Join ICONIQ Capital's Human Capital Team as an Associate, People Analytics, where your analytical expertise will help shape data-driven talent strategies and enhance the employee experience. This role requires a blend of analytical skills, business acumen, and curiosity to drive initiatives that foster a high-performing and inclusive culture. The ideal candidate will bring a strong foundation in HR data analytics, a passion for solving complex problems, and a proactive mindset to support the firm's people strategy.
What You'll Do
Build and maintain dashboards and reporting tools to monitor workforce metrics such as headcount, attrition, engagement, and DEI.
Analyze complex HR datasets to uncover trends, generate insights, and highlight opportunities for improvement.
Collaborate with HR business partners, Talent Acquisition, and other teams to deliver actionable data insights.
Conduct ad-hoc analyses to support strategic people initiatives and decision-making.
Ensure accuracy and consistency across people data systems and reports.
Improve people analytics tools, processes, and methodologies continuously.
Support compliance and reporting obligations related to HR data.
Stay informed on emerging trends in people analytics and data visualization.
Ideal Candidate Background
3+ years of experience in analytics, people insights, or a data-driven HR function.
Proficiency in Excel and data visualization tools like Tableau, Power BI, or Snowflake.
Working knowledge of SQL or Python for data analysis.
Ability to present complex data as compelling narratives to non-technical stakeholders.
Strong interpersonal and communication skills; effective collaborator across functions and levels.
Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.
What We Offer
Comprehensive Medical, Dental and Vision Insurance.
Life and disability coverage, plus wellness benefits including mental health, fertility, and backup childcare.
401(k) program with matching.
Commuter benefits and hybrid work stipends.
Tuition reimbursement and support for professional certifications.
Smart-casual dress code.
Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $120,000 - $150,000.00 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [****************************************** and ICONIQ's Privacy Policies available here [************************************************
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
$120k-150k yearly Auto-Apply 4d ago
Looking for a job?
Let Zippia find it for you.
Associate, Real Assets
Iconiq 4.2
Iconiq job in New York, NY
This role sits within ICONIQ Real Assets, which invests in real estate and digital infrastructure where technology disruptions create scalable opportunities. As an Associate, you'll be an integral part of the real estate direct investment team, helping to drive portfolio performance, manage multifamily and hospitality operations, and support acquisitions and dispositions. This is a unique opportunity to shape the growth of a high-impact platform within a collaborative and entrepreneurial team.
What You'll Do:
Support active oversight of the real estate portfolio by driving asset strategy, operations, expense management, and annual financial planning, including capex and forecasting.
Create and maintain asset management reports for internal and external stakeholders, synthesizing property performance data and market research
Contribute to investment evaluations by developing operating assumptions and business strategies for new acquisitions
Prepare presentations and investment memoranda on properties, operating partners, and fund performance
Conduct market research, property tours, and diligence to identify macro trends and inform investment themes
Manage day-to-day relationships with operating partners
Support loan reporting and lender communications
Assist in investor reporting and capital raising efforts
Conduct site visits to stabilized assets as needed
Ideal Candidate Background:
4+ years of relevant real estate experience, preferably in multifamily or hospitality and on-site asset management
A strong academic background and proven analytical skills
Comfortable navigating ambiguity with a self-starter mindset and intellectual curiosity
Strong interpersonal skills and a collaborative, team-oriented approach
Familiarity with AI tools and technologies is a plus-we value innovation and continuous learning
Comfortable with traveling often
What We Offer:
Comprehensive Medical, Dental and Vision Insurance.
Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
A matching 401(k) program.
Commuter Benefits program.
Stipends to support wellness and hybrid working arrangements.
We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
Smart-casual dress code.
Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $130,000-$150,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [****************************************** and ICONIQ's Privacy Policies available here [************************************************
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
$37k-50k yearly est. Auto-Apply 4d ago
Market Executive: Innovation Tech Banking MD
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition.
#J-18808-Ljbffr
A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products.
#J-18808-Ljbffr
$165k-257k yearly est. 3d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
#J-18808-Ljbffr
$80k-132k yearly est. 2d ago
Underwriter
Commercial Bank of California 4.1
Santa Rosa, CA job
Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects.
PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures.
Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.
$90k-150k yearly 4d ago
Senior Field Engineer
Circle Internet Services Inc. 4.5
San Francisco, CA job
We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%.
Growth
At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you.
Flexibility
What does it mean to work at CircleCI? For us, flexibility is key.
As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them.
What You'll Do
Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts.
Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship.
Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices.
Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements.
Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact.
Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements.
Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products.
Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities.
What We're Looking For
5‑10 years experience as an engineer in the application development, devops, or CI/CD space.
Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment.
Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc.
Knowledge of Docker or Linux containers in general.
Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually.
Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success.
Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement.
Ideal Candidates might also have:
Experience developing mobile applications across iOS and Android devices.
Strong ops/infrastructure knowledge, especially networking and security.
About CircleCI
CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster.
Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital.
United States Base Pay Range
$153,000 - $191,000 USD
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
#J-18808-Ljbffr
$153k-191k yearly 21h ago
Life Sciences Banking Executive Director - Strategic Relationships
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered.
#J-18808-Ljbffr
$187k-269k yearly est. 4d ago
Private Banking Communications Partner
Citizens Bank 3.7
San Francisco, CA job
Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division.
This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage.
The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you!
Primary responsibilities will include:
Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics.
Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed.
Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks.
Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker.
Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement.
Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling.
Experience and Skills
3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency.
Experience in financial services and/or corporate communications is highly desirable.
A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills.
Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience.
Experience working at an established brand is a plus, and eagerness to learn more about the banking industry.
Extremely organized with the ability to manage multiple projects and meet deadlines.
Adaptable, proactive, creative, and forward-thinking.
Education
Bachelor's degree, preferably in communications, marketing, journalism, or related field required.
To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment.
Hours and Work Schedule
(4 days in office, 1 day remote)
Hours per Week: 40
Work Schedule: Monday-Friday
This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week.
Pay Transparency
The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position.
#LI-Citizens2
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
#J-18808-Ljbffr
$68.5k-100k yearly 1d ago
Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr
Donor Development Strategies 3.7
San Diego, CA job
Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off.
Role Overview and Responsibilities
The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply.
Field Leadership and Fundraising
Lead by Example: Participate in field canvassing 4-5 days per week.
Training: Implement comprehensive training for canvassing staff to ensure achievement of goals.
Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities.
Staff Management and Development
Supervision: Create and implement effective training plans for new and existing staff.
Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols.
Administrative Duties
Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts.
Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship.
Communication and Collaboration
Team Engagement: Maintain open communication channels within the director team and report to the Project Manager.
Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members.
Preferred Qualifications and Skills
Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable.
Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential.
Communication: Outstanding verbal and written communication skills are necessary for public and team interaction.
Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities.
Work Environment and Physical Requirements
Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week.
Flexibility: Must be available to work Saturdays and possibly some holidays.
Compensation and Benefits
Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success.
Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off.
Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving.
If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us!
#J-18808-Ljbffr
$24 hourly 21h ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
#J-18808-Ljbffr
$155k-236k yearly est. 4d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
#J-18808-Ljbffr
$105k-140k yearly 3d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
#J-18808-Ljbffr
$64k-112k yearly est. 3d ago
Customer-Centric AI Deployment Engineer
Truth Systems 4.5
San Francisco, CA job
A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered.
#J-18808-Ljbffr
$103k-144k yearly est. 21h ago
Cash Management Officer
United Business Bank 4.2
Walnut Creek, CA job
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Cash Management Officer (CMO) is an onsite position and does not have remote opportunities.
The Cash Management Officer (CMO) will be responsible for the sales, implementation, delivery and servicing of all cash management products and services. They will also meet with prospective and existing clients regarding new accounts and cash management products and services, and assist Client Relationship Managers, Business Development Officers, and other Bank personnel with outside sales calls. This includes visiting existing and potential clients at their place of business. Daily activities include outside sales calls, assisting clients with establishing the various cash management products and services and assisting clients with a variety of needs related to online banking, remote deposit capture, positive pay, ACH origination, and other services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction. This position will be responsible for providing training, guidance, and support to cash management clients both in person and in a virtual environment. The CMO will ensure that clients know all the feature functionality of our cash management and electronic banking services, and can perform all the duties and responsibilities associated with those services. The CMO will help support the Cash Management Manager in audits and exams, as well as assisting management in obtaining Satisfactory ratings. Other projects and duties will be assigned over time. The CMO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelor's Degree in business or related field preferred.
Required Knowledge: Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance.
Experience Required: Minimum of 3 years' related experience in a similar role at another financial institution.
Skills/Abilities:
Excellent communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including copy machine and telephone.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$71k-106k yearly est. 3d ago
Technology Investment Banking Associate - San Francisco
Moelis & Company 4.9
San Francisco, CA job
A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000.
#J-18808-Ljbffr
$175k-225k yearly 2d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 1d ago
Public Media Fundraising Canvass Director
Donor Development Strategies 3.7
San Diego, CA job
A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k).
#J-18808-Ljbffr
This role sits within ICONIQ Studio, the team dedicated to thoughtfully cultivating a remarkable community of the world's brightest minds, and serves as a dedicated resource to the Impact team, ICONIQ's platform catalyzing collaborative philanthropy for effective giving at scale. We are seeking a strategic and mission-driven individual to lead brand strategy, fundraising marketing efforts, communications, and events that engage and inspire our network of founders, CEOs, philanthropists, celebrities, and partners to take bold action for people and the planet.
What You'll Do:
Drive integrated marketing, communications, and fundraising strategies that mobilize philanthropic action and accelerate funding for ICONIQ Impact's initiatives, including Co-Labs
Develop compelling donor and partner materials such as presentations, impact reports, and engagement tools
Lead the strategy planning and execution of high-profile events that convene philanthropists, thought leaders, and changemakers, curating impactful programming and experiences that inspire bold action.
Produce and oversee high-quality communications and content such as newsletters, thought leadership pieces, press materials, and event recaps
Manage public relations efforts and external visibility, including agency partnerships, media outreach, and speaking opportunities for ICONIQ leadership at major conferences and events.
Ideal Candidate Background:
8+ years of experience in communications, marketing, and event production within philanthropy, nonprofit, or corporate impact.
Proven ability to craft compelling narratives and marketing strategies that mobilize philanthropic giving and increase brand visibility
Excellent writing and presentation skills, with a keen eye for visual and data-driven storytelling.
A deep commitment to social impact and philanthropy, with knowledge of pressing global challenges.
Ability to build relationships and trust across varied geographies and cultures.
Deep curiosity to learn about a vast array of topics that span multiple issue areas and/or geographies.
What We Offer:
Comprehensive Medical, Dental and Vision Insurance.
Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
A matching 401(k) program.
Commuter Benefits program.
Stipends to support wellness and hybrid working arrangements.
We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
Smart-casual dress code.
Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $160,000-$180,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [****************************************** and ICONIQ's Privacy Policies available here [************************************************
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
$160k-180k yearly Auto-Apply 4d ago
Senior Product Lead, API Marketplace Platform
Jpmorgan Chase & Co 4.8
Palo Alto, CA job
A leading financial services firm in California seeks a Senior Product Associate to leverage expertise in product development within the API Management Platform. The role requires a minimum of 3 years of product management experience, strong analytical skills, and proficient knowledge of tools like JIRA. You will identify new product opportunities and collaborate with cross-functional teams to enhance existing offerings. The position offers a competitive rewards package and emphasizes diversity and inclusion.
#J-18808-Ljbffr