Investment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CaliforniaA 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.
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.
Associate Investment Analyst Edelman Financial Engines LLCAssociate Investment AnalystSanta Clara, CA$112,300–$149,700 / yearThis role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders. As an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders - including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives.
NewRetirement Deputy Chief Investment Officer- Office of Retirement Services San Jose City CouncilRetirement Deputy Chief Investment Officer- Office of Retirement ServicesSan Jose, CA$236,250.04–$314,999.88 / yearPlease describe how your work experience aligns with the following desirable qualifications: - Overseeing institutional investment portfolios across multiple asset classes, - Pension fund governance, fiduciary oversight, and public retirement systems, - investment operations, compliance, and risk management, - Leadership and personnel management, and - Working with investment consultants, custodians, investment managers, and governing boards. The DCIO will assist the Chief Investment Officer (CIO) in the administration and leadership of the Investment Division, act on behalf of the CIO in the CIO's absence, and will play a critical role in supporting the management of the retirement portfolios for the Federated City Employees' Retirement System and the Police and Fire Department Retirement Plan.
Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CACA$250,000–$275,000 / yearSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. 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.
Investment Banking Technology Associate / Vice President – New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President – New York, NY or Menlo Park, CAMenlo Park, New YorkSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. 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.
Director, Investment Banker Bank of America CorpDirector, Investment BankerPalo Alto, CAMust include 5 years of experience in:Global bank/bulge bracket investment banking transactions;Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;Preparing financial analysis, including detailed valuation analysis, including LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of parts analysis;Conducting due diligence in connection with investment banking transactions;Conducting research using Factset, Capital IQ, Bloomberg and Refinitv to analyze market data and competitive dynamics; and,Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.30% domestic and international travel required, as necessary. Key responsibilities include assessing client needs and proactively generating relevant ideas and solutions, as well as enlisting the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to clients.
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.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanSunnyvale, CACollaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayPleasanton, 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.
Citi Private Bank - Investment Counselor - San Francisco & Palo Alto Citigroup IncCiti Private Bank - Investment Counselor - San Francisco & Palo AltoPalo Alto, CA$200,000–$300,000 / 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. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Managing Director, Investment Counselor, Palo Alto Citigroup IncManaging Director, Investment Counselor, Palo AltoPalo Alto, CAAppropriately 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. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Senior Manager, Investment Diligence and Accounting NVIDIA CorpSenior Manager, Investment Diligence and AccountingSanta Clara, CAYou will translate complex deal structures and company financials into clear, decision-ready insights and ensure disciplined, SOX-compliant governance across investment accounting, valuation inputs, impairment assessments, and reporting. What You'll Be Doing: Lead financial diligence for proposed venture investments, including analysis of historical performance, unit economics, cash runway, forecasting, working capital, and key financial/operational metrics.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSan Jose, CaliforniaIndustry-Leading Resources- Structured onboarding, individualized training, and mentorship- Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast- Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly- Access to our proprietary training database, sales methods, investor marketplace, and technology systems. - Active California real estate license or willingness to obtain one (we guide you through the process)- Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred- Strong communication, coachability, and relationship-building skills- Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools- Self-motivated, goal-oriented, and comfortable in a commission-based environment.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsFoster City, 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.
Investment Director Venture Capital Micron Technology IncInvestment Director Venture CapitalSan Jose, CA$196,000–$344,000 / yearMicron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever. Fraud alert: Micron advises job seekers to be cautious of unsolicited job offers and to verify the authenticity of any communication claiming to be from Micron by checking the official Micron careers website in the About Micron Technology, Inc.
Venture Investment Manager Advanced Micro Devices IncVenture Investment ManagerSanta Clara, CAInvestment Strategy and Sourcing: • Build and maintain relationships with founders, venture capital firms, accelerators, and innovation networks • Develop sector theses and proactively generate high quality deal flow. You will also develop clear investment theses aligned with AMD's technology roadmap and market focus areas, cultivating differentiated, high quality deal flow across priority sectors.
Senior Software Engineer, Private Investments Platform (Alternatives) Arta FinanceSenior Software Engineer, Private Investments Platform (Alternatives)Mountain View, CaliforniaDesign, build, and own end-to-end backend systems powering the alternatives platform, working closely with product and business stakeholders to develop, ship, and iterate on features across the full lifecycle of private market investments—from fund onboarding and deal execution to capital calls and distributions. Develop robust APIs, workflows, and internal tooling that enable reliable tracking of performance, cash flows, and portfolio exposure across alternative assets, while supporting operational efficiency for internal teams and seamless integration with user-facing applications.
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.
NewStrategic Investment Manager TencentStrategic Investment ManagerPalo Alto, CaliforniaBusiness Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerMenlo Park, 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. 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.
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.
Experienced Tax Associate - Alternative Investment Funds AndersenExperienced Tax Associate - Alternative Investment FundsFoster City, California$86,300–$97,900 / yearThe Requirements: 1+ year of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; 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; Ability to interact with various levels of client and firm management through both written and verbal communication; and. The Role: Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Associate – Alternative Investment Funds AndersenSenior Tax Associate – Alternative Investment FundsFoster City, California$86,500–$148,300 / yearThe Requirements: 2+ years of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, 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: Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
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.
Senior Tax Associate - Alternative Investment Funds Andersen Tax LLCSenior Tax Associate - Alternative Investment FundsFoster City, CA$86,500–$148,300 / year2+ years of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, 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. Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Experienced Tax Associate - Alternative Investment Funds Andersen Tax LLCExperienced Tax Associate - Alternative Investment FundsFoster City, CA$86,300–$97,900 / year1+ year of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; 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; Ability to interact with various levels of client and firm management through both written and verbal communication; and. Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesPalo Alto, 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.
Senior Associate, Investments Xora InnovationSenior Associate, InvestmentsPalo Alto, CA$160,000–$180,000Support all aspects of due diligence for prospective investments, including direct engagement with founders and highly technical team members in extremely fast-moving AI sectors. Develop deal sourcing pipelines end-to-end where you will build and maintain relationships with founders, researchers, and co-investors across your focus areas.
NewInvestment Operations Associate Claire Myers ConsultingInvestment Operations AssociateRedwood City, CaliforniaThis individual will play a critical role in ensuring a seamless client experience, maintaining operational excellence, and supporting the firm's Advisors in delivering high-quality financial planning and investment services. The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approximately $800M in assets under their care.
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CASanta Clara, 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.
NewCommunity Development Investment Director Fifth Third BancorpCommunity Development Investment DirectorSan Jose, CA$96,500–$207,500 / yearGENERAL FUNCTION: Develop relationships with developers (for profit & not-for-profit) of low income housing tax credit projects and historic tax credit projects which will lead to investment opportunities in all Fifth Third markets; this position is accountable for monitoring the underwriting of the investment, presentation of the investment to Loan Committee, and closing the investment. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Must have 5 to 7 years commercial lending, real estate lending, small business lending or a combination thereof; or, 3 to 5 years of proven low income housing tax credit investment experience.
D2SF US - Investment Associate Naver U.Hub INCD2SF US - Investment AssociateRedwood City, CAFull timeWe focus on technologies poised to transform everyday life and industries across areas such as AI, robotics, spatial computing, entertainment, mobility, and healthcare. As an Investment Associate, you'll be a core member of the investment team, supporting deal execution, market analysis, portfolio operations, and synergy development.
D2SF US - Investment Associate Naver U.HubD2SF US - Investment AssociateRedwood City, CaliforniaWe focus on technologies poised to transform everyday life and industries across areas such as AI, robotics, spatial computing, entertainment, mobility, and healthcare. As an Investment Associate, you'll be a core member of the investment team, supporting deal execution, market analysis, portfolio operations, and synergy development.
Investment Banking Manager Accenture PlcInvestment Banking ManagerMountain View, 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.
REIT Tax Associate - Investment Funds Group (Multi-Office) DLA Piper LLP (US)REIT Tax Associate - Investment Funds Group (Multi-Office)CA$260,000–$365,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The ideal candidate will have graduated from a top law school with honors and will have 4 to 6 years of transactional tax experience dealing with subchapter K partnership tax issues in an asset management practice gained at a Vault 10 law firm.
Strategic Investment Manager Tencent Holdings LtdStrategic Investment ManagerPalo Alto, CA$80,168.40–$233,200 / yearLocation State(s) US-California-Los Angeles, US-California-Palo Alto, US-New York State-New York The expected base pay range for this position in the location(s) listed above is $80,168.40 to $233,200.00 per year. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
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.
University Counsel-Investment Attorney Stanford UniversityUniversity Counsel-Investment AttorneyStanford, CA$140,000–$188,000 / yearCore Responsibilities: • Provide high-level strategic and tactical counsel to investment teams across a broad range of assets, including private equity, public equity, venture capital, real estate, and natural resource fund investments. SMC is responsible for managing the 47 billion Merged Pool, which comprises the substantial majority of Stanfords investable assets primarily through external managers investing in a diversified portfolio of financial and real estate investments.
Investment Director Venture Capital MicronInvestment Director Venture CapitalSan Jose, CaliforniaMicron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever. Fraud alert: Micron advises job seekers to be cautious of unsolicited job offers and to verify the authenticity of any communication claiming to be from Micron by checking the official Micron careers website in the About Micron Technology, Inc.
Investment Director - Intuitive Ventures Intuitive Surgical IncInvestment Director - Intuitive VenturesMenlo Park, CALeading Due Diligence: Taking primary responsibility for leading the in-depth due diligence process for investment opportunities, managing cross-functional teams, and overseeing all aspects of analysis, including competitive landscaping, business analysis, technology assessments, IP, market access, and clinical/regulatory strategy. Staying at the Forefront of Innovation: Continuously staying abreast of evolving technology trends, industry developments, market trends and competitive landscapes in both private and public markets, serving as an internal subject matter expert for specific areas of focus.
Investment Real Estate Acquisitions Agent Prophet HomesInvestment Real Estate Acquisitions AgentSan Jose, CaliforniaMore Transactions, Faster Payouts: Experience faster closing times, quicker commission payments, and more transactions.- Flexibility: Work independently, enjoying the flexibility to create your own strategy and schedule.- Our company is built on community revitalization, affordable housing solutions, and providing agents with the tools they need to succeed in the competitive world of real estate investment.
Investment Consultant Soquel, CA The Charles Schwab CorpInvestment Consultant Soquel, CASoquel, CAYou'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. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CASan Mateo, 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.
Senior Administrative Assistant/Executive Assistant, Investment Management ICONIQ Capital, LLCSenior Administrative Assistant/Executive Assistant, Investment ManagementPalo Alto, CA$48.08–$55.29 / hourWith over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Start Fund Investment Lead Decile GroupStart Fund Investment LeadPalo Alto, CaliforniaWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Start Fund is an innovative, institutional-grade VC fund structure that enables Investment Leads to launch a fully operational fund in less than one business day, with no upfront expenses.
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.