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108 cfa jobs at 77 companies in San Francisco, CA

2mo
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FIELD SERVICE ENGINEER II - CFA
San Jose, California, United States
$29-$36/hr OnsiteFull Time
Murata Machinery USA
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
2+ YOE2+ years field service experience in semiconductor industry; associate degree or technical training; ability to travel; good communication.
MS Office, Excel, Windows, Electrical diagnostic instruments, Schematics, Blueprints
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2mo
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Citi Private Bank - Investment Counselor - San Francisco & Palo Alto
San Francisco or Palo Alto
$200k-$300k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
15+ YOE15+ years investment advisory experience; CFA, MBA a plus; US S7/S66 or equivalents; SIE prerequisite.
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2mo
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree; 2+ years in real estate/construction advisory; CPA/CFE/CMA/CFA/CIA/PMP preferred.
Microsoft Excel, Microsoft Office, Data analysis tools
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3mo
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Sr Investment Associate
San Francisco, California, United States
$85k-$145k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
1+ YOE1-3 years in financial services; knowledge of investment products; strong analytical and communication skills; CFA/CFP coursework.
EDs, PIMS, IMS, PAS, GDWM
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2mo
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Sr. Manager/Director FP&A
San Jose, California, United States
OnsiteFull Time
Lumilens
Lumilens: Designs photonic interconnects for AI supercomputing infrastructure.
10+ YOE10-15 years FP&A/strategic finance experience; CPA/CFA/MBA; startup/ambiguous environment; advanced financial modeling.
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3mo
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Wealth Analyst
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Provides wealth management and trust services to high-net-worth clients.
4+ YOEBachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred.
Microsoft Office, Financial software
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US Equity Analyst- Value, Technology & Multi- Sector
San Francisco, California, United States
$150k-$200k/yr OnsiteFull Time
Victory Capital
Victory CapitalNASDAQ: VCTR: Provides investment management services through specialized mutual funds and ETFs.
Fundamental equity research with a value orientation; technology coverage; strong financial modeling; Bachelor's in finance/economics/accounting; MBA or CFA preferred.
Bloomberg, FactSet
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3mo
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Senior Finance Manager - Lending and Bill Pay
Mountain View, California, United States
OnsiteFull Time
Intuit
IntuitNASDAQ: INTU: Provides financial software for accounting, tax, and personal finance.
12+ YOE4+ Mgmt12+ years FP&A/finance experience; experience with lending/fintech preferred; strong leadership; MBA/CFA/CPA preferred; BS/BA required.
Excel, Financial Modeling, ERP
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1mo
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Direct Indexing Investment Analyst, Specialist
Oakland, California, United States
$60k-$96k/yr HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree or equivalent training and experience; three years of related financial services or investment operations experience preferred. CFA completion or progress preferred.
portfolio management operational procedures, investment platforms
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2mo
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Equity Research Sales, Executive Director (San Francisco, CA, US)
San Francisco, California, United States
$175k-$200k/yr OnsiteFull Time
Data Analysis Incorporated
Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
10+ YOESenior sales professional with 10-15 years in equity markets; Series 65/66; willing to travel 25-50%; Bachelor's; CFA or CMT a plus.
CRM, Panaray
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Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
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1mo
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VP, FP&A
United States or San Francisco
$258k-$379k/yr RemoteFull Time
6sense
6sense: AI platform for B2B buyer intent and revenue prediction.
10+ YOELead FP&A for SaaS with 10+ years' experience, strong financial modeling, forecasting, systems implementation, and cross-functional partnership; MBA/CFA/CPA preferred.
Snowflake
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4w
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Summer Associate - MBA
Boston or Brussels or Chicago or London or Los Angeles or New York City or San Francisco or San Jose or Washington
$8k/bi-wk OnsiteFull Time
Cornerstone Research
Cornerstone Research: Provides economic and financial consulting for complex legal disputes.
MBA candidates with strong analytical, communication, and management skills; background in finance, economics, or accounting; CPA/CFA a plus; must be eligible to work in the United States.
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5d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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2w
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SVP-Portfolio Manager
San Francisco or Menlo Park
$200k-$300k/yr OnsiteFull Time
Whittier Trust
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOE10+ MgmtBachelor's degree required; MBA and CFA preferred. 10+ years portfolio management and staff experience; strong investment research, client relationship, and business development skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
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2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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3mo
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Corporate Finance Manager - USDS
San Jose, California, United States
$129k-$245k/yr OnsiteFull Time
TikTok USDS Joint Venture
TikTok USDS Joint Venture: Operates and secures TikTok services for U.S. users.
5+ YOEBachelor's in Finance/Accounting/Economics,5+ years finance/analysis/valuation experience,ability to analyze and present financial data,CPA/CFA preferred,MBA preferred.
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1w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
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2mo
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Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
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1mo
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Deals - Financial Due Diligence, Manager - Midwest, West
Chicago or San Francisco
$99k-$232k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
4+ YOEBachelor's degree, minimum 4 years' experience, active CPA/CFA/Chartered Accountant or MBA, proficiency in financial modeling and analysis, strong analytical and leadership skills.
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