Direct Indexing Investment Analyst, Specialist The Vanguard GroupDirect Indexing Investment Analyst, SpecialistOakland, CaliforniaCollaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors’ questions. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
ASSOICATE DIRECTOR, INVESTMENT ANALYST Cresset Capital Management LLCASSOICATE DIRECTOR, INVESTMENT ANALYSTSan Francisco, CA$120,000–$150,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVOakland, CA$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
Senior Manager, Investment & Risk Management Pattern Energy Group LPSenior Manager, Investment & Risk ManagementSan Francisco, California$128,000–$173,000 / year8+ years of relevant direct experience Experience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond. Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure.
Senior Manager, Investment & Risk Management Pattern Energy Group IncSenior Manager, Investment & Risk ManagementSan Francisco, CA$128,000–$173,000 / yearSkills: Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure. Industry Background: Experience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond.
Senior Associate, Strategic Partnerships & Investments Sutter HealthSenior Associate, Strategic Partnerships & InvestmentsSan Francisco, CA$145,204.80–$217,796.80 / yearTYPICAL EXPERIENCE: 6 years of recent, relevant experience in venture capital, private equity, investment banking, management consulting, healthcare technology, or healthcare innovation roles. Position Overview: Drives the identification, evaluation, and management of multi-stage venture investments and strategic partnerships that advance Sutter Health's digital health, medical technology and artificial intelligence (AI) innovation efforts.
Senior Investment Associate Partners Capital Investment Group LLPSenior Investment AssociateSan Francisco, CA$130,000–$175,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Investment Systems Application Engineer - III Vanguard GroupInvestment Systems Application Engineer - IIIOakland, CAWe are seeking a test‑focused engineer to design and build automated validation frameworks and platform controls that ensure correctness, reliability, and auditability of VPI's investment workflows. This is not a traditional QA role-this is an engineering role with strong coding responsibility, focused on building scalable testing frameworks while contributing to application and platform development where needed.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingOakland, CA$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
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.
Senior Investment Associate Partner's CapitalSenior Investment AssociateSan Francisco, CaliforniaClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerSan Francisco, CA$68,000–$135,000 / 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.
Investment Representative - Redwood Credit Union LPL Financial Holdings IncInvestment Representative - Redwood Credit UnionNapa, CA$80,371.20–$105,000 / yearThis 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.
Investment Coordinator Redwood Credit UnionInvestment CoordinatorSanta Rosa, CA$24–$31 / hourOther Functions: o Lend clerical and administrative support to other managers - SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned. Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.
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.
Finance Analyst – Business Process & Financial Operations Keysight Technologies, Inc.Finance Analyst – Business Process & Financial OperationsSanta Rosa, CaliforniaWe are seeking a Finance Analyst – Business Process & Financial Operations to serve as a trusted business partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations. Success in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the confidence to translate complex financial data into actionable business insights that influence decision-making.
Finance Analyst - Business Process & Financial Operations Keysight Technologies IncFinance Analyst - Business Process & Financial OperationsSanta Rosa, CASuccess in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the confidence to translate complex financial data into actionable business insights that influence decision-making. We are seeking a Finance Analyst - Business Process & Financial Operations to serve as a trusted business partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations.
Senior Business Analyst GTT, LLCSenior Business AnalystOakland, CAOrganization, data management, and attention to detail: Experience maintaining documentation, tracking changes, managing records, reconciling data, and ensuring accuracy, consistency, and auditability. Successful candidates will demonstrate strong analytical skills, a willingness to learn new tools and processes, and the ability to manage and maintain accurate planning documentation.
Financial Analyst BOLT StaffingFinancial AnalystSaint Helena, CA$31.28–$41.82The ideal candidate will have strong analytical skills, experience working with budgets and contracts, and the ability to manage multiple priorities in a dynamic government environment. The Financial Analyst will provide professional level financial, budgetary, procurement, and contract administration support for the department operations and capital projects.
Senior Finance Analyst IDEX CorpSenior Finance AnalystRohnert Park, CA$85,000–$95,000 / yearWith interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses ( https://www.idexcorp.com/our-businesses/business-segments/ ) around the globe, chances are, we have something special for you. Responsibilities Include: Product line analysis in collaboration with the Ops Finance, Engineering and Product Managers to identify opportunities to drive efficiencies and understand impacts of changing business conditions.
Real Estate Acquisitions Analyst Haystack ConsultantsReal Estate Acquisitions AnalystSanta Rosa, CaliforniaA growing and well-capitalized real estate investment firm in Santa Rosa is seeking an Acquisitions Analyst to support deal evaluation, underwriting, and investment execution across a diversified property portfolio. If you’re looking to break into or grow within the real estate investment side of the business , this is a rare opportunity to learn by doing—not just supporting from the sidelines.