Investment Analyst Jobs in Walnut Creek, CA

Manage a trading strategy using your proven systematic models with our capital. Allocate to US listed equities, options, and futures with flexible scaling based on performance. Enjoy a fully remote se...

Transform capital relationships by driving fund raises, M&A support, and building partnerships with allocators, family offices, and advisor networks. Own the wealth channel development and leverage yo...

Join a team that's redefining delivery solutions! As a Corporate Development Analyst, you'll support M&A, partnerships, and strategic growth initiatives while utilizing financial and business intellig...

Join a team that's dedicated to excellence in investor reporting and compliance. Lead a skilled team in managing multifamily, commercial, and affordable loan reporting. Drive improvements, ensure accu...

Lead the charge in enhancing our global tax function as a Principal Tax Analyst. Take ownership of U.S. income tax provision, compliance, and reporting while driving process improvements through techn...

Join a team that's focused on building and nurturing high net worth client relationships, driving growth through expert wealth management strategies, and collaborating with a diverse group of banking...

Take ownership of financial modeling and analytics by refining core models, elevating reporting, and leveraging AI tools. Engage with cross-functional teams to support strategic business decisions and...

Lead financial analysis and contract management for research proposals and awards. Use expertise to ensure compliance with regulations while guiding less experienced staff in a fast-paced, collaborati...

Join a team that's revolutionizing finance analytics with AI-driven tools. Collaborate on building intelligent agents and workflows that optimize finance processes and deliver insights, shaping the fu...

Unlock potential by leading FP&A strategies that drive business outcomes. Collaborate with Sales and Operations to streamline budgeting, forecasting, and performance analysis. Shape financial insights...

Empower cross-functional teams by leading the analysis and optimization of complex business processes, delivering advanced solutions to enhance system efficiency and effectiveness while ensuring align...

Transform data management as you design, develop, and optimize SQL solutions. Own complex pipelines with minimal oversight, ensuring high-quality deliverables that meet client and business needs while...

Unlock potential by joining a dedicated actuarial team focused on retiree health, where you will analyze per-capita costs, prepare valuations, and collaborate across projects in a supportive environme...

Support a comprehensive financial planning process by collaborating with Wealth Advisors, implementing client strategies in retirement, tax, and investment planning, while enhancing client relationshi...

Champion personalized wealth strategies while collaborating with advisors. This role requires developing financial plans, enhancing client relationships, and contributing to business planning efforts...

Engage in financial planning to develop tailored wealth strategies. Collaborate closely with Wealth Advisors to enhance client relationships and provide expert guidance in investment, risk management...

Engage with clients to deliver personalized financial strategies, enhancing relationships and advising on investment, tax, and estate planning while collaborating in a hybrid work environment...

Contribute to a dynamic team delivering tailored financial strategies, enhancing client wealth through effective planning. Engage with advisors to elevate service quality and develop innovative approa...

Elevate your career with a dynamic team focused on personalized wealth management. As an integral part of our planning process, you’ll collaborate with clients to devise effective financial strategies...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Join our Analytics team as you analyze client data to identify trends, optimize reporting, and enhance dashboards. Collaborate across functions and present findings while developing your skills in a d...

Unlock potential by analyzing data and enhancing client relationship strategies. Collaborate with senior leaders to drive data-informed decision-making in equity sales, while managing Salesforce CRM a...

Unlock potential by joining a dedicated team to deliver high-quality investment banking solutions for technology clients, engaging in diverse complex transactions and providing strategic advisory serv...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Join a team that's transforming financial performance through detailed analysis, and model creation to inform strategic growth initiatives. Support equity partnerships while managing diverse financial...