Investment Analyst Jobs in Sausalito, CA

Shape the future of Retail Finance by driving transformative initiatives and leveraging AI to enhance forecasting and reporting efficiency, while managing key capex processes and collaborating across...

Champion the expansion of institutional investor relationships across the Western U.S. and Canada, driving fundraising efforts, managing sales cycles, and collaborating with senior leadership to enhan...

Join a dynamic finance team to drive complex fleet partnerships, enhance financial models, and collaborate cross-functionally. You'll support strategic deal execution, analyze performance, and innovat...

Elevate financial strategy by partnering across teams to engineer complex fleet partnerships, ensuring alignment with capital deployment goals, monitoring deal performance, and driving operational exc...

Shape the future of financial strategy by driving budgeting, forecasting, and reporting processes. Collaborate across teams to enhance data integrity and deliver actionable insights, ensuring alignmen...

Transform financial insights into strategic impact as a pivotal FP&A Analyst. Partner across diverse teams to drive excellence in planning, forecasting, and decision-making within a cutting-edge semic...

Join a team that leads innovative tax strategies in Alternative Investment Funds. Oversee tax projects, manage client relationships, and mentor junior staff while navigating complex federal and state...

Join a team that's shaping financial strategy through actionable insights and forecasting. Collaborate with CXG leaders to elevate reporting quality and connect financial data to business objectives i...

Lead the charge in equity research by analyzing biotech companies and their therapeutic pipelines, writing insightful reports, and collaborating with industry experts to drive informed investment deci...

Drive financial success for high-net-worth clients by leading a dedicated advisory team, providing tailored guidance, and building strong relationships through proactive, empathetic communication whil...

Join a team that's committed to empowering financial freedom. As a Senior Private Wealth Advisor, you will serve high-net-worth clients, providing tailored financial advice and building lasting relati...

Optimize behavioral health solutions through data analysis and cross-functional collaboration, driving efficiency and value in a dynamic environment while championing innovative initiatives and system...

Lead the investment management for UHNW clients, overseeing portfolios and trade executions. Collaborate with regional teams and engage directly with clients to implement tailored strategies and deliv...

Accelerate progress at managing investments and portfolios for a UHNW client base. Collaborate with senior team members, execute trades, develop transition plans, and prepare client-facing reports whi...

Lead the tax planning and consulting efforts for diverse investment funds while developing your technical expertise and enhancing leadership skills. Collaborate with management to solve complex client...

Lead investment management and client relations for UHNW portfolios, supporting the regional team. Drive portfolio strategies, execute trades, and develop thorough client reports, ensuring alignment w...

Elevate your career by leading strategic financial due diligence efforts, providing essential insights for complex M&A transactions, and guiding teams to success while directly engaging with senior cl...

Accelerate your career by developing innovative solutions for evaluating AI systems. Collaborate with diverse teams to ensure fairness, transparency, and safety in generative and agentic AI applicatio...

Join a team that's redefining AI research by deploying advanced models to improve real-world effectiveness, impacting financial services with a focus on reliability, safety, and performance across pro...

Engage with high-net-worth clients as a trusted advisor, providing tailored financial planning and investment strategies. Lead a dedicated team to enhance client relationships and deliver impactful fi...

Engage with high-net-worth clients as a trusted advisor, leading a dedicated team to provide tailored financial guidance. Develop strong relationships while enhancing client experiences and managing c...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Engage with high-net-worth clients as a trusted advisor to deliver tailored financial strategies, ensuring a first-class client experience while collaborating with dedicated teams to optimize assets a...

Lead product risk management initiatives by collaborating with cross-functional teams to identify and mitigate risks affecting the global financial platform. Drive strategic insights, ensuring product...

Tackle client service with analytical and operational support for portfolio management. Elevate client relationships while managing complex administrative tasks for institutional and trust portfolios...