investment assistant jobs in Santa Clara, CA

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M&A and Strategic Investments Attorney (B6)

Applied Materials
Santa Clara

Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips – the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the...

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3 hours ago

Associate Investment Analyst (Santa Clara, CA or Remote)

Edelman Financial Engines, LLC
Santa Clara 95053

Associate Investment Analyst (Santa Clara, CA or Remote)At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly...

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5 days ago
Hybrid

Associate Investment Analyst (Santa Clara, CA Hybrid)

Edelman
Santa Clara 95053

Associate Investment Analyst (Santa Clara, CA or Remote)At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspiration, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly...

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6 days ago

Manager, Business Tax Services Alternative Investments

KPMG
Santa Clara

Business Title:Manager, Business Tax Services Alternative InvestmentsRequisition Number:119407 - 51Function:Tax Services Area of Interest:State:NC City:Charlotte Description: At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists &...

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2 days ago

Senior Financial Analyst: ALM, Budgeting & Investments

Excite Credit Union
San Jose 95199

A financial services organization in San Jose, CA, is seeking a Senior Financial Analyst to assist in financial analysis, budgeting, and investment portfolio management. The ideal candidate will have a Bachelor's degree in Finance or Business and a minimum of 5 years of experience in the financial sector. Responsibilities include maintaining the ALM system, preparing financial reports, and...

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7 hours ago

Senior Real Estate Investment Sales Advisor

NAI Northern California
San Jose 95199

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior...

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18 hours ago
Hybrid

Investment Associate

DAVID & LUCILE PACKARD FNDTN
Los Altos 94024

About The David and Lucile Packard Foundation Founded in 1964 by David and Lucile Packard, the Packard Foundation is a family philanthropy dedicated to supporting leaders and organizations around the world working to invest in children and families, protect and restore the natural world, and create just and inclusive societies.For more than six decades, the Foundation has advanced scientific...

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a day ago

Investment Consultant - Campbell, CA

Fidelity
Campbell

Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and...

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2 days ago

Executive Assistant - Boutique Investment Firm

BURKE + CO.
Palo Alto 94306

Base pay range$150,000.00/yr - $200,000.00/yrCompany OverviewBURKE + CO.www.burketalent.comThe GistOur client, a boutique investment firm, seeks an expert Executive Assistant to support the Founder & tight‑knit team in Palo Alto. The role provides top‑tier administrative support to the Founder and backup support to other team members, while also acting as the go‑to person for their small office....

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2 days ago
Hybrid

Executive Assistant, Investments (Opens in new window)

Chan Zuckerberg
Redwood City 94061

The Chan Zuckerberg Initiative was founded in 2015 by Priscilla Chan and Mark Zuckerberg to help solve some of society’s toughest challenges — from curing or preventing disease to improving education and addressing the needs of our local communities. We provide the operational support across our areas of work.The TeamAcross our work in Science, Education, and within our communities, we pair...

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2 days ago
Hybrid

Executive Assistant, Investments

Chan Zuckerberg Initiative
Redwood City 94061

The Chan Zuckerberg Initiative was founded in 2015 by Priscilla Chan and Mark Zuckerberg to help solve some of society’s toughest challenges — from curing or preventing disease to improving education and addressing the needs of our local communities. We provide the operational support across our areas of work.The TeamAcross our work in Science, Education, and within our communities, we pair...

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2 days ago

Executive Assistant - Boutique Investment Firm - Palo Alto (Onsite)

BURKE+CO
Palo Alto

Job Description Job Description BURKE+CO. www.burketalent.com THE GIST: Our client, a boutique investment firm, seeks an expert Executive Assistant to support their Founder & tight-knit team in Palo Alto. This role will be responsible for providing top-tier administrative support to the Founder and backup support to the other team members, while also acting as the go-to person for their...

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an hour ago

Travel Certified Occupational Therapist Assistant (COTA) in Santa Clara, CA

AlliedTravelCareers
Santa Clara

Certified Occupational Therapist Assistant Location: Santa Clara, CA Agency: Aequor Pay: Competitive weekly pay (inquire for details) Shift Information: Days - 8 hours Contract Duration: 13 Weeks Start Date: ASAP About the Position AlliedTravelCareers is working with Aequor to find a qualified Certified Occupational Therapist Assistant (COTA) in Santa Clara, California, 95054! Location: Santa...

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6 hours ago
No Experience

Investment Associate

UpHonest Capital
Palo Alto 94306

UpHonest Capital is an early‑stage venture capital firm based in Silicon Valley. We invest in outstanding entrepreneurs and rapidly scaling early‑stage startups, using our significant resources and networks to create value. Our focus spans various industries, including ConsumerTech, Enterprise, and Deeptech. We have invested in notable companies such as Rippling, Lime, GrubMarket, Turing.com, and...

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7 hours ago

Investment Manager & Chairman’s Business Partner

IntelliPro
Palo Alto 94306

A global talent solutions provider in California is seeking a Junior Investment Manager & Business Assistant to the Chairman. This role involves coordinating with external stakeholders, supporting investment evaluations, and providing administrative support to the Chairman. The ideal candidate has a Bachelor’s degree, 2–3+ years of relevant experience, and strong interpersonal skills. A...

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5 days ago
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Manager, Business Tax Services Alternative Investments

KPMG
San Jose

Business Title:Manager, Business Tax Services Alternative InvestmentsRequisition Number:119407 - 51Function:Tax Services Area of Interest:State:NC City:Charlotte Description: At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists &...

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2 days ago
Hybrid

Strategic Investment Executive Assistant

Chan Zuckerberg
Redwood City 94061

A charitable organization is seeking an Executive Assistant based in Redwood City to provide administrative support for senior leaders. The ideal candidate should have over 7 years of experience in administrative roles, excellent organizational and communication skills, and be comfortable in a fast-paced environment. This hybrid position requires at least 3 days a week onsite, offering...

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2 days ago

Executive Assistant - Investment Firm - Palo Alto (Onsite)

BURKE+CO
Palo Alto

Job Description Job Description BURKE+CO. www.burketalent.com THE GIST: Our client, a private investment firm with an impressive portfolio, seeks a stellar Executive Assistant to support one of the firm's partners in Palo Alto. This role will involve expert coordination of all daily administrative functions, in addition to overseeing special projects and working collaboratively with other...

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an hour ago

Investment Consultant - Sunnyvale, CA

Fidelity
Sunnyvale

Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and...

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2 days ago
Hybrid

Analyst, Investments

Chan Zuckerberg Initiative
Redwood City 94061

Overview The Team Across our work in Science, Education, and within our communities, we pair technology with grantmaking and collaboration to help accelerate the pace of progress toward our mission. Our Investment team provides the support needed to push this work forward. The investment team's goal is to manage the investment portfolio to fund CZI’s ongoing operations over the long term. The...

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4 days ago
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