Investment Manager Jobs in Santa Rosa

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Search Results - Investment Manager Jobs in Santa Rosa

Associate PE Transaction Manager (Middle Office) @ Global Investment Fund

Coda Search│Staffing-Santa Rosa-today

Our client is a Global Investment Manager that has been building out their internal teams within Private Equity Fund Sectors. This team would be handling Multi-Strat Private Equity and Tech Investments. They have opened a newly created at Associate...

Financial Advisor

Atlas Search-Santa Rosa-2 days ago

Job Description We are working with a well-known private Investment Management firm looking to hire across multiple levels of seniority for their Financial Analyst/Advisory department. The position will be based in San Francisco on a hybrid work...

Analyst - Fundamental Equities - Hedge Fund

Sora Investors-Santa Rosa-yesterday

Sora Investors Sora Investors is a fundamental equity investment manager specializing in global technology markets. Since founding in September 2021, the firm has grown to manage over $3.5 billion GMV for investors. Role The analyst...

Associate, Private Wealth Financial Advisory

Russell Tobin-Santa Rosa-2 days ago

team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You’ll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies...

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Analog Capital Partners-Santa Rosa-today

Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families. We provide diversified portfolio management and asset allocation guidance. We take an integrated approach...

Associate PE Transaction Manager (Middle Office) @ Global Investment Fund

Coda Search│Staffing-Santa Rosa-2 days ago

Job Description Our client is a Global Investment Manager that has been building out their internal teams within Private Equity Fund Sectors. This team would be handling Multi-Strat Private Equity and Tech Investments. They have opened a newly...

Sr. Analyst, Client Development - Private Wealth

Russell Tobin-Santa Rosa-today

business development resources and playbooks. Qualifications: • 2+ years of experience in investment management, wealth management, or related financial services. • Strong analytical, research, and presentation skills (Excel and PowerPoint proficiency...

Sr. Property Accountant

Robert Half-Sonoma, 21 mi from Santa Rosa-roberthalf.com-1 week ago

confidentiality, and trustworthiness in handling sensitive financial information. • Familiarity with real estate acquisitions, funds, and investment management. Benefits include: • 401(k) with 401(k) matching • Health and Dental insurance • Employee assistance...

Associate, Private Wealth Financial Advisory

Russell Tobin-Santa Rosa-yesterday

on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You’ll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies. • Also accepting...