NewDirect Indexing Investment Analyst The Vanguard GroupDirect Indexing Investment AnalystOakland, 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).
Investment Banking Analyst III Corporate Finance - Technology (San Francisco) Citizens Financial Group IncInvestment Banking Analyst III Corporate Finance - Technology (San Francisco)San Francisco, CA$120,000–$130,000 / yearThe Investment Banking Analyst III will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens' coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging.
PGIM Real Estate Investment Associate (Hybrid-San Francisco, CA) Prudential Financial IncPGIM Real Estate Investment Associate (Hybrid-San Francisco, CA)San Francisco, CA$130,000–$145,000 / yearAs an Investment Associate on the Originations team, you would be responsible for helping to facilitate the originations of multifamily and commercial real estate debt investments for Prudential's wide variety of capital sources including the general account, separate accounts, core plus debt fund, structured debt strategies, Fannie Mae, Freddie Mac, and FHA. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
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.
PGIM Real Estate Investment Associate (Hybrid-San Francisco, CA) PGIM Global High Yield FundPGIM Real Estate Investment Associate (Hybrid-San Francisco, CA)San Francisco, CA$130,000–$145,000 / yearAs an Investment Associate on the Originations team, you would be responsible for helping to facilitate the originations of multifamily and commercial real estate debt investments for Prudential's wide variety of capital sources including the general account, separate accounts, core plus debt fund, structured debt strategies, Fannie Mae, Freddie Mac, and FHA. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
NewPGIM Real Estate Senior Investment Analyst Prudential Financial IncPGIM Real Estate Senior Investment AnalystSan Francisco, CA$90,000–$100,000 / yearPGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
Investment Banking Associate I Corporate Finance - Technology (San Francisco) Citizens Financial Group IncInvestment Banking Associate I Corporate Finance - Technology (San Francisco)San Francisco, CA$130,000–$175,000 / yearThe Associate I will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology. Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
NewPGIM Real Estate Senior Investment Analyst PGIM Global High Yield FundPGIM Real Estate Senior Investment AnalystSan Francisco, CA$90,000–$100,000 / yearPGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
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.
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 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 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.
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 FinancialInvestment Representative - Redwood Credit UnionNapa, CaliforniaThis 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.
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.
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.
Analyst, Brokerage Jones Lang LaSalle IncAnalyst, BrokerageOakland, CAAdvanced computer skills, specifically Microsoft Office Suite (including Excel, Word, PowerPoint and Outlook), CoStar, Mapping Software, and the ability to master company specific database programs. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Senior Strategic Finance Analyst Fivetran IncSenior Strategic Finance AnalystOakland, CA$126,220–$151,470 / yearFivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities. Serve as the finance business partner to Product and Customer Support leadership - own their budgets, partner on spend decisions, and flag risks, trade-offs, and reallocation opportunities early.