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  • Product Operations Analyst - Data Insights & Dashboards

    Windfall Data, Inc.

    Operations analyst job in San Francisco, CA

    A leading AI and people intelligence company in San Francisco is seeking a Product Operations Analyst to enhance internal processes and provide analytical insights. The ideal candidate has a Bachelor's degree and 2+ years of experience in data analysis, with strong skills in SQL and Python. This role offers competitive salary and the chance to work with a talented team in a mission-driven environment. #J-18808-Ljbffr
    $59k-93k yearly est. 2d ago
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  • Product Analyst

    Substack Inc. 4.0company rating

    Operations analyst job in San Francisco, CA

    Substack is building a new economic engine for culture, giving the brightest, most interesting, and most creative people on the internet the power of their own publishing platform. The terms of our culture should not be set by gate-keeping legacy media or chaos-fueling social media, but by the people who make and participate in that culture. Substack's model, based on direct subscriptions, has fueled an explosion of independent publishing. It empowers creators with economic autonomy, creative ownership, and a direct connection to their most engaged audiences. Product Analytics at Substack The mission of the Product Analytics team at Substack is to help the product team make better decisions. Product Analytics is embedded in the Product organization, and this role reports directly to our VP of Product. We are a small and scrappy team that covers a lot of ground. You would be joining as the fourth individual on the team. Responsibilities Take ownership of continuously improving our understanding of the product, user base, growth trajectory, and state of play Proactively partner with PMs and company leadership to inform the long term, medium term, and short term strategy of your product area Help the team define useful metrics and set clear goals Share regular insightful updates with your team and across the company Proactively partner with engineers to invest in clean and thorough logging, ETL, and improving the ergonomics of our data Requirements 4+ years of experience as analyst or in a similar technical role Solid understanding of product growth concepts and frameworks (e.g. retention curves, cohort analysis, growth accounting) Advanced SQL knowledge, and familiarity with BI tools (we use Snowflake and Periscope every day) Strong data visualization and written/verbal communication skills - must be able to design legible dashboards dashboards and clearly convey the salient insights for any analysis Solid understanding of A/B test and experimentation concepts (proper test design, power calculation, post-hoc analysis, novelty effects, etc.) Strong product sense and intuition - a deep understanding of Substack's product, user base, and market position is a must Ability to roll up your sleeves and do what needs to be done with limited resources and support This position will ideally be located in the San Francisco Bay Area, where the majority of the product and leadership team are based. Substack's compensation package includes a market competitive salary, equity for all full time roles, and exceptional benefits. Our cash compensation salary range for this role is $150,000 - $210,000. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Substack is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity or transgender status), age, national origin, veteran or disability status. We're seeking people passionate about enabling independent expression and building a better business model for creators. If you want to see what media, communities, and content can become when unmoored from advertising models, and you have the skills and experience to contribute, we'd love to meet you. Please see our Privacy Notice for details regarding Substack's collection and use of personal information relating to the application and recruitment process by clicking here. #J-18808-Ljbffr
    $150k-210k yearly 2d ago
  • Senior Revenue Operations Analyst San Francisco

    Persona 4.3company rating

    Operations analyst job in San Francisco, CA

    Persona is the configurable identity platform built for businesses in a digital‑first world. Verifying individuals and organizations is harder - but more important - than ever, with AI enabling fraudsters to launch sophisticated accounts at scale and regulations evolving rapidly. We've built Persona to support practically every use case and industry - that's why we're able to serve a wide range of leading companies. For example, Instacart relies on Persona to verify shoppers who onboard onto their platform before delivering groceries to your doorstep. Meanwhile, OpenAI relies on Persona to keep bad actors out, protecting one of the world's most powerful AI platforms from large‑scale abuse in a time when AI is reshaping the way we work and live. We're growing rapidly and looking for exceptional people to join us! About the Role We're looking for a Senior Revenue Operations Analyst to join our high‑performing RevOps team and support the company during its critical next phase of growth. This role is ideal for someone with 2‑4 years of experience who thrives at the intersection of strategy, data, and execution - someone who can zoom out to see the bigger picture while also rolling up their sleeves to get into the details. You'll play a key role in driving reporting, analytics, and process optimization across our go‑to‑market motion, partnering closely with Sales, Finance, Marketing, and Customer Success leaders. This is a high‑visibility role with strong growth potential - you'll partner closely with the revops, marketing, sales, and post‑sales teams and have the opportunity to take on increased ownership as the company scales. You'll report directly to the Senior Director of Revenue Operations and work alongside a team of Salesforce Administrators and Analysts who will support your success. What You'll Do at Persona Reporting & Analysis Conduct quantitative analyses to identify trends, opportunities, and risks that inform GTM strategy and decision‑making. Build and maintain reports and dashboards in Salesforce to track pipeline health, productivity, and performance metrics across the Strategic segment. Deliver clear, actionable insights to leadership to drive data‑backed planning and execution. Sales Process Optimization Partner with cross‑functional teams to streamline and improve sales workflows, ensuring data integrity and operational efficiency. Manage and optimize sales development tools and oversee lead routing activity to maintain our high velocity of deal closes. Help document and refine best practices to scale repeatable, effective processes across the GTM org. Cross‑Functional Collaboration Work closely with Sales, Finance, Marketing, and BI to ensure consistent definitions, data alignment, and operational execution. Support strategic initiatives that drive revenue growth and improve team productivity. Contribute to the annual planning and target‑setting process through data analysis and insights. Tools & Technical Enablement Be fluent in Salesforce - building reports, troubleshooting data discrepancies, and partnering with admins to drive automation. Support integrations and reporting workflows across Salesforce, Google Sheets, and BI tools (e.g., Sigma, Looker). Identify opportunities to enhance efficiency through better tooling and process automation. What You'll Bring to Persona 2-3 years of experience in Revenue Operations, Sales Operations, or Strategy roles at a high‑growth SaaS or B2B company. Proficiency in Salesforce - comfortable navigating, reporting, and managing data independently. Strong analytical and problem‑solving skills; able to structure ambiguous problems and interpret complex datasets. Excellent communication and organizational skills, with a keen eye for detail. Ability to thrive in a fast‑paced, dynamic environment - balancing execution and strategic thinking. A self‑starter mentality: proactive, resourceful, and excited to take ownership and grow within a scaling company. A team player who values collaboration and cross‑functional partnership. Bonus Points Experience with SQL and BI tools. Familiarity with GTM analytics, forecasting, or attribution modeling. Prior experience supporting enterprise or strategic sales teams. Full‑time Employee Benefits and Perks For full‑time employees (excluding internship and contractor opportunities), Persona offers a wide range of benefits, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental‑health days, family planning benefits, professional development stipend, wellness benefits, among others. While we believe competitive compensation and benefits are a critical aspect of you deciding to join us, we do hope you consider why our core values and culture are right for you. If you'd like to better understand what it's like working at Persona, feel free to check out our reviews on Glassdoor. #J-18808-Ljbffr
    $94k-136k yearly est. 4d ago
  • Senior Park Operations & Performance Analyst

    Presidio Trust 4.4company rating

    Operations analyst job in San Francisco, CA

    A federal agency in San Francisco is seeking a Senior Management Analyst to support the Customer and Staff Support Department. This role focuses on evaluating operational performance, analyzing costs, and providing strategic recommendations for park management. The ideal candidate has a Bachelor's degree, over five years of experience in management analysis, and strong analytical skills. This is a full-time position with a salary range of $115,606 - $131,792, and applications are due by January 14, 2026. #J-18808-Ljbffr
    $115.6k-131.8k yearly 4d ago
  • Product Analyst

    Gamma.App

    Operations analyst job in San Francisco, CA

    About Gamma Gamma is building the creative layer for modern communication. Every month, over a billion people create presentations, but the tools they use have not evolved in decades. We are changing that by using AI to disrupt a massive market. Millions rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day. We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023. Gamma is warm, quirky, and fueled by curiosity. About the role You'll build the data foundation that enables everyone at Gamma to make faster, smarter decisions. As we continue to grow past $100M ARR with a data‑savvy, decentralized team, you will create a single source of truth, standardize metrics, and make self‑service analytics safe and reliable. You'll partner with product, growth, marketing, and support teams to turn data into action and prototype AI‑driven tools. What you'll do Own key reports and dashboards that show the pulse of the business, redefining metrics like activation and retention Standardize metrics and build systems so teams can self‑serve reliable data from one source of truth Collaborate with product, growth, marketing, and support teams to turn questions into insights and actionable systems Lead metrics reviews with stakeholders and build ad‑hoc reports for sales and GTM teams Run experiments on our core growth funnel, exploring opportunities in churn reduction, pricing, and growth efficiency Prototype AI‑driven tools that make experimentation, reporting, and anomaly detection faster and smarter What you'll bring 3-5 years of experience as a data analyst or analytics engineer, ideally at high‑growth startups Expert‑level SQL skills and ability to work with large, complex datasets Product sense and understanding of growth loops, with track record of moving key metrics AI‑native mindset and experience leveraging AI tools to accelerate analysis and decision‑making Ability to educate and empower teams to be self‑sufficient with data Strong communication skills and comfort working cross‑functionally with product, engineering, marketing, and support Python experience or past engineering background building internal tools (Nice to have) Experience with BI tools like Metabase, Looker, or similar platforms (Nice to have) Compensation Compensation range will be determined by multiple factors, including but not limited to experience and expertise in the requirements listed above. Culture and Team Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic- but that's what makes it interesting. Meet the team of dreamers and doers based in beautiful San Francisco. #J-18808-Ljbffr
    $88k-128k yearly est. 2d ago
  • DeFi Analyst

    Gauntlet

    Operations analyst job in San Francisco, CA

    Gauntlet leads the field in quantitative research and optimization of DeFi economics. We manage market risk, optimize growth, and ensure economic safety for protocols facilitating most spot trading, borrowing, and lending activity across all of DeFi, protecting and optimizing the largest protocols and networks in the industry. As of April 2025, Gauntlet manages risk and incentives covering over $42 billion in customer TVL. Gauntlet continually publishes cutting-edge research that informs our risk models, alerts, and analysis, and is among the most cited institutions - including academic institutions - in terms of peer-reviewed papers addressing DeFi as a subject. We're a Series B company with around 75 employees, operating remote-first with a home base in New York City. Our mission is to drive adoption and understanding in the financial systems of the future. The unique challenges of decentralized systems call for innovative approaches in mechanism design, smart contract development, and financial product utilization. Gauntlet leads in advancing this knowledge, ensuring safe progression through the evolving landscape of financial innovation. Responsibilities Drive Market Research & Strategic Partnerships: Track emerging yield strategies, protocol developments, and ecosystem incentives across chains to provide the Curation team with a competitive edge in vault deployment and optimization. Actively monitor DAO governance proposals, forum discussions, and protocol roadmaps to inform risk assessments, vault growth strategies, and partnership opportunities. Identify and evaluate live or upcoming liquidity mining, ve-token, and fee-rebate programs. Support business development by analyzing incentive structures, stakeholder alignment, and contributing to deal execution through opportunity qualification and proposal development. Execute Risk Assessment & Due Diligence: Conduct structured protocol reviews focused on solvency, oracle infrastructure, governance mechanisms, and security posture. Perform in-depth risk assessments by analyzing historical on-chain data, protocol codebase, and market dynamics to generate informed recommendations on vault growth, asset onboarding, and risk parameterization. Collaborate with auditors and protocol teams to resolve issues and ensure timely launch readiness. Monitor and respond to market events with clear internal communication and contribute to the evolution of Gauntlet's on-chain risk offerings. Develop Growth & Incentive Analytics: Build and maintain dashboards to track incentive rates, protocol yield performance, and vault-level KPIs across chains. Monitor competitive benchmarks and market dynamics to ensure vaults maintain a strong relative position in the ecosystem. Perform creative, non-standard data analysis-including natural experiments, cohort retention, and TVL deltas-to support partnership strategy, incentive optimization, and proactive risk mitigation. Use these insights to inform data-driven decisions that drive sustainable growth and preserve Gauntlet's competitive edge in DeFi. Enable Operational Excellence in Vault Deployments: Launch and monitor Vaults by configuring oracles, LLTVs, Vault parameters, and multisig protocols. Ensure accurate integration with Gauntlet tools and continuously monitor active markets to maintain optimal performance. Qualifications 1-3 yrs in crypto-native research, strategy, or trading seat with evidence of directing capital into third-party incentive programs. Comfort reading Solidity/Vyper, but you're not the auditor of record. Fluency with on-chain data tools (Dune, Subgraphs) and Python or JS for ad-hoc analysis. Track record of shaping deals or product decisions through crisp memos-think equity-research write-ups or growth-analytics briefs. Strong personal interest in DeFi, with a proactive mindset and continuous drive to stay at the forefront of protocol developments, yield opportunities, and strategic differentiation. Common Sense and Competitive Bonus Points Appetite to mentor as team size and volume scales. Rolodex across DAO treasuries, defi protocols, oracles, liquidators, venture funds, or large LPs. Benefits and Perks Remote first - work from anywhere in the US & CAN! Competitive packages with the added opportunity for incentive-based compensation Regular in-person company retreats and cross-country "office visit" perk 100% paid medical, dental and vision premiums for employees Laptop provided $1,000 WFH stipend upon joining $100 per month reimbursement for fitness-related expenses Monthly reimbursement for home internet, phone, and cellular data Unlimited vacation policy 100% paid parental leave of 12 weeks Fertility benefits Please note at this time our hiring is reserved for potential employees who are able to work within the contiguous United States and Canada. Should you need alternative accommodations, please note that in your application. The national pay range for this Role is $165,000 - $205,000 plus additional On Target Earnings potential by level and equity in the company. Our salary ranges are based on paying competitively for a company of our size and industry, and are one part of many compensation, benefits, and other reward opportunities we provide. Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company. #LI-Remote #J-18808-Ljbffr
    $165k-205k yearly 6d ago
  • Healthcare IB Analyst/Associate: M&A & Capital Markets

    Teema Solutions Group

    Operations analyst job in San Francisco, CA

    A leading global investment bank is seeking a Healthcare Investment Banking Analyst/Associate in San Francisco. In this role, you will support M&A execution and capital raising in the healthcare sector. Candidates should have a Bachelor's degree in a relevant field and strong financial modeling skills. The compensation ranges from $250,000 to over $450,000, depending on experience. Join a competitive team focused on high-impact transactions within the biotech and healthcare markets. #J-18808-Ljbffr
    $63k-101k yearly est. 4d ago
  • Sales Ops Estimating Analyst

    Nextpower Inc.

    Operations analyst job in Fremont, CA

    **Job Description:****We are looking for someone who demonstrates:*** Excellent communication skills* High-level reporting capabilities* Love of analysis and infographics* Strong attention to detail* Excel in fast-paced high-pressure environment* Passionate drive to innovate and create* Consistent interactive teamwork* Desire for continuous improvement, top performance and winning* Thoughtful, fast, disciplined execution* Relentless customer focus* Integrity as a core value* Interest in exploring and utilizing Artificial Intelligence (AI) to drive innovation and scale processes**Here is a glimpse of what you'll do…**Design, develop, and maintain Excel-based quoting tools for early-stage or unreleased products and their reoccurring updates across multiple product offerings.Implement complex logic and configuration rules to support new product structures, pricing models, and regional requirements.Use VBA and/or Python scripting to automate processes, validate inputs, and extend tool capabilities.Integrate Power Query, dynamic arrays, structured tables, and real-time data connections for enhanced usability and responsiveness.Collaborate with Product, Engineering, Sales, and Commercial Operations teams to gather requirements and translate them into quoting tool logic.Serve as a bridge to enterprise quoting systems by ensuring the logic and structure in Excel tools can be ported into or inform: CPQ systems (e.g., Salesforce CPQ, Oracle CPQ) Web-based quoting platforms and digital configuration tools document tool logic and architecture for use in future system migrations and enterprise implementations.Ensure tool scalability, accuracy, and robustness, including version control, error handling, and regression testing.Provide training, rollout support, and user feedback integration for internal stakeholders and end-users.Explore the use of AI-powered features (e.g., intelligent autofill, anomaly detection, or predictive quoting logic) to enhance tool capabilities and efficiency.**Here is some of what you'll need (required)…**Bachelor's degree in engineering, Mathematics, Business, Information Systems, or a related field 3+ years of experience in quoting systems, sales operations, or business/sales analysis roles.Demonstrated expertise in advanced Excel capabilities:Dynamic arrays, nested formulas, structured tables Power Query and real-time data sourcing VBA macro creation and/or Python scripting for ExcelExperience building or supporting tools for unreleased or pre-commercial products.Strong understanding of data cleansing, normalization, and configuration logic.Ability to work in fast-paced dynamic environments with evolving product definitions and short iteration cycles.Excellent verbal and written communication skills; able to work across engineering, commercial, and IT stakeholders.Strong time management, organization, and documentation habits.Ability to evaluate and incorporate AI tools or frameworks into data analysis or quoting workflows.**Here are a few of our preferred experiences…**MBA/Bachelor's Degree is preferred or equivalent experience.Experience and strong orientation toward Analysis and customer services Experience in a startup environment as well as global public companies Familiarity with CPQ platforms (Salesforce CPQ, Oracle CPQ, or similar).EXPERIENCE WORKING ON WEB-BASED QUOTING OR CONFIGURATION TOOLS.Exposure to database tools (e.g., SQL, ODBC), API integrations, or cloud-based Excel systems (Office 365, SharePoint).Background in hardware, manufacturing, renewable energy, or other configuration-heavy industries.Experience in Jira Project Management is a plus.Experience in the Solar Industry is always a plus.Nextpower offers a comprehensive benefits package. We provide health care coverage, dental and vision, 401(K) participation including company matching, company paid holidays with unlimited paid time off, generous discretionary company bonuses, life and disability protection and more. Employees in certain positions may be eligible for stock compensation. All plans are in accordance with relevant plan documents. For more information on Nextracker's benefits please view our company website at .Pay is based on market location and may vary based on factors including experience, skills, education and other job-related reasons. The annual salary range for this position is 100,000.00 to 110,000.00 plus a commission structure based on commission calculation, such as percentage of sales or specific metrics.NEXRSRAt Nextpower, we are driving the global energy transition with an integrated clean energy technology platform that combines intelligent structural, electrical, and digital solutions for utility-scale power plants. Our comprehensive portfolio enables faster project delivery, higher performance, and greater reliability, helping our customers capture the full value of solar power. Our talented worldwide teams are redefining how solar power plants are designed, built, and operated every day with smart technology, data-driven insights, and advanced automation. Together, we're building the foundation for the world's next generation of clean energy infrastructure.Nextpower is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.# **We are Nextpower** #J-18808-Ljbffr
    $75k-118k yearly est. 4d ago
  • Analyst (Local Governments)

    Moody's Investors Service 4.9company rating

    Operations analyst job in San Francisco, CA

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
    $143.3k-207.7k yearly 3d ago
  • Business Analyst III

    PTR Global

    Operations analyst job in Santa Clara, CA

    Business Analyst III Duration: Contract We are seeking a highly skilled and experienced Business Analyst III to join our team in Santa Clara, California. The ideal candidate will play a critical role in analyzing business needs, identifying solutions, and ensuring the successful implementation of projects. This is a contract position that requires a detail-oriented professional with excellent analytical and communication skills. Responsibilities: Analyze business processes and identify areas for improvement. Collaborate with stakeholders to gather and document requirements. Develop detailed business and functional specifications. Facilitate communication between technical teams and business units. Monitor project progress and ensure alignment with business objectives. Provide insights and recommendations to support decision-making processes. Qualifications: Bachelor's degree in Business Administration, Information Technology, or a related field. Proven experience as a Business Analyst, preferably at a senior level. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in business analysis tools and methodologies. Ability to work independently and collaboratively in a team environment. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $75hr - $80hr on w2 The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
    $75 hourly 2d ago
  • Claim Solutions Analyst

    Futureshaper.com

    Operations analyst job in San Francisco, CA

    Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on building the Waymo Driver-The World's Most Experienced Driver™-to improve access to mobility while saving thousands of lives now lost to traffic crashes. The Waymo Driver powers Waymo's fully autonomous ride-hail service and can also be applied to a range of vehicle platforms and product use cases. The Waymo Driver has provided over ten million rider-only trips, enabled by its experience autonomously driving over 100 million miles on public roads and tens of billions in simulation across 15+ U.S. states. At Waymo Insurance, you will work on the cutting edge of emerging risk and related issues surrounding our transformational autonomous driving technology and help drive our business lines forward from technology ideation through scaled commercial deployment. We partner with our legal, public policy, safety, security and privacy experts to evaluate and manage risks for the autonomous driving world to come, advising on insurance trends, evaluating and quantifying product liability, auto, cyber and related risks to ensure we build the appropriate risk and insurance frameworks to support and protect our users around the world. We collaborate with our business development, product partnership, strategy and operations teams in the execution of our business plans to ensure the company's interests are well protected from existing, new and emerging risks. We support the legal, policy and regulatory teams as they optimize our exposure in line with our risk appetite through the review of contracts, evaluation and shaping of emerging law and regulation at both the state and federal level. And we anticipate, quantify and mitigate emerging risk by maintaining active relationships and frequent contact with insurance and AV industry partners. In this hybrid role, you will report to a Claims Manager within the Risk & Insurance Team You will: Provide support to the Claim Team through the creation of strategies, tools and processes (documenting all) to handle the unique nature of claims in an autonomous vehicle. Help in executing the long term, innovative vision of the claim process through partnerships, internal stakeholders, and individual effort. Professional interactions with internal stakeholders, helping to drive out requirements and coordinate work between the Claims Team (Risk & Insurance) and those other departments. Support the claim function, in day-to-day claim activities as a resource and SME relative to claim handling, oversight and processes. This may entail both routine and complex claim handling functions - to include, but not be limited to, investigations, issue identifications, negotiations, and claim handling partner oversight. Provide in-depth analysis, trend analysis and report creation to support claim leadership's analysis of the operation and Waymo exposures. Be the primary point of contact relative to all maintenance, improvements and integrations associated with Waymo's RMIS platform. You have: 7+ years insurance claim analyst experience (preferably related to commercial and/or personal auto lines of coverage) and 5+ years experience as a claim handler (preferrably in Auto Liability) Experience working on claim projects and both creating and documenting claim processes but also identifying bottlenecks in processes and being able to escalate and/or provide recommendations for enhancement/improvement. Experience relative to claim handling, to include, but not be limited to the ability to investigate and triage complex claims, with key issue identification skills, and claim evaluation and negotiation skills. Advanced communication skills which are critical to building consensus across areas of influence (external and/or internal relationships), team, and/or matrix environment. The ability to document within different systems, use RMIS platforms, have efficiency within the Google suite of products and effectively write, communicate, track, and document requirements for projects. We prefer: Experience with US and International markets CPCU, AIC and/or SCLA Bachelors degree Travel Requirements: Minimal to none The expected base salary range for this full-time position across US locations is listed below. Actual starting pay will be based on job-related factors, including exact work location, experience, relevant training and education, and skill level. Your recruiter can share more about the specific salary range for the role location or, if the role can be performed remote, the specific salary range for your preferred location, during the hiring process. Waymo employees are also eligible to participate in Waymo's discretionary annual bonus program, equity incentive plan, and generous Company benefits program, subject to eligibility requirements. Salary Range$125,000-$157,000 USD #J-18808-Ljbffr
    $125k-157k yearly 2d ago
  • Municipals Analyst

    Barclays 4.6company rating

    Operations analyst job in San Francisco, CA

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 4d ago
  • Senior Structural Analyst

    Elroy Air

    Operations analyst job in San Francisco, CA

    At Elroy Air, we build autonomous vertical takeoff and landing (VTOL) cargo aircraft systems to change the way the world moves goods. Transporting cargo by air is faster and more efficient than by land or sea, but before recent technological and regulatory developments, it was prohibitively expensive. Today, we're able to expand middle-mile logistics possibilities across multiple sectors. The commercial express shipping industry spends $140B annually on the middle-mile and needs faster, better solutions - while the armed forces are increasingly prioritizing unmanned aerial cargo delivery systems. These partners and customers are already responding enthusiastically to the technologies we are pioneering. As we develop and deploy these systems, we are looking for people like you: motivated collaborators, excited by our mission and by the rare opportunity to improve how logistics works around the world. You will play an important role in establishing Elroy Air as the industry standard in this massive market. Diverse perspectives at all levels are critical to innovation and employee development. We encourage our team to bring their whole selves to Elroy. This includes but is not limited to gender identity, race, ethnicity, sexual orientation, gender expression, religion, age, ability, parenthood status, veteran status, educational background, citizenship status, or any combination of these characteristics. As a Senior Structural Analyst on the Mechanical Engineering team you will be responsible for performing comprehensive structural analysis supporting exciting new products throughout the entire product lifecycle. In this role, you will help define requirements, guide concepts, perform trade studies, optimize preliminary designs, check detailed designs, and support structural test campaigns and certification. Working as part of a small team to develop validated methods, tools, and templates, you will help set the standard (and perhaps the state‑of‑the‑art) for aircraft structural analysis. This is an on‑site, full‑time, exempt role based at our headquarters in South San Francisco, CA. What You'll Own: Performing static and dynamic structural analysis of primary and secondary composite and metallic aircraft structures and systems integration, using classical and finite element analysis (FEA) methods Performing trade studies, optimization, and checks of aircraft structures for specific strength, rigidity, and durability requirements, consistently promoting balance with complexity and cost Performing correlation and correction of structural models using empirical data Supporting the planning, execution, and reporting of static and dynamic structural tests Supporting the development and maintenance of the structural engineering ecosystem including design guidelines, analysis methods and tools, test procedures, and allowables Supporting design, manufacturing, and service engineers in developing well‑balanced solutions Our Ideal Candidate: MS in Mechanical Engineering, Aerospace Engineering, or related discipline 7+ years of experience performing vehicle‑level structural analysis in the automotive, aeronautical, and/or space industries Deep knowledge and experience with dynamic loads, vibration, and fatigue analysis Experience with external loads development and management Expert user of FEMAP, NX Nastran, Microsoft Excel, and MATLAB Is kind, respectful, and direct using strong verbal and written communication skills. Open to giving and receiving feedback. Thrives in a dynamic hands‑on environment Bonus Points For: PhD in Mechanical Engineering or related discipline Experience with lift + cruise, tilt‑rotor, and/or rotary‑wing aircraft Experience with non‑linear, frequency response, and/or aeroelastic structural analysis Experience with full‑scale static and dynamic ground and flight testing of aircraft structures Experience with building‑block structural analysis/test campaigns Experience with composite material system evaluation, qualification, and showing equivalency Experience analyzing bonded and fastened composite and metallic structures for strength, rigidity, and durability Experience with Part 21 FAA aircraft type certification processes and Part 23, Part 27, Part 35, and/or ASTM airworthiness standards, including requirements, means of compliance, and methods of compliance Proficient user of Python, VBA for Microsoft Excel, and FEMAP's API What's In It For You: Competitive salary + equity package Comprehensive insurance options for medical/dental/vision/long term disability/life + optional plans for commuter accounts, pet insurance, legal help, and more! Retirement planning: 401(k) with company contribution 3 months fully paid parental leave Highly flexible vacation policy- that we actually want you to use! Employee Assistance Program with 24/7 support Developing Employee Resource Groups (Affinity Groups) for underrepresented groups You'll work with a kind, diverse, and highly skilled team You'll help define a new category of aerospace / logistics / robotics, and you'll work on systems that have never been built before As an early member of a fast growing team, you'll help shape and define our company culture and values Flexible work arrangements (we understand you have a personal life) Elroy Air's compensation package includes market competitive salary, equity for all full time roles, and great benefits. If you are located in the San Francisco Bay Area, our expected cash compensation for this role is $140,000 - $190,000. We are hiring for multiple levels and backgrounds so final offers may vary from the amounts listed based on experience, expertise, and other factors. We encourage you to apply even if you aren't an exact match for our open role as many of our team members come from nontraditional backgrounds. All employees will be screened through E-Verify. This position will require access to information protected under U.S. export control laws and regulations, including Export Administration Regulations (EAR). Please note that any offer for employment will be conditioned on any required authorization to receive software or technology controlled under these U.S. export control laws and regulations necessary to perform the responsibilities of the position. Elroy Air does not engage with external recruiting agencies/individual recruiters that we do not have a written agreement with and all employment activities are managed through our People & Places team. We reserve the right to make use of any unsolicited resumes received without being responsible for payment of any fees asserted from the use of unsolicited resumes. #J-18808-Ljbffr
    $140k-190k yearly 2d ago
  • Secondaries & Primaries Analyst I San Francisco

    Ardian

    Operations analyst job in San Francisco, CA

    Secondaries & Primaries Analyst I San Francisco page is loaded## Secondaries & Primaries Analyst I San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR1001619**The Role**The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.**Secondary fund of funds:*** Participate in investment opportunities sourcing effort* Value and price equity interests in private equity funds and companies* Prepare financial projections and transaction modeling* Prepare investment recommendations* Present to global team and Investment Committee* Monitor investments and development vs. targeted performance* Prepare reporting presentations to Limited Partners and Advisory Board**Primary fund of funds:*** Screen North American Private Equity market* Compile information and conduct research* Conduct due diligence (strategy, team, performance)* Prepare investment recommendation* Present to global team and Investment Committee* Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners**Required Skills*** Drive for results, teachable, always delivers high quality work* Deep understanding of corporate finance principles and how to analyze investment opportunities* Very strong excel modeling skills* Strong writing and memo-drafting skills* Organized and motivated* Strong analytical mindset**Profile*** Degree in Finance or other related field* 1-2 years experiences in finance - investment banking, strategy consulting, or valuation* Familiarity working with international teams and across cultures At ARDIAN, we are proud of our diverse culture. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, a diverse and inclusive environment is key to our business success.Ardian is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran or military status, genetic information, ancestry, marital status as a victim of domestic violence, pregnancy or child birth (including breastfeeding) or any other class protected by federal, state or local laws. It is our policy to comply with all applicable laws governing employment practices and not to discriminate on the basis of any unlawful criteria. This policy applies to all terms and conditions of your employment including, but not limited to, hiring, placement and promotion. #J-18808-Ljbffr
    $68k-99k yearly est. 4d ago
  • FP&A Analyst

    Linea Energy

    Operations analyst job in San Francisco, CA

    Linea Energy is a leading independent power company dedicated to developing, building, and operating renewable energy projects across the Americas. Our mission is to provide sustainable energy solutions that empower communities and drive the transition to a clean energy future. Headquartered in San Francisco, California, Linea Energy is committed to innovation, excellence, and the highest standards of environmental stewardship. Job Overview Linea is seeking a Financial Analyst to support budgeting, forecasting, liquidity planning and financial performance reporting across the organization, including the development and operating portfolios. This role will work closely with the CFO and Controller to drive accurate forecasting, analyze budget variances, and ensure high-quality financial insights for decision-making. The position offers strong growth potential and requires a mix of financial planning, modeling, data integration, and cross-functional coordination skills. The ideal candidate will help develop and maintain robust forecasting processes, produce actionable performance reporting, and contribute to system integrations and process improvements as Linea scales. This is a key finance role that supports capital-intensive projects in a dynamic, mission-driven environment. This is an opportunity for a self-motivated, highly organized individual, who can work independently and collaboratively to integrate accounting and finance with operations. Excellent communication skills are required with all levels of the organization, including colleagues, management, and stakeholders. The ideal candidate will enjoy building a business with an experienced management team and executing on a strategic plan. This position is located at either of our San Francisco, CA or Austin, TX offices and will report to the CFO. Key Responsibilities Prepare and maintain company budgets and forecasts and support management and board performance reporting Conduct variance analysis for budgets and forecasts in coordination with business units Coordinate with Project Developers, M&A, Structured Finance and Asset Management teams to ensure that forecasts are complete and accurate Develop and manage purchase order process for operations Produce quarterly market reports to provide visibility into performance across regions Document company policies and procedures in data library Maintain and lead data integrations between various platform applications (Planful, Sitetracker, Sage Intacct) Support Treasury activities, including but not limited to cash management, treasury operations and system implementations Perform ad hoc analysis as needed Qualifications Bachelors in Accounting, Finance, Business, or related field, and at least two (2) years of experience in accounting and/or FP&A If no degree, minimum of five (5) years of increasing responsibility in FP&A Experience executing on task prioritization and a strategic plan Previous experience in renewable energy is ideal Highly proficient in Microsoft Office and any experience with Sage Intacct, Sitetracker, Planful, Salesforce, SQL/Python is highly beneficial to the role Ability to prioritize, organize, manage time, and work independently to meet deadlines Must be thorough, thoughtful and able to perform well in a fast-growing environment Ability to focus on small details and high-level strategic projects simultaneously Excellent communication skills, both verbal and written Strong analytical, organizational, attention to detail, problem-solving, and leadership skills Keen eye for automation improvements and any software implementation best practices High degree of professionalism and tact in dealing with internal and external partners Location & Compensation Job Type: Permanent, Full-time Salary: A base salary commensurate with experience Bonus: An annual bonus will be awarded based on both individual performance as well as the overall success of the business Benefits: Benefit-package with health care/dental/vision, and other health and wellness benefits Location: Ability to work in the United States is a requirement. Location in San Francisco, CA or Austin, TX Linea Energy is dedicated to fostering a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, religion, gender, sexual orientation, national origin, age, veteran status, or disability status. Join us in our mission to drive the transition to a clean energy future and make a positive impact on the world. #J-18808-Ljbffr
    $68k-99k yearly est. 5d ago
  • Senior Finance Systems Analyst - FP&A & Strategy

    Menlo Ventures

    Operations analyst job in San Francisco, CA

    A forward-thinking AI company based in San Francisco is seeking a Senior Business Systems Analyst to join their Finance Systems team. The role involves overseeing the financial planning platform, enhancing data management processes, and collaborating with stakeholders to implement technical solutions that drive effective financial planning. Candidates need extensive experience in business systems analysis, particularly in financial planning, and proficiency in various enterprise systems. This role offers competitive compensation and aims to build scalable financial solutions. #J-18808-Ljbffr
    $97k-140k yearly est. 3d ago
  • Analyst

    General Medicine Inc. 3.7company rating

    Operations analyst job in San Francisco, CA

    About General Medicine As an Analyst at General Medicine, you'll help build and scale a healthcare store that makes it delightfully simple for people to take care of their health. We provide upfront cash and insurance prices for virtual and in-person visits, prescriptions, labs, imaging, and more. You'll work directly with senior leadership to analyze data across operations, growth, and finance. From building models to creating dashboards, your work will shape how the entire company understands performance and opportunity. What we're looking for We're looking for someone early in their career-hungry, curious, and ready to dig into messy data sets to find clarity. The exact scope of the role will be broad and you'll thrive if you like to learn by doing and enjoy asking and answering questions others haven't thought of yet. Our ideal candidate is analytical, detail-oriented, and excited to drive actionable insights through data. You'll not only run analyses but also explain what they mean, what decisions they inform, and what questions they raise next. You should be excited to: Figure out how to quickly and efficiently answer business questions through SQL Inform leadership about key metrics by building well-designed dashboards Construct financial and operational analyses in Excel Translate numbers into clear, simple takeaways for leadership. Proactively surface trends, risks, and opportunities. Collaborate with leaders across functions in a hands‑on way. We don't expect you to have a healthcare background (though it's great if you do!). What matters most is that you're curious, adaptable, and eager to grow. Ideal Qualifications 2+ years of experience in an analytical role (finance, consulting, research etc) Undergraduate degree with a strong math focus (econ, applied math, math, eng, CS) Fluency with SQL and Excel; ideally some experience with programming Clear communicator who can draw insights from data and translate to actions. Startup‑ready mindset: flexible, resourceful, and comfortable with ambiguity. Please note that this role is based in our SF office (near Market and Spear St). We expect our team to work from the office least 3 days per week. Why join us We're an experienced team that has built a company in this space before and we have an ambitious and distinctive vision for what can be built in consumer healthcare. We believe LLMs and price transparency legislation have opened up several massive opportunities. You'll be our first analyst so your work will have immediate, company‑wide impact. This role will work directly with senior leadership and have the opportunity to influence real decision‑making in a mission‑driven, fast‑paced environment. #J-18808-Ljbffr
    $71k-93k yearly est. 4d ago
  • Relationship Analyst

    CFA Institute 4.7company rating

    Operations analyst job in San Francisco, CA

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients. About the Role THE POSITION We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst, based in our San Francisco office, will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants. RESPONSIBILITIES The RA will work closely with members of the AIG‑West team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad‑hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams. Primary responsibilities will include: Driving the preparation of high‑impact presentations of standard and/or customized client and prospect presentation materials, briefings, collateral materials, meeting notes, and follow‑ups required for external meetings Participating in client, consultant and prospect meetings and conference calls as appropriate Conducting analysis, initiating investigations and responding to internal and external ad‑hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulatory considerations, and fees Acting as a point of contact for various groups within consultant and client organizations Coordinating key client communications, acting as a trusted liaison between clients and internal teams Capturing and maintaining client data in relevant internal systems Collecting information to create and maintain a strong pipeline of prospects, including understanding the latest industry developments and uncovering potential business opportunities Qualifying and coordinating Requests for Information (RFI), Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP), working with internal teams to deliver comprehensive responses Developing an understanding of the depth and breadth of Wellington Management's investment approaches and those products most relevant to the institutional channel Championing data accuracy and insight‑driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams QUALIFICATIONS A successful candidate is likely to have the following qualifications: 2‑3 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional clients and consultants is a plus Demonstrate a solid understanding of capital markets and/or investment products, coupled with intellectual curiosity Self‑motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast‑paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity Strong analytical skills, attention to detail, and organization Excellent communication, problem‑solving skills, and judgment Professional demeanor with maturity, presence, and a sense of humor A positive attitude and growth mindset, with flexibility and openness to learning and evolving Proficient in Microsoft Excel and Word; Salesforce experience preferred Bachelor's degree required; advanced degree or progress toward CAIA, CFA, or MBA preferred Career Development At Wellington Management, you won't just be starting a new job - you'll be launching a career at one of the world's largest and most respected active investment managers. With roots tracing back to 1928, we manage client solutions across equities, fixed income, hedge funds, and private markets. Our clients include some of the largest and most sophisticated institutional investors globally. Unparalleled exposure to global investment strategies and institutional client needs Hands‑on experience supporting business development and relationship management in one of the world's most dynamic financial hubs Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams A front‑row seat to how investment decisions are communicated, structured, and supported for world‑class clients If you're driven, detail‑oriented, and excited to grow in a fast‑paced, global environment - we'd love to hear from you. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr
    $72k-97k yearly est. 2d ago
  • RPA Technical Analyst

    Numeric Technologies 4.5company rating

    Operations analyst job in Santa Clara, CA

    Sr. Technical Analyst: Requirements gathering analysis and BRD documentation PDD & SDD documentation experiences Automation hands on development experiences using RPA Tools AA, Power Automate, Python, Workflow tools etc Test management - SIT, UAT Production deployment and support Knowledge and experience in Analytics tools such as PowerBi Knowledge in AI such as LLMs, RAG Data analytics, data engineering, and data science Excellent communication skills
    $88k-117k yearly est. 2d ago
  • PLM Analyst

    Insight Global

    Operations analyst job in Burlingame, CA

    Insight Global is assisting a client that manufactures Battery Energy Storage Systems (BESS) as a turn key solution for large industrial and commercial applications. This role is an integral opening that will help with improving the overall survivability of products as they are transported or moved through manufacturing and to customer sites. This PLM Analyst role is ideal for someone detail‑oriented who thrives in structured, engineering‑driven environments. The analyst will play a key role in ensuring product and configuration data is accurate, enabling successful scaling of hardware programs and high‑quality product releases. Bill of Materials (BOM) & Product Data Management Maintain and validate Bill of Material accuracy across engineering, supply chain, and manufacturing teams. Enter, update, and manage product records and metadata within the PLM system (e.g., Smartsheet‑based PLM). Ensure alignment of part lifecycles, revisions, and supporting documentation. Change Control & Lifecycle Management Manage ECOs, ECNs, revisions, and part lifecycle updates, ensuring full traceability. Support clean and timely handoffs from design to build, maintaining configuration discipline across programs. Identify process gaps and contribute to continuous improvement in PLM workflows. Cross‑Functional Collaboration Collaborate with engineering, supply chain, and build teams to assess requested changes, validate data, and ensure readiness for production. Communicate changes, risks, and status updates to project leads and stakeholders. Support scaling hardware programs by ensuring data accuracy and consistent release processes. Program & Administrative Support Offload administrative tasks from Program Leads by owning PLM documentation, updates, and data control processes. Assist in preparing reports, release packages, and documentation for internal reviews and supplier communication. Qualifications Required Experience with BOM management, ECO workflows, and product data control. Familiarity with PLM systems (manual or platform‑based such as Smartsheet PLM). Experience in hardware, mechanical, or manufacturing environments. Strong attention to detail, organizational abilities, and communication skills. Hourly Rate: $30/hr-$40/hr
    $30-40 hourly 4d ago

Learn more about operations analyst jobs

How much does an operations analyst earn in Milpitas, CA?

The average operations analyst in Milpitas, CA earns between $48,000 and $114,000 annually. This compares to the national average operations analyst range of $44,000 to $90,000.

Average operations analyst salary in Milpitas, CA

$74,000

What are the biggest employers of Operations Analysts in Milpitas, CA?

The biggest employers of Operations Analysts in Milpitas, CA are:
  1. Sustainable Talent
  2. CoreWeave
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