Investment Analyst Jobs in Walnut Creek, CA

Join a team that's shaping financial success through strategic investment reporting. Lead and mentor your team while overseeing university accounting processes and tax compliance, ensuring transparenc...

Seeking a strategic team player to enhance portfolio solutions and lead research initiatives, supporting multi-asset investments while collaborating with clients and stakeholders to drive success and...

Join a team that's redefining investment strategy in deep tech. Drive the entire investment process, collaborate with innovators, and develop tailored deal structures to foster growth across 3M’s exte...

Oversee counterparty credit risk management in securities financing, ensuring compliance with risk limits while optimizing exposure and collateral arrangements to support strategic initiatives and imp...

Lead transformative FP&A initiatives as a strategic finance partner, guiding enterprise-wide financial planning, forecasting, and performance management to optimize resource allocation and drive succe...

Pioneer exceptional client experiences by leveraging your expertise in private markets data. Collaborate cross-functionally to optimize workflows and drive adoption of our solutions, ensuring clients...

Unlock potential by driving analytical insights and developing models to optimize Medicare Advantage strategies. Collaborate with experts, tackle complex datasets, and support financial performance th...

Oversee client relationships while managing alternative investment fund accounting. Develop junior staff and deliver high-quality performance under tight deadlines. Enhance your leadership skills in a...

Manage key client relationships and lead fund accounting operations for private equity investments, enhancing team performance while delivering high-quality results in a fast-paced environment...

Advance your career by managing treasury operations and risk programs. You will ensure liquidity, debt compliance, and comprehensive insurance management, contributing to the overall financial stabili...

Champion the global Treasury function by evaluating capital markets transactions, managing debt covenants and investment strategies, and delivering high-stakes presentations to senior leadership, enha...

Unlock potential by managing investor due diligence requests, ensuring accurate information delivery, and fostering cross-functional relationships to enhance decision-making and service quality for ou...

Transform client acquisition by managing the full sales cycle, from lead qualification to closing. Collaborate in a dynamic startup environment, gaining vital experience selling software solutions to...

Drive impactful investment strategies by collaborating with clients and experts, managing projects, and mentoring junior analysts in a dynamic, technology-driven environment focused on delivering tail...

Elevate client experiences by leading complex implementations of advanced analytics solutions. Collaborate with teams to optimize product delivery and mentor junior specialists while driving strategic...

Lead the charge in implementing high-value FactSet solutions, guiding complex client projects while mentoring junior team members. Collaborate with clients to enhance workflows and ensure successful d...

Deliver personalized investment guidance by managing client relationships and financial planning, collaborating with an advisory team to support clients in achieving their long-term financial goals th...

Take ownership of quarterly reserve and profit share analyses, collaborating with cross-functional teams to derive actionable insights from data. Your expertise will be pivotal in enhancing financial...

Explore a dynamic role in tax services, supporting high-net-worth clients with expert tax compliance, planning, and collaboration with financial advisors to achieve their financial goals in a team-dri...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Contribute to enhancing our NetSuite environment by leveraging your finance and accounting expertise. Drive key projects, serve as a primary contact for finance teams, and optimize processes to suppor...

Lead the charge in developing strategic financial analytics solutions, partnering with cross-functional teams to provide actionable insights, complex financial modeling, and support for real estate de...

Analyze refinery production data to ensure accurate reporting and compliance. Collaborate with cross-functional teams for effective inventory management and continuous improvement, while meeting tight...

Partner with us to enhance R&D financial operations and analysis. Drive strategic insights, support planning, and cultivate collaboration with leadership to ensure effective resource management and im...

Elevate your career by joining our team as you conduct critical analyses, uncover market trends, and collaborate with top FinTech leaders. Develop essential skills in a dynamic environment while contr...