• Manager , Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new...short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to… more
    Atria Wealth Solutions (08/14/25)
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  • Sr. Alternative Investment Research Analyst

    Charles Schwab (San Francisco, CA)
    …Research Analyst will have ownership of the private credit universe and will lead our manager search and manager investment due diligence efforts, as well as ... Investments Research Analyst will be responsible for leading ongoing manager investment due diligence and working with...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
    Charles Schwab (09/07/25)
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  • Senior Accounting Manager at Real Estate…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Espejo with Robert Half Financial Services is recruiting for a Senior Accounting Manager at a Thriving Real Estate Investment Firm. This is a full-time ... permanent role based in San Francisco with a Hybrid schedule. Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take… more
    Robert Half Finance & Accounting (09/06/25)
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  • Investment Officer - Public Markets - Fixed…

    City and County of San Francisco (San Francisco, CA)
    …risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums, ... for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public… more
    City and County of San Francisco (06/25/25)
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  • Sr Portfolio Manager - Private Asset…

    TIAA (San Francisco, CA)
    Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment ...asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for… more
    TIAA (09/10/25)
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  • Tax Manager - Real Estate

    Deloitte (San Francisco, CA)
    …yes to any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May ... in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real… more
    Deloitte (08/21/25)
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  • Principal Startup Investor Manager , (VC…

    Amazon (East Palo Alto, CA)
    …startups, and over 80% of unicorns, choose to launch on AWS. As a Principal Investment Manager within AWS, you will work with venture capital firms (or angel ... Do you have the technical depth, business acumen, and investment insight to help establish AWS as the foundation...it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly… more
    Amazon (09/10/25)
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  • Community Investments Analyst

    CommonSpirit Health (San Francisco, CA)
    …/ Purpose** The Community Investment Program Analyst works with the Community Investment Program Manager to champion and orchestrate all facets of an ... of an impact framework and spearhead impact analysis in collaboration with the Manager to report on the investment portfolio's impact and financial performance.… more
    CommonSpirit Health (08/03/25)
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  • Wealth Management Advisor

    US Bank (San Francisco, CA)
    …open architecture where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio ... construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree,… more
    US Bank (08/09/25)
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  • Casey Quirk Investment & Wealth Management…

    Deloitte (San Francisco, CA)
    Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost optimization,… more
    Deloitte (08/01/25)
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