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investment analyst in San Francisco Bay Area

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  1. Financial Planning Analyst (Ag/ Produce) Pacific AG Rentals

    We are currently seeking an experienced Financial Planning Analyst in Salinas, California. Supports management planning and decision making by identifying, maintaining, and evaluating financial information and recommending actions. The applicant will be self-motivated and able to work independently, reporting to the corporate controller and president. Position Reports to:  Corporate Controller / President Perform Other Duties as Instructed by Supervisor:  Yes Responsibilities & Duties:  ...

  2. Research Analyst

    Research Analyst We are looking for a Full Time Research Analyst for a busy and growing senior living company. This position offers the opportunity to learn a great deal about the real estate development, investment and business development.   Administrative/General Office Responsibilities   Handles a wide variety of tasks as needed to support company team members File maintenance, correspondence, and interfacing with 3rd parties Performing daily office functions Database management ...

  3. Account Executive

    Company Description    Our client is the third largest telecommunications company in the United States and is recognized as a leader in the network services market by technology industry analyst firms. The company is a global leader in cloud infrastructure and hosted IT solutions for enterprise customers. They provides data, voice and managed services in local, national and select international markets through its high-quality advanced fiber-optic network and multiple data centers for businesses ...

  4. FP&A Manager / Analyst - Merchandising

    In FP&A, our mandate is to design, implement and manage the processes that support business needs. This includes developing financial forecasts and analyses, generating internal management reports, monitoring key performance indicators and driving the scaling and automation of financial processes. You will report to the Head of Finance but will partner with our merchandising team and will get daily exposure to our Chief Merchandising Officer, Director of Planning & Allocation, and other key senior ...

  5. Administrative Assistant - Hedgefund to $60-85K plus Bonus

    We are a dynamic, entrepreneurial hedge fund based in San Francisco seeking an Research Assistant to join our San Francisco office. We have approximately 65 people in San Francisco and New York. The position supports a team of 4 Investment Research Analysts in the TECHNOLOGY SECTOR. The ideal candidate MUST HAVE AT ONE AND NO MORE THAN 1-2 YEARS OF EXPERIENCE SUPPORTING A TEAM at a hedge fund, in Private Equity or Venture Capital firm and will be extremely professional, energetic and have a ...

  6. Collateral Analyst: Asset Based Lending Experience Required

    Company Name:  Law Finance Group, LLC Collateral Analyst: Asset Based Lending Experience Required (San Rafael)   We are looking for Collateral Analyst to fill a key role ensuring loan compliance to stated collateral, financial and key performance indicators in assigned loans.  This position will also provide training and progression to researching and examining credit risks, assessing credit history, and approving or disapproving extensions of credit, as well as, audit functions. Environment Law ...

  7. Data Analyst

    TITLE: Data Analyst – Investment Operations LOCATION:               San Francisco, California REPORTING RELATIONSHIPS: This position will report to the Performance Analyst/Manager. ROLE AND RESPONSIBILITIES: The Data analyst is responsible for trouble shooting, maintaining and developing processes used to prepare risk metrics, attribution and portfolio fund reports. Determine and implement automated and operational routines to streamline and enhance the Reporting team’s productivity. ...

  8. Vice President of Finance

    NW Recruiters is seeking a Vice President of Finance. This role will be responsible for providing leadership to corporate FP&A and build a world class global finance organization to ensure sound business decisions are being made by management related to operating expenses, capital expenditures, product pricing, and strategic investments. The individual will interact with all levels of management including CFO, COO, and CEO.  The individual will have varying levels of interaction with SVPs in the ...

  9. Direct Marketing Manager

    The CLG team includes Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk. We are looking for a cards industry professional to lead Direct Marketing/ Campaign Management for Credit Cards & Personal Lines/Loans Acquisition Marketing. ...

  10. Direct Marketing Manager (Credit Card/ Banking)

     Direct Marketing Manager (Credit Card/ Banking) San Francisco, CA, USA $115,500-$214,500 POSITION TYPE:Full Time/Regular We are looking for a cards industry professional to lead Direct Marketing/ Campaign Management for Fortune 100 Bank.Credit Cards & Personal Lines/Loans Acquisition Marketing.  Responsibilities include long-term campaign strategy development, annual marketing program planning, campaign & offer matrix design, test design & prioritization, budget management, direct mail ...

  11. Account Executive

      Company Description    Our client is the third largest telecommunications company in the United States and is recognized as a leader in the network services market by technology industry analyst firms. The company is a global leader in cloud infrastructure and hosted IT solutions for enterprise customers. They provides data, voice and managed services in local, national and select international markets through its high-quality advanced fiber-optic network and multiple data centers for businesses ...

  12. Web Content Specialist 14-0045

      The Web Content Specialist will help build, execute and manage world-class interactive marketing programs focused on delivering great customer experiences and return on investment. This position will interface with global product marketing members to document needed changes to our global web site.  You will work on the global web infrastructure system to apply these changes and review again with Product Marketing and Marcom management to secure final approval. As a major global semiconductor ...

  13. Investment Manager

    Description HP has over $40 billion of retirement plan assets, including $12B of US defined benefit plan assets, $16B of US401(k) assets and $14B of assets in foreign subsidiary plans. Reporting to the Director of Investments, the Investment Manager would join a group of investment professionals who develop and implement strategy for various HP retirement benefit plans. The Investment Manager’s role includes: •Management, monitoring and analysis of the performance of external money managers ...

  14. Chief Marketing Officer - Research Director

    SiriusDecisions is the world's leading source for business-to-business (b-to-b) sales and marketing best practice research and data. To further strengthen our expanding research team, we are looking for a research director to join our rapidly growing Executive Edge Chief Marketing Office (EECMO) service.   EECMO helps senior marketing leaders better align with their sales and product management counterparts; understand how to evolve their organizations from a cultural, structural, and capability ...

  15. Senior Financial Analyst

    Another Source’s client, Stanford University, is recruiting a Senior Financial Analyst to join their team.   Here''s a little about Stanford University and the position they are seeking to fill:   Stanford University is one of a select group of American universities that have achieved eminence in both undergraduate and graduate education and in a broad range of academic disciplines. The University is internationally recognized for the quality of its teaching and research, its distinguished ...

  16. Administrative Assistant to Research team - Temp to Perm

     This temp-to-perm position offers a competitive salary of $70K to $75K.   Boutique Investment Management Firm headquartered in San Francisco has an immediate need for a temp-to-perm Administrative Assistant to support a dynamic team of investment professionals. This is an excellent opportunity to grow your career with a firm that is known for their talented employees and dedication to creating lasting global impact.   Position Description: In this role you will utilize your exceptional ...

  17. CounselWorks Compliance Analyst

      Responsibilities Provide day-to-day support in the development, implementation and maintenance of compliance programs for a variety of registered investment advisers, including but not limited to: Development and implementation of compliance policies and procedures - ensure compliance policies and procedures are effectively communicated to client, in accordance with the Firm’s regulatory requirements; Conduct annual compliance reviews; Prepare and deliver compliance training; Prepare ...