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 certification requirements; 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 certifications; 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 certification requirements; 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 certifications; 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 certification requirements; 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 certifications; Office location and other geographic considerations; Other business and organizational needs.
NewSenior Community Manager (Dual Site) Sares-Regis GroupSenior Community Manager (Dual Site)San Francisco, CA$115,000–$127,000 / yearCollects rents, including implementation of timely legal delinquent rent procedures; assures resident insurance compliance procedures are in place; assures screening criteria and policies are adhered to; assures resident retention procedures are implemented timely and effectively; makes certain weekly reports are completed timely and accurately; approves invoices and ensures timely and accurate data input; timely and accurately completes any other required reports. 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.
NewResident Services Manager Sares-Regis GroupResident Services ManagerOakland, CA$30–$35 / hourSares 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. Act as the communication center providing residents community happenings daily, weekly, or monthly via the computer portal and postings.
Sr. Manager, Global Corporate Development Visa Technology and Operations LLCSr. Manager, Global Corporate DevelopmentSan Francisco, CA$169,100–$270,800 / yearVisa’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.
Senior 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.
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.
Manager, Global Corporate Development Visa Technology and Operations LLCManager, Global Corporate DevelopmentSan Francisco, CA$146,200–$233,700 / yearVisa’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.
NewProduct 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.
NewCommercial Branch Manager OrkinCommercial Branch ManagerConcord, CA$85,000–$100,000When you’re an Orkin Branch Manager, you’re the leader cultivating a team to deliver top-notch service from the industry leader with more than 120 years of protecting homes and businesses. Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers.
Manager 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.
Sr. 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.
Senior Product Manager, Fortary - Remote Ava LabsSenior Product Manager, Fortary - RemoteSan Francisco, CARemoteThe ideal candidate brings a strong track record of building and launching products in fintech or crypto, thrives in fast-paced environments, and operates with a high degree of ownership and execution rigor. The company was founded by Cornell computer scientists, who partnered with Wall Street veterans and early Web3 leaders to execute a promising vision for redefining the way people build permissionless networks.
Senior Product Marketing Manager - Verticals KlaviyoSenior Product Marketing Manager - VerticalsSan Francisco, CA$116,000–$174,000 / yearIn addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. The ideal candidate is a data-driven PMM who thrives in fast-moving environments, independently owns complex GTM initiatives, and turns customer insight into compelling narratives that drive pipeline and revenue.
Tax Manager, State and Local Tax bdo consultingTax Manager, State and Local TaxSan Francisco, CA$79,800–$168,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Assurance Experienced Manager bdo consultingAssurance Experienced ManagerSan Francisco, CA$130,000–$160,000 / yearTraditionally responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewReal 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.
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 certification requirements; 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 certifications; Office location and other geographic considerations; Other business and organizational needs.
Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Experienced Manager - Financial Due Diligence (FDD)San Francisco, CA$125,000–$175,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
Marketing Manager/Director C3 AIMarketing Manager/DirectorRedwood City, CAC3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operating enterprise AI applications, C3 AI applications, a portfolio of industry-specific SaaS enterprise AI applications that enable the digital transformation of organizations globally, and C3 Generative AI, a suite of domain-specific generative AI offerings for the enterprise. We are seeking a dynamic and results-driven Marketing Manager/Director with a strategic mindset and a strong business acumen to join our team.
NewLeasing Consultant Sares-Regis GroupLeasing ConsultantBurlingame, CA$23–$24 / hourSares 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.
NewMaintenance Technician II Sares-Regis GroupMaintenance Technician IIWalnut Creek, CA$25–$26 / hourSares 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. • Works on external, as well as internal repairs which may include, but is not limited to, drywall repairs, painting, fence and gate repairs, plumbing installation or repairs, appliance repairs, boilers and HVAC systems, and common area clean-up.
Associate Investment Manager, Legal Counsel Omni Bridgeway SAAssociate Investment Manager, Legal CounselSan Francisco, CAPosition Summary As Associate Investment Manager and Legal Counsel, you will play a central role in the monitoring and management of funded matters, including helping shepherd matters through to resolution and addressing disputes arising under Omni's contractual arrangements with counterparties. High-level litigation and analytical skills Strong interpersonal skills Strong written communication skills Ability to manage tight timelines and balance competing priorities Ability to be self-motivated, results driven and thorough.
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.
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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerSan Francisco, CASynthesize 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 Management Lightsource BP Renewable Energy Investments LtdSenior Manager, Investment ManagementSan Francisco, CA$160,000–$180,000 / yearIn 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 LPSenior Manager, Investment & Risk ManagementSan Francisco, California$128,000–$173,000 / year8+ 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.
Senior Manager, Investment & Risk Management Pattern Energy Group IncSenior Manager, Investment & Risk ManagementSan Francisco, CA$128,000–$173,000 / yearSkills: 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.
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 / yearSenior 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 FundsFoster City, 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 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.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsSan Francisco, 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.
Tax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsFoster City, CA$125,000–$201,900 / year4+ 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.
Senior Investment Product Manager AssetMark Financial HoldingsSenior Investment Product ManagerConcord, CaliforniaWe 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, CaliforniaOur 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. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
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 / yearGrowth 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 / yearProvides 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. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningWalnut Creek, CA$125,055–$208,845 / yearRecognized 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 / yearAs 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 / yearClient 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. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, California$100,000–$150,000 / yearClient 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. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
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.