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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2 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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6 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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20 hours 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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4 days 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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3 days 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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2 days 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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4 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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3 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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3 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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3 days 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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5 hours ago

Multifamily Investment Associate

Pacific Urban Investors
Palo Alto 94306

About Us About the Company: Pacific Urban Investors (PUI) is an industry-leading multi-family investment firm and pension fund manager. Headquartered in Northern California’s Silicon Valley, PUI is focused exclusively on the multi-family rental space. The firm has successfully deployed well-timed strategies to the benefit of its institutional partners and stakeholders throughout the United...

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a day 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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6 hours ago

Private Banking Associate VP – Investments & Growth

Citigroup
Palo Alto 94306

A major financial institution in Palo Alto is seeking an Associate Banker Safe Act Assistant Vice President. This role involves assisting in sales strategies, prospecting new clients, managing existing relationships, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong investment knowledge, and must obtain required FINRA Securities Licenses. This...

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10 hours ago

Investment Banking Associate - TMT

Selby Jennings
San Mateo 94409

Base pay range $150,000.00/yr - $175,000.00/yr We have a current opportunity for an IKONA Associate on a permanent basis. The position will be based in San Mateo. For further information about this position please apply. Desired Skills and Experience Job Title: Investment Banking Associate Location: San Francisco, CA Compensation: $150,000 - $175,000 About The Team: Join a leading Boutique...

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6 hours 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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4 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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3 days ago

M&A and Strategic Investments Attorney (B6)

Applied Materials
Campbell 95011

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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4 days 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...

View salary & More Info
4 days ago

M&A and Strategic Investments Attorney (B6)

Applied Materials
San Jose

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...

View salary & More Info
4 days ago
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