Investment Manager Jobs Near Oakland, CA

Own setting and achieving targets for customer acquisition, engagement, asset growth, and cross-sell for additional Invest account types. Manage the supporting marketing budgets in partnership with ch...

As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accounta...

Ability to work across global cultures and influence leaders with a demonstrated ability to present to executives. Effective organizational and project management skills...

Searching for an Asset Management and Investment Funds Attorney Specialist.

Entrepreneurial and creative attitude. "Yes and" is one of your favorite phrases. Excellent communication and presentation skills with an ability to quickly command trust and respect from executives a...

As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other...

Manage entire partnerships cycle with funds, asset managers, and investment banks, including leading legal negotiation with Scratch internal counsel to structure and negotiate backup servicing partner...

Own the strategic planning and budgeting process to ensure alignment with business objectives and investments, being responsible for the tracking and management of quarterly reporting and processes...

Participate in investment research manager meetings, industry conferences and events. Serve as a resource for Investment Directors and clients on regulatory or other industry issues and operations bes...

Assist with investment management and cash forecasting activities, Obtain appropriate documentation to facilitate the opening and closing of bank accounts...

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Communicate current market strategy and portfolio updates to assigned clients; act as the liaison between our affluent clients and the Company's investment decision-makers...

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Communicate current market strategy and portfolio updates to assigned clients; act as the liaison between our affluent clients and the Company's investment decision-makers...

In this role, as a Product Management Director in the Analytics team, you’ll be responsible for advancing Tableau’s strategy for modeling data from any data source to enable rich and intuitive data an...

Build and manage relationships with external partners to generate deal flow, including with venture capital firms, accelerators, strategic corporate partners, and entrepreneurs...

Our dynamic budget management activities entail coordination of change requests with clients, collaboration with Finance and Investment Planning for context and prioritization, and development of fina...

Lead all aspects of investment process, including coordination and monitoring of externally managed portfolios, assessing risk/return trade-offs within guidelines, recommending changes to policies bas...

Work closely with senior leaders in all areas of the company to craft and reinforce key narratives. Analyze competitive behavior, market trends, shareholder concerns and other factors to inform invest...

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Bring in new assets to the firm using a highly professional consultative sales approach; operate and represent the firm with the highest level of integrity and work ethic...

Collect customer, security research, sales, and market input for security use cases, validate those across customers and prospects, and then build product requirement docs reflecting that input...

Define technical vision and strategy for Oncology software as well as certain platforms. Design and lead ongoing delivery for a multi-year technical roadmap, balancing short- and long-term goals and i...

This person will support our total rewards practices by designing and driving creative solutions ensuring our compensation and benefits programs are competitive with the market, aligned with talent, a...

Provide a best in class experience for our clients through effective stakeholder management, decisive prioritization, and efficient execution across institutional teams...

Strong design platform fundamentals: You understand the benefits and pitfalls of managing a core design system that multiple partners inherit from.

Manage the preparation and review of quarterly Valuation Committee materials. Manage goodwill, intangible asset, and equity method investment impairment process...

Leverage historic analytics/performance to validate investment strategies, inform tactical decisions and exhibit ongoing willingness to optimization performance for campaign success. Manage and mainta...