Risk analyst jobs in Berkeley, CA - 769 jobs

A mission-driven global venture capital firm is hiring for an Investing Analyst to participate in an intensive two-year program. This role involves conducting research into emerging industries, evaluating promising startups for investment, and networking with founders and investors. Candidates should have 2-5 years in finance or consulting, with strong analytical skills and a passion for technology innovation. This is a unique opportunity to shape the future of purpose-driven investments in climate, health, and AI. #J-18808-Ljbffr

A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projections, and preparing investment recommendations. The ideal candidate will possess a degree in Finance, strong Excel modeling skills, and 1-2 years of relevant experience in finance. Join a diverse team committed to innovation and excellence in investment management. #J-18808-Ljbffr

Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a difference for clients, we must invest differently.Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several long-only and absolute return strategies. The firm is headquartered in Bermuda, with investment teams located in Bermuda, Hong Kong, London, and San Francisco. Orbis is privately owned by its executives and founding family's charitable foundation.We employ a long-term, fundamental, and contrarian investment philosophy, implemented through rigorous bottom-up research. We take concentrated positions and seek to hold those investments for three to five years or longer. Our flagship global equity strategy has outperformed its benchmark by approximately 4% per year since inception over 30 years ago.Orbis seeks to provide an inclusive work environment where those who embrace individual accountability can grow and succeed.**U.S. Company Profile:**Orbis Investment Management (U.S.), L.P. is based in San Francisco and represents the U.S. efforts of the global firm, including research, investment management and client-facing efforts. We have a small and nimble team of ~ 15 professionals. Investment Analysts report to Matt Adams, Portfolio Manager and Head of the US investment team. **About the Opportunity:**Investment Analysts conduct fundamental, bottom-up research and identify investment opportunities based on risk and return prospects over a multi-year horizon. Our philosophy is to invest in shares that trade substantially below our assessment of the company's intrinsic value and then to hold these shares over the long-term. We believe this is the best way to generate wealth for our clients. Being an Investment Analyst at Orbis is not for everyone. The Orbis approach depends on thinking differently. You must embrace individual accountability and flourish within a flat management structure that emphasizes contribution over seniority.Our Investment Analysts are tasked with making investment recommendations in their area of specialization and are evaluated based on the long-term performance of their investment decisions. Investment Analysts maintain individual paper portfolios and are objectively measured and rewarded based on their individual performance.As a Summer Investment Analyst, you will focus on a specific sector of the market and your summer could culminate in you recommending a stock for purchase in our funds. During your internship, we will provide you tools and mentorship to help you succeed, but the rest will be up to you.You will report directly to the Portfolio Manager/Head of US Investment Team for Orbis Investment Management (U.S.), L.P. This role is based in San Francisco, but you will have the opportunity to collaborate with other Orbis professionals worldwide. Depending upon your performance, this internship could lead to a full-time position after you graduate.**Responsibilities:**A Summer Investment Analyst's key role is to generate primary research that results in investment recommendations for our funds. As such, your responsibilities will include, but may not be limited to:* Performing rigorous and thoughtful, bottom-up analysis using both quantitative and qualitative approaches* Developing an independent fact-driven perspective on key issues affecting individual stocks in the portfolio and those under consideration* Authoring written reports that clearly articulate research conclusions* Meeting with senior management teams, including CEOs and CFOs* Participating and articulating your views in investment team meetings and contributing to stock discussions with other Orbis investment professionals that impact our decisions on fund management**Characteristics of successful candidates:*** Passion for deep thinking and analysis* Exceptional analytical ability* Intellectual curiosity and independent thinking* Entrepreneurial mind-set* Balanced temperament* Humility* Track record of exceptional achievement* Ability to challenge the thinking and reasoning of others* Alignment with* Valid U.S. work authorization*No prior finance or investing experience is required.*# Instructions for ApplicationSuccessful applicants will advance through three phases of our application process:**1. Apply** - Submit the following documents in PDF format by the application deadline:* **Cover letter** - Note, Orbis offers Summer Investment Analyst opportunities in San Francisco, Hong Kong and London. If you apply to multiple positions, please indicate in your cover letter which office location would be your first choice.* **Resume** - Your resume should include undergraduate GPA, SAT and GMAT scores (if applicable)***Please note, applications that do not include a cover letter will not be considered.*****2. First-Round Interview** - Selected applicants will complete an online Personal Profile Analysis (PPA) and participate in an initial virtual interview.**3. Final-Round Interview** - Finalists will complete a stock analysis over a one-week period and participate in a final-round interview during which you will meet members of our San Francisco investment team. #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr

We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need To Bring 3-6 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity Experience with financial modeling and analytical mindset Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes Strong work ethic, reliability, and attention to detail - “get it done” attitude Nice To Haves Experience with a high-growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools Working knowledge of SQL We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year. #J-18808-Ljbffr

A leading analytics platform is seeking an Economic Analyst to conduct in-depth analysis of economic indicators and policies. The role requires interpreting macroeconomic data, summarizing trends, and providing clear insights. Ideal candidates will have a background in economics or finance, strong analytical writing skills, and the ability to manage substantial structured information. Compensation ranges from $50 to $100 per hour based on expertise and experience. #J-18808-Ljbffr

A leading sports tech company in San Francisco is seeking a Senior GL Accountant to enhance their financial reporting and compliance processes. The ideal candidate will have at least 4 years of accounting experience, a strong understanding of US GAAP, and knowledge of systems like Netsuite. You'll play a critical role in the financial close activities and help drive the company's public readiness. This position offers a hybrid work model, requiring three days in the office and two days remotely. #J-18808-Ljbffr

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

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

Qualifications: Bachelor's degree in Information Systems, Finance, Supply Chain, or related field. 6+ years of experience with Coupa PTP/ETP modules in a multi-entity or global environment. Strong understanding of end-to-end procurement, invoicing, and expense management processes. Hands-on experience with ERP integrations (preferably NetSuite or SAP). Solid knowledge of data governance, financial controls, and system compliance. Excellent stakeholder management and communication skills. Experience with automation tools (RPA, API integrations) a plus. Preferred: Coupa Certification (Procurement, Invoicing, or Expenses). Experience supporting multi-country rollouts or process harmonization. Background in SaaS or manufacturing industries. #J-18808-Ljbffr

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

A leading tech company in San Francisco is looking for a Product Analyst to enhance product understanding and insights into the user base. In this role, you will define key metrics, shape strategies, and partner with PMs and engineers to improve data processes. This position offers a unique opportunity to be part of a small, innovative team driving growth and making impactful decisions. Excellent analytical skills and a proactive mindset are essential for success. #J-18808-Ljbffr

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

A federal financial consultancy based in San Francisco is looking for a Senior Budget Analyst. The role involves managing financial data entry, ensuring contract compliance, and preparing reports. Candidates should possess a strong background in federal financial policy, with at least four years of related experience and a degree including finance coursework. Expertise in financial management systems and excellent communication skills are essential. This position requires obtaining a Public Trust clearance. #J-18808-Ljbffr

**This position is only available in the following location:**Chicago, IL; San Francisco, CA (Hybrid) *When selecting your location preferences,*PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information, visit pgimrealestate.com. Every year, we seek talented soon-to-be college graduates like you to join our team. From day one, here's what you can expect to experience, 2026 (We review applications on a rolling basis and reserve the right to close earlier based on volume or role availability.) You will be empowered to contribute in a meaningful way, add new value to organization initiatives and effect change. This role will be part of a structured 3-year Investment Analyst Program designed to provide hands-on experience in your designated business line. Responsibilities may include but are not limited to: Strong quantitative skills and proven analytical ability Excellent organizational skills and attention to detail with ability to manage multiple projects simultaneously **1. Submit your application |**Apply to up to three roles that best match your interests and skills. If you advance, you'll be invited to meet with our team-either virtually or in person-to learn more about our business, culture, and role. The salary range for this role is $80,000 to $85,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for compensation and/or benefits. Eligibility to Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. #J-18808-Ljbffr

Senior Budget Analyst Schedule: Mon-Fri, 8 hrs/day (30‑min unpaid lunch) Clearance: DHS HSPD‑12 suitability w/ PIV (Gov't‑sponsored) Turn numbers into mission outcomes. You'll power FPS regional finances-validating multimillion‑dollar invoices, reconciling accounts, and driving funding actions that keep guard services and security projects on track. Key results you'll own Execute in FFMS: create G514s; review obligations & change orders; produce analytics (CM040, FM151, PM020, FM140, FM085) Invoice control: verify 139s/funding; create receiving tickets post‑COR approval; coordinate corrections/rejections in Webview SWA stewardship: initiate, monitor, reconcile, and close SWAs; manage AR/reimbursables; maintain Exhibit 1 Analytics & reporting: Monthly Billing/SWA/Spend Plan reviews; UDO/ULO monitoring; reclasses and reprogramming requests Partnering: support CORs/RMB/Security Ops; craft presentations; maintain Excel/Access models & data quality Minimum qualifications BS/BA including 24 credit hours in finance/quant/accounting 4+ years with federal financial policies, processes, and systems Advanced Excel/Access/PowerPoint/Outlook; able to learn DHS tools (FFMS, Webview, RMS) #J-18808-Ljbffr

A clean energy technology firm based in San Jose is seeking an Analyst for Structured Finance. This role involves supporting financial analysis and structuring of power purchase agreements in a fully on-site capacity. Candidates should possess an MBA or Master's in Finance or Engineering, along with 2-5 years of relevant experience. Strong communication skills and a proactive approach to problem-solving are essential for success in this dynamic environment. #J-18808-Ljbffr

Job Title: AML Analyst Job Type: Full-time, Hybrid Who are we？ AviaGames aims to bring together gamers from all walks of life via the ultimate social competition gaming platform that not only provides a unique form of entertainment, but also an outlet to decompress and build connections with fellow gamers. Based in the Bay Area, AviaGames' flagship products include Solitaire Clash, Bingo Tour, and Pocket7Games. These platforms feature more than 10 unique mobile games, allowing players to switch seamlessly among casino, puzzle, action, card, math, and brain games. Currently in a period of hyper-growth, AviaGames has recently expanded to the UK, Germany, and other European countries. Hundreds of millions of tournaments are held every month. If you have a passion for gaming and want to be part of a fast-moving, collaborative start-up culture, AviaGames is the place for you. As we gear up for the next stage of growth and global expansion, we are looking for talented, driven and motivated individuals to join our fun, inclusive and diverse team. What will you get from joining AviaGames? · Competitive salary · 401k retirement plan plus company matching program · Competitive paid time off policy · Benefits program including medical, dental, vision, and life insurance options · A fun and supportive work environment promoting collaboration, cultural identity and inclusion for all · Flexible work schedules, social responsibility initiatives and team activities · Opportunities for career advancement What will your responsibilities be? An AML (Anti-Money Laundering) Analyst is responsible for conducting investigations and assessments on financial activity to identify possible money laundering risks and comply with regulations. Investigate transactions to identify and report suspicious activities that may be linked to money laundering, terrorist financing, fraud, or other illegal activities. Perform due diligence reviews on customers to ensure they meet the organization's AML standards. Conduct periodic risk assessments. Create and maintain records of all investigation activities and findings. Communicate findings and recommendations to management and relevant stakeholders. What are we looking for? 1-4 years previous experience in anti-money laundering, fraud investigation, or related field preferred Juris Doctor (JD) degree from an accredited law school Thorough knowledge and understanding of AML regulations and laws. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Ability to work independently and collaboratively as part of a team. Attention to detail and accuracy. Proficient in Microsoft Office suite. Bilingual - English and Mandarin is a plus What is our culture? Female-founded and led, AviaGames is a driven social competition mobile gaming platform company that is committed to equality and inclusivity and playing an active role in advancing the gaming industry. At AviaGames we are committed to fostering a diverse, fair and safe environment for all to express and be themselves within a fun, creative and exciting atmosphere. AviaGames provides a space for individuals to thrive and gain experience and opportunities for career growth. Aviagames encourages its staff to be passionate, open-minded, goal-oriented, efficient, and transparent. Undeniably, our leaders demonstrate those values from the top. We strive to be competitive, curious and put forth our best efforts to continue innovating. Even if you don't meet every single requirement, we encourage you to apply anyway. You may just be the right candidate for our team. Thank you for your interest!