Last updated: 2025-06-06

62 Investment Finance jobs in San Francisco.

Hiring now: Investment Team Member @ Bertram Ca, Marketing Data Strategist @ Bitwise, Strategic Financial Communications And I @ Joele Fran, Head Of Investor Relations @ Machinefi , Originator @ Marcus Mil, Entrylevel Commercial Real Estate Sales @ Nai Northe, Investor Relations And Business Developm @ Voleon, Manager Investor Relations @ Meta, Book Portfolio Manager @ Worldquant, Investor Relations Analyst @ Polychain . Explore more at at jobswithgpt.com

🔥 Skills

portfolio management (12) due diligence (9) financial modeling (9) investment (7) communication skills (6) investment banking (6) project management (6) asset management (6) capital markets (6) private equity (5)

📍 Locations

San Francisco (42) Foster City (3) Menlo Park (2) Palo Alto (2) Oakland (2) Berkeley (2) Mountain View (2) Sunnyvale (1) Newark (1) San Mateo (1)

Bertram Capital

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…

Investment Team Member

Foster City

  • Skills: private equity, investment, capital, portfolio management, deal execution, analytical skills, organizational skills, communication skills, Diversity, Equity and Inclusion
  • Experience: Personable, intelligent, self-starters with exceptional analytical, organizational and communication skills.
  • Type: Full-time

Bitwise

Bitwise is a firm that has established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accoun…

Marketing Data Strategist

San Francisco

  • Skills: crypto, marketing data strategy, ETFs, client assets, asset manager, active solutions, institutional investors, financial advisors, research and commentary, team collaboration
  • Experience: Experience in marketing data strategy and analytics, preferably in the financial or crypto sectors
  • Type: Full-time

Joele Frank

Joele Frank is a leading strategic financial communications and investor relations firm recognized for our intellect, integrity and intensity.

Strategic Financial Communications and Investor Relations Consultant

San Francisco

  • Skills: financial communications, investor relations, communications counsel, strategy development, performance accountability, client assessment, objective establishment, global service, integrity, stakeholder engagement
  • Type: Full-time

MachineFi Lab

MachineFi Lab is at the forefront of building a new reward economy through the Internet of Things (IoT) with a focus on Decentralized Physical Infrastructure N…

Head of Investor Relations

Menlo Park

  • Skills: Investor Relations, Blockchain, Decentralized Physical Infrastructure Networks, Investor Community, Strategic Positioning, Communication Skills, Interpersonal Skills, Equity Research, Stakeholder Management, Compelling Roadmap

Marcus & Millichap Capital Corporation

a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)

Originator

Palo Alto

  • Skills: sourcing, debt, equity, permanent loans, bridge loans, construction loans, capital sources, commercial banks, CMBS lenders, private equity
  • Salary: $66,560 plus commission

NAI Northern California

NAI Northern California is a commercial real estate brokerage aiming to partner with mission-driven real estate sales professionals while growing the firm, com…

Entry-Level Commercial Real Estate Sales Professional

Oakland

  • Skills: Commercial Real Estate, Sales, High-producing team, Mission-driven, Licensed advisors, Inclusive culture, Tools, Training, Support, Investor service
  • Experience: Entry-level candidates
  • Type: Entry-Level

Voleon

Voleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For more than a decade, we have led…

Investor Relations and Business Development Associate

Berkeley

  • Skills: machine learning, investment management, institutional investors, business development, relationship management, quantitative investment, sales professionals, non-correlated returns, business development opportunities, financial strategies
  • Type: Full-time

Bertram Capital

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…

Associate

Foster City

  • Skills: private equity, investment banking, financial statements, capital structure, portfolio management, deal execution, business strategy, analytical skills, MS Office, team collaboration
  • Experience: 1-3 years investment banking experience
  • Type: Full-time
  • Salary: $220,000- $250,000 total annual compensation plus additional annual bonus after 1 year

Meta

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…

Manager, Investor Relations

Menlo Park

  • Skills: Investor Relations, financial results, investor targeting, financial statements, communication skills, relationship-building, SEC disclosure rules, analytical skills, project management, technology trends
  • Experience: 12+ years of combined Wall Street (buy-side and/or sell-side) and Investor Relations experience
  • Type: Full Time
  • Salary: $169,000/year to $241,000/year + bonus + equity + benefits

WorldQuant

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predi…

Book Portfolio Manager

San Francisco

  • Skills: systematic strategies, quantitative portfolio management, statistical signals, market inefficiencies, Python, C++, positive PnL, Sharpe, portfolio management tools, AI and Machine Learning
  • Experience: 2+ years in developing systematic strategies
  • Salary: $150,000 to $200,000

Polychain Capital

Investor Relations Analyst

San Francisco

  • Skills: investor relations, due diligence, investor reports, investor communication, Salesforce, financial services, technology, investor outreach, cryptocurrency, marketing materials
  • Experience: Minimum 2 years of relevant investor relations experience
  • Type: Full-Time
  • Salary: 100,000-$125,000

Samsung Ventures America

Samsung Ventures America (SVA) represents the U.S. arm of Samsung's venture investment operations, with over $2.8B assets under management. The team's core man…

Investment Manager

Mountain View

  • Skills: venture capital, investment thesis, due diligence, AI, Cyber Security, Blockchain, Health-tech, Digital Infrastructure, market analysis, financial modeling
  • Experience: 2+ years of professional experience in venture capital, corporate VC, consulting, banking, or engineering
  • Type: Full-time
  • Salary: $126,200 – $173,450 USD

Nomura Holdings, inc.

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomu…

Investment Banking Associate

San Francisco

  • Skills: Investment Banking, Mergers & Acquisitions, Client Relationship Management, New Business Development, Financial Analysis, Risk Analysis, Team Management, Deal Execution, Sustainable Infrastructure, Microsoft Excel
  • Experience: A min of 3 years Investment Banking experience
  • Type: Full-time
  • Salary: $175K - $225K / year

BlackRock

At BlackRock, we help more people experience financial well-being. Our clients save for retirement, pay for their children's education, buy homes, and start bu…

Aladdin Business, Technical Relationship Manager, Associate

San Francisco

  • Skills: Technical Relationship Management, Aladdin, financial services, FinTech, equity products, fixed income, derivatives, portfolio analysis, risk management, project management
  • Experience: 2+ years of work experience in the financial services industry
  • Type: Full-time
  • Salary: $110,000.00 - $170,000.00

Citizens

Middle Market Relationship Manager II

San Francisco

  • Skills: Middle Market, Relationship Manager, Commercial Banking, Professional Services, Banking, Finance, Client Relations, Market Analysis, Portfolio Management, Sales Strategy
  • Experience: Professional
  • Type: Full Time

Galvanize Climate Solutions

Galvanize Climate Solutions is a global investment firm focused on generating long-term value from the energy transition. Founded in 2021, the firm invests acr…

Investment Associate

San Francisco

  • Skills: financial modeling, analytics, decarbonization, investment, due diligence, portfolio management, credit solutions, market analysis, structured investments, sustainability
  • Experience: 2-4 years
  • Type: Full-time
  • Salary: $125,000 – $150,000

Hippo

Hippo built the world’s first home protection platform. We believe that insurance should protect your home and the things you treasure with policies designed f…

Director, Investor Relations

Palo Alto

  • Skills: Investor Relations, Financial Performance, Corporate Finance, Investor Targeting, Earnings Releases, Market Trends, SEC Compliance, Strategic Insights, Relationship Management, Valuation Models
  • Experience: 10+ years of prior investor relations or equity research experience
  • Type: Hybrid
  • Salary: $220,000 - $280,000

Financial Technology Partners (FT Partners)

FT Partners is a premier investment banking firm dedicated exclusively to the financial technology sector, recognized with the 'Dealmaker of the Year' and 'Inv…

Investment Banking Associate

San Francisco

  • Skills: financial modeling, company valuation, corporate and industry research, strategic analysis, business development, due diligence, client presentation materials, mentoring, deal activities, investment banking
  • Experience: Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory.
  • Type: Hybrid

Dolby Laboratories, Inc.

Join the leader in entertainment innovation and help us design the future. At Dolby, science meets art, and high tech means more than computer code.

Sr. Analyst Corp Strategy & Development

San Francisco

  • Skills: corporate strategy, strategic consulting, investment banking, market research, competitive analysis, M&A opportunities, financial models, valuation analyses, presentation skills, communication
  • Experience: 2-4 years of relevant job experience
  • Type: Full-time
  • Salary: $109,000 - $145,800

Citizens

Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of belo…

Financial Advisor

San Francisco

  • Skills: Wealth Management, Financial Advisor, Client Management, Investment, Asset Management, Financial Planning, Risk Management, Business Oversight, Client Services, Professional Development
  • Experience: Professional
  • Type: Full Time

BlackRock

BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.

Internal Wholesaler - Market Sales Partner/Sales Analyst

San Francisco

  • Skills: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
  • Experience: Entry-level
  • Type: Full-time
  • Salary: $80,000.00 - $90,000.00

Figma

Figma is growing our team of passionate people on a mission to make design accessible to all. Figma helps entire product teams brainstorm, design and build bet…

Investment Analyst at Figma Ventures

San Francisco

  • Skills: investment opportunities, due diligence, relationships with founders, operationalize, portfolio companies, venture capital, strategic lever, team collaboration, investment memo, process improvement
  • Experience: 6+ years of relevant experience as an operator or investor; 3+ years in venture capital or corporate venture
  • Type: Full-time
  • Salary: $136,000 - $288,000 USD

Pantheon

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the fu…

Investment Analyst / Associate

San Francisco

  • Skills: investment opportunities, financial modeling, due diligence, deal execution, asset management, portfolio monitoring, market research, financial metrics, consulting, infrastructure
  • Experience: 3+ years
  • Type: Full-time
  • Salary: $125,000 - $135,000

Unison Investment Management

Unison is a San Francisco-based company pioneering a smarter, better way to own your home. Through the Unison Agreement, we help homeowners access their equity…

Sales Strategist

San Francisco

  • Skills: Sales Strategist, client presentations, quantitative analysis, investment strategy, cross-functional collaboration, process improvement, financial markets, data analysis, investment management, project timelines
  • Experience: 1-3 years of experience in investment management, financial services, or a related field.
  • Type: Full-time

Column

At Column, we set out to simplify and fix the banking supply chain. We are a bank and a software company built from the ground up, offering builders and develo…

Credit Risk Manager

San Francisco

  • Skills: credit risk management, loan portfolio, credit partnerships, banking regulation, data-driven analysis, portfolio performance, credit policies, asset backed lending, project management, communication skills
  • Experience: 3-5 years of experience in a credit risk or similar role in financial services
  • Type: Full-time
  • Salary: $120,000 - $150,000

BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.

Equity Capital Markets, Corporate and Ventures Services, Vice President

San Francisco

  • Skills: equity trading, capital markets, private equity, venture capital, client onboarding, trade allocation, settlement, business development, liquidation strategies, communication
  • Type: Full-time
  • Salary: $200,000 - $260,000 per year

Real Estate Investment Company

Focused on multi-family, mixed-use, retail, and office assets.

Assistant Asset Manager

Oakland

  • Skills: asset management, property management, tenant improvement, leasing evaluation, budgeting, financial analysis, acquisitions, dispositions, investor communications, portfolio management

Natcast

Natcast (short for The National Center for the Advancement of Semiconductor Technology) is a new, purpose-built, non-profit entity created to operate the Natio…

Chief of Staff

Sunnyvale

  • Skills: investment operations, stakeholder engagement, strategic initiatives, portfolio tracking, CRM, due diligence, relationship management, investment team, capital deployment, financial analysis
  • Experience: 2+ years experience in venture capital, investment banking, or management consulting
  • Type: Full time

Sixth Street

Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…

Real Estate Asset Management Associate

San Francisco

  • Skills: asset management, real estate, investment, financial modeling, commercial real estate, portfolio management, risk-adjusted returns, analysis, communication skills, project management
  • Experience: At least 3 years of proven experience originating/investing in and/or asset managing commercial real estate equity (and/or credit) positions.
  • Type: Full-time

Starwood Capital Group

Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $80 billi…

2026 Development Asset Management Summer Analyst

San Francisco

  • Skills: financial models, investment, development projects, budgets, schedules, OAC meetings, Project Management, investment thesis, hold-sell analyses, refinancing
  • Type: Internship

Lucid Motors

Lucid Motors is an automotive company focused on luxury electric vehicles, aiming to elevate the human experience through innovative design and technology.

Sr. Manager, Investor Relations

Newark

  • Skills: investor relations, analytical, communication, financial modeling, project management, competitive analysis, strategic relationships, data analytics, reporting, presentation skills
  • Experience: 7+ years of investor relations experience
  • Type: Full-time
  • Salary: $164,400 - $241,120 USD

Voleon

Voleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For more than a decade, we have led…

Fund Operations Associate

Berkeley

  • Skills: machine learning, finance, asset management, reconciliations, internal reports, accounting tasks, Fund Operations, Fund Accounting, middle office operations, fund launches

GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, including solar panels and energy-efficien…

Portfolio Management Analyst

San Francisco

  • Skills: portfolio management, investors, finance, home improvement, KPI development, communication skills, MS Excel, accounting statements, loan underwriting, renewable energy
  • Experience: At least 1 year of relevant work experience (e.g. consumer finance, project finance, structured finance, asset-backed finance, M&A, investment banking, or private equity)
  • Type: Full Time
  • Salary: $120,000 - $140,000

Salesforce

Salesforce is a global leader in customer relationship management (CRM) software and solutions, aimed at helping organizations of all sizes make their business…

Senior Analyst, Portfolio Strategy & Transactions

San Francisco

  • Skills: real estate, finance, portfolio strategy, transactions, cost analysis, financial models, qualitative considerations, lease documentation, data analysis, executive communication
  • Experience: 3+ years of demonstrated experience in Real Estate and/or Finance
  • Type: Full-time
  • Salary: $111,200 - $152,900

SFERS

San Francisco Employees Retirement System

Investment Officer

San Francisco

  • Skills: investment, portfolio management, real assets, due diligence, capital calls, financial analysis, investment recommendations, monitoring, stakeholder engagement, quantitative analysis

Sony Interactive Entertainment

PlayStation isn’t just the Best Place to Play — it’s also the Best Place to Work. Today, we’re recognized as a global leader in entertainment producing The Pla…

Director of Portfolio Strategy and Planning

San Mateo

  • Skills: portfolio strategy, investment mix, game concepts, market fit, portfolio planning, roadmap development, risks assessment, senior leadership, high-performing team, emerging market opportunities
  • Experience: 10+ years of experience in corporate strategy, portfolio management, or strategic planning, ideally within gaming or entertainment.

GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…

Capital Markets Analyst

San Francisco

  • Skills: securitization, cashflow modeling, asset-backed securitizations, consumer finance, project finance, structured finance, investment banking, data analysis, MS Excel, renewable energy
  • Experience: Minimum 1 year of relevant work experience
  • Type: Full-time
  • Salary: $90,000 - $130,000 per year (DOE)

Veritas Investments

Veritas Investments, Inc. is an experienced real estate investment manager that specializes in operating mixed-use multifamily and retail properties in the San…

Financial Analyst

San Francisco

  • Skills: financial models, capital raising, deal due diligence, KPI tracking, real estate, finance, database management, financial analysis, cash forecast, waterfall modelling
  • Experience: 1-3 years of experience.
  • Type: Full-Time
  • Salary: $85,000 - $100,000 a year

Parafin

Parafin is on a mission to grow small businesses by providing them access to financial tools they need through the platforms they sell on. They partner with co…

Head of Capital Markets

San Francisco

  • Skills: capital markets, structured finance, debt financing, investor relationships, competitive cost of capital, financial tools, risk, scalable funding programs, market trends, credit risk
  • Experience: 8+ years of experience in capital markets, structured finance, or related roles
  • Type: Full-time
  • Salary: $275k - $350k

Crusoe

Crusoe is building the World’s Favorite AI-first Cloud infrastructure company. We’re pioneering vertically integrated, purpose-built AI infrastructure solution…

Vice President, Real Estate and Data Center Capital Markets

San Francisco

  • Skills: capital markets, real estate, data center, equity partnerships, debt financing, joint ventures, financial modeling, negotiation skills, strategic analysis, investment banking
  • Experience: Minimum 15 years of experience in real estate capital markets, investment banking, law, or finance
  • Type: Full-time
  • Salary: Compensation to be determined based on knowledge, education, and abilities

Banner Bank

Banner Bank is a financial institution with more than 130 years of history, providing banking services with a strong emphasis on community involvement and stab…

CRE Portfolio Manager II

Walnut Creek

  • Skills: commercial real estate, credit analysis, portfolio management, financial statements, covenant compliance, loan documentation, risk assessments, customer relationships, reporting issues, cross-sell opportunities
  • Experience: 6 or more years of banking credit analysis experience required.
  • Type: Full-time
  • Salary: $131,319 - 154,493

Palo Alto Networks

Palo Alto Networks is a global cybersecurity leader that offers a comprehensive suite of products and services designed to protect organizations from cyber thr…

Treasury Manager

Santa Clara

  • Skills: capital markets, foreign exchange, portfolio management, financial modeling, risk management, cash flow, currency hedge, investment strategy, team leadership, strategic initiatives
  • Experience: 5+ years in finance or treasury, including management experience.
  • Type: Full-time

Bertram Capital

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of c…

Investment Associate

Foster City

  • Skills: private equity, investment banking, portfolio management, deal execution, financial modeling, analytical skills, strategic insight, entrepreneurial environment, digital marketing, e-commerce
  • Experience: 1-3 years investment banking experience
  • Type: Full-time
  • Salary: $220,000- $250,000 total annual compensation plus additional annual bonus

Lincoln Financial

Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.

Alternative Investment Sales Specialist Account Executive

San Francisco

  • Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
  • Experience: 3-5+ years in alternatives distribution
  • Type: Full-time
  • Salary: $190,000 - $480,000

BRIDGE Housing Corporation

A leading nonprofit developer of affordable homes, creating and managing a range of high-quality, affordable homes for working families and seniors.

Senior Asset Manager

San Francisco

  • Skills: portfolio, asset management, financial health, properties, investors, lenders, public housing, portfolio health, owner, lender requirements
  • Experience: Not specified in the provided job posting.
  • Type: Not specified in the provided job posting.
  • Salary: Not specified in the provided job posting.

Harrison Street

Harrison Street is a leading investment management firm exclusively focused on alternative real assets.

Accounting Associate

San Francisco

  • Skills: investment management, alternative real assets, accounting, portfolio reporting, team environment, fast-paced, assets under management, clients, global, investment
  • Experience: At least two years accounting experience

SelectLeaders

A leading nonprofit developer of affordable homes, creating and managing a range of high-quality, affordable housing in California and the Pacific Northwest.

Director of Asset Management (Affordable Housing)

San Francisco

  • Skills: asset management, affordable housing, LIHTC, financial analysis, portfolio management, rehab projects, financial restructuring, portfolio rehabilitation, financial performance, multi-unit housing
  • Experience: At least seven years in asset management, property management, or affordable housing development including LIHTC
  • Type: Full-Time
  • Salary: $150,000 - $175,000 plus bonus

Citizens

Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…

Private Client Financial Advisor - Hanover, MA

San Francisco

  • Skills: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
  • Type: Full-time

Natixis Investment Managers

Natixis Investment Managers partners with clients to understand their unique investment objectives, offering diversified asset class investment strategies and …

Associate Portfolio Manager Direct Indexing

San Francisco

  • Skills: portfolio management, index-based, tax-managed portfolios, portfolio construction, rebalancing, quantitative skills, financial tools, programming, investment strategies, risk models
  • Experience: 2+ years in financial services applying quantitative skills
  • Salary: $100,000.00 - $140,000.00

SelectLeaders

Leading nonprofit developer of affordable homes, creating and managing high-quality, affordable housing across various regions.

VP of Asset Management

San Francisco

  • Skills: Asset Management, Portfolio, Compliance, Affordable Homes, Multifamily, Senior Communities, Performance Evaluation, Strategic Planning, Regulatory Compliance, Financial Health

Upgrade

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest g…

Senior Product Manager, Investor

San Francisco

  • Skills: product strategy, execution, capital markets, stakeholder management, financial services APIs, data analytics, SQL, operational efficiency, investor satisfaction, product development
  • Experience: 5+ years of product management experience
  • Type: Full-time
  • Salary: Competitive salary

Applied Intuition

Applied Intuition is the vehicle intelligence company that accelerates the global adoption of safe, AI-driven machines.

Stock Administration Manager

Mountain View

  • Skills: equity administration, IPO readiness, stock options, RSUs, compliance, data integrity, cap tables, SEC regulations, tax implications, project management
  • Type: full_time
  • Salary: {'min': 200000.0, 'max': 250000.0, 'period': 'annual', 'currency': 'USD'}

SelectLeaders

a leading nonprofit developer of affordable homes

Asset Manager

San Francisco

  • Skills: Asset Management, Property Management, Financial Health, Investors, Lenders, Public Housing, Compliance, Development, Capital Markets, Cross-functional Teams
  • Type: other
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…

Commercial Credit Underwriter I-II

San Francisco

  • Skills: Credit Assessment, Financial Analysis, Underwriting, Risk Assessment, Credit Policies, Financial Modeling, Loan Structuring, Client Monitoring, Analytical Thinking, Documentation
  • Type: full_time
  • Salary: {'min': 81600.0, 'max': 155000.0, 'period': 'annual', 'currency': 'USD'}

PitchBook Data

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collabora…

Sr. Analyst, Energy

San Francisco

  • Skills: private markets, energy ecosystem, market research, investment research, financial concepts, capital markets, data analysis, client engagement, trend analysis, industry innovation
  • Type: full_time
  • Salary: {'min': 170000.0, 'max': 200000.0, 'period': 'annual', 'currency': 'USD'}

OpenAI

OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the bounda…

Equity Programs, Strategy and Analytics Lead

San Francisco

  • Skills: Equity Compensation, Financial Modeling, Data Analysis, Compensation Benchmarking, Forecasting, Mergers and Acquisitions, Equity Strategy, Retention Planning, Stakeholder Collaboration, Compensation Committee
  • Type: full_time
  • Salary: {'min': 240000.0, 'max': 240000.0, 'period': 'annual', 'currency': 'USD'}

Citizens

Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture while supporting communities across its foo…

Private Wealth Management, Transition Operations Specialist

San Francisco

  • Skills: Private Wealth Management, Transition Operations, Financial Services, Client Relationship, Operations Management, Financial Planning, Investment Strategies, Risk Assessment, Regulatory Compliance, Portfolio Management
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}