Jobs near Palo Alto: 7,699
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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
87.3
1.5mi
Updated: September 17
Client Development Executive - Investment Funds
Palo Alto
As a key member of the Client Acquisition Team, this position is responsible for assisting the firm in generating new business income, thereby directly contributing to the overall prosperity and growth of the firm. The Client Development Executive (CDE) helps drive new business opportunities through ...
Search Terms: Executive, Development, Investment, Business Development, Client Relations
83.9
0mi
Updated: September 20
Investment Consultant- Menlo Park, CA
Menlo Park
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
82.8
2.5mi
Updated: September 18
Investment Consultant - Sunnyvale, CA
Sunnyvale
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
82.5
8.9mi
Updated: September 20
Counsel, M&A and Investments
Foster City
This attorney in Visa’s Legal and Compliance group will be part of the team that works on Visa’s global M&A transactions and investments in support of Visa’s corporate development and venture investments teams. This job is based in San Francisco, CA. The attorney will work with internal clients to ex...
Search Terms: Investment, Legal, Banking, Support, Transaction
82
10mi
Updated: September 18
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
81.8
4.8mi
Updated: August 23
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
80.2
15mi
Updated: September 05
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
79.5
10mi
Updated: September 09
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
77.1
15mi
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
70
1.5mi
Updated: September 17
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