Investment Analyst PathstoneInvestment AnalystWalnut Creek, New York$80,000–$90,000 / yearPosition Summary: The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and, as they grow in the role, contributing directly to the firm's codebase and tools that drive our investment process. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients.
NewInvestment Operations Analyst - Reconciliation Specialist US Start of Day RIDGE LINE INCInvestment Operations Analyst - Reconciliation Specialist US Start of DaySan Ramon, CA$101,500–$127,000 / yearReconciliation - Serve as a primary Recon and US SOD expert, performing daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. As an Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more.
NewDirector, Investments & Treasury AAA Northern California, Nevada and Utah Insurance ExchangeDirector, Investments & TreasuryWalnut Creek, CAOur Director, Investments and Treasury is a critical leadership role responsible for the strategic oversight and management of the company's investment portfolio, cash management, and capital markets activities. This individual will develop and execute strategies to optimize liquidity, generate returns on corporate assets, mitigate financial risks, and ensure the efficient allocation of capital.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayDanville, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
project-delivery-manager-1898-co-utility-investment-planning Burns & McDonnellproject-delivery-manager-1898-co-utility-investment-planningWalnut Creek, CA$145,000–$280,000 / yearOur Transmission Planning & Power Systems Analysis (TPPSA) and Grid Modernization, Distribution Planning (GMDP) and Utility Investment Planning (UIP) teams work with a diverse mix of clients-investor-owned utilities, public power entities, developers, and ISOs/RTOs-to deliver smart, resilient, and future-ready electric grid solutions for both the transmission and distribution systems. As a Project Delivery Manager (PDM), you will provide strategic and operational leadership to a team of consultants and analysts, supporting the execution of projects within the Transmission Planning & Power Systems Analysis and/or Utility Investment Planning business lines and adjacent service areas.
Director, Investments Counsel Chan Zuckerberg Initiative LLCDirector, Investments CounselRedwood City, CARemote$323,000–$485,000 / yearIn this highly visible role, you will provide strategic legal counsel across public and private fund investments, co-investments, and other strategic investment opportunities, helping the team navigate complex legal, regulatory, and tax considerations while enabling thoughtful investment execution. The Investments team is a key partner in enabling Biohub's pioneering work to combine frontier AI with frontier biology to solve disease and Learning Commons' mission to build AI infrastructure that aligns how students learn with the tools that shape their learning experiences.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewSenior Customer Success Manager, Investment Banking OntraSenior Customer Success Manager, Investment BankingConcord, CaliforniaCollaboration : Work closely with other Customer Success Managers and cross-functionally with Customer Success, Sales, our Lawyer Network, and Product Operations to enhance customer relationships, support the day-to-day operations of the Customer Success team, and address account-specific challenges. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerWalnut Creek, CAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantWalnut Creek, CAKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Corporate Strategist, Finance & Investment Strategy AvathonCorporate Strategist, Finance & Investment StrategyPleasanton, CaliforniaYou will work directly with Avathon’s executive leadership and partner closely with Finance, Product, Corporate Development, and business leaders to evaluate strategic investments, growth opportunities, partnerships, and other decisions that shape Avathon’s long-term trajectory. You will learn how a frontier technology company allocates capital, evaluates investments, enters new markets, finances growth, assesses strategic transactions, and makes the decisions that shape long-term enterprise value.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Services Administrative Assistant Fremont BankInvestment Services Administrative AssistantFremont, CA$28.89–$40.72 / hourThe Administrative Assistant - Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
Director of Investment Technology PathstoneDirector of Investment TechnologyWalnut Creek, Pennsylvania$175,000–$220,000 / yearThe role will prioritize engineering discipline, database architecture, workflow automation, code quality, system reliability, throughput, controls, and operational leverage across the full investment lifecycle—from model ingestion and portfolio construction through order generation, trade execution, reconciliation, exception management, and post-trade analytics. The ideal candidate will have worked in or closely supported a quantitative investment management firm, systematic asset manager, hedge fund, direct indexing platform, or similarly sophisticated investment technology environment where code, data, models, trading, and operations are tightly integrated.
Senior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CaliforniaNorthmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
Investment Consultant Stockton, CA The Charles Schwab CorpInvestment Consultant Stockton, CAStockton, CAThe expertise you bring: A valid and active FINRA Series 7 license required • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.