Jobs near Los Altos: 9,610
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Relevance Score ranked on: INVESTMENT
Fall 2025 Investment Analyst
Stanford
Support assigned team in a variety of analytic and investment management activities. Conduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor's track record, assessment of team, deal/fund structure, excel mode...
Search Terms: Investment, Analyst, Fall, Banking, Education
89.1
3.9mi
Updated: September 17
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Los Altos
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winni...
Search Terms: Solutions Advisor, Financial, Investment, Registration, Solutions
86.1
0mi
Updated: August 23
Senior Attorney – US Investment Management (Mutual Funds, ETFs and Digital Assets)
San Mateo
Drafting and reviewing fund registration and other disclosure documents, shareholder reports, proxy statements, fund-related marketing materials, fund board materials, agreements, and legal memoranda. Participate in industry advocacy relating to investment management matters. What ideal qualification...
Search Terms: Investment, Management, Attorney, Mutual Fund, Digital
82.2
17mi
Updated: September 05
Investment Analyst, Lam Capital
Fremont
The Group You’ll Be A Part Of The Corporate Strategy Group charts our course for long-term profitable growth. This team drives Lam in the development of and alignment to our strategic priorities and key initiatives. Additionally, they oversee Lam’s Corporate Development team and Lam Capital, which ma...
Search Terms: Investment, Analyst, Corporate Strategy, Product Management, Manufacturing
82
15mi
Updated: August 14
Investment Consultant - Cupertino, CA
Cupertino
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our B...
Search Terms: Consultant, Investment, Banking
81.5
6.2mi
Updated: September 09
Investment Consultant - Burlingame, CA
Burlingame
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelitys planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients an...
Search Terms: Investment, Consultant, Financial Planning, Banking, Client
80.5
18mi
Updated: September 05
Investment Consultant - San Jose, CA
San Jose
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelitys planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients an...
Search Terms: Investment, Consultant, Financial Planning, Banking, Client
80.1
11mi
Updated: August 07
Compliance Manager - Investment Management
San Francisco
Manage portfolio compliance using Charles River for mutual funds and managed accounts, including rule setup, monitoring, and escalation. Produce monthly portfolio reports, update securities records, and maintain approved/restricted lists. Ensure Code of Ethics compliance using Comply. Sci, including ...
Search Terms: Compliance Manager, Management, Investment, Compliance, Manager
79.1
11mi
Updated: September 12
Performance & Fund Accounting Associate
Stanford
Analyze, and publish performance results for marketable and non-marketable investments, ensuring compliance with regulatory and industry standards. Provide constituents with relevant, accurate, and consistent information for investment oversight and decision making. Design effective, relevant, and fo...
Search Terms: Accounting, Performance, Associate, Fund, Investment
71.8
3.9mi
Updated: September 17
Performance & Fund Accounting Senior Associate
Stanford
Analyze, and publish performance results for marketable and non-marketable investments, ensuring compliance with regulatory and industry standards. Provide constituents with relevant, accurate, and consistent information for investment oversight and decision making. Design effective, relevant, and fo...
Search Terms: Accounting, Performance, Associate, Senior, Fund
67
3.9mi
Updated: August 09
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