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27 results for Fraud Analyst in Concord, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p>📩 <strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>🚀 <strong>Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing</strong></p><p><br></p><p>📍 <strong>Menlo Park | Hybrid</strong></p><p><br></p><p>💰 <strong>6% 401(k) Match | Free Daily Meals | Exceptional Benefits</strong></p><p><br></p><p><br></p><p><strong>Want to break into private markets and work closer to the investment process?</strong></p><p><br></p><p>I’m working on a newly created opportunity with a <strong>$15+B global investment firm</strong> known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies.</p><p><br></p><p>This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution.</p><p><br></p><p>They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul><p><br></p>
- 2026-10-16T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 130000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.</p><p> </p><p>This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-10-20T00:00:00Z