaco LLCFund Accounting ManagerOakland, CA$140,000–$165,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewInterim Treasury Manager Vaco LLCInterim Treasury ManagerSan Francisco, CA$70–$85Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewSr. Manager of Tax Vaco LLCSr. Manager of TaxSan Francisco, CA$220,000–$250,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewSr. Manager, Global Corporate Development Visa Technology and Operations LLCSr. Manager, Global Corporate DevelopmentSan Francisco, CA$169,100–$270,800 / yearp/>Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.
NewSr. Manager, Visa Crypto Account Management Visa Technology and Operations LLCSr. Manager, Visa Crypto Account ManagementSan Francisco, CA$153,700–$246,200 / yearMasters, MBA, JD, MD) or 3 or more years of experience with a PhD • Current or former experience in payments or crypto industry are strongly preferred • 6+ years’ work experience in investment, strategy, GTM, product, BD or sales in the financial sector with a Bachelor's Degree, or a 4+ years' work experience with Master's Degree • Proven track record in account management, business development, or sales, ideally with complex, multi-stakeholder deals • Deep understanding of blockchain, stablecoins, and the broader digital asset ecosystem • Strong analytical, problem-solving, and project management abilities • Entrepreneurial mindset, comfortable navigating ambiguity and driving initiatives from concept to execution • Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team • Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred • Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewSenior Manager, External Data Products Visa Technology and Operations LLCSenior Manager, External Data ProductsFoster City, CA$169,100–$270,800 / yearWorking closely with Visa’s Chief Privacy Officer, the Technology organization, Government Solutions, the wider data community, and the full set of Visa’s global lines of business, the Global Data Office is evolving Visa’s data and AI-related work with momentum and enthusiasm. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewManager, Global Corporate Development Visa Technology and Operations LLCManager, Global Corporate DevelopmentSan Francisco, CA$146,200–$233,700 / yearp/>Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewSenior Manager - Market Intelligence, Global SMB Visa Technology and Operations LLCSenior Manager - Market Intelligence, Global SMBSan Francisco, CA$169,100–$270,800 / yearBackground in payments, financial services, B2B, or platform ecosystems (issuers, acquirers, fintechs, ISVs) • Experience presenting to and building relationships with senior management level audiences, both internally and externally • Demonstrated ability to lead through influence in a matrixed organization without direct authority • Must be self-motivated and comfortable with ambiguity • Preferred experience leading large‑scale, vendor‑executed research programs, including scoping, methodology oversight, synthesis, and executive activation. Insight Validation in Collaboration with Internal Performance Insights – Work closely with the Performance Management Lead to evaluate findings, separate factual indicators from anecdotal observations, and assemble evidence-based narratives regarding factors influencing 2030 targets, outlining the recommended path forward.
Product Manager Visa Technology and Operations LLCProduct ManagerFoster City, CA$146,200–$233,700 / yearSolution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.
NewManager Stablecoin Labs Visa Technology and Operations LLCManager Stablecoin LabsSan Francisco, CA$146,200–$233,700 / yearAs part of a high impact team operating at the intersection of new technology and legacy operations, this role helps define how stablecoins can transform customer experiences with moving money and unlock new value for clients and partners. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewSr. Product Manager - Digital Experiences & Capabilities Visa Technology and Operations LLCSr. Product Manager - Digital Experiences & CapabilitiesSan Francisco, CA$153,700–$246,200 / yearProven track record of launching and scaling successful MarTech platforms or digital products that deliver measurable marketing impact • Strong understanding of marketing automation, customer segmentation, journey orchestration, and personalization strategies. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewFund Finance Associate Vaco LLCFund Finance AssociateSan Francisco, CA$125,000–$150,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewLeasing Consultant Sares-Regis GroupLeasing ConsultantWalnut Creek, CA$20–$23 / hourp>Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. • Accompanies prospects to model apartments and discusses size and layout of rooms, available facilities, such as swimming pool, location of shopping centers and freeways, services available, and terms of lease.
Real Estate Acquisition Manager Onigilly IncReal Estate Acquisition ManagerSan Mateo, CA$115,000–$130,000 / yearResearch investment and partnership models, real estate market and geographical trends, and prepare letters of intent, contracts, and other business administration paperwork as needed for the sale. Founded in 2008, Onigilly began with a single food cart and a mission to make "onigiri," Japan's soul food, a part of America's everyday diet.
Treasury Debt and Investments Manager SearchProsTreasury Debt and Investments ManagerMillbrae, CA$75.87–$91 / hourOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. " Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Senior Manager, Investment Management Lightsource BP Renewable Energy Investments LtdSenior Manager, Investment ManagementSan Francisco, CA$160,000–$180,000 / yearp>In this role, you will provide critical financial modelling and analytical support across our U.S. renewable energy portfolio, working closely with Structured Finance, Asset Management, Finance, Power Marketing, Legal, and Engineering teams to drive portfolio performance and long-term value. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light investment model - retaining management and equity interest in projects while leveraging third-party capital, including debt, tax equity, and structured equity financing, to fund our growing portfolio.
Senior Manager, Investment & Risk Management Pattern Energy Group IncSenior Manager, Investment & Risk ManagementSan Francisco, CA$128,000–$173,000 / yearli>Skills: Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure. Industry Background: Experience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond.
Investment Banking Manager Accenture PlcInvestment Banking ManagerWalnut Creek, CAli>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Senior Manager, Investment & Risk Management Pattern Energy Group LPSenior Manager, Investment & Risk ManagementSan Francisco, California$128,000–$173,000 / yearli style="margin-left:0.25in">8+ years of relevant direct experienceExperience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond. Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure.
Manager, Investment Compliance and Fiduciary Oversight The Charles Schwab CorpManager, Investment Compliance and Fiduciary OversightSan Francisco, CAAs an Investment Guidelines Oversight Manager within Schwab Asset Management (SAM), you'll play an important role in protecting shareholder and client interests by helping ensure investment guidelines are accurately applied, monitored, and maintained across Schwab proprietary mutual funds, ETFs, collective trusts, and separately managed accounts. In this role, you'll monitor portfolio manager and sub-advisor trading activity for adherence to investment guidelines and agreements, code and enhance compliance tests within platforms such as Aladdin or comparable systems, and help validate that rules are implemented accurately and monitored effectively.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.
Accounting Manager, JV Fund Investment Accounting Digital Realty Trust IncAccounting Manager, JV Fund Investment AccountingSan Francisco, CAPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Strong working knowledge of US GAAP with application to complex transactions, including experience in REIT accounting, with additional emphasis on equity method accounting, fair value accounting, lease accounting, debt structures, and JV agreements.
Senior Tax Manager - Alternative Investment Funds Andersen Tax LLCSenior Tax Manager - Alternative Investment FundsFoster City, CA$160,000–$253,900 / yearp>Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.
Senior Tax Manager - Alternative Investment Funds AndersenSenior Tax Manager - Alternative Investment FundsSan Francisco, California$160,000–$253,900 / yearThe Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsFoster City, California$125,000–$201,900 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
NewTax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsFoster City, CA$125,000–$201,900 / yearul>4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
NewSenior Investment Product Manager AssetMark Financial HoldingsSenior Investment Product ManagerConcord, Californiap>We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerSan Francisco, CA$68,000–$135,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Manager, Treasury Debt and Investments Tellus SolutionsManager, Treasury Debt and InvestmentsMillbrae, CAOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Product Marketing Manager, Investment Products Altruist CorpProduct Marketing Manager, Investment ProductsSan Francisco, CA$107,000–$153,000 / yearli>Growth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption. Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)San Francisco, CAIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
BMO Investment Services - Regional Administrative Manager Bank of MontrealBMO Investment Services - Regional Administrative ManagerSan Francisco, CA$69,000–$127,800 / yearli>Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningWalnut Creek, CA$125,055–$208,845 / yearp>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Investments Analyst IV, Front Office Kaiser PermanenteInvestments Analyst IV, Front OfficePleasanton, CASupports the development of an investment team by mentoring junior analysts to support professional development; providing guidance on projects and analyses; collaborating with more senior team members to refine investment strategies; engaging in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed; representing the organization at industry conferences and networking events; forming and maintaining relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities; and supporting process improvements and best practices implementation. This role contributes to asset allocation discussions and portfolio construction, engages in special research projects, stays current on new investment products, strategies, managers, and opportunities, engages in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed, represents the organization at industry conferences and networking events, and forms and maintains relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities.
Investments Analyst V, Front Office Kaiser PermanenteInvestments Analyst V, Front OfficePleasanton, CAThis role engages in asset allocation discussions and portfolio construction, leads special research projects, stays current on new investment products, strategies, managers, and opportunities, actively engages in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings, represents the organization at industry conferences and networking events, and develops and maintains relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities. Develops an investment team by mentoring junior analysts to support professional development; providing guidance on projects and analyses; collaborating with leadership to refine investment strategies; actively engaging in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings; representing the organization at industry conferences and networking events; developing and maintaining relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities; and implementing process improvements and best practices.
NewSenior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantSan Francisco, CA$122,400–$244,800 / yearp>As an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Investment Consultant - Fund Sponsor Consulting Group CallanSenior Investment Consultant - Fund Sponsor Consulting GroupSan Francisco, California$150,000–$200,000 / yearp style="line-height:115%;margin:0in;font-size:10pt;font-family:'times new roman' , serif">Client Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Client Education: Assist in developing customized educational information and/or presentations for clients.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, California$100,000–$150,000 / yearp style="line-height:115%;margin:0in;font-size:10pt;font-family:'times new roman' , serif">Client Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Client Education: Assist in developing customized educational information and/or presentations for clients.
Executive Director, Responsible Investment Strategy Specialist - West Coast Morgan StanleyExecutive Director, Responsible Investment Strategy Specialist - West CoastSan Francisco, CA$200,000–$300,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The role provides end-to-end leadership for assigned product categories, serves as a key liaison to designated investment teams, and acts as a product champion accountable for positioning, content strategy, and ongoing communication and training across all distribution channels.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingOakland, CA$100,000–$180,000 / yearp>This role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
Accounts Payable Associate - Thomas Weisel Investment Management - Hybrid StifelAccounts Payable Associate - Thomas Weisel Investment Management - HybridSan Francisco, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks for the Office of CEO Administration.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVOakland, CA$100,000–$180,000 / yearp>We are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
Director of Structured Products & Investment Strategy UnisonDirector of Structured Products & Investment StrategySan Francisco, CA$175,000–$225,000 / yearIn this pivotal role, you won't just develop products; you'll create entirely new investment vehicles, steer strategy from first concept to full-scale launch, and directly influence how investors engage with one of the fastest-evolving segments of the residential real estate market. Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.
Fixed Income Investment Strategist U.S. BancorpFixed Income Investment StrategistSan Francisco, CA$124,355–$146,300 / yearul>Serve as the West Coast-based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm's centralized Portfolio Strategies Group (PSG). Serve as a client-facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement.
Direct Indexing Investment Analyst, Specialist Vanguard GroupDirect Indexing Investment Analyst, SpecialistOakland, CA$60,000–$96,000 / yearli>Collaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors' questions. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
Investment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CAFull timeli style="list-style-type:disc">A background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. The organization is a purpose-driven, values-centric, B Corp financial advisory firm focused on creating authentic and measurable impact through values-aligned financial planning and investment advice.
Head of Investments & Liquidity Anthropic PBCHead of Investments & LiquiditySan Francisco, CA$300,000–$370,000 / yearThis research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences. For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.
2026 Portfolio Strategy Investment Associate Dodge & Cox2026 Portfolio Strategy Investment AssociateSan Francisco, CaliforniaThis Associate will work closely with members of the Global Equity Investment Committee (GEIC) to support the implementation of our global equity investment strategy and other critical business processes, including performance analysis and client communications. Researching, interpreting, and preparing portfolio and market analytics, which includes measuring asset class risk and return opportunities, running quantitative screens and conducting comparable company analysis.