26 Results for

Investment Jobs in Fairfield, CA

Jobs

Sacramento, CA

$124,355–$146,300 / year

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Serve as the West Coast-based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm's centralized Portfolio Strategies Group (PSG).

Serve as a client-facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement.

11 days ago

Sacramento, CA

$25,750–$42,916.67 / year

Our Global Fixed Income (GFI) group is currently seeking a Managing Investment Director to oversee the entire GFI team, including functions such as research, portfolio management, trading activity, and drive our CalPERS mission. You may drop off your application and any applicable or required documents at: Public Employees Retirement System Drop-Off HRSD, EIR JC-505471/AC 400 Q Street, Lincoln Plaza North 1st floor drop box by security desk Sacramento, CA 95811 08:00 AM - 05:00 PM.

30+ days ago

Sacramento, CA

$133,736.40–$147,433.68 / year

p>Under general direction, the Investment Officer performs financial/analytical work within the Department of Finance, Investments Division including interfaces with County managers, investment specialists, boards, and others on investment-related issues; helps assure County compliance with Treasury-related laws, ordinances, codes, and policies. Persons claiming eligibility for disabled veterans preference must submit to the employment office, on or before the application deadline date, a certification from the United States Veterans Administration or a military service department, dated within 1 year, which certifies the present existence of a service related disability of 10% or more, or other acceptable proof of such disability as a result of his/her military service.

30+ days ago

Concord, California

p>We are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients.

This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.

5 days ago

Walnut Creek, CA

$121,900–$262,100 / year

ESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, learning about client investment goals, and presenting proposals for investment management. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

30+ days ago

Sacramento, CA

$7,993–$10,004 / year

p>Investment 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).

30+ days ago

Sacramento, CA

$10,681–$12,738 / year

The 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.

30+ days ago

Larkspur, California

Remote

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Please 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.

6 days ago

Sacramento, CA

p>Founded 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.

6 days ago

Sacramento, CA

6 days ago

Sacramento, CA

6 days ago

Sacramento, CA

6 days ago

Sacramento, CA

$52,000–$84,760 / year

p>State Street's Alternative Investment Solutions group provides a complete suite of services to more than 750 clients, including institutional investors, hedge fund managers, private equity fund managers and real estate fund managers. Our team tracks all communications from our clients' General Partners, processes all cash movements, updates investment valuations, captures underlying portfolio company and property details, and provides online tools for performance and exposure reporting.

12 days ago

Walnut Creek, CA

li>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

30+ days ago

Sacramento, CA

$41,600–$66,560 / year

p>As 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.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

30+ days ago

Sacramento, CA

$80,000–$140,000 / year

As 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.

30+ days ago

Sacramento, CA

$28,325–$47,208.33 / year

Job Title: Deputy Chief Investment Officer, Private Markets Job Code #: JC-503404 Position #(s): 275-602-1014-001 Working Title: Deputy Chief Investment Officer, Private Markets Classification: DEPUTY CHIEF INVESTMENT OFFICER, CSTRS Salary Range: $28,325.00 - $47,208.33 per Month. Collaborate with the Chief Investment Officer (CIO) in supporting private asset markets investment decision making in a risk-aware manner to generate the required absolute rate of return necessary to meet CalPERS pension obligations.

30+ days ago

Napa, CA

$80,371.20–$105,000 / year

This position will offer:

• The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes:

• Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.

30+ days ago

Walnut Creek, CA

li>Aid 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.

30+ days ago

Sacramento, CA

$115,000–$205,000 / year

p>State 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.

30+ days ago

Sacramento, CA

$90,000–$157,500 / year

p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. 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.

27 days ago

Walnut Creek, California

Our 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. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.

5 days ago

Davis, CA

You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.

11 days ago

Walnut Creek, CA

p>Position Responsibilities: • Develop a business that you will manage with our unique, entrepreneurial approach to building and supporting teams that Northmarq provides • You will benefit from an open, collaborative platform which includes full access to our shared database, a proven system unmatched by our competitors • You will be provided corporate marketing tools, a specialized marketing and research staff, outstanding support resources, industry-specific technology, and exceptional trainings • Be a producer and a manager to a team of 2-3 brokers and be responsible for the leadership and bottom-line success of the team • You will be given support in building your team by sourcing and screening qualified candidates.

What Were Looking For:

• Bachelor's Degree in a related field • Excellent verbal and written communication skills • 4+ years of investment sales experience and proven deal track record • You are incredibly self-motivated, tenacious, and appreciate uncapped potential • Possess the desire and ability to effectively build and manage a team • Have a strong entrepreneurial mindset • Your track record indicates successfully generating new business and building relationships, proven through repeat client business.

30+ days ago

Sacramento, CA

$118,700–$218,600 / year

Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.

25 days ago

Walnut Creek, CA

div>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. Northmarq 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.

22 days ago

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Investment Jobs in Fairfield, CA

Fixed Income Investment Strategist U.S. Bancorp

MANAGING INVESTMENT DIRECTOR, PUBLIC EMPLOYEES'''' RETIREMENT SYSTEM State Of California

Investment Officer Sacramento County Council

Senior Investment Product Manager AssetMark Financial Holdings

Senior Investment Advisor Fifth Third Bancorp

INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of California

INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of California

Investment Consultant - Marin, CA Fidelity

Director, Investment Sales - Office Marcus & Millichap Inc

Director, Investment Sales - Industrial Marcus & Millichap Inc

Director, Investment Sales - Retail Marcus & Millichap Inc

Director, Investment Sales - Net Lease Marcus & Millichap Inc

Alternative Investment Services, Senior Associate State Street Corp

Investment Banking Manager Accenture Plc

Alternative Investment Services, Associate 2 State Street Corp

Client Manager, AVP Investment Trading - Charles River Development State Street Corp

DEPUTY CHIEF INVESTMENT OFFICER, CSTRS State Of California

Investment Representative - Redwood Credit Union LPL Financial Holdings Inc

J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & Co

Distribution Strategy and Planning - CCG Strategy & Operations, VP - State Street Investment Management State Street Corp

Alternative Investment Services Bank Loans Operations, Assistant Vice President State Street Corp

Investment Consultant - Relationship Manager Morgan Stanley

Investment Consultant Davis, CA The Charles Schwab Corp

Senior Investment Broker - Commercial Real Estate NorthMarq Capital LLC

Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu Ltd

Senior Investment Broker - Commercial Real Estate Northmarq

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