Direct Indexing Investment Analyst, Specialist Vanguard GroupDirect Indexing Investment Analyst, SpecialistOakland, CA$60,000–$96,000 / yearli>Collaborates 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).
Fixed Income Investment Strategist U.S. BancorpFixed Income Investment StrategistSacramento, CA$124,355–$146,300 / yearul>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.
MANAGING INVESTMENT DIRECTOR, PUBLIC EMPLOYEES'''' RETIREMENT SYSTEM State Of CaliforniaMANAGING INVESTMENT DIRECTOR, PUBLIC EMPLOYEES'''' RETIREMENT SYSTEMSacramento, CA$25,750–$42,916.67 / yearOur 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.
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.
Investment Officer Sacramento County CouncilInvestment OfficerSacramento, CA$133,736.40–$147,433.68 / yearp>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.
Senior Investment Product Manager AssetMark Financial HoldingsSenior Investment Product ManagerConcord, Californiap>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.
Senior Investment Advisor Fifth Third BancorpSenior Investment AdvisorWalnut Creek, CA$121,900–$262,100 / yearESSENTIAL 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.
INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMSacramento, CA$7,993–$10,004 / yearp>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).
INVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER III, PUBLIC EMPLOYEES RETIREMENT SYSTEMSacramento, CA$10,681–$12,738 / yearThe 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.
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 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.
NewInvestment Consultant - Marin, CA FidelityInvestment Consultant - Marin, CALarkspur, CaliforniaRemotep/>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.
Investment Representative Redwood Credit UnionInvestment RepresentativeNapa, CA$39–$52 / hourp>Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products. Our base salary starting range is based on scope and responsibilities of the position, candidates work experience, education/training, key skills, and internal peer equity.
NewDirector, Investment Sales - Retail Marcus & Millichap IncDirector, Investment Sales - RetailSacramento, CAp>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.
NewDirector, Investment Sales - Office Marcus & Millichap IncDirector, Investment Sales - OfficeSacramento, CAp>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.
NewDirector, Investment Sales - Industrial Marcus & Millichap IncDirector, Investment Sales - IndustrialSacramento, CAp>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.
NewDirector, Investment Sales - Net Lease Marcus & Millichap IncDirector, Investment Sales - Net LeaseSacramento, CAp>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.
NewAlternative Investment Services, Senior Associate State StreetAlternative Investment Services, Senior AssociateSacramento, Californiap>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. For a full overview, visit https://hrportal.ehr.com/statestreet/Home..
Investment Banking Manager Accenture PlcInvestment Banking ManagerWalnut Creek, CAli>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.
DEPUTY CHIEF INVESTMENT OFFICER, CSTRS State Of CaliforniaDEPUTY CHIEF INVESTMENT OFFICER, CSTRSSacramento, CA$28,325–$47,208.33 / yearJob 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.
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.
Client Manager, AVP Investment Trading - Charles River Development State Street CorpClient Manager, AVP Investment Trading - Charles River DevelopmentSacramento, CA$80,000–$140,000 / yearAs 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.
Alternative Investment Services, Associate 2 State Street CorpAlternative Investment Services, Associate 2Sacramento, CA$41,600–$66,560 / yearp>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.
Investment Consultant Davis, CA The Charles Schwab CorpInvestment Consultant Davis, CADavis, 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. 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.
Investment Data & Analytics Engineer- Vanguard Personalized Indexing Vanguard GroupInvestment Data & Analytics Engineer- Vanguard Personalized IndexingOakland, CA$90,000–$150,000 / yearThis role is ideal for an engineer with strong Python and analytics experience who enjoys working close to investment data enabling research and building scalable solutions on AWS. Our platform manages thousands of investor accounts and evaluates portfolios daily to support tax-loss harvesting customization and investment research workflows.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAli>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.
Senior Investment Broker - Commercial Real Estate NorthMarq Capital LLCSenior Investment Broker - Commercial Real EstateWalnut Creek, CAp>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.
NewPRINCIPAL COUNSEL, INVESTMENT TRANSACTIONS University of CaliforniaPRINCIPAL COUNSEL, INVESTMENT TRANSACTIONSOakland, CARemote$235,000–$275,000 / yearli>Experience 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.
Alternative Investment Services Bank Loans Operations, Assistant Vice President State StreetAlternative Investment Services Bank Loans Operations, Assistant Vice PresidentSacramento, Californiap>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. Read our CEO Statement.
Distribution Strategy and Planning - CCG Strategy & Operations, VP - State Street Investment Management State Street CorpDistribution Strategy and Planning - CCG Strategy & Operations, VP - State Street Investment ManagementSacramento, CA$115,000–$205,000 / yearp>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.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAli>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.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpSacramento, CA$118,700–$218,600 / yearOur 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.
Senior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CAdiv>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.
Senior Financial Analyst Jobs in USA, CA, Oakland | Rose International Job Rose InternationalSenior Financial Analyst Jobs in USA, CA, Oakland | Rose International JobOakland, CA$60–$66 / hourTemporaryRequired Education Bachelor’s degree in Business, Finance, Economics, Engineering, or related field (or equivalent experience)Required Experience: 4+ years of relevant experience in financial analysis, capital planning, portfolio analysis, investment decision support, or related experience Experience with capital planning, investment analysis, or portfolio-level decision support (not just reporting) Experience with multi-year investment planning, scenario analysis, or portfolio optimization Experience in utility, energy, or regulated infrastructure environmentsPreferred Experience: Experience analyzing large, complex datasets and developing insights using tools such as Excel, Power BI, or similar Experience with capital planning and enterprise systems (SAP preferred; exposure to Copperleaf, Foundry, or similar tools a plus)Required Knowledge & Skills Strong understanding of financial structures (cost, risk, benefits) and investment tradeoffs under constraints Ability to translate complex analytical outputs into clear, decision-ready insights for leadership Ability to work with large, complex datasets and connect outputs to financial and planning decisions Strong structured problem-solving, with ability to evaluate tradeoffs and develop decision options Ability to connect data financial constraints portfolio decisions executive outcomes Effective communication and storytelling skills for leadership-facing deliverables Attention to detail + Data QA/QC Capital programs and lifecycle cost analysis Familiarity with portfolio optimization and scenario modeling tools (e.g., Copperleaf) Proven ability to translate complex analytical outputs into clear, decision-ready insights Demonstrated proficiency with financial/metrics reporting Ability to think at the portfolio/system level (not just project-level reporting) Strong financial and analytical skillset focused on investment decision-makingPreferred Knowledge & Skills Strong cross-functional collaboration (preferably across Finance, Engineering, and Planning teams)Senior Financial Analyst OverviewThe Integrated Grid Planning (IGP) organization is seeking a Senior Portfolio Planning & Investment Analyst to support the development of optimized, multi-year electric investment plans. This role focuses on portfolio-level analysis, evaluating financial tradeoffs, and translating analytical outputs into clear, decision-ready insights for leadership.
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.
Expert Operations Finance Analyst PG&E CorpExpert Operations Finance AnalystOakland, CAThis position acts as a strategic finance partner, delivering detailed financial analysis, forecasting, order management, and planning support for large load project development initiatives, including Rate Reducing Load Growth (RRLG), Electric Generation Interconnection (EGI), and Transmission Planning (TPP). The Operations Finance Enterprise Service Delivery Team is integral to enabling ESD leaders to meet both strategic and operational goals by providing thorough financial analysis, accurate forecasting, and fostering collaborative partnerships to achieve cross-functional objectives.
Portfolio Analyst NFP CorpPortfolio AnalystPleasant Hill, CA$85,000–$117,000 / yearThe Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. Participating member of the firm's Investment Committee Participating member of the firm's Annuity Committee Participating member of the firm's Complex Product Committee Contributing member of large (up to 150 participants) market update and training calls.