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).
NewInvestment Officer Sacramento County CouncilInvestment OfficerSacramento, CA$137,745.36–$151,860.24 / yearUnder 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. Select the one box that best describes your full-time paid experience in a commercial or governmental organization in professional level accounting, commercial or investment banking, cash management, or the administration of investment instruments which may include analyzing/recommending investment risks/policies and buying/selling income investments.
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 Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CaliforniaInvestment Executive (Financial Advisor) Northern, CA - East BayAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
INVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEM State Of CaliforniaINVESTMENT OFFICER II, STATE TEACHERS'' RETIREMENT SYSTEMSacramento, CA$7,993–$10,004 / yearInvestment 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).
Alternative Investment Services, Senior Associate State Street CorpAlternative Investment Services, Senior AssociateSacramento, CA$52,000–$84,760 / yearState 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. Our team tracks all communications from our clients' General Partners, processes all cash movements, updates investment valuations, captures underlying portfolio company and property details, and provides online tools for performance and exposure reporting.
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 Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerWalnut Creek, CaliforniaOur 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. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.
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, 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, 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.
Director, Investment Sales - Net Lease Marcus & Millichap IncDirector, Investment Sales - Net LeaseSacramento, 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.
Director, Investment Sales - Industrial Marcus & Millichap IncDirector, Investment Sales - IndustrialSacramento, 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.
Director, Investment Sales - Retail Marcus & Millichap IncDirector, Investment Sales - RetailSacramento, 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.
Director, Investment Sales - Office Marcus & Millichap IncDirector, Investment Sales - OfficeSacramento, 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.
Alternative Investment Services, Associate 2 State Street CorpAlternative Investment Services, Associate 2Sacramento, CA$41,600–$66,560 / yearAs 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. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
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.
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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerWalnut Creek, 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.
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 / yearState 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.
Alternative Investment Services Bank Loans Operations, Assistant Vice President State Street CorpAlternative Investment Services Bank Loans Operations, Assistant Vice PresidentSacramento, CA$90,000–$157,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. The candidate should have a background in client management, team management, multi-point reconciliations, fund accounting, custody, vendor data sourcing and automation.
Senior Investment Broker - Commercial Real Estate NorthMarq Capital LLCSenior Investment Broker - Commercial Real EstateWalnut Creek, CAPosition 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.
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.
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.
Senior Client Partner Investment Sales VerizonSenior Client Partner Investment SalesWalnut Creek, CaliforniaUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Senior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CANorthmarq 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. 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.
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.
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.