Analyst / Associate, Investments
Analyst Job 17 miles from Campbell
Ohana Real Estate Investors is a vertically integrated real estate investment firm with expertise across hotel, residential, and development projects. Founded in 2009, our expert team acquires, develops and finances high-quality real estate in desirable locations with long-term growth potential for a total of $4.5B+ in investments to date. Our investment process is rooted in humility, powered by collaboration, and strengthened by our team's diverse perspectives and skillsets.
Ohana's Investments team is lean and growing quickly. The team is looking to hire a candidate who will thrive in a dynamic, entrepreneurial environment and grow with the firm.
Responsibilities
The Analyst / Associate will provide analytical and execution support for the acquisition, recapitalization, financing / refinancing, and disposition of hotels and hospitality-related businesses.
Key responsibilities will include:
Create financial models and other financial analyses to evaluate investments
Conduct research and due diligence of prospective opportunities including financial, market, and legal diligence
Support fundraising efforts and potential / existing investor relationship management
Prepare and present investment and investor materials
Participate in sourcing and identifying potential acquisition opportunities
Work with other internal Ohana teams and experts to develop and evaluate business plans for prospective and existing investments
Meet with sellers, investors, and advisors
Qualifications
1-3 years of relevant experience (title commensurate with experience)
Superior analytical, quantitative, and technical skills
High integrity with strong work ethic and attention to detail
Undergraduate degree with 3.5 GPA or higher
Proficient in Microsoft Excel, PowerPoint, and Word
Excellent written and verbal communication skills
Ability to travel for due diligence / meetings
Corporate finance and accounting backgrounds preferred, but not mandatory
Salary Range: $100,000 - $135,000 + Discretionary Bonus
Dynamics 365 Data Analyst
Analyst Job 5 miles from Campbell
Job Title: Senior Data Analyst
Onsite/ Remote: Day 1 Onsite at customer location
Job Description: Senior Data Analyst
A Dynamics 365 data analyst is responsible for extracting, analyzing, and interpreting data within the Dynamics 365 platform, using this information to generate actionable insights and reports that inform business decisions, often focusing on areas like sales performance, customer behavior, and marketing campaign effectiveness, while utilizing tools like Power BI and SQL to manipulate and visualize the data effectively; key duties include data collection, data cleaning, statistical analysis, report creation, and collaborating with stakeholders to understand business needs and identify key metrics to track.
Key Responsibilities:
Data Extraction and Cleaning:
Accessing data from various Dynamics 365 modules (Sales, Marketing, Customer Service)
Identifying and addressing data quality issues, including duplicates and inconsistencies
Data transformation and manipulation to prepare it for analysis
Statistical Analysis:
Performing statistical analysis using appropriate techniques to identify trends and patterns within the data
Calculating key performance indicators (KPIs) relevant to business objectives
Reporting and Visualization:
Developing comprehensive reports and dashboards using Power BI or other visualization tools
Creating interactive and user-friendly visualizations to effectively communicate insights to stakeholders
Business Insights and Recommendations:
Interpreting data analysis results to identify actionable insights and business opportunities
Communicating key findings and recommendations to relevant teams to inform decision-making
Collaboration and Stakeholder Management:
Working closely with business users to understand their data needs and requirements
Gathering feedback on reports and dashboards to ensure alignment with business objectives
Data Governance and Maintenance:
Ensuring data integrity and compliance with data governance policies
Monitoring data quality and implementing necessary data cleansing procedures
Technical Skills:
Proficiency in Microsoft Power BI:
Creating and managing data visualizations within Power BI
SQL Querying Skills:
Writing complex SQL queries to extract and manipulate data from Dynamics 365
Data Analysis Tools:
Familiarity with statistical analysis techniques and tools like Excel, R, or Python
Dynamics 365 Platform Knowledge:
Understanding the structure and functionalities of different Dynamics 365 modules
Business Operations
Analyst Job 8 miles from Campbell
San Francisco
We're transforming e-commerce by making it easy for brands to plug in with top-quality manufacturers around the world, leveraging cutting-edge AI technology to streamline and optimize every aspect of the process.
Shopify made it easy for brands to sell products, but getting those products made is painful. Join us as we build the world's first AI product sourcing agent and usher in a new era of e-commerce - helping brands tap into the global manufacturing ecosystem and easily launch new products.
We're a team of builders, operators, and investors from Stripe, Google, Amazon, Palantir, and Anduril. We're well funded and have already built our core technology.
Learn more about Cavela at
***********************
What we're looking for
We're looking for someone to lead and build out Cavela's business operations as our first business hire.
Responsibilities
User Engagement: Meticulously track and manage users' sourcing projects from initial request to final delivery, ensuring timely follow-up and high satisfaction, and constant communication throughout.
Supplier Coordination: Liaise with our sourcing team in Asia to relay user needs to suppliers, interpret supplier updates, and communicate them effectively back to users.
Systems Creation: Build and optimize operational systems to enhance the product sourcing experience, leveraging advanced AI and technology to automate and refine workflows.
Product Collaboration: Partner with our design team to transform user feedback and UX insights into impactful product improvements, ensuring that AI and technology drive the development of sophisticated systems and features.
Growth Initiatives: Identify and build out new channels for customer acquisition, contributing to company growth.
Requirements
Experience: 3+ years in building and scaling operations.
Sourcing Expertise: Experience with supplier relations and product sourcing specifically - ideally related to the apparel/accessories product space.
Product Minded: Able to understand user needs and work closely with design teams to shape a compelling product experience.
Systems Thinker: Skilled in planning and building end-to-end workflows, from user requests through supplier coordination, with a strong emphasis on technological integration.
Communication Skills: Excellent interpersonal abilities for cross-cultural, cross-functional collaboration across users, suppliers, design, and operations teams.
Flexibility: Adaptable to irregular working hours. Important due to the global distribution of suppliers.
About us
We're a group of driven, passionate people from all over the world fired up about building ambitious, high impact products that matter.
We're ex-Stripe/-Google/-Amazon from MIT, Dartmouth, Parsons, and McGill, with a ton of startup experience, and some extraordinary advisors behind us (Palantir, Anduril, Coinbase).
We're future-obsessed. We're tackling a complex problem in a new way by leveraging cutting edge technology, and looking to transform an entire industry in the process.
How to apply
Please get in touch at ****************** - we're always interested in meeting exceptional talent.
Private Credit Associate/Analyst
Analyst Job 44 miles from Campbell
Our client is a private credit investment firm with $2 billion AUM, specializing in Energy / Renewables Credit Investments across diverse asset classes. With a lean, high-caliber team, this role offers a unique opportunity to gain hands-on experience in a dynamic and entrepreneurial environment.
Key Responsibilities:
Investment Analysis: Perform rigorous financial modeling, underwriting, and due diligence on credit opportunities.
Deal Execution: Assist in structuring and negotiating complex transactions to optimize risk-adjusted returns.
Portfolio Management: Monitor portfolio performance, assess risk factors, and develop strategic recommendations.
Market Research: Analyze industry trends, credit markets, and economic indicators to identify opportunities.
Collaboration: Work closely with senior investment professionals and external partners to drive successful outcomes.
Qualifications:
Education: Bachelor's degree in Finance, Economics, Business, or a related field.
Experience: 1-3 years in investment banking, with a preference for Leveraged Finance or M&A backgrounds.
Sector Focus: Proven exposure in Energy / Clean Energy / Energy Transition / Renewables.
Skills: Strong financial modeling, credit analysis, and transaction execution abilities.
Location: Must be based in or willing to relocate to San Francisco, California.
How to Apply:
For more information or to submit your resume
Please contact at ********************** or *****************
Chromebook Benchmarking & Pathfinding Data Analyst
Analyst Job 6 miles from Campbell
Job Title: Engineer: Performance - II
Contract - W2
Duration: 1+ Year or 18 Months
Please share resume on ****************************
Job Requirements/Responsibilities:
We are seeking a skilled and detail-oriented Chromebook Benchmarking & Pathfinding Data Analyst to join our team. In this role, you will be responsible for performing rigorous benchmarking on Google Chromebooks. You also will be collecting critical path-finding data to evaluate performance. Finally, you will analyze your benchmarking results and communicate your findings to key stakeholders. Your insights will help us identify areas for improvement and drive product optimization on
Qualifications:
Bachelor's or M.S. degree in Engineering or a related field (Computer Engineering, Software Engineering, or Electrical Engineering preferred).
3 + years' experience
Strong experience with Google Chrome OS and a deep understanding of its features, performance capabilities, and potential bottlenecks.
Familiar with running benchmarks/workloads on Chromebooks
Proficient in analyzing and interpreting technical data and generating actionable insights.
Excellent communication skills, both written and verbal
Ability to work independently and as part of a team
MDM Analyst
Analyst Job 27 miles from Campbell
About Tekgence: TEKgence, a group of $100 + Million revenue consulting firm, we pride ourselves on a global presence and great work culture that ensures long-term success for both our clients and consultants. We have offices in Dallas, TX; St. Louis, MO; Hyderabad, Noida, and Pune in India; London, UK; and Ontario, Canada. Ranked as one of the SIA Top 30 staffing companies in the USA and certified as a Great Place to Work for continuous 3 Years, we are committed to fostering an inclusive and growth-oriented work culture. Join us to be part of a trusted, innovative organization that empowers your professional
journey.
Job Title: MDM Analyst
Location: Watsonville, CA (Onsite 8 am-5 pm PST)
Duration: 04 Months
The MDM tech lead will help in cleansing the data for Aurora's mock conversion cycles. The candidate will address the organization's data quality requirements and align with its business objectives. The candidate will design and implement sustainable data cleansing processes to address data quality issues, such as duplicates, inconsistencies, and inaccuracies. The candidate will also participate in discussions with boundary applications related to master data.
Key Responsibilities:
Designing MDM solutions that address the organization's data quality requirements and align with its business objectives. This includes defining data models and metadata structures.
Data Quality Framework: Develop and implement data quality frameworks, standards, and best practices tailored to Driscoll's needs. Define data quality metrics and thresholds to measure and monitor data quality levels over time.
Data Cleansing and Remediation: Design and implement sustainable data cleansing processes to address data quality issues, such as duplicates, inconsistencies, and inaccuracies.
Establishing metadata repositories and frameworks to capture and manage metadata related to master data entities, attributes, and relationships. Ensuring metadata integrity and alignment with data quality standards.
Lead the interface discussions pertaining to master data with different applications
Job Requirements:
Strong understanding of Oracle MDM concepts, principles, and best practices in the customer and supplier module.
Have extensive expertise on TCA architecture.
Proven experience as an Oracle MDM technical lead or similar role, with a focus on data quality management
Strong knowledge of data quality frameworks, best practices, tools, and techniques
Participate in SIT, UAT, and Go-Live to represent MDM
Experience with the Oracle Fusion cloud platform is a must
Excellent analytical, problem-solving, and communication skills.
"Tekgence is an equal opportunity employer. Applicants must be authorized to work in the U.S. U.S. citizens and Green Card holders are strongly encouraged to apply."
PMO Data Analyst
Analyst Job 5 miles from Campbell
TITLE: PMO Data Analyst
ANTICIPATED DURATION: 12 months
We are seeking a highly analytical and detail-oriented PMO Data Analyst to join our team. This role will be responsible for analyzing and managing a portfolio of projects, focusing on strategic planning, resource allocation, and performance monitoring. The ideal candidate will be proficient in data visualization tools such as Tableau, scripting, and spreadsheet calculations to interpret data and provide actionable insights.
PMO Analyst Responsibilities:
Analyze a large portfolio of projects to ensure alignment with business objectives.
Develop reports and dashboards using Tableau and spreadsheets to communicate project performance.
Interpret complex datasets to identify trends, risks, and opportunities for improvement.
Collaborate with cross-functional teams to support strategic planning and resource allocation.
Monitor project performance metrics and provide insights to enhance decision-making.
Utilize scripts and automation tools to streamline data analysis processes.
PMO Analyst Requirements:4+ years of experience in data analysis within project management, financial planning, or a similar environment.
Strong proficiency in Tableau, spreadsheets (Excel, Google Sheets), and data analysis techniques.
Ability to translate data into clear, compelling stories for leadership and stakeholders.
Experience working with a PMO or within a business data-focused team.
Excellent problem-solving and critical-thinking skills.
PMO Analyst Preferred Experience: Knowledge of project management methodologies and tools.
Experience with scripting languages for automation and data processing.
PMP certification is a plus.
The hourly pay rate range for this position is $60 to $65 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits.
Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
For immediate consideration, please forward your resume to ***********************
If you require assistance or an accommodation in the application or employment process, please contact us at ***********************.
Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at *******************
Leasing Analyst
Analyst Job 44 miles from Campbell
Our client, an owner and manager Commercial Real Estate company focused on sustainable, eco-friendly practices and converting and increasing the value of well-located offices in the Bay Area, needs an experienced Associate of Leasing to join Management team.
Job Description - As an effective Associate of Leasing, you have an excellent Excel skills to support the leasing efforts for a portfolio of office and retail. The Associate of Leasing position interacts with Property/Asset Management team, SVP of Portfolio Management, SVP/Managing Director of Asset Management, directors of real estate, building occupants, landlords and management companies. The Associate of Leasing will be responsible for analyzing and performing modeling of office and retail lease deals in Microsoft Excel accurately in an efficient manner. Additional responsibilities for the Associate of Leasing include the following:
Responsibilities:
Analyze and perform modeling of office and retail lease deals in Microsoft Excel accurately in an efficient manner
Create high-quality presentations in Powerpoint and Excel for internal and external meetings with key executives and investors
Input, maintain, organize and report on active deals, office and retail market intelligence in a timely, accurate manner
Work cooperatively and effectively across organizational disciplines to achieve optimal results within specific timeframes
Meet deadlines with minimal supervision
Establish and cultivate relationships within the industry / brokerage community
Position Requirements
3 years of progressive relevant experience creating financial models and understanding the general fundamentals of office and retail leasing preferred.
Proficient in Microsoft Word, Excel, and Outlook.
Professional, reliable, flexible and have a positive, can-do attitude.
Excellent attention to detail with strong customer service skills and ability to prioritize
Strong interest in real estate.
Education
Bachelor's degree with an emphasis in finance preferred.
Compensation
$120K - $130K/yrly
Business Development Analyst - Private Equity Firm
Analyst Job 15 miles from Campbell
Title: Private Equity Business Development Analyst
Our client is seeking a Private Equity Business Development Analyst to join their team in Palo Alto. At the core of the Firm's investing activity is the ability to identify, source, and execute opportunities that fit our investing strategy. As a member of the Business Development Team, you will assist with thematic sourcing initiatives by developing and researching prospective investment targets, actively managing and cultivating a pipeline, and engaging with the market directly, including CEOs, other investors, bankers and industry executives. You will also manage the Firm's CRM, contribute to marketing initiatives, attend conferences, and maintain other external relationships as needed. The position will report directly to the Partner of Business Development and will work closely with the Vice President of Business Development, as well as other Business Development Analysts and the Investment Team. Ideal candidates will be proactive, flexible, well-organized, and hungry to learn and grow as part of our team.
Candidates are expected to have exemplary written and verbal communication skills, a strong record of leadership accomplishments, proven analytical abilities, outstanding academic achievements, and high EQ.
The Analyst will join as part of a two-year program. Exceptional candidates may be given the opportunity for further promotion. The Firm does not require an MBA for career advancement.
Qualifications:
1-2 years of work experience in private equity, sales or business development
Preferred
: Experience in sales or business development within finance and / or financial software
Desire to work in a high autonomy and high responsibility role; strong orientation towards taking initiative and proactive ownership of responsibilities
High level of responsiveness, productive sense of urgency, and innate hustle
Personal integrity, strong communication skills, experience managing multiple projects simultaneously with exceptional organizational skills, ability to work effectively as part of a small team, high maturity and EQ
Bachelor's degree or equivalent from a premier undergraduate program
Demonstrated professional, academic and extracurricular accomplishments
Represent each of the Firm's core values (abundance, diversity, empowerment, excellence, humility, teamwork)
Proficiency in Microsoft Excel, PowerPoint
Responsibilities:
Support the Firm's direct deal sourcing efforts by being a key player in thematic sourcing initiatives, inclusive of sector and geographical deep-dive initiatives
Assist in developing sector-specific investment theses and market maps
Create and manage pipelines of target lists
Actively engage and manage relationships with target company owners / executives
Initiate meetings with target companies and generate investment opportunities
Contribute to the development of content and marketing initiatives
Design, implement and manage CRM
Firm Description:
Our client is a values-driven, partnership-focused private investment firm based in Palo Alto, CA. Since 2007, they have specialized in transforming good businesses into great companies through our differentiated approach to partnership investing. With a focus on the middle market, they have successfully completed over 730 platform investments, add-on transactions, and exits, totaling over $79 billion in enterprise value. Their commitment to partnership-oriented collaboration with investors, employees, and management teams is at the heart of their success as both investors and business builders.
The Firm is proud to be a non-discriminatory employer and an equal-opportunity workplace. They believe that diversity and inclusion are vital aspects of the Firm and culture and result in a better workplace experience for all. They welcome applicants from all backgrounds.
Associate Director, Technology Business Analyst
Analyst Job 44 miles from Campbell
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm.
Associate Director, Technology Business Analyst
Position Overview:
The Technology Business Analyst will support the development and delivery of technology solutions by acting as the bridge between business teams and technology. This role involves gathering requirements, documenting processes, and assisting in the implementation of tools and systems that meet the needs of advisors, service teams, and other stakeholders. With a focus on collaboration and user experience, the Technology Business Analyst will help ensure technology solutions align with organizational goals and support efficiency across business operations.
Key Responsibilities:
Technology-Business Collaboration:
Act as a liaison between business teams and technology, ensuring clear communication of requirements and priorities.
Facilitate discussions to understand business needs, pain points, and opportunities for improvement.
Translate business requirements into technical specifications and assist in solution design.
Requirements Gathering and Documentation:
Conduct interviews, workshops, and surveys to gather detailed business and functional requirements.
Document workflows, use cases, and user stories to support solution development and testing.
Maintain organized and up-to-date documentation for reference and project tracking.
Testing and Validation:
Assist in developing test cases and scripts to validate solutions against requirements.
Conduct functional and user acceptance testing (UAT) alongside end-users, gathering feedback to refine solutions.
Identify and escalate any issues or risks during the testing process.
Training and User Support:
Collaborate with business teams to create training materials for new technology solutions.
Provide temporary first-level support to users post-implementation, resolving minor issues or escalating as needed.
Project Coordination:
Take ownership of project milestones, tasks, and deliverables, ensuring progress aligns with timelines and objectives.
Proactively track and manage project scope, addressing potential risks and resolving issues to maintain momentum.
Communicate project status and updates to stakeholders, ensuring alignment and transparency throughout the project lifecycle.
Qualifications:
Education and Experience:
Bachelor's degree in Business, Technology, Finance, or a related field
2-5 years of experience in a business analysis or related role, preferably within financial services industry, preferably in wealth management
Technical Proficiency:
Familiarity with wealth management platforms such as Salesforce, performance, client reporting, and data solutions like Addepar, Snowflake, and Power BI are a plus.
Basic understanding of software development lifecycle.
Skills:
Strong communication and interpersonal skills for engaging with both technical and non-technical stakeholders.
Analytical mindset with attention to detail and problem-solving capabilities.
Ability to manage time effectively and handle multiple tasks in a fast-paced environment.
Industry Knowledge:
General understanding of wealth management, financial services, or client advisory processes (preferred but not required).
What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. As such, Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Staff Data Analyst, Product Analytics
Analyst Job 8 miles from Campbell
Staff Product Analyst
Salary: $200K-$240K base + Equity
We're hiring a Staff Product Analyst for a hyper-growth, Series E AI company valued at $3B+. This is an opportunity to play a key role in shaping product strategy and growth by leveraging data to drive decisions, optimize user experiences, and unlock new opportunities.
What You'll Do:
Shape product strategy with data-driven insights - Define key metrics, track user behavior, and identify trends that impact engagement and retention.
Deep-dive into user journeys - Uncover friction points and growth levers to enhance adoption, conversion, and retention.
Optimize experimentation and A/B testing - Design and analyze tests to improve product features, pricing, and personalization strategies.
Develop self-service analytics tools - Build dashboards and automated reporting to empower teams with real-time data.
Partner with Product, Engineering & Leadership - Translate complex data into clear, actionable recommendations to improve product performance and business outcomes.
What We're Looking For:
7+ years of experience in Product Analytics, preferably within high-growth tech companies.
Expert SQL skills and experience working with large-scale product datasets.
Proficiency in Python or R, with a strong foundation in statistical analysis and experimentation.
Hands-on experience with A/B testing methodologies and user segmentation.
Experience with ELT data modeling and BI tools like Looker, Omni, or Hashboard.
Strong executive communication skills, with the ability to influence product decisions through data.
Thrives in a fast-paced, high-impact environment, with a passion for uncovering insights that drive product growth.
Sr. Analyst-CAE (ASIC Design, Place and Route)
Analyst Job 8 miles from Campbell
Role: Sr. Analyst-CAE (ASIC Design, Place and Route)
Type- Fulltime/Contract
Skills: Place and Route (PnR) Expert
ASIC Design (Cadence Genus, Innovus, Tempus, iSpatial)
DFT understanding will be added advantage Should have knowledge
Cadence is Must
Job Description:
We are looking for a Place and Route (PnR) Expert to drive the physical implementation of ASIC blocks, ensuring robust timing closure and adherence to physical constraints. The ideal candidate will have hands-on experience with Cadence Genus, Innovus, Tempus, and iSpatial flows, enabling a seamless transition from synthesis to final layout. This role involves optimizing performance, power, and area (PPA) while ensuring Design Rule Check (DRC) and Layout vs. Schematic (LVS) compliance.
Bachelor's/Master's degree in Electrical Engineering, VLSI, or a related field.
5+ years of hands-on experience in ASIC Place & Route using Cadence Genus, Innovus, Tempus, and iSpatial flows.
Strong expertise in timing analysis, static timing closure, and signoff methodologies.
Proficiency in floor planning, placement, CTS, and routing optimizations.
Experience with power planning, IR drop mitigation, and clock tree balancing.
Senior Analyst/Associate - Fund of Funds
Analyst Job 17 miles from Campbell
Senior Analyst/Associate, Investment Capital Group (“ICG”) - Fund of Funds
Stamos Capital Partners, L.P. (“SCP”), located on Sand Hill Road, is an independent, privately owned investment management firm with more than $6.1 billion in assets under management. Our primary mission is to serve a select group of high-net-worth individuals, family offices, private foundations, endowments, trusts, and other clients that share our core values. We seek to preserve and build wealth for our clients and investors by investing across a broad range of asset classes including fixed income, absolute return, public equity (long-only, and long/short), private equity (venture capital, growth equity, buyout, and distressed), and real assets (real estate and natural resources).
As a member of the firm's Investment Capital Group (“ICG), the individual will play an active role in helping to create, monitor, and evaluate the firm's fund of funds portfolios. The role will focus on the firm's fixed income and absolute return portfolios. The candidate should have a strong interest in investments, preferably with experience in researching fixed investments and/or fixed income funds, and an equally strong interest in the alternative investment industry, preferably with interest in conducting due diligence for a fund-of-fund or with a top tier investment bank, hedge fund or private equity firm. The salary range for this position is $80,00 - $100,000 and is eligible for an annual discretionary bonus. Stamos Capital Partners offers a comprehensive benefits program including medical (HSA, PPO, EPO plans), dental, and vision insurance; Paid Time Off (PTO); 401(k) plan; and life insurance coverage.
To apply, please submit resume and writing sample to **********************.
Essential Duties and Responsibilities:
Assist in preparing client meeting presentations.
Build and maintain ad-hoc models to assist in evaluating fixed income and absolute return investments.
Conduct ongoing and in-depth monitoring of existing and prospective fund managers, including but not limited to quarterly update calls.
Create and maintain any materials requested by the Investment Team/Investment Committee.
Work with ICG and Endowment Capital Group (“ECG”) Teams and Finance Team to ensure timely completion of deliverables.
Develop and maintain a substantive understanding of our macroeconomic views and client services.
Work with all SCP teams to:
Prepare materials for client meetings (including background material, investment and performance summaries, customized asset allocation models, and customized investor reports).
Document and implement meeting follow-up items (including changes to asset allocations, requested investment activity, etc.).
Coordinate the timely creation and distribution of various investor communications (including performance estimates and quarterly reports).
Maintain and update databases with current and complete investor information.
Understand and maintain existing models used for asset allocation, manager selection, and risk management.
Create and maintain any materials requested by the Endowment Capital Group, Investment Capital Group, and/or Investment Committee.
Other Duties & Responsibilities:
Provide support and ad-hoc analyses to firm's direct equities investment operations.
Perform other duties as requested or assigned.
Qualifications/Experience:
2+ years' job experience in financial services, preferably in fixed income asset management, fund-of-funds management, or related experience.
Excellent oral and written communication skills, attention to detail and follow through, and strong analytical and problem-solving skills.
Strong computer skills (particularly Excel, but also Word and PowerPoint). Experience in Bloomberg is a plus.
Able to prioritize tasks and manage multiple projects on a tight deliverable schedule.
Comfortable working with flexible targets.
Able to work well in collaborative, fast-paced environment (may need to wear many hats as needed).
“No job is too small” attitude.
Able to deliver, sometimes with minimal guidance.
Education:
BA/BS degree in Finance, Economics, or related field from a top-tier university.
Financial Analyst
Analyst Job 8 miles from Campbell
Job Title: Financial Analyst V
Duration: 12 Months Contract
Pay : $60/hr- $62/hr on W2 without benefits.
This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities:
Job Responsibilities:
Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers
Assist with senior management business and financial planning, including presentations and key analysis requests
Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights
Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes
Skills:
Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines
Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills
Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential.
A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis
Nice to Have Skills:
Experience with Hyperion EPM/Essbase (or equivalent)
SQL Experience
Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets
Opex Management/Forecasting:
Experience in managing operational expenses (opex).
Experience supporting Infrastructure business
Education/Experience:
BA/BS in Business, Finance, Economics, or equivalent
5 + years of finance or financial planning and analysis experience.
Poster Name : Ammar Bin Anis
Email : ****************************
Internal ID : 25-34723
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
IMPORTANT NOTICE: For California Applicants:
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
Corporate Finance
Analyst Job 44 miles from Campbell
We're on a mission to make it possible for every person, team, and company to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
#LI-Onsite
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Corporate Finance
Analyst Job 44 miles from Campbell
About Us:
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
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Analyst / Associate, Investments
Analyst Job 44 miles from Campbell
Ohana Real Estate Investors is a vertically integrated real estate investment firm with expertise across hotel, residential, and development projects. Founded in 2009, our expert team acquires, develops and finances high-quality real estate in desirable locations with long-term growth potential for a total of $4.5B+ in investments to date. Our investment process is rooted in humility, powered by collaboration, and strengthened by our team's diverse perspectives and skillsets.
Ohana's Investments team is lean and growing quickly. The team is looking to hire a candidate who will thrive in a dynamic, entrepreneurial environment and grow with the firm.
Responsibilities
The Analyst / Associate will provide analytical and execution support for the acquisition, recapitalization, financing / refinancing, and disposition of hotels and hospitality-related businesses.
Key responsibilities will include:
Create financial models and other financial analyses to evaluate investments
Conduct research and due diligence of prospective opportunities including financial, market, and legal diligence
Support fundraising efforts and potential / existing investor relationship management
Prepare and present investment and investor materials
Participate in sourcing and identifying potential acquisition opportunities
Work with other internal Ohana teams and experts to develop and evaluate business plans for prospective and existing investments
Meet with sellers, investors, and advisors
Qualifications
1-3 years of relevant experience (title commensurate with experience)
Superior analytical, quantitative, and technical skills
High integrity with strong work ethic and attention to detail
Undergraduate degree with 3.5 GPA or higher
Proficient in Microsoft Excel, PowerPoint, and Word
Excellent written and verbal communication skills
Ability to travel for due diligence / meetings
Corporate finance and accounting backgrounds preferred, but not mandatory
Salary Range: $100,000 - $135,000 + Discretionary Bonus
Business Operations
Analyst Job 17 miles from Campbell
San Francisco
We're transforming e-commerce by making it easy for brands to plug in with top-quality manufacturers around the world, leveraging cutting-edge AI technology to streamline and optimize every aspect of the process.
Shopify made it easy for brands to sell products, but getting those products made is painful. Join us as we build the world's first AI product sourcing agent and usher in a new era of e-commerce - helping brands tap into the global manufacturing ecosystem and easily launch new products.
We're a team of builders, operators, and investors from Stripe, Google, Amazon, Palantir, and Anduril. We're well funded and have already built our core technology.
Learn more about Cavela at
***********************
What we're looking for
We're looking for someone to lead and build out Cavela's business operations as our first business hire.
Responsibilities
User Engagement: Meticulously track and manage users' sourcing projects from initial request to final delivery, ensuring timely follow-up and high satisfaction, and constant communication throughout.
Supplier Coordination: Liaise with our sourcing team in Asia to relay user needs to suppliers, interpret supplier updates, and communicate them effectively back to users.
Systems Creation: Build and optimize operational systems to enhance the product sourcing experience, leveraging advanced AI and technology to automate and refine workflows.
Product Collaboration: Partner with our design team to transform user feedback and UX insights into impactful product improvements, ensuring that AI and technology drive the development of sophisticated systems and features.
Growth Initiatives: Identify and build out new channels for customer acquisition, contributing to company growth.
Requirements
Experience: 3+ years in building and scaling operations.
Sourcing Expertise: Experience with supplier relations and product sourcing specifically - ideally related to the apparel/accessories product space.
Product Minded: Able to understand user needs and work closely with design teams to shape a compelling product experience.
Systems Thinker: Skilled in planning and building end-to-end workflows, from user requests through supplier coordination, with a strong emphasis on technological integration.
Communication Skills: Excellent interpersonal abilities for cross-cultural, cross-functional collaboration across users, suppliers, design, and operations teams.
Flexibility: Adaptable to irregular working hours. Important due to the global distribution of suppliers.
About us
We're a group of driven, passionate people from all over the world fired up about building ambitious, high impact products that matter.
We're ex-Stripe/-Google/-Amazon from MIT, Dartmouth, Parsons, and McGill, with a ton of startup experience, and some extraordinary advisors behind us (Palantir, Anduril, Coinbase).
We're future-obsessed. We're tackling a complex problem in a new way by leveraging cutting edge technology, and looking to transform an entire industry in the process.
How to apply
Please get in touch at ****************** - we're always interested in meeting exceptional talent.
Staff Data Analyst, Product Analytics
Analyst Job 17 miles from Campbell
Staff Product Analyst
Salary: $200K-$240K base + Equity
We're hiring a Staff Product Analyst for a hyper-growth, Series E AI company valued at $3B+. This is an opportunity to play a key role in shaping product strategy and growth by leveraging data to drive decisions, optimize user experiences, and unlock new opportunities.
What You'll Do:
Shape product strategy with data-driven insights - Define key metrics, track user behavior, and identify trends that impact engagement and retention.
Deep-dive into user journeys - Uncover friction points and growth levers to enhance adoption, conversion, and retention.
Optimize experimentation and A/B testing - Design and analyze tests to improve product features, pricing, and personalization strategies.
Develop self-service analytics tools - Build dashboards and automated reporting to empower teams with real-time data.
Partner with Product, Engineering & Leadership - Translate complex data into clear, actionable recommendations to improve product performance and business outcomes.
What We're Looking For:
7+ years of experience in Product Analytics, preferably within high-growth tech companies.
Expert SQL skills and experience working with large-scale product datasets.
Proficiency in Python or R, with a strong foundation in statistical analysis and experimentation.
Hands-on experience with A/B testing methodologies and user segmentation.
Experience with ELT data modeling and BI tools like Looker, Omni, or Hashboard.
Strong executive communication skills, with the ability to influence product decisions through data.
Thrives in a fast-paced, high-impact environment, with a passion for uncovering insights that drive product growth.
Financial Analyst
Analyst Job 44 miles from Campbell
Job Title: Financial Analyst V
Duration: 12 Months Contract
Pay : $60/hr- $62/hr on W2 without benefits.
This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities:
Job Responsibilities:
Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers
Assist with senior management business and financial planning, including presentations and key analysis requests
Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights
Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes
Skills:
Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines
Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills
Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential.
A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis
Nice to Have Skills:
Experience with Hyperion EPM/Essbase (or equivalent)
SQL Experience
Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets
Opex Management/Forecasting:
Experience in managing operational expenses (opex).
Experience supporting Infrastructure business
Education/Experience:
BA/BS in Business, Finance, Economics, or equivalent
5 + years of finance or financial planning and analysis experience.
Poster Name : Ammar Bin Anis
Email : ****************************
Internal ID : 25-34723
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
IMPORTANT NOTICE: For California Applicants:
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.