Banking and Financial Services Jobs in San Ramon, CA

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

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.

Veraz Advisors, a growing financial services firm in San Ramon, CA, is seeking a highly organized and client-focused Events Coordinator & Office Admin to support marketing events, office operations, and executive needs.

This role is ideal for someone who enjoys being the first point of contact for clients, thrives in a fast-paced environment, and takes pride in delivering polished, professional experiences. In this position, you will coordinate and manage lead-generating marketing events, serve as the front-office presence for clients and prospects, and provide administrative and light executive support to firm leadership.

You’ll work closely with the Business Manager and represent multiple affiliated brands while exercising strong judgment, discretion, and attention to detail.

Key Highlights

• Coordinate onsite and offsite marketing events, including vendor and logistics management
• Serve as the first impression for clients in person, by phone, and at events
• Coordinate administrative and scheduling activity in a client-focused financial services environment
• Assist firm leadership with operational and executive support tasks
• Full-time, exempt (salary) role

Weekly Schedule:

• Onsite (office): 9:00 AM to 6:00 PM, Monday–Friday
• Offsite (Evening Marketing Events): 6pm to 9pm (4 to 12 times a month)
• Offsite (Saturday Marketing Events): 8:30am to 2:30pm (2 to 4 times a month)

Please note that this role will require several weeknight and Saturday hours, resulting in weekly schedules in excess of 55 hours. High marketing event months may require even more required weekly hours.

Requirements:

• Excellent client-facing or administrative experience (event experience preferred)
• Strong organizational, communication, and multitasking skills
• Proficiency with Microsoft Office and CRM systems
• Professional demeanor and commitment to confidentiality
• Valid driver’s license, reliable transportation, and auto insurance

Compensation:

• $70,500 salary

Comprehensive Benefits Package:

• 100% paid Medical and Dental premiums
• 401(k) with company match
• Company Profit Share

Paid Time Off:

• Vacation
• Holidays
• Sick

This position is employed by ATC Consulting, a shared services company, and initially supports Veraz Advisors and affiliated firms, with opportunities to grow responsibilities over time.