Investment Analyst Jobs in Sausalito, CA

Join a dynamic team as a Sr. Financial Analyst, leading financial planning and analysis for Consumer Solutions. Drive strategic insights, manage complex deliverables, and support business objectives i...

Optimize client account operations by analyzing needs, documenting requirements, and supporting billing processes. Collaborate with stakeholders to enhance IT systems and ensure effective project exec...

Support our efforts to streamline Client Accounts Operations, engaging with stakeholders to identify business needs. Analyze requirements, document processes, and enhance reporting while managing comp...

The Senior Actuarial Analyst in Pricing will contribute to At-Bay's risk assessment framework, focusing on data-driven decisions that impact millions of dollars in exposure. This role involves managin...

Lead the management of complex commercial general liability claims, overseeing investigations, evaluations, and litigation, while mentoring junior analysts and ensuring optimal claims outcomes in alig...

Unlock potential by driving transformative AI value realization for strategic clients. Collaborate with cross-functional teams, optimize processes, and deliver exceptional customer outcomes in a high...

Join a team that's dedicated to empowering plan participants with personalized financial advice. You'll forge strong relationships with clients and deliver engaging education initiatives, enhancing fi...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Shape the future of organizational operations as a strategic Senior Business Analyst, leading the integration of pivotal initiatives while mentoring teams and aligning business needs with technology s...

Optimize financial operations by expertly managing accounting and administrative tasks, ensuring accurate reporting and supporting executive functions in a fast-paced venture capital environment...

Lead the charge in developing and optimizing financial planning processes, driving performance insights, and aligning cross-functional efforts in a dynamic, high-growth environment of a Series E AI co...

Champion genomic innovations by collaborating across teams to define requirements, impact analysis, and user support. Use your deep oncology expertise to influence product development and enhance clin...

Empower compliance by leading RMF authorizations and integrating security across engineering. Collaborate with cross-functional teams to automate control testing for streamlined audit readiness amidst...

Unlock potential by leading capital planning initiatives across the U.S., driving new business, and mentoring teams in a fast-paced environment. Leverage your expertise in project management and clien...

Pioneer business transformation in Consumer Banking, leading engagements from strategy to execution. Build senior client relationships, deliver impactful results, and support practice growth through i...

Reimagine global tax strategy by leading a talented team focused on corporate compliance and planning. Drive multi-jurisdictional initiatives while aligning with international growth goals and ensurin...

Drive strategic financial planning and analysis through collaboration and innovation, ensuring accurate forecasting, budgeting, and performance insights to support operational excellence and informed...

Empower organizational integrity by leading AI-focused audits and investigations. Utilize your expertise to evaluate AI systems, assess risks, and identify fraudulent or non-compliant activities, ensu...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Elevate security standards and compliance practices while leading risk assessments and audits. Engage with customer security needs and manage cross-functional initiatives, driving relentless improveme...

Join a team that's committed to driving corporate finance excellence by modeling and forecasting cash flow and balance sheet movements while translating complex data into actionable insights for leade...

Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...

Drive impactful healthcare M&A transactions as an Experienced Associate, collaborating with senior bankers and client executives while honing financial modeling and analysis skills in a dynamic, suppo...

Champion advanced financial planning strategies for high net worth clients. Collaborate with advisors, deliver tailored solutions, and enhance client relationships through effective communication and...

Lead the charge in enhancing advisory firms' sales strategies through impactful training and consulting. Collaborate with leadership to drive client outcomes and deepen engagement, creating measurable...