Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Investment Operations Associate coordinates investment transactions, manages client relationships, and ensures compliance with AML/KYC requirements, prioritizing accuracy and efficiency.

The Data Operations Associate will ensure data integrity and support data management processes, collaborating with internal teams and enhancing operational efficiencies through technology and analysis.

The Software Developer will design and maintain financial applications, collaborate with teams to create scalable solutions, and optimize application performance.

Support portfolio managers on investment portfolios for high-net-worth clients by producing performance reports and presentations, providing client service, assisting with portfolio construction and transactions, coordinating estate-planning activities, and using tools like Excel, PowerPoint, Addepar, and Salesforce while adhering to firm and regulatory policies.