NewInvestment Analyst PathstoneInvestment AnalystWalnut Creek, New YorkPosition 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.
Investment Analyst - Credit Research Penn MutualInvestment Analyst - Credit ResearchDavis, PennsylvaniaPenn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. The analyst will evaluate corporate issuers and securities, contribute to investment discussions, and provide input that supports portfolio construction, risk management and investment decision-making.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingSacramento, CA$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementSacramento, CA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementSacramento, CA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, 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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
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.
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, 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerSacramento, CA$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.
NewInvestment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerSacramento, CA$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.
Senior Investment Associate Haystack ConsultantsSenior Investment AssociateNapa, CaliforniaA well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a key role in evaluating, underwriting, and executing property acquisitions across a diverse portfolio. Market context: Senior investment / acquisitions roles in CA typically range from $110K – $150K+ base , with higher upside based on experience and deal exposure.
Investment Consultant - Marin, CA FidelityInvestment Consultant - Marin, CALarkspur, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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.
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.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentSacramento, CAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Representative - Redwood Credit Union LPL Financial ServicesInvestment Representative - Redwood Credit UnionNapa, CA$80,371.20–$105,000 / yearThis employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions.
NewInvestment Banking Consultant Accenture PlcInvestment Banking ConsultantSacramento, 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.
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.