Senior Financial Analyst, Corporate Finance and Strategy PlaidSenior Financial Analyst, Corporate Finance and StrategySan Francisco, CA$159,000–$172,800 / year5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.
Aladdin Strategic Relationship Manager, Vice President BlackRockAladdin Strategic Relationship Manager, Vice PresidentSan Francisco, CAAI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.
NewINVESTMENT OFFICER I, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER I, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$4,365–$8,290Under the direction of the Associate Portfolio Manager, the Investment Officer I provides investment and financial expertise to staff and management, assists with the operational complexities in managing the CalSTRS' Investment Portfolio, and performs a wide range of analytical and technical work to support the critical functions of Investment Operations. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMSacramento, CA$7,993–$10,004 / yearInvestment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
INVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, STATE TEACHERS'' RETIREMENT SYSTEMYolo County, CA$10,681–$12,738 / yearThis position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Under the general direction of the Portfolio Manager, the Investment Officer III serves as a high-level investment specialist responsible for ensuring conformance with policy and fitness with portfolio composition objectives, and performs duties supporting the goals and objectives of the Inflation Sensitive Unit.
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEMSacramento, CA$10,681–$12,738 / yearThe team is currently seeking two Investment Officer (IO) II or III positions to consult with and inform INVO management, Information Technology Services Branch (ITSB) business units, and external vendors, recommending investment business systems and project approaches necessary to influence the success of INVO''''s investment and technology for the Private Markets Technology (PMT) team. Duties include but are not limited to: Utilize knowledge of investment industry and specific investment functions, support the oversight of the day-to-day availability, performance, and stability of critical investment systems, including both vendor platforms and internally developed applications.
NewSenior Retirement Investment Officer - Promotional County of SonomaSenior Retirement Investment Officer - PromotionalSanta Rosa, CA$163,859.79–$199,173.86 / yearAbility to: think strategically related to the management of a public pension system investment portfolio; analyze and communicate the strategies related to complex financial investments; perform complex financial analysis; prepare and write reports or presentations; establish and maintain effective working relationships; effectively communicate verbally and in writing; make presentations to Boards and management groups; work collaboratively with an executive board; supervise, plan, organize, direct, and evaluate the work of subordinates; exercise appropriate judgment in answering questions and releasing information. Normally, this would include possession of a Bachelors or equivalent degree in finance, accounting, economics, business administration or closely related field AND five years of investment experience in a public agency or financial institution which involved investment portfolio management, formulating, recommending, and implementing investment strategies, financial analysis, economic analysis, and/or investment reporting or performance measurement; OR a Masters degree or equivalent with the emphasis in any of the above listed areas and four years of experience in the above listed areas.
Investment Officer Senior City National BankInvestment Officer SeniorLos Angeles, CaliforniaRemoteFull timeResponsible for sales of a broad range of investments, with a particular emphasis on taxable and tax-exempt fixed income securities as well as equity and fixed income mutual funds, to a highly diverse client base. Achieve and maintain significant revenue production and other performance goals, including prospecting for new clientele, cross-selling bank product, and effectively partnering with bank colleagues .
NewSr. Investment Officer Northern Trust CorpSr. Investment OfficerLos Angeles, CA$236,555–$414,115 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / 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 Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Investment Relationship Officer City National BankInvestment Relationship OfficerLos Angeles, CARemote$71,869–$114,797 / yearAssist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Banks Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.
Credit Officer, Global Wealth & Investment Management Bank of America CorpCredit Officer, Global Wealth & Investment ManagementLos Angeles, CA$99,000–$150,800 / yearRequired Qualifications:• 3 years of progressively responsible experience in the job offered or a related finance / banking occupationDesired Qualifications:• Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related; and• Prefer 3 years of experience in each of the following:o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients;o Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business;o Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans;o Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and,o Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
Senior Investment Officer Northern TrustSenior Investment OfficerLos Angeles, CAFull timeKnowledge : • Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners. 3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Security Officer - Investment Patrol Member Allied UniversalSecurity Officer - Investment Patrol MemberSan Mateo, CAJoin Allied Universal as an unarmed patrol officer at a professional financial institution location, where you will monitor assigned areas, conduct routine patrols, and remain visible to help to deter security-related incidents. What You'll Do: Provide customer service to clients and visitors by carrying out security-related procedures, site-specific policies, and/or appropriate emergency response activities at a financial institution location.
Investment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CAFull timeA 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. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.
SENIOR INVESTMENT DIRECTOR State Of CaliforniaSENIOR INVESTMENT DIRECTORWoodland, CA$26,167–$38,834 / yearAn incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base pay differential. This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700).
Investment Banking - Mid-Cap Investment Banking - Associate JPMorgan Chase & CoInvestment Banking - Mid-Cap Investment Banking - AssociateLos Angeles, CAWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Analyst - Investments And Portfolio Management Kilroy Realty CorpAnalyst - Investments And Portfolio ManagementLos Angeles, CA$87,000–$108,000 / yearThe core responsibilities of this position include, but are not limited to the following: Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects. Working with Kilroy's leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process.
Analyst - Investments and Portfolio Management Kilroy RealtyAnalyst - Investments and Portfolio ManagementLos Angeles, CaliforniaWorking with Kilroy’s leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process. Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects.
Investment Banking - Mid-Cap Investment Banking - Associate JPMorgan Chase Bank, N.A.Investment Banking - Mid-Cap Investment Banking - AssociateLos Angeles, CAFull timeJob DescriptionWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Chief Marketing Office Ledgent TechnologyChief Marketing OfficeNewport Beach, CaliforniaThis executive will bring experience from large-scale consumer brands, national service organizations, high-growth enterprises, or Fortune 500 environments, with a proven track record of managing substantial marketing budgets, leading large teams, and driving measurable business results. The CMO will oversee all aspects of marketing strategy, including brand management, performance marketing, media buying, digital acquisition, customer journey optimization, public relations, sponsorships, market research, and marketing technology.
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.
NewInvestment Technology Business Solutions Lead - (Franklin Equity) Franklin Resources IncInvestment Technology Business Solutions Lead - (Franklin Equity)San Mateo, CA$140,000–$190,000 / yearThis highly visible role will partner closely with the Director of Strategic Planning & Operations, Chief Investment Officers, portfolio managers, research analysts, operations leaders, and technology stakeholders to improve how the investment team uses data, reporting, automation, and artificial intelligence. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.
Investment Banking Analyst - Technology M&A Citigroup IncInvestment Banking Analyst - Technology M&ASan Francisco, CA$110,000–$135,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
PRINCIPAL COUNSEL, INVESTMENT TRANSACTIONS University of CaliforniaPRINCIPAL COUNSEL, INVESTMENT TRANSACTIONSOakland, CARemote$235,000–$275,000 / yearExperience in reviewing, drafting, and negotiating a broad range of general corporate and/or fund-related agreements for a variety of transactions, including private fund investments; direct investments (e.g., venture capital financings, etc.); investment, hedging, futures, and similar accounts; agreements with bank and broker-dealer counterparts; term sheets and letters of intent; mergers and acquisitions; dispositions; real property transactions; consulting and professional service arrangements; agreements relating to trading, risk management, and data management functions, including software license and other vendor agreements; confidentiality agreements; and related corporate actions. Provides practical, actionable, and timely legal advice, counsel, and support on a variety of highly complex corporate transactional, finance, operations, and investment matters related to UC Investments under the supervision of the Deputy General Counsel and/or Managing Counsel, BTI.
Investment Performance Analysis, Assistant Vice President State StreetInvestment Performance Analysis, Assistant Vice PresidentSacramento, CaliforniaFrom core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities. Provide quality control checks on client performance reports including monitoring all changes (new funds, composites, benchmarks), review of custom calculations (overlay, benchmarks and alternative assets).
Experienced Associate - Investment Banking, Industrials Guggenheim Partners LLCExperienced Associate - Investment Banking, IndustrialsLos Angeles, CA$175,000–$225,000 / yearAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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.
Investment Banking - Healthcare - Associate JPMorgan Chase & CoInvestment Banking - Healthcare - AssociateSan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Investment Specialist - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President or Executive DirectorSan Diego, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice PresidentSan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banking - Consumer & Retail - Associate JPMorgan Chase Bank, N.A.Investment Banking - Consumer & Retail - AssociateLos Angeles, CAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking - Mergers & Acquisitions - Technology, Associate/Vice President JPMorgan Chase Bank, N.A.Investment Banking - Mergers & Acquisitions - Technology, Associate/Vice PresidentSan Francisco, CAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Experienced Associate - Investment Banking, Industrials Guggenheim SecuritiesExperienced Associate - Investment Banking, IndustrialsLos Angeles, CaliforniaAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Investment Banking Associate, Biopharma Leerink PartnersInvestment Banking Associate, BiopharmaSan Francisco, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The Associate will be a key member of an experienced team building a world-class investment banking practice focused on healthcare and life science companies.
Investment Banking Associate Leerink PartnersInvestment Banking AssociateSanta Monica, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical.
NewReal Estate Investment Acquisition Associate HomeWayReal Estate Investment Acquisition AssociateOrange, CA$70,000–$180,000In today's fast-changing world, where degrees hold less value, good jobs are scarce, and truly great companies are even rarer, it's no surprise that many feel like it's getting harder to get ahead. This position is best suited for individuals who understand sales, real estate transactions, or investment analysis and want to directly control their income.
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.
Private Bank Associate - Investments Bank of AmericaPrivate Bank Associate - InvestmentsLos Angeles, CaliforniaPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Salesforce Administrator for a Luxury Real Estate Investment and Development Firm Treehouse PartnersSalesforce Administrator for a Luxury Real Estate Investment and Development FirmLos Angeles, CA$90,000–$100,000 / yearThey are seeking a Salesforce Administrator to join their team and serve as the steward of their core revenue management platform—managing the full lead-to-close lifecycle for both investors and buyers, supporting marketing automation, and identifying opportunities to unlock the system’s untapped potential. - Administer and optimize Salesforce Marketing Cloud or other integrated marketing tools, building and executing email campaigns, lead nurturing workflows, and engagement tracking.
Associate Director of Knowledge Management, Investment Funds McDermott Will & Emery LLPAssociate Director of Knowledge Management, Investment FundsCA$193,000–$301,000 / yearEvaluate current KM infrastructure for IFG and work to improve the ability to capture and disseminate information and research, identify and prioritize new projects to enhance the efficiency of IFG Attorneys in partnership with the Chief Knowledge Officer, Senior Director of Knowledge Management and advisory partners designated by IFG Attorneys. Lead the redevelopment and ongoing curation of the IFG market terms database, which includes supervising both automated and manual extraction of fund formation data, validating, analyzing and visualizing that data and enabling regular thought-leadership reflecting current fund terms, trends and outcomes.
U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase & CoU.S. Private Bank - Investment Specialist - Vice PresidentLos Angeles, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Client Manager, AVP Investment Trading - Charles River Development State StreetClient Manager, AVP Investment Trading - Charles River DevelopmentIrvine, CaliforniaAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
NewExecutive Assistant/Office Manager - Boutique Investment Firm - San Francisco (Onsite) Burke+CoExecutive Assistant/Office Manager - Boutique Investment Firm - San Francisco (Onsite)San Francisco, CaliforniaYou'll serve as a trusted partner to leadership, help drive key initiatives across the business, and create a seamless office experience for a tight-knit, high-performing team. Our client, a boutique San Francisco-based investment firm, is seeking an exceptional Executive Assistant/Office Manager to support its CEO and senior leadership team.
Distribution Strategy and Planning - CCG Strategy & Operations, VP - State Street Investment Management State Street CorpDistribution Strategy and Planning - CCG Strategy & Operations, VP - State Street Investment ManagementSacramento, CA$115,000–$205,000 / yearState Street Investment Management's Client Coverage Group (CCG) is responsible for global distribution activities across client segments, channels, and regions, including new business development, relationship management, marketing, and sales operations. You will help guide strategic direction and drive end‑to‑end ownership of high‑impact operational and business initiatives that improve distribution team effectiveness, accelerate business performance, and deliver measurable outcomes for sales teams globally.
Alternative Investment Services, Associate 2 State Street CorpAlternative Investment Services, Associate 2Sacramento, CA$41,600–$66,560 / yearAs Alternative Investment Services - Investor Services, Associate 2, you will be: Day to day processing of Investor trades in accordance with internal and the fund guidelines to ensure efficient and effective transaction processing. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
Director, Investment Analyst Program Prologis IncDirector, Investment Analyst ProgramSan Francisco, CA$155,000–$213,000 / yearThe Director of our Investment Analyst Program (IAP) plays a mission-critical role in developing the next generation of investment and business professionals while ensuring the organization is strategically resourced to support Prologis's investment, development and corporate priorities. This position leads the Investment Analyst Program (IAP) and serves as a key talent developer within the organization, ensuring our teams are strategically resourced across acquisitions, developments, and corporate initiatives.
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.