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investment analyst in San Francisco Bay Area

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  1. Director of Commercial Banking at KeyPoint Credit Union

    Perform analysis of all types of complex credits, while assisting credit analysts with questions. Responsible for managing the end-to-end credit management...

  2. Account Services Manager for Business Tax (Manager II) (Business Tax Account Services) at City & County of San Francisco

    If you have any questions regarding this recruitment or application process, please contact the exam analyst, Joni Kuroyama, by telephone at 415-554-4475, or by...

  3. Sr. Analyst at Boomerang Commerce

    We are looking for an analyst whose intellectual curiosity is rivaled only by her ability to glean insights from data....

  4. Mortgage Analyst at Ethos Lending LLC – a partner of Fenway Summer

    Together with investment and advisory firm Fenway Summer LLC, we have built a team that is equipped with the capacity and the commitment to disrupt the mortgage...

  5. Sales Operations Analyst at Advent Software

    Advent Software, a leading provider of award-winning software and services for the global investment management industry, is seeking a Sales Operations Analyst...

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    1. Financial Planner - CFP

      I have a client that is searching for a key Financial Planner, CFP for new offices throughout the Bay Area. This well established Firm on the Barron’s list of the Top 100 Independent Wealth Advisors, has set out to create a remarkably different experience for the client. The Firm is a fee-only advisory firm and the personal Financial Planner is a salaried-only employee who is never ...

    1. Experienced Investment Banking Associate - Consumer at Piper Jaffray

      1 year of Investment Banking experience at the Associate level or 3 years of experience at the Investment Banking analyst level is required....

    1. Project Manager - Performance Reporting

      GoAhead Solutions has a great opportunity in San Francisco, CA for a Project Manager –Performance Reporting. This would be a Six to Twelve month contract to start out. Job Description: Under the direction of the Private Wealth Management Program Director, the Project Manager role will manage a project to implement a new Performance Calculation and Reporting Platform. The individual ...

    1. Media Analyst - RUN at VivaKi

      Analyze campaign performance and make strategic investment and tactical media optimizations. As we grow at a rapid pace in the ad exchange market, we are...

    1. Sr Systems Analyst - Engineering Management

      Client IntroductionOur client is an independent, privately-owned money management firm with tens of billions under management. They currently serve a global client base of diverse investors, clients include over 150 large institutions and over 27,000 high net worth individuals. Job DescriptionWe are recruiting a Senior Systems Analyst for a new team that supports IT and the business through ...

    1. Adobe AEM Technical Architect at Perficient Inc

      You will work closely with clients, developers, system administrators, project managers, business analysts and end users to build a state-of-the-art Digital...

    1. Analyst

      Job Title: AnalystJob ID Number: 5186220Schedule Type: Reg-TimeWork Hours: 40Location: San Francisco,CAQualifications: Job DescriptionWells Fargo Securities Eastdil SecuredOverviewEastdil Secured is the foremost provider of financial advisory services to real estate owners. We combine superior capital markets expertise with a deep understanding of real estate fundamentals to execute a wide ...

    1. VP New Product Development at EDKO Executive Search

      A manager and an analyst. Develops metrics to track and predict expected return on PD investment. The VP, New Product Development heads ongoing new product...

    1. QA Analyst

      QA AnalystAs part of the Information Services team, the Wealth Management Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for front-office focused, forward thinking, action oriented individuals to help drive the implementation of an innovative, cutting-edge solution for Client facing Digital Portal to encompass ...

    1. Portfolio Analyst at City National Bank

      This involves regularly making and implementing tactical investment decisions for clients and/or recommending client investment selections from a broad range of...

    1. Analytic Consultant 2 \ Home Lending Enterprise Partnership

      Job Title: Analytic Consultant 2 / Home Lending Enterprise PartnershipJob ID Number: 5184872Schedule Type: Reg-TimeWork Hours: 40Location: Concord,CAQualifications: Job DescriptionOur foundation for success can be summarized in three beliefs: Our product is service. Our value added is financial advice and guidance. Our competitive advantage is our people. It all begins with outstanding talent ...

    1. Investor Relations Coordinator/Analyst at Zendesk

      3-5 years experience in investment banking, sell-side or buy-side equity research, or related field. Work closely to support the Head of Investor Relations and...

    1. Financial Analyst

      The Financial Analyst will be responsible for providing financial and operational analytic support to multiple product teams within the business. The successful Financial Analyst candidate will serve as the analytical thought leader for the products teams he/she supports.Key analyses will include but are not limited to monthly/quarterly actuals vs. forecast variances, setting annual perating ...

    1. Research and Policy Associate , at University of California Berkeley

      The Research and Policy Analyst will support early childhood workforce research and policy projects. The Center for the Study of Child Care Employment (CSCCE),...

    1. Senior HR Systems Analyst

      This Senior HR Systems Analyst Position Features: • Company Invested In Your Success • Beautiful Location • Fun Working Environment • Great Pay to $100,000 Incredible position available in well-known, high tech organization. This Telecommunications Services company has urgent need for a Senior HR Systems analyst and offers competitive salary and benefits, fun working environment and a great ...

    1. Investment Banking Associate – Healthcare – Biotechnology & Specialty Pharmaceuticals at Piper Jaffray

      Two to three years of prior Investment Banking experience (experienced investment banking analysts will be considered)....

    1. Associate Data Scientist

      At Two Six Capital, Data Scientists are the next generation equivalent of an Analyst / Associate position at a private equity or investment firm. They live in a world of big data where financial and operational decisions and analyses are based on statistical models rather than gut intuition.They have a fascination with how their code drive predictive models and how these models are applicable ...

    1. Advisory Associate - Healthcare at Perella Weinberg Partners

      Develop and provide guidance to analyst resources. Bachelor’s degree with 3 + years healthcare investment banking experience or MBA with 1 - 2 years’ post-MBA...

    1. Online Trader: Finance, Manager, Accounting, Analyst - Work from Home

      About Maverick TradingEstablished in 1997, Maverick Trading is an award-winning proprietary trading firm that focuses on equity and index options. We are currently seeking motivated and teachable individuals to be a trading representative and trade on behalf of the firm with the firm’s capital. We have some of the greatest traders in the business with backgrounds ranging from former floor ...

    1. Advisory Associate - Technology at Perella Weinberg Partners

      Develop and provide guidance to analyst resources. Bachelor’s degree with 3 + years Tech / TMT investment banking experience or MBA with 1 - 2 years’ post-MBA...

    1. Online Trader: Finance, Manager, Accounting, Analyst - Work from Home

      About Maverick TradingEstablished in 1997, Maverick Trading is an award-winning proprietary trading firm that focuses on equity and index options. We are currently seeking motivated and teachable individuals to be a trading representative and trade on behalf of the firm with the firm’s capital. We have some of the greatest traders in the business with backgrounds ranging from former floor ...

    2. WFS Program Analyst 2 (class fo 2014)

      Job Title: WFS Program Analyst 2 (class fo 2014)Job ID Number: 5167285Schedule Type: Reg-TimeWork Hours: 40Location: San Francisco,CAQualifications: Job DescriptionThis position is within Investment Banking & Capital Markets in the Consumer, Healthcare and Gaming group and will support the Gaming sector.The Analyst is the primary analytical support for investment bankers in the origination of ...

    3. Financial Analyst FP&A

      The position is responsible for providing financial and operational analytic support to multiple product teams within the business. The successful candidate will serve as the analytical thought leader for the products teams he/she supports.Key analyses will include but are not limited to monthly/quarterly actuals vs. forecast variances, setting annual perating plans, and longer term strategic ...

    4. Financial Analyst II #4121

      Job Description: Location: Boca Raton, FLJob ID: 4121Client: Enterprise SolutionsRate: $37.00/hr.Length: months (benefits available at 60 days)Category: AdministrativeSchedule: 8am - 5pm  Mon - Fri Qualifications:  Bachelor’s degree required; MBA a plus 2-3 years of investment banking, consulting, private equity / venture capital or other highly analytical experience strongly preferred ...

    5. GLOBAL EQUITY SENIOR ANALYST

      GLOBAL EQUITY SENIOR ANALYST – San Francisco, CAOur client, a growing hedge fund manager, is looking for a new Senior Analyst to join their team. With a healthcare focus, this role will specifically focus on therapeutics and will partner with and help support a high profile Portfolio Manager.The ideal candidate will have the following background and characteristics:A minimum of 6 years of ...

    6. Director of Revenue Operations

       Our client is looking for a strong hands-on leader to join our Finance Team as the Director of Revenue Assurance Operations reporting directly to the Controller. You will lead revenue recognition policy, processes and reporting, deal-related finance & accounting support for a rapidly growing technology company. This position will lead monthly and quarterly close activities for revenue, ...

    7. WIM Analyst Program

      Job Title: WIM Analyst ProgramJob ID Number: 5169727Schedule Type: Reg-TimeWork Hours: 40Location: San Francisco,CAQualifications: Job Description WIM Early Talent seeks to attract, develop and retain exceptional recent* college graduates to Wealth and Investment Management. Our goal is to build bench-strength as well as increase our commitment to diversity in WIM. The Wells Fargo Wealth and ...

    8. Financial Planner - CFP

      I have a client that is searching for a key Financial Planner, CFP for new offices throughout the Bay Area. This well established Firm on the Barron’s list of the Top 100 Independent Wealth Advisors, has set out to create a remarkably different experience for the client. The Firm is a fee-only advisory firm and the personal Financial Planner is a salaried-only employee who is never ...

    9. Financial Planner - CFP

      I have a client that is searching for a key Financial Planner, CFP for new offices throughout the Bay Area. This well established Firm on the Barron’s list of the Top 100 Independent Wealth Advisors, has set out to create a remarkably different experience for the client. The Firm is a fee-only advisory firm and the personal Financial Planner is a salaried-only employee who is never ...

    10. Sales Operations Analyst

      The RoleThe Sales Operations Analyst is driven by data and will provide cross-functional business and analytical insight to Sales and Marketing leadership.  The role will provide direct support to the National Sales team by delivering key information to drive business decisions and process improvements.  This position is responsible for analyzing and interpreting key operational metrics in ...

      1. Senior Manager, Business Intelligence at Financial Engines

        Financial Engines is America’s largest independent investment advisor. Direction and mentoring of a small group of data analysts....

      2. Project Manager Business Analyst at Telecare Corporation

        Project Manager Business Analyst Telecare Corporation - Alameda CA MISSION STATEMENT Telecare will deliver and manage excellent services and systems of care...

      3. Digital Product Management VI (Senior Manager) - Member Engagement at Kaiser Permanente

        Collaborate with a cross-functional team of designers, business analysts, developers, testers and others to develop and execute against Product Roadmaps and...

      4. Merrill Lynch Financial Advisor Program – Menlo Park, CA at Bank of America

        Chartered Financial Analyst (CFA). World class investment, sales, and business management training throughout their career....

      5. Entry-Level Finance Associate and Analyst at Solomon Page Group

        Premier Manhattan Investment Bank seeking enthusiastic and polished finance professionals for Financial Analyst position. Entry Level Financial Analyst....