Analyst / Associate, Investments
Analyst Job 25 miles from Santa Cruz
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 23 miles from Santa Cruz
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 25 miles from Santa Cruz
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.
MDM Analyst
Analyst Job 16 miles from Santa Cruz
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."
Chromebook Benchmarking & Pathfinding Data Analyst
Analyst Job 27 miles from Santa Cruz
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
Business Development Analyst - Private Equity Firm
Analyst Job 32 miles from Santa Cruz
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.
PMO Data Analyst
Analyst Job 23 miles from Santa Cruz
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 *******************
Senior G&A Analyst
Analyst Job 38 miles from Santa Cruz
About the Company
Our highly regarded public biotech company is expanding its FP&A organization to support global growth, automation, and operational efficiencies. As part of this expansion, we are seeking a Senior G&A Analyst to serve as a strategic finance business partner to key corporate functions, including HR, IT, and Legal.
About the Role
As a Senior G&A Analyst, you will play a pivotal role in supporting corporate functions by providing financial insights, ensuring alignment with company objectives, and driving process improvements. This is a high-impact role with exposure to executive leadership and an opportunity to influence key business decisions.
Key Responsibilities
Analyze actual operating results vs. budget and forecast, identifying key drivers of variance and communicating business impact.
Synthesize and present financial results and recommendations to executive leadership to drive informed decision-making.
Develop strong relationships and act as a trusted finance partner to HR, IT, Legal, and other corporate functions.
Foster a culture of continuous improvement in financial processes, reporting, and technology.
Qualifications
Bachelor's degree in Finance, Accounting, or Business.
3+ years of FP&A experience with exposure to corporate functions.
Strong Excel and PowerPoint skills.
Experience with financial planning, forecasting, and data analysis tools (e.g., Cognos, Hyperion, or similar).
High attention to detail and ability to manage multiple priorities in a fast-paced environment.
Executive presence and strong communication skills to engage with senior leadership and influence decision-making.
This role is ideal for a proactive and analytical finance professional looking to make a meaningful impact in a fast-growing biotech company. If you thrive in a dynamic environment and enjoy working closely with senior leadership, we encourage you to apply!
Staff Data Analyst, Product Analytics
Analyst Job 25 miles from Santa Cruz
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 25 miles from Santa Cruz
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.
Construction Reporting Analyst
Analyst Job 25 miles from Santa Cruz
InnoActive Group are leaders in providing project management and technology advisory primarily in public agencies and Fortune 500 entities. InnoActive Group has managed various construction and technology projects ranging in size from small projects to multi-billion-dollar capital programs.
We are seeking a skilled and results-driven Program Analyst to join our team. In this role, you will provide critical support in analyzing, monitoring, and improving the efficiency of construction projects and programs. You will work closely with project managers, stakeholders, and cross-functional teams to ensure projects are delivered on time, within budget, and meet quality standards.
Key Responsibilities:
Project Performance Analysis:
Collect and analyze data related to construction projects, including timelines, costs, resources, and quality metrics. Provide actionable insights and recommendations to improve program performance.
Data Reporting and Documentation:
Prepare detailed reports and presentations for senior management, stakeholders, and clients, summarizing project performance, risks, and financial data. Maintain accurate and organized documentation for all projects. Prepare detailed regulatory, portfolio, and performance reports.
Budget and Cost Management:
Assist in tracking project budgets and expenses, identifying cost overruns or inefficiencies, and recommending strategies for staying within financial constraints. Help prepare cost estimates and forecast future project expenses.
Risk Management:
Monitor project risks and assist in developing mitigation strategies. Identify potential issues in project execution, such as delays or safety concerns, and provide recommendations for resolution.
Process Improvement:
Evaluate current project management processes and workflows. Identify areas for improvement and propose solutions to enhance efficiency and reduce costs across construction programs.
Stakeholder Communication:
Serve as a liaison between various stakeholders, including project managers, project controls analysts, and engineers. Ensure clear communication and that everyone involved is updated on project status, changes, and issues.
Continuous Improvement:
Stay up to date with industry trends, new technologies, and best practices in construction project management. Recommend and implement improvements to construction program operations and efficiency.
Requirements:
Bachelor's degree in Construction Management, Engineering, Business Administration, or a related field.
Proven experience as a Program Analyst, Project Analyst, or in a similar role within the construction industry.
Advanced level Microsoft Excel skills are required for data analysis and reporting.
Prior experience with SAP or ERP is a MUST.
Knowledge of budgeting, cost tracking, and financial forecasting are required.
Strong analytical skills with the ability to assess project performance and recommend actionable improvements.
If you are a results-driven, analytical thinker with a passion for ensuring successful project delivery, then we want to hear from you. Apply now to join our team as a Construction Reporting Analyst and contribute to delivering energy solutions that make a difference in the lives of our customers.
We offer a competitive salary and benefits package, along with opportunities for professional development and advancement.
InnoActive Group is an equal opportunity organization and will not tolerate discrimination based on age, ethnicity, ancestry, gender, national origin, disability, race, size, religion, sexual orientation, socioeconomic background, or any other status prohibited by applicable law. InnoActive Group participates in e-Verify.
Senior Analyst/Associate - Fund of Funds
Analyst Job 33 miles from Santa Cruz
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.
Cloud Space Engagement Analyst
Analyst Job 28 miles from Santa Cruz
About the job
As part of the Service Delivery team in the CMT vertical at Cognizant you will be supporting a major cloud service provider's sales organization. We are seeking a detail-oriented Engagement Analyst to manage the planning, coordination, and execution of customer engagements at Cloud Space. This role requires working 5 days from the office and close collaboration with sales leaders, clients, and internal teams to ensure efficient execution and optimal client experiences.
Minimum qualifications
Experience in Cloud sales and familiarity with cloud computing concepts.
A bachelor's degree with 5-7 years of experience in customer engagement delivery from SaaS/IaaS/PaaS domain
Excellent planning and organizing skills, including stakeholder management.
Excellent written, verbal, and presentation skills, including comfort presenting to executive and C-level audiences.
Preferred qualifications
Excellent organizational and time-management skills.
Strong communication and interpersonal skills.
Ability to work effectively under pressure and manage multiple projects simultaneously.
Experience collaborating with cross-functional teams.
Experience delivering presentations or demonstrations.
Expertise in Agile & Scrum Methodologies
Responsibilities
Conduct initial planning call to understand client and sales team needs.
Develop agendas based on client use cases and customer needs, using documentation provided by Cloud Space team.
Gather required logistical information from sales teams (e.g. dietary restrictions, headcount, room setup needs) and communicate to the appropriate site teams.
Source and align an appropriate speaker to each agenda topic.
Conduct speaker preparation calls and know before you go calls to ensure speakers and sales teams are aligned and ready for the engagement. Confirm that each speaker has relevant talking points and content ready to go
Update agendas in Cloud Space tool to ensure sessions are properly tracked; and
Leverage templates to create and share meeting slide content (e.g. meeting slide deck) using templates.
Ensure smooth execution during client engagements.
Send post-event surveys and document insights shared by account teams
Track and report performance metrics.
Collaborate with various departments to ensure engagement success, from on-site teams for day-of experience (catering, reception, events, AV, demos) to product/technical teams for session content.
Complete necessary trainings if processes are updated or new product training is required
Financial Analyst
Analyst Job 25 miles from Santa Cruz
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.
Financial Analyst
Analyst Job 33 miles from Santa Cruz
The main function of a finance associate is to compute, classify, and record numerical data to keep financial records complete. A typical finance associate is responsible for a wide range of technology and can work in areas closely related to computers.
Job Responsibilities:
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Skills:
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage one's time.
Ability to apply accounting and mathematical principles to work as needed.
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software.
Financial Analyst
Analyst Job 33 miles from Santa Cruz
Our client, a top-tier investment firm in Menlo Park, is seeking a highly motivated Finance Analyst to join its dynamic finance team. This role offers a unique opportunity to work across various functions, including fund operations, portfolio management, and investor relations, while developing a deep understanding of the business through financial modeling, data analysis, and strategic planning. The ideal candidate must have strong analytical skills, great attention to detail, a proven ability to learn quickly, and good communication skills.
Responsibilities:
Maintain and update fund models while preparing comprehensive weekly reports that include investment summaries, fund dashboards, and cash flow projections.
Oversee the portfolio database, ensuring data accuracy and accessibility to support strategic decision-making processes.
Deliver essential data support for investor relations during quarterly reporting, providing timely insights to assist internal teams.
Conduct ad-hoc data analyses to uncover actionable insights, enhancing fund and portfolio management strategies.
Support the creation and execution of projects aimed at optimizing operational processes and improving efficiency.
Experience and Qualifications:
Bachelor's degree or equivalent in Finance, Accounting, Economics, Mathematics, or Statistics.
1-2 years of experience in Finance, Data, or Portfolio Management.
Strong analytical skills and business intelligence.
Great attention to detail and accuracy.
Ability to learn quickly with an appetite for new technologies.
Proficiency in Excel, SQL, Sigma
Prior experience in Venture Capital/Private Equity.
Salary Range:
$90,000 - $105,000
You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Analyst / Associate, Investments
Analyst Job 38 miles from Santa Cruz
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 38 miles from Santa Cruz
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 43 miles from Santa Cruz
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 38 miles from Santa Cruz
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.