Banking and Financial Services Jobs in Santa Clara California

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

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.

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)

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

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.

Hello Everyone,

Our Client is looking for a Senior Treasury Analyst who is skilled in treasury operations, including cash positioning, liquidity management, bank relationship maintenance.

Below are the Details

* Hybrid with 2-3 days in the Santa Clara office - no fixed days but should be available to be onsite at the required number of days

* Initial Assignment Length: 6 months with possibility of extension depending on performance and team fit

* Pay Range: $70-77/hr on W2

Duties:

The Senior Treasury Analyst is responsible for the daily oversight and execution of the company's treasury operations, including cash positioning, liquidity management, bank relationship maintenance, and support for insurance and credit facilities. This role plays a critical function in ensuring efficient use of company cash, managing letters of credit, and settling foreign exchange transactions in accordance with policy.

Key Responsibilities:

• Cash & Liquidity Management
• Monitor daily cash positioning and manage short-term liquidity needs across domestic and international accounts.
• Ensure adequate funding for operations and execute internal transfers to optimize cash usage.
• Prepare and maintain the daily cash forecast and quarterly cash flow projections.
• Banking & Treasury Operations
• Manage and maintain banking relationships, signatory authorities, and online banking platform access.
• Oversee treasury controls and compliance, ensuring adherence to internal policies and SOX requirements.
• Administer and review corporate bank account structures and fees.
• Foreign Exchange
• Confirm and settle foreign exchange (FX) trades to support business operations
• Work closely with accounting to ensure proper recording and reconciliation of FX transactions.
• Letters of Credit & Trade Finance
• Coordinate the issuance, amendment, and cancellation of standby and commercial letters of credit.
• Liaise with internal teams and banks to support trade-related finance instruments.
• Insurance & Risk Management
• Support the company's insurance program by coordinating insurance renewals, audits, and claims as needed.
• Manage the issuance of Certificates of Insurance (COIs) for customers, vendors, or other stakeholders.
• Partner with legal and procurement to ensure contractual insurance requirements are met.
• Reporting & Compliance
• Support treasury-related month-end close activities and account reconciliations.
• Assist with audit requests and provide documentation related to treasury operations.
• Maintain documentation of treasury procedures and policies.

Qualifications:

• 3+ years of experience in corporate treasury or finance roles.
• Strong understanding of cash management, banking systems, insurance coordination, and trade finance.
• Proficient in Microsoft Excel; experience with treasury management systems (TMS) and ERP platforms preferred.
• Excellent analytical, organizational, and communication skills.
• High level of integrity and attention to detail.

Education:

Bachelor's degree in finance, Accounting, or related field; CTP preferred.

* Advance proficiency with Google suite, Excel, banking portals, Netsuite and SAP

* REQUIRED: experience at large, multinational corporations. Experience only or mostly at domectic companies will not be a great fit.

• Strong analytical and critical thinking skills with precise attention to detail
• Effective written and verbal communications skills
• Project management experience a plus

Greetings for today!

Hybrid Contract job opportunity for Senior Treasury Analyst in Santa Clara, CA. I 'll include the description below for your review- Feel free to apply if you are available and interested.

Job Title: Senior Treasury Analyst

Location: * Hybrid with 2-3 days in the Santa Clara office - no fixed days but should be available to be onsite at the required number of days

Initial Assignment Length: 6 months with possibility of extension depending on performance and team fit

Duties:

The Senior Treasury Analyst is responsible for the daily oversight and execution of the company's treasury operations, including cash positioning, liquidity management, bank relationship maintenance, and support for insurance and credit facilities. This role plays a critical function in ensuring efficient use of company cash, managing letters of credit, and settling foreign exchange transactions in accordance with policy.

Key Responsibilities:

Cash & Liquidity Management

• Monitor daily cash positioning and manage short-term liquidity needs across domestic and international accounts.
• Ensure adequate funding for operations and execute internal transfers to optimize cash usage.
• Prepare and maintain the daily cash forecast and quarterly cash flow projections.

Banking & Treasury Operations

• Manage and maintain banking relationships, signatory authorities, and online banking platform access.
• Oversee treasury controls and compliance, ensuring adherence to internal policies and SOX requirements.
• Administer and review corporate bank account structures and fees.

Foreign Exchange

• Confirm and settle foreign exchange (FX) trades to support business operations
• Work closely with accounting to ensure proper recording and reconciliation of FX transactions.

Letters of Credit & Trade Finance

• Coordinate the issuance, amendment, and cancellation of standby and commercial letters of credit.
• Liaise with internal teams and banks to support trade-related finance instruments.

Insurance & Risk Management

• Support the company's insurance program by coordinating insurance renewals, audits, and claims as needed.
• Manage the issuance of Certificates of Insurance (COIs) for customers, vendors, or other stakeholders.
• Partner with legal and procurement to ensure contractual insurance requirements are met.

Reporting & Compliance

• Support treasury-related month-end close activities and account reconciliations.
• Assist with audit requests and provide documentation related to treasury operations.
• Maintain documentation of treasury procedures and policies.

Skills:

Qualifications:

• Bachelor's degree in finance, Accounting or related field; CTP preferred.
• 3+ years of experience in corporate treasury or finance roles.
• Strong understanding of cash management, banking systems, insurance coordination, and trade finance.
• Proficient in Microsoft Excel; experience with treasury management systems (TMS) and ERP platforms preferred.
• Excellent analytical, organizational, and communication skills.
• High level of integrity and attention to detail.

MSP Notes:

* Advance proficiency with Google suite, Excel, banking portals, Netsuite and SAP

* REQUIRED:

Experience at large, multinational corporations. Experience only or mostly at domectic companies will not be a great fit.

* Strong analytical and critical thinking skills with precise attention to detail

* Effective written and verbal communications skills

* Project management experience a plus

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.

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.

Team Introduction:

Alibaba International Design, as an international design team, leverages AI-driven design capabilities to efficiently support key professional functions across multiple cross-border e-commerce businesses under Alibaba International Digital Commerce Group. These include product experience, brand and creative marketing, and user research. We serve global buyers and consumers, driving intelligent experience upgrades.

Job Description

1. Conduct user research related to B2B sourcing experience on the platform and its associated AI products;

2. Plan and execute user research projects: Organize complex studies, validate requirements, develop appropriate methodologies, manage project timelines, and enhance research quality. Deliver actionable reports and optimization recommendations aligned with business realities;

3. Derive strategic insights from user data: Leverage business, survey, and market data to identity core factors impacting merchant operations and experiences. Provide valuable insights, assessments, and guidance for business direction;

4. Demonstrate deep familiarity with assigned business domains and build strong relationships with core stakeholders. Monitor industry and product trends to proactively plan high-impact research initiatives;

5. Manage daily project workflows and deliverables for the merchant research team. Serve as a mentor within the team, facilitating professional growth for colleagues.

Job Requirements

1. Background in psychology, sociology, or statistics preferred;

2. Minimum 4 years of user research experience; preference given to candidates with backgrounds at renowned research/consulting firms, ideally with exposure to domestic/cross-border trade, retail, or e-commerce sectors;

3. Extensive project experience with proficiency in qualitative and quantitative methodologies; demonstrated ability to facilitate IDIs/FGDs and analyze data (using SQL, SPSS, etc.); outstanding research achievements preferred;

4. Strong communication skills with a collaborative mindset; open-minded, knowledge-sharing oriented, and team-oriented;

5. Bonus points for: AI product research, e-commerce research, sourcing research, industry/market/competitor analysis capabilities, cross-border supply chain knowledge (logistics/finance/taxation), and expertise in foreign trade factories/traders;

6. Proficiency in English and Mandarin for professional communication.

CONFIDENTIAL OPPORTUNITY

Our client is one of the most successful and decorated health systems in the United States. They have an immediate opening for a Market CFO which will include 3.5+B in revenue and multiple hospitals and organizations.

• 
  
• Bachelor's in Business, Finance or Accounting
  

• 
  
• MBA or Hospital/Health Care Administration
  
• CPA
  

• 
  
• Expertise in healthcare administration with progressively responsible management experience (typically acquired during 5‑7 years), including senior roles in complex multi‑facility environments.
  
• Strong finance experience in large, complex healthcare organizations.
  
• Executive level experience in a multi‑facility/matrix management healthcare system (helpful).
  
• Proven competence and success in financial operations, new business planning, development, implementation and management; board and physician relations and management development.
  
• Demonstrated experience (generally 4‑6 years) leading staff represented by organized labor unions.
  

For prompt and confidential consideration, please apply to the link below:

Click here to apply online

The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.

The Vice President of Finance provides strategic financial leadership to drive organizational performance and long-term growth. As a trusted advisor and thought partner to senior leadership, this role ensures disciplined financial oversight, aligns resources with the Foundation’s goals, and strengthens the organization’s capacity to advance its mission.

Hybrid Position – the candidate will work at least eight (8) days per month in our Palo Alto, CA office; the successful candidate will be based in the Bay Area.

The Vice President of Finance (VP Finance) plays a central leadership role in overseeing the Foundation’s accounting, finance, investment, tax, treasury, and regulatory compliance functions. The VP Finance leads the Finance team and ensures strong financial stewardship, effective risk management, and disciplined investment oversight. This leader provides forward-looking analysis, modeling, and forecasting to support informed decision-making across the organization and to ensure financial management aligns with the Foundation’s goals and long-term growth.

The VP Finance also manages the Foundation’s $170 million investment portfolio in partnership with an external investment advisor, ensuring disciplined execution of investment policies, compliance with governance standards, and clear and timely reporting to Board committees. In addition, the VP Finance partners in staffing the Audit and Investment & Finance Committees, offering thoughtful guidance and insight to senior leadership to support strong financial governance.

The compensation range for this role is $ 265,000-$280,000 annually.

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• Lead, mentor, and develop a high-performing finance team (currently four staff), ensuring excellence in accounting operations, reporting, and compliance.
  
• Collaborate with senior leaders across the organization to align financial resources with fundraising strategies and Foundation priorities.
  
• Evaluate and improve financial processes to enhance efficiency, accuracy, and scalability, leveraging technology and AI tools where appropriate.
  
• Uphold the highest standards of internal controls, financial rigor, and stewardship to safeguard the Foundation’s resources.
  
• Oversee internal and external audits and ensure timely and accurate tax preparation and filings.
  
• Build strong, trusted partnerships with colleagues at Stanford University, the Stanford School of Medicine, and Lucile Packard Children’s Hospital.
  
• Lead financial modeling and long‑range planning to analyze resource needs in support of long‑term revenue growth goals.
  
• Oversee the annual operating budget and deliver monthly financial reporting and analysis to the Executive Leadership Team.
  
• Direct the monthly financial close, including review and approval of investment valuations, financial statements, and budget analyses.
  
• Serve as the Foundation’s lead resource for evaluating accounting treatment of significant or unusual transactions, ensuring GAAP compliance and appropriate disclosure.
  
• Manage all investment, bank, brokerage, and trust accounts.
  

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• Partner in staffing and supporting the Audit and Investment & Finance Committees.
  
• Prepare and present financial and investment materials for Board committees.
  
• Provide clear, consistent reporting on financial performance, investment results, and emerging risks to support sound financial governance.
  

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• Manage the relationship with the Foundation’s external investment advisor to ensure effective implementation of investment strategies and directives.
  
• Monitor portfolio performance and asset allocation, ensuring adherence to investment policies.
  
• Develop and implement cash management strategies to maintain liquidity and optimize deployment of idle cash.
  
• Participate in annual trust and 401(k) investment reviews.
  
• Oversee maintenance of investment cost basis and calculations related to net investment income and deferred tax liabilities.
  
• Execute investment manager agreements, trust and estate documents and related regulatory filings, and tax forms.
  
• Actively engage in the enterprise risk management (ERM) program, ensuring proactive identification, assessment, and mitigation of financial and operational risks.
  
• Review and approve annual insurance applications and policy renewals.
  
• Serve as the finance representative on the Gift Acceptance Committee.
  
• Partner with Gift Planning to evaluate accounting, tax, regulatory, and investment implications of charitable trusts, gift annuities, and complex gifts.
  
• Oversee financial and compliance review of contracts and coordinate legal review when appropriate.
  

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• CPA required; Bachelor’s degree in Accounting, Finance, or related field required. MBA or CFA a plus.
  
• Minimum 10 years of progressively responsible financial leadership experience, preferably in the nonprofit, higher education, or philanthropic sector.
  
• Strong knowledge of GAAP, nonprofit accounting, financial budgeting and reporting, nonprofit and investment tax, and cash management.
  
• Demonstrated experience with audits, board committee support, and financial governance.
  
• Experience managing external investment advisors and oversight of institutional investment portfolios.
  
• Experience with fund accounting and management of restricted and unrestricted funds.
  
• Excellent communication skills, with the ability to present complex financial matters to a variety of audiences.
  
• High integrity, sound judgment, and commitment to the mission of philanthropy and donor stewardship.
  

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• Ability to set long-term strategy, align resources with organizational goals, and guide senior leadership on financial and investment decisions.
  
• Deep knowledge of GAAP and nonprofit fund accounting; experience leading internal and external audits with a record of achieving unqualified opinions.
  

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• Experience managing institutional investment portfolios, partnering with external advisors, overseeing valuations, and ensuring disciplined cash management.
  

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• Demonstrated ability to build strong internal controls and manage insurance, gift acceptance compliance, and regulatory requirements.
  

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• Skilled at developing and motivating high-performing teams, building cross‑functional relationships, and balancing detail‑oriented rigor with strategic thinking.
  

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• Strong ability to prepare and present financial analyses for Board committees and serve as a trusted advisor to organizational leadership.
  

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• Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment)
  
• Annual bonus opportunity
  
• Retirement plan + employer match
  
• Premium Medical and Dental coverage
  
• Employer‑paid life insurance
  
• Legal services plan
  
• 4‑week paid maternity and paternity leave for new parents
  
• Stipend for home office and mobile phone
  

The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.

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• Mission‑first – We can never lose sight of why we exist and exercise profound commitment to advancing child and maternal health.
  
• Good of the whole – We share responsibility for overall results, think of what’s best for the team and organization, and act as responsible stewards of resources.
  
• Bold and bendy – We’re unapologetically ambitious for our mission, creative, and take risks by trying new things.
  
• Sweat the big stuff – We’re clear on our priorities, calibrating effort and resources to audience and impact; the higher the return, the greater the investment.
  
• Make it happen – We’re focused on outcomes and prepared with ideas and solutions for every challenge.
  
• Community matters – We prioritize listening to and supporting each other, not just as colleagues, but as people with varied experiences and perspectives.
  

Our Foundation values the unique qualities each of us brings to our team and community. We take pride in cultivating a workplace where every voice is heard and each of us has the opportunity to achieve our fullest potential—so that together, we can make meaningful impact on the health outcomes for children and their families.

We are guided by the following principles:

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• Uphold integrity and professionalism in all our actions.
  
• Foster a welcoming and supportive culture.
  
• Embrace unique perspectives and contributions.
  
• Interact with compassion, openness, and an eagerness to learn.
  

The Lucile Packard Foundation for Children's Health is an Equal Opportunity Employer.

#LI-Hybrid

The pay range for this role is:
265,000 - 280,000 USD per year (Palo Alto, CA )