Banking and Financial Services Jobs in San Mateo, CA

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.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:   

• High School Diploma or GED      

Preferred:

• Sales, Collections or Customer Service experience   

Location: On site    

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     

Who we Are  

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days’ vacation per year, prorated based on start date)

• Paid sick leave as determined by state or local ordinance (prorated based on start date)

• 11 Paid holidays (4 floating holidays, prorated based on start date)

• Paid volunteer time (3 days per year, prorated based on start date) 

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   

At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

With data being the fuel that drives our future - our strategies, policies, and business successes around data will define our future growth prospects. Unlocking the value available through the innovative use of data on behalf of consumers, businesses, and communities is key to our future. With our ongoing commitment to Visa’s Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-

The AI Products & Analytics team under the Global Data Office is creating the next generation of scalable and responsible AI, ML and Data solutions and products to solve client and consumer problems. We are a cross‑functional team of data scientists, product/program managers, data engineers and ML Engineers focused on generating value for the payment ecosystem. We are dreaming of the next generation of AI features and products, Agentic AI solutions and high‑quality analytics and data science support for our internal partner teams.

This position is in the AI Practices & COE sub‑team under the AI Products & Analytics team, focused on AI Transformation of the Global Data Office. The AI Transformation program aims to accelerate operational efficiency and foster innovation through targeted automation. By deploying scalable AI solutions to existing time‑consuming workflows with high potential for AI disruption, this will ensure measurable, sustainable benefits across the Global Data Office.

• 
  
• Design and implement agentic AI workflows to automate multi‑step tasks and drive business impact.
  
• Integrate predictive, generative, and prescriptive AI models into enterprise processes for decision support and efficiency gains.
  
• Apply ML, deep learning, and NLP techniques to diverse datasets, building scalable, secure data pipelines for AI training, inference, and monitoring.
  
• Collaborate with product managers, engineers, and domain experts to embed AI solutions into operations.
  
• Define, track, and report KPIs to measure productivity improvements, cost savings, and accuracy gains.
  
• Validate AI impact through experimentation frameworks such as A/B testing and performance benchmarking.
  
• Document workflows, models, and processes to ensure knowledge sharing and adherence to best practices.
  
• Stay current on emerging AI frameworks and LLM‑based automation, prototyping innovative solutions for rapid adoption.
  
• Communicate complex technical concepts clearly to technical and non‑technical stakeholders, fostering cross‑functional collaboration.
  

This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.

Relocation assistance is not provided for this role.

• 
  
• 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD).
  

• 
  
• 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD).
  
• 2+ years of hands‑on work experience with process/workflow automation and experience deploying Agentic AI solutions.
  
• Advanced Degree with specialization in AI, Computer Science, Data Science, Engineering, Statistics or a highly quantitative field.
  
• Strong technical proficiency in machine learning and AI frameworks, including TensorFlow, PyTorch, scikit‑learn, and Hugging Face Transformers.
  
• Experience with agentic AI and orchestration tools such as LangChain, LlamaIndex, or similar frameworks for multi‑step task automation.
  
• Solid data engineering skills, including SQL, Spark, Databricks, Airflow, Kafka, and ETL/ELT pipeline development.
  
• Proficiency in Python (primary) and familiarity with Java, Scala, or R.
  
• Experience with cloud and MLOps practices, including CI/CD, model monitoring, retraining pipelines, and containerization (Docker, Kubernetes).
  

Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position.

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5‑10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 137,400.00 to 193,750.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

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.