Investment Analyst Jobs in San Ramon, CA

Drive relationship management for UHNW clients in Asia, focusing on portfolio oversight and exceptional financial guidance. Enhance client experience while fostering new business opportunities and ach...

Optimize financial planning and analysis by integrating advanced modeling, systems design, and insightful reporting. Collaborate across teams to drive growth and improve processes in a fast-paced envi...

Join a team that's dedicated to delivering unparalleled investment solutions. As a client-focused expert, you'll drive portfolio growth and build strong client relationships while ensuring risk manage...

Drive your career as a Finance Analyst supporting G&A financial planning, analysis, and reporting. Collaborate with teams to enhance budgeting processes and deliver insights for strategic decisions wh...

Empower clients through tailored financial planning, managing complex relationships and guiding investment strategies. Collaborate with a dedicated advisory team to enhance client confidence and achie...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Lead our SHx Markets vertical, driving relationships and infrastructure growth globally. Collaborate across teams to enhance liquidity and market presence, ensuring alignment with our innovative missi...

Optimize client relationships as a key investment authority. Drive growth by acquiring assets under management, educating clients on investment strategies, and adhering to risk guidelines. Collaborate...

Elevate your career by conducting critical legal and business research, synthesizing findings, and supporting attorneys with innovative tools. Collaborate within a dynamic team to enhance knowledge an...

Engage in impactful legal research, delivering insights and training to optimize legal operations. Collaborate with attorneys using analytics and AI tools. Play a pivotal role in enhancing research st...

Unlock value in private equity with data-driven insights and analyses. Lead commercial due diligence projects while collaborating with cross-functional teams to deliver quality results and support hig...

Lead the charge in managing complex equity data projects, ensuring accuracy and compliance for critical transactions. Collaborate with clients and teams to drive process improvements and automation in...

Champion investment strategies for institutional clients while guiding portfolio selections and optimizing asset allocations. Drive client relationships and expand business through innovative solution...

Lead the charge in executing complex projects for government contracts, overseeing deliverables, ensuring compliance and efficiency. Collaborate with teams, mentor staff, and communicate effectively t...

Join a collaborative team as you manage client relationships, provide tailored investment guidance, and deliver holistic financial planning. Shape your career in a relationship-driven environment focu...

Join us to provide exceptional wealth management and financial planning advice, fostering strong client relationships while growing your practice through client asset consolidation and referrals in a...

Drive valuable insights by enhancing Anaplan models and dashboards, collaborating with teams to implement solutions and improve functionality, while supporting users throughout the development lifecyc...

Contribute to compliance excellence by analyzing contracts, managing post-closing distributions, and coordinating with teams to ensure the timely release of funds while maintaining exceptional client...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

The Regional Director, Alternatives will be responsible for generating investment sales to financial advisors across various wealth platforms in the West Coast region. This role requires a strong back...

Support media finance operations by modernizing budget management processes and enhancing analytical insights. Collaborate with teams to ensure accuracy in budgeting and drive efficiencies with AI-ena...

Champion budget management and finance operations for media teams, enhancing tools and processes to create efficient, AI-enabled workflows. Liaise with global organizations to ensure optimal media inv...

Unlock potential by partnering with leadership to define strategic initiatives and execute growth plans. Drive analytical rigor and cross-functional collaboration, turning insights into actionable sol...

Join a team that's dedicated to identifying and engaging potential clients through innovative sales strategies. Develop strong skills in outbound sales while collaborating with diverse stakeholders in...

Partner with us to ensure compliance and governance in federal IT policy. This role involves drafting key documents, maintaining a compliance dashboard, and facilitating stakeholder interactions to up...