38 Results for

Investment Jobs in San Jose, CA

Jobs

New!

Mountain View, CA4 days ago

$220,000–$240,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:The individual’s skill sets, experience and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

San Ramon, CA14 days ago

Full-time
Employee

Responsibilities:Build and maintain complex financial models to support development and investment projectsLead profitability forecasting and sensitivity analysis to evaluate performance against business plansSupport operating cash flow forecasting and liquidity planningPartner with finance leadership on budgeting, forecasting, and strategic planning initiativesAnalyze job-level costs and project performance across multiple operating groupsIdentify opportunities to improve financial processes, reporting, and analytical frameworksSupport debt-related analysis and provide financial information to external stakeholders as needed. Requirements:Bachelor’s degree in Finance, Accounting, or a related field3+ years of experience in financial analysis, FP&A, or project?based financeAdvanced Excel and financial modeling skillsStrong analytical and problem-solving capabilitiesAbility to communicate financial insights clearly to cross-functional stakeholders.

San Carlos, CA30+ days ago

Full-time

A 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.

New!

Millbrae, CA1 day ago

$75.87–$91 Per Hour

Oversees 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.

Los Gatos, California30+ days ago

$75,000–$115,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Responsibilities: Serve as a key member of the advisor team supporting investment portfolio management and trading operations; this is a critical desk role requiring consistent coverage during market hours to ensure timely trade execution and issue resolution.

Menlo Park, CA30+ days ago

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. This internship is ideal for someone interested in venture capital, startups, emerging technologies, and AI who wants to build strong analytical and research skills while learning directly from experienced investors.

New!

Millbrae, CA1 day ago

Oversees 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.

Palo Alto, CA30+ days ago

$160,000–$180,000

Support 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.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes. In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world ECM dynamics.

Santa Clara, California30+ days ago

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. You will lead investment activities across the full lifecycle, from proactive sourcing and rigorous due diligence through transaction execution, ensuring close alignment with AMD’s strategic and technology priorities.

Palo Alto, CA7 days ago

$180,000–$250,000 Per Year

This role will work heavily on professional investor workflows, decision-support systems, portfolio/risk workflows, and ensuring financial product experiences are accurate, trustworthy, and aligned with real-world investing and trading expectations. Experience at Robinhood, Coinbase, Interactive Brokers, Charles Schwab, Fidelity, Wealthfront, Betterment, Bloomberg, Plaid, Stripe, Ramp, Brex, or similar fintech / trading / financial infrastructure companies strongly preferred.

San Mateo, CA30+ days ago

$200,000–$350,000

We’re a fast-growing wholesale investment brokerage built by experienced professionals who connect motivated sellers with investors looking for off-market, deeply discounted, and high-potential properties. Our agents are the heart of the operation—helping homeowners move on, helping investors find their next project, and helping themselves build a career with no ceiling.

Palo Alto, CA7 days ago

$140,000–$190,000 Per Year

You will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.

San Mateo, CA30+ days ago

$100,000–$300,000

We’re a fast-growing, investor-focused brokerage operating across California, and we’re looking for driven Real Estate Agents ready to grow their business, close deals, and make an impact. Whether you’re an experienced agent or just breaking into real estate, if you’re passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you.

San Mateo, CA30+ days ago

$150,000–$400,000

Story Homes is a fast-growing wholesale investment brokerage helping real estate investors find off-market deals and distressed properties across California. This is a hands-on leadership role ideal for someone with a strong sales background, real estate grind, and a passion for coaching others to win.

San Mateo, CA30+ days ago

Full-time

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.

Redwood City, CA30+ days ago

Full-time

New!

Palo Alto, CA1 day ago

You won't receive a salary, but you will benefit from critical resources and infrastructure necessary to grow your venture capital fund efficiently. Ideal for professionals looking to make their mark in the investment landscape with minimal barriers.#J-18808-Ljbffr.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

The scope of the role is intentionally flexible, allowing a high-performing analyst to expand their responsibilities over time by taking ownership of new research areas, developing novel analytical frameworks, and influencing how macroeconomic intelligence is integrated into xAI's broader mission. Given xAI's flat organizational structure, the analyst will operate with a high degree of autonomy and accountability, contributing directly to research outputs and strategic discussions rather than functioning in a narrow support capacity.

Santa Clara, CA30+ days ago

$75–$75 Per Hour

Work closely with cross-functional teams, including leadership, operations, Corporate Finance, IT and accounting, to ensure that financial data supports. team with financial reporting, modeling, monthly/quarterly close cycles, forecasting, annual planning, and ad-hoc financial projects and analyses.

Mountain View, California14 days ago

$110,000–$120,000 Per Year

The ideal individual will have the ability to exercise good judgment in a diversity of situations, with excellent written and verbal communication, analytical, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities and equities in a high-tempo environment serving NSIN and DIU’s mission. The successful candidate will build ongoing rapport and interact seamlessly and with a professional demeanor across a broad range of individuals including members of the Senior Management Team, government contractors, Federal civilian and military employees, and cross-government stakeholders.

San Jose, California21 days ago

This role will work closely with Business Development, Sales, Legal, Accounting, and cross-functional teams to evaluate deal economics, ensure alignment on financial assumptions, and support execution through the deal lifecycle. Own and manage the Contract Review Board (CRB) process from a finance perspective, including coordinating reviews, preparing materials, and ensuring financial risks and impacts are clearly understood and communicated.

Burlingame, CA30+ days ago

$140,000–$185,000 Per Year

Our leadership team is powered by decades of expertise in scaling gigawatt-level innovation at world-class companies such as Tesla, Northvolt, Apple, Powin, Enovix, Zipline, Solid Power, and Fluence. Track and proactively manage cost-reduction / profit-improvement initiatives (design changes, supplier initiatives, yield/scrap improvements), including savings estimates, timing, and verification.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

In this role, you will leverage your expertise in private credit transactions and analysis, including direct lending, unitranche facilities, mezzanine financing, sponsored lending, middle market credit underwriting, loan documentation and structuring, covenant negotiation, collateral analysis, portfolio monitoring, distressed and special situations investing, asset-based lending, and recovery analysis to support the training of AI systems. Deliver curated, high-quality data for scenarios involving direct lending transactions, credit underwriting and analysis, loan structuring, covenant negotiation, sponsor due diligence, portfolio company monitoring, collateral valuation, distressed debt investing, and special situations analysis.

San Jose, CA30+ days ago

$75–$83 Per Hour

10+ years of experience in product management of SAP S4H FICO, FSCM, TRM along with treasury operations like in house cash, cash management, forecasting, credits and collections, Capital market investments, Foreign Exchange, risk management etc. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.

Los Altos, CA16 days ago

$97,000–$153,000 Per Year

With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! This role assists in identifying, evaluating, and prioritizing potential investment opportunities, strategic partnerships, and emerging technology trends aligned with State Farm’s innovation priorities.

New!

San Francisco, CA2 days ago

Full-time

Design and maintain interactive dashboards (Google Looker Studio or similar platform) to translate raw technical data into actionable visual insights for non-technical stakeholders to support executive decision-making. We value the contributions of marginalized people in society — including Black, Indigenous, and all people of color, people with disabilities, and LGBTQIA+ people — and we believe that these communities must be centered in the work we do, and we strongly encourage members of these communities to apply.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Your expertise will help select and solve challenging problems in systematic and quantitative strategies — including statistical arbitrage, factor investing, market microstructure modeling, high-frequency / execution algorithms, risk premia harvesting, machine learning-based alpha generation, and portfolio optimization under realistic constraints. BASIC QUALIFICATIONS: Master's or PhD in a strongly quantitative field: Quantitative Finance, Financial Engineering, Financial Mathematics, Statistics, Applied Mathematics, Computer Science (with finance focus), Physics, Operations Research, Econometrics, or closely related discipline or equivalent professional experience as a quantitative researcher / systematic trader.

Mountain View, CA14 days ago

Full-time
Employee

You will own the end-to-end financial life-cycle of regional investments, from modeling partnerships and agreement renewals, to designing frameworks that measure long-term business impact. By advocating AI-driven process innovations and fostering cross-functional collaboration, you will act as a trusted advisor to leadership, ensuring our marketing strategy is both operationally efficient and data backed.

Mountain View, CA30+ days ago

$150,000–$160,000 Per Year

Should the position require, and Kodiak determines that a candidate's residence, U.S. person status, and/or citizenship status necessitate an export license, bar the candidate from the position, or otherwise fall under national security-related restrictions, Kodiak will consider the candidate for alternative positions unaffected by such restrictions, under terms and conditions set forth at Kodiak's sole discretion, or, as an alternative, opt not to proceed with the candidate's application. California Pay Range$150,000—$160,000 USDAt Kodiak, we strive to build a diverse community working towards our common company goals in a safe and collaborative environment where harassment of any kind is strictly prohibited.

MOUNTAIN VIEW, CA30+ days ago

Strategic planning: Be a trusted advisor to the QuickBooks Payments leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Small Business and Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.

Mountain View, CA10 days ago

$100,000–$130,000

With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving fraud and money laundering activities in real time. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you.

Sunnyvale, CA22 days ago

Full-time
Employee

The Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Professional experience in structured finance or related fields (e.g., investment banker, structurer, credit risk manager, rating agency analyst, structured credit trader, ABS/CMBS/MBS/CLO portfolio manager, or surveillance/operations analyst) . In this role, you will leverage your expertise in structured finance and credit products, including securitization structures (ABS, CMBS, MBS, CLOs, CDOs), syndicated and leveraged loans, and project finance to support the training of advanced AI systems.

Menlo Park, California30+ days ago

$110,000–$130,000 Per Year

You will be responsible for: Collaborate with management on strategic objectives by performing research and developing financial models on topics such as compensation, sales credit, utilization, client/industry data, and return on investment of strategic investments. For over five decades, we've connected the lessons of past failures with tomorrow's solutions to advise clients as they innovate technologically complex products and processes, ensure the safety and health of their users, and address the challenges of sustainability.

Sunnyvale, CA7 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Technical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations.

Palo Alto, CA30+ days ago

Full-time

With a commitment to expertise, the SE Ventures team's market insights are viewed as critical inputs in assisting commercial partnerships and guiding the internal innovation strategies of different business lines thereby guiding the long-term vision and strategy of Schneider Electric. The SE Ventures team invests globally in disruptive, mission-driven startups, providing them unparalleled access to capital, expertise and commercial opportunities through Schneider Electric's global network of business leaders, partners, and customers.

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Investment Jobs in San Jose, CA

Senior Finance Manager or Principal Vaco LLC

Senior Financial Analyst Company Confidential

Investment Analyst Abacus Wealth Partners

Treasury Debt and Investments Manager SearchPros

Investment Associate Rockefeller Capital Management

Investment Team Intern Alumni Ventures

Manager, Treasury Debt and Investments Tellus Solutions

Senior Associate, Investments Xora Innovation

Investment Banking Expert - DCM xAI

Investment Banking Expert - ECM xAI

Venture Investment Manager Advanced Micro Devices, Inc

Senior Product Manager – B2B Fintech Trading & Investment Platforms (AI Decision Systems) KORE1 Technologies

Investment Real Estate Agent - Acquisitions Story Homes Inc.

Sr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 Technologies

Investment Real Estate Agent Story Homes Inc.

Team Lead - Investment Real Estate Sales & Acquisitions Story Homes Inc.

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 - Redwood City, CA JPMorgan Chase Bank, N.A.

Start Fund Investment Lead Launch Your Own VC Fund Decile Group

Finance Expert - Macro Research Analyst xAI

Sr Financial Analyst TalentBurst, Inc.

Portfolio Analyst The Tatitlek Corporation

Staff Finance Analyst - AI Group Advanced Micro Devices, Inc

Engineering Finance Analyst Peak Energy

Finance Expert - Private Credit xAI

Senior Product Manager - More So Business Analyst W/ Finance/Treasury SAP S/4 Hana Masco Corporation

Ventures Analyst State Farm

Fundraising Operations Senior Analyst KQED

Finance Expert - Quantitative Trading xAI

Financial Analyst, Pixel Marketing Finance Google

Senior Finance Analyst Kodiak

Staff Financial Analyst Intuit

Senior Strategic Financial Analyst DataVisor

Financial Analyst, Technical Infrastructure Google

Finance Expert - Structured Finance xAI

Senior Financial Analyst Exponent Inc.

Financial Analyst, Data Center Technology Systems Google

Analyst, SE Ventures Schneider Electric USA, Inc

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