Banking and Financial Services Jobs in Pacifica, CA

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• Minimum High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

• Strong multi-line SIU experience

•  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a dedicated SIU Manager (P&C).  Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.

This is a Remote eligible position. However, you must currently live within the State of California.  Relocation assistance is not available for this position.

What you'll do:

• Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
• Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
• Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
• Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
• Evaluates, authorizes, and implements actions and decisions to carry out proactive claim’s projects and investigations.
• Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
• 2+ years of demonstrated leadership experience, supervisory or management experience.
• Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
• Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
• Thorough understanding of investigative tools and techniques to guide and coach special investigators.
• Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
• Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
• Ability to prepare and present training sessions and case outcomes.
• Demonstrated experience facilitating and managing projects and teams.

What sets you apart:

• More than 2+ years of SIU investigator experience
• Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
• First and Third Party auto and property claims investigations
• SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
• Demonstrated experience in leveraging business data to inform decision making and drive strategy.
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $114,080 - $218,030

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Description

Ignition Leadership is a selective leadership accelerator designed for ambitious early-career professionals who want to run real businesses, not just manage tasks.

Through structured development, operational immersion, and high-accountability coaching, Ignition prepares high-potential leaders to take ownership of performance, teams, and financial outcomes.

Graduates of the Ignition Manager in Training pathway are placed into leadership roles at Stress-Free Auto Care, a fast-growing, tech-forward automotive platform operating across multiple states.

Ignition turns potential into operational leadership.

Role Description

This is a full-time, on-site leadership development role based in Northern California, Southern California, or Texas.

As a Manager in Training (MIT), you will enter the Ignition Leadership pathway and be placed into operational leadership at Stress-Free Auto Care. From day one, you will learn how to run a modern, data-driven auto repair operation while developing the leadership skills required to manage teams and own financial performance.

This is not a classroom program. It is hands-on business leadership.

You will progress through a defined career path:

• Year 1: Manager in Training → Assistant General Manager

• Year 2: General Manager (full P&L ownership)

• Years 3–4: Senior General Manager (multi-location leadership)

• Year 5+: District Manager (regional oversight)

High performers advance quickly and take on significant operational responsibility.

Responsibilities

• Learn and execute all aspects of shop operations

• Lead technicians and service advisors

• Manage workflow, staffing, and daily performance

• Deliver exceptional customer experience

• Drive revenue and operational KPIs

• Use financial and operational data to improve performance

• Support hiring, coaching, and team development

• Transition into full P&L ownership as you advance

Qualifications

• Bachelor’s degree required

• 0–3 years of professional experience

• Strong leadership potential and ambition

• Excellent communication skills

• Analytical mindset with a bias toward action

• Comfortable in fast-paced, hands-on environments

• Willingness to relocate for advancement (preferred)

About the Company

Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies.

About the Role

• Source and evaluate venture capital, LBO, and other opportunistic private equity funds
• Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research
• Research target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managers
• Play a significant role in market mapping, creation, and management of manager target lists
• Cultivate and maintain relationships with managers
• Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies
• Assist in private equity portfolio forecasting
• Assist in ongoing manager monitoring and portfolio administration.
• Read and report on manager correspondence
• Support the review process for amendments
• Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings

Qualifications

• Minimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund.
• Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently.
• Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.
• Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.
• Marked interest in private equity and investment management.
• Superior written and oral communication skills.
• Experience in project management and coordination.

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

• Bachelor's degree
• Active FINRA Series 7 license
  • (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
• Active FINRA Series 66 license
  • (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

• CFP or CFA
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

PLEASE READ THIS JOB ANNOUCEMENT IN ITS ENTIRETY. An Alameda County Job Application is required to be considered for ALL County recruitments.

Compliance and Privacy Officer

Alameda County Health, Behavioral Health Department is recruiting for its next:

Compliance and Privacy Officer

$140,088.00-$170,289.60 Annually

Placement within this range is dependent upon qualifications.

Plus, an excellent benefits package!

This is a provisional recruitment.

*For a provisional appointment, a civil service exam is not required. However, to obtain a regular position, the appointee will need to compete successfully in a County Exam when open.

This position requires CA residency.

Please do not hesitate to contact Tyler (), if you have any questions regarding the position or recruitment process.

About Us

As part of Alameda County Health, the Behavioral Health Department supports people with Medi-Cal and without insurance living with serious mental illness and substance use conditions along their path toward wellness, recovery, and resiliency. We provide services through a network of contracted mental health and substance use providers and administer the State's resources and training for behavioral health providers, case managers, and other healthcare professionals. We advocate for our patients and families and create space for personal engagement in their care.

We are outpatient specialists for mental health services for older adults and youth, substance use providers and treatment program specialists, advocates for quality improvement and patients' rights, and psychiatric and integrated health care providers.

POSITION

Under general direction, the designated program Compliance and Privacy Officer (CPO) plans, organizes, directs, monitors, and promotes an effective compliance and privacy program. This position ensures that departmental compliance programs are consistent with Alameda County Health (ACH) Standards of Conduct and core values, policies and procedures, and promote adherence to applicable federal and state laws to advance the prevention of healthcare fraud, waste, and abuse, while providing quality care and services to those served by ACH; oversee all ongoing activities related to the development, implementation, maintenance, and adherence to ACH's policies and procedures covering the privacy of and access to protected health information (PHI) in compliance with applicable state and federal laws; and performs other related work as required.

DISTINGUISHING FEATURES

This classification is in ACH and reports to the Chief Compliance and Privacy Officer and is responsible for the broad coordination of the Department's comprehensive healthcare compliance and privacy assurance program. The incumbent is responsible for coordinating and performing activities related to education, training, auditing, and investigations to ensure employee awareness and compliance with the program and may serve as project manager overseeing the development, implementation, and maintenance of related programs. This classification is distinguished from the Quality Assurance Administrator classification which has primary responsibility for day-to-day operational issues focused on the appropriate and effective delivery of services to clients whereby this classification is focused on broader departmental-wide compliance activities.

EXAMPLE OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

• Implements and oversees the compliance and privacy program at departmental level to ensure the program meets the state/federal requirements and is aligned with the Alameda County Health Office of Compliance Services (OCS)
• Acts as a consultative resource for the entity leadership and associates on compliance and privacy matters. Provides overall leadership on issues concerning compliance and privacy, including developing and implementing controls designed to ensure compliance with applicable laws, rules and regulations, accurate coding and billing, contract agreements and detect and deter fraud, waste, and abuse.
• Identifies compliance vulnerabilities and risks, ensures that responses to reported concerns, alleged violations of the law, and/or conflict of interest, privacy, are reported in a timely appropriate, and consistent.
• Ensures the implementation and maintenance of an effective healthcare compliance and privacy program for the entity which will include conducting relevant risk assessments and developing risk-based compliance work plans.
• Maximize current strengths of the healthcare compliance and privacy program, identify and remedy gaps, proactively assess and address emerging compliance risks.
• .Leads and participates in Compliance Team Projects and initiatives when requested (e.g., exclusion monitoring, triennial audits, etc.)
• Oversees the implementation of corrective actions and monitoring in response to identified issues, audits, and annual work plan items.
• Independently investigates or supervises the investigation of compliance or privacy concerns raised through the Agency Helpline or other reporting mechanisms.
• Ensures distribution, implementation, and education regarding compliance policies and procedures, fraud waste and abuse, conflict of interest, code of conduct, billing and documentation, HIPAA privacy, and security awareness training.
• Participates in the development and implementation of annual work plan, enterprise risk assessment, and management and aligns entity risk assessment with the Agency risk management plans.
• Chairs or co-chairs the entity compliance and privacy committees and reports to the entity and Agency level leadership on compliance matters and progress on a regularly established frequency.
• Maintains knowledge of rules and regulations (healthcare compliance, HIPAA, HITECH, state privacy laws, etc.) that impact specific service areas and the organization and acts as a subject matter expert to support and provide guidance to workforce members.
• Develops and maintains collaborative relationships with leaders and stakeholders across the organization.
• Identifies opportunities and supports efforts to build a culture of compliance.
• Performs other duties as assigned.

Compliance and Privacy Officer

QUALIFICATIONS

EDUCATION:

Possession of a bachelor's degree in public health, health care administration, social work, business administration, public administration, nursing, or a related field.

AND

EXPERIENCE:

The equivalent of four (4) years of responsible, professional-level healthcare compliance and recent experience in one or more of the following areas in a healthcare delivery setting consisting of community health clinics, hospitals, skilled nursing facilities, physician practices, health insurance plans, or other healthcare settings with a focus on regulatory compliance, quality assurance, health care law and/or administration, risk management and/or regulatory investigations.

CERTIFICATE:

Possession of a Healthcare Compliance Certificate issued by the Healthcare Compliance Association's Certification Board.

HOW TO APPLY

Please email your County of Alameda Job Application, resume and cover letter to:

Tyler ()

The application template is available online on Alameda County's Online Employment Center @

USERS can click on "Fill out an application" to fill out an application template. Once the application is completed, candidates can click on the "Review" tab to "Print My Application" or "SAVE as PDF". AN ALAMEDA COUNTY JOB APPLICATION MUST BE SUBMITTED TO TO BE CONSIDERED FOR THE POSITION.

Alameda County HCSA is enriched with a diverse workforce. We believe the best way to deliver optimal programs and services to our communities is to hire and promote talents that are representative of the communities we serve. Diverse candidates are strongly encouraged to apply.

BENEFITS

In addition to a competitive salary, employees also enjoy an attractive benefits package with the following elements:

For your Health & Well-Being

• Medical and Dental HMO & PPO Plans
• Vision or Vision Reimbursement
• Basic and Supplemental Life Insurance
• Accidental Death and Dismemberment Insurance
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short and Long -Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)
• Annual Cost of Living Adjustments as determined by bargaining units
• May be eligible for Public Service Loan Forgiveness
• May be eligible for up to $3,300 in annual County allowance

For your Work/Life Balance

• 12 paid holidays
• 4 Floating holidays and 7 Management Paid Leave days
• Vacation and sick leave accrual
• Vacation purchase program
• Catastrophic Sick Leave
• Employee Mortgage Loan Program
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• Employee Wellness Program
• Employee Discount Program
• Child Care Resources

*Benefit rates are dependent upon the management employee's represented or unrepresented classification.

A highly regarded lower middle market private equity platform is looking to add an Associate or Senior Associate to its TMT team in San Francisco. The firm specializes in partnering with founder-led software and tech-enabled services businesses that have grown profitably and are now seeking their first institutional capital to scale. Their approach blends growth equity and buyouts, supporting companies through organic growth initiatives, strategic acquisitions, and operational improvements.

The role offers exposure across the full investment lifecycle, including sourcing and evaluating new opportunities, building investment theses, financial modeling, diligence coordination, and working closely with portfolio companies post-investment. The team is lean and collaborative, providing significant interaction with senior investors as well as founders and management teams.

This is an excellent opportunity for someone with a background in investment banking or private equity focused on technology or tech-enabled sectors who is looking to join a hands-on platform that partners closely with founders to drive growth.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

About the Company

Leading asset manager is seeking a Private Funds/Investment Management Attorney to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for private fund fundraising efforts and ongoing operation of their Specialty Finance business, which focuses on short-duration, asset-based investments. Looking for a specialty finance funds background. Ideal candidate will have private credit/asset-backed experience.

About the Role

The position will support a registered investment adviser focused on private fund fundraising and investing, including for both closed-end funds and evergreen funds. The position will report to the General Counsel covering the business. Competitive salary and generous bonus.

Responsibilities

• Provide advice, support and research on legal, regulatory and corporate matters.
• Assist in fundraising efforts for private funds.
• Support ongoing operations of the Specialty Finance business.

Qualifications

• 6+ years of relevant experience in a large law firm. Working knowledge of Investment Advisers Act of 1940, Investment Company Act of 1940 and the 1933 and 1934 Acts and ERISA rules
• Juris Doctor (JD) degree from an accredited law school.
• Admission to the bar in the relevant jurisdiction.

Required Skills

• Strong understanding of investment management and private funds.
• Excellent research and analytical skills.
• Ability to communicate complex legal concepts clearly.

Preferred Skills

• Experience in asset-based investments.
• Familiarity with regulatory compliance in the investment sector.

About the Company

Global Investment firm is seeking an attorney to join their Legal and Compliance team.

About the Role

This role will advise investment and client service teams on various investment advisory matters, support legal and compliance functions, and assist covering a diverse array of regulatory, corporate, fund, contract and investment legal matters across various strategies and business lines. This role will also work on various compliance matters related to the Investment Advisers Act of 1940.

Responsibilities

• The ideal candidate will have strong knowledge of the Investment Advisors Act and relevant securities laws.
• Will provide counsel on compliance with U.S. securities and investment advisory laws, including matters arising under the Investment Advisers Act of 1940.
• Support securities law matters in international jurisdictions (UK and Singapore) as needed.
• Advise internal stakeholders on securities and investment advisory-related matters, including compliance with federal and state securities laws and policy implementation.

Qualifications

• J.D. qualified to practice law.
• 4+ years of relevant experience at a leading law firm and/or in-house legal department.

Required Skills

• Expertise in the Securities Act of 1933, Securities Exchange Act of 1934 and/or the Investment Advisors Act of 1940.

Top tier San Francisco based VC fund is looking to add to their growing team! The firm's GC/CCO is targeting a 3-5yr funds attorney who is able to dig in across legal and compliance. Given the lean structure, having the ability to role up your sleeves is very important.

• 3-5yrs
• Funds attorney by background with compliance experience
• To sit in their downtown SF office 3-4x per week

Firm Overview:

Our client is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The firm has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.

Our client employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Their culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the firm is built to serve its partners and communities within which it invests.

Our client is seeking an Analyst/Associate to support our rapidly growing team. Under the general supervision of the Asset Management and Operations Team, the Analyst/Associate will be responsible for activities relating to the financial analysis and operations of the investment portfolio. As the Analyst/Associate gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.

Responsibilities:

• Financial analysis including maintaining the asset management Excel model, preparing budget-to-actuals variance reports, running debt yield calculations, and providing capital call recommendations
• Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects
• Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings
• Assist integrated departments to achieve profitability goals
• Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management
• Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency
• Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives
• Manage properties across full asset life cycle with an ownership mentality, focusing on value creation through diligent management of approved business plans
• Ensure consistent and meaningful communication and coordination among stakeholders
• Deliver routine updates to senior professionals regarding project status
• Alert team members to issues as they arise and work with the team to evaluate and implement solutions
• Work within the team to develop budget projections and coordinate reforecasts and other reports as applicable
• Analyze operational performance and recommend adjustments to meet budgeted goals
• Work with consultants to evaluate tax assessments, appeal recommendations, and required filings
• Develop and execute value-enhancing initiatives spanning redevelopment, renovation, property management, leasing, and reporting
• Effective, 360 degree written and verbal communication with property staff, internal and external funds management and administration, and Client management
• Analytical support as requested by Investments Team

Investor Relations & Communication

• Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management
• Manage and update several asset management web-based dashboards for dissemination internally and externally
• Assist in the preparation of materials for investor meetings
• Qualifications:
• Bachelor's Degree in Business, Finance, Accounting, Real Estate, Economics, or related field
• 1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking
• Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus
• Clear, articulate communicator, able to maintain effective documentation
• Strong analytical and qualitative skills
• Able to prioritize, organize, and meet all deadlines
• Committed to high standards of excellence and ethics
• Effectively identify issues and formulate solutions
• Capability to think critically, solve problems logically, and make well-reasoned decisions
• Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
• Goal-oriented and diligent

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm’s investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Quadric has created an innovative software driven AI inference processor. Licensed as IP, the architecture is targeted to run neural network (NN) inference workloads in a wide variety of edge and endpoint devices, ranging from battery operated smart-sensor systems to high-performance automotive or autonomous vehicle systems. Unlike other neural engines in the industry today that can only accelerate a portion of a machine learning graph, the Quadric GPNPU executes both NN graph code and conventional C++ DSP and control code.

What We Value: Integrity, Humility, Happiness

What We Expect: Initiative, Collaboration, Completion

As the Chief Financial Officer, you will work with the CEO to chart out our path from post-Series C to IPO.

• Provide competitive salaries and meaningful equity
• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)

Founded in 2016 and based in downtown Burlingame, California, Quadric is building the world’s first supercomputer designed for the real-time needs of edge devices. Quadric aims to empower developers in every industry with superpowers to create tomorrow’s technology, today. The company was co-founded by technologists from MIT and Carnegie Mellon, who were previously the technical co-founders of the Bitcoin computing company 21.

• Quadric is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, religion, sex, national origin, sexual orientation, age, citizenship, marital status, or disability.

Xona is the navigational intelligence company bringing real-time, centimeter-level certainty to any device, anywhere on Earth.

With Pulsar – the world’s most advanced PNT satellite infrastructure in Low Earth Orbit – Xona will offer a future-proof, backwards-compatible global positioning system optimized for absolute precision, superior power, and robust protection.

The CFO will be a strategic and operational partner to the CEO and executive team, responsible for leading Xona’s financial strategy, execution, and infrastructure. This role blends high-level financial leadership with hands-on ownership across accounting, FP&A, fundraising support, compliance, and systems.

You’ll play a critical role in capital strategy, operational planning, and ensuring financial rigor as Xona scales its satellite constellation, manufacturing, and commercial operations.

• 
  
• Partner closely with the CEO and Board to define and execute Xona’s financial strategy
  
• Provide clear financial insights to support business decisions, growth initiatives, and long-term planning
  
• Serve as a trusted advisor to the executive team on budgeting, forecasting, and trade-off decisions
  
• Own company-wide budgeting, forecasting, and long-range financial planning
  
• Build and maintain operating models supporting R&D, manufacturing, and deployment programs
  
• Track KPIs and financial performance, highlighting risks, opportunities, and corrective actions
  
• Oversee accounting operations including monthly close, financial statements, and audits
  
• Ensure strong internal controls and compliance with GAAP and regulatory requirements
  
• Manage relationships with external auditors, tax advisors, and banking partners
  
• Support equity and debt fundraising, including investor materials, data rooms, and diligence
  
• Partner with the CEO on capital planning, runway management, and scenario modeling
  
• Build and scale financial systems, tools, and processes to support company growth
  
• Oversee ERP, accounting software, and reporting infrastructure
  
• Drive process improvements that balance financial rigor with startup agility
  
• Build and lead a high-performing finance team over time
  
• Work cross-functionally with Engineering, Operations, Manufacturing, Legal, and HR
  
• Support contract review, pricing strategy, and vendor negotiations as needed
  

• 
  
• 10+ years of progressive finance leadership experience (CFO, VP Finance, or equivalent senior role)
  
• Proven experience operating in a fast-paced startup or scale-up environment
  
• Strong expertise across FP&A, accounting, and financial operations
  
• Experience supporting venture capital fundraising and Board-level financial reporting
  
• Hands‑on, detail‑oriented leader willing to dive in where needed
  
• Ability to communicate clearly with both technical and non‑technical stakeholders
  
• Strong judgment, analytical rigor, and ability to drive decisions under ambiguity
  

• 
  
• Experience in aerospace, space, defense, hardware, or other capital‑intensive technical environments
  
• Experience supporting government customers, grants, or regulated contracts
  
• Familiarity with manufacturing cost models and hardware program economics
  
• Experience scaling finance teams and systems from early‑stage to growth‑stage
  
• Exposure to ERP implementation or financial systems build‑out
  
• CPA, CFA, and/or MBA (preferred but not required)
  

To comply with U.S. Government space technology export regulations, applicant must be a U.S. citizen, lawful permanent resident of the United States (i.e. Green Card holder), or other protected individual as defined by 8 U.S.C. 1324b(a)(3).

To comply with U.K. regulations, this role requires Baseline Personnel Security Standard (BPSS) checks, and successful candidates must be eligible to obtain UK Security Clearance (SC).

Successful candidates must obtain and hold a security clearance at the reliability status level, and pass security assessment for the Canadian Controlled Goods Program (CGP) and ITAR.

We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.