Investment Manager Jobs in Millbrae, CA

Take ownership of managing a diverse loan portfolio, leveraging credit analysis and underwriting expertise. Collaborate with Relationship Managers to ensure client satisfaction while presenting findin...

Lead the charge in investment guidelines oversight, ensuring adherence across diverse investment products. Collaborate across teams to enhance compliance, monitor performance, and drive strategic impr...

Champion the evolution of a multi-billion dollar Non-Core portfolio, strategically managing investments and exits while aligning diverse stakeholders to achieve optimal financial and social outcomes i...

Elevate client relationships through strategic investment consulting, assessing individual financial goals, and leveraging extensive industry resources to deliver tailored wealth management solutions...

Drive financial reporting and process improvements for investment funds, collaborating across time zones with internal and external teams to ensure accuracy and compliance. Enhance operational control...

Champion client relationships by managing onboarding, overseeing user adoption, and driving engagement. Collaborate with internal teams to enhance service delivery and client satisfaction, ensuring su...

Join a team that's enhancing real estate success through strategic management and operational excellence. Drive performance, optimize financial outcomes, and lead cross-functional initiatives for a di...

Help us optimize our global real estate portfolio by leading strategic planning, financial analysis, and team management, ensuring alignment of space needs with corporate objectives. Drive impactful d...

Advance the valuation oversight function for mutual funds and private investments. This role encompasses governance and strategy, ensuring accurate and timely valuations while collaborating with multi...

Join us to lead a dynamic team in accounting for our JV and Fund portfolios. Oversee month-end close processes, prepare financial reports, and provide insights for decision-making while managing staff...

Explore a rewarding opportunity to manage a multifamily real estate portfolio, ensure compliance, and enhance investor value through strategic oversight and stakeholder collaboration. Contribute to lo...

Lead client relationship management efforts by offering strategic investment advice and customized financial solutions, supporting managing directors while engaging closely with clients for optimal se...

Optimize client relationships by providing tailored financial strategies and exceptional service. Collaborate with a dedicated team to enhance portfolio management and reporting, driving success in in...

Contribute to our team by leveraging your wealth management expertise to enhance client relationships through personalized financial strategies and detailed portfolio analysis. Support CEOs and Partne...

Support and enhance our investment strategy by identifying promising B2B software companies. Collaborate with CEOs, evaluate opportunities, and shape the operational success of tech firms through inno...

Drive impactful fund accounting operations while mentoring team members and enhancing processes. Collaborate with clients and external partners to ensure accurate financial reporting and compliance ac...

Elevate client relationships through expert financial guidance, strategic insights, and a collaborative approach to managing wealth. Drive the delivery of exceptional client experiences while enhancin...

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...

Empower innovation by joining a dynamic team to source venture capital investments, evaluate startups, and drive strategic growth in various sectors, fostering a collaborative environment that support...

Optimize investment accounting through precise financial reporting and regulatory compliance. Collaborate with teams and enhance systems for accurate data presentation while supporting audits and assi...

Lead the charge in investment strategy and portfolio management for high net worth clients. Join a collaborative team focused on delivering insightful market analysis, fostering client relationships...

Manage operations of a diverse housing community portfolio, guiding property staff in performance, financial management, leasing strategies, and compliance with policies to achieve optimal results and...

Transform strategy into execution by leading M&A integration initiatives. Oversee cross-functional teams for seamless integration, ensuring operational continuity and value realization while driving a...

Inspire excellence as a Project Manager, overseeing diverse mechanical projects. Lead cross-functional teams, manage client relationships, and ensure project deliverables align with budget and timelin...

Champion innovative digital product strategies to enhance customer financial confidence and outcomes. Collaborate cross-functionally to deliver intuitive solutions in a highly regulated environment, i...