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61 fund analyst jobs at 39 companies in California

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Analyst, Fund Operations
Los Angeles, California, United States
$90k-$110k/yr OnsiteFull Time
DoubleLine
DoubleLine: Independent, employee-owned investment manager serving institutional and high-net-worth investors with fixed-income and multi-asset strategies.
3+ YOERequires 3+ years in mutual fund operations, transfer agency, fund administration, intermediary oversight, distributor operations, or shareholder servicing, plus knowledge of fund distribution, Sub-TA, transfer agency, and Microsoft Office.
Microsoft Office, Microsoft Excel, Microsoft Power BI, NSCC Networking, Fund/SERV, DTCC Mutual Fund Profile I, DTCC Mutual Fund Profile II, FICCA
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2mo
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Fund Banking Analyst
San Francisco, California, United States
$70k-$100k/yr OnsiteFull Time
Stifel Bank & Trust
Stifel Bank & Trust: A global wealth management and investment banking firm combining innovation with client-focused service.
1+ YOEBachelor's in finance/accounting/business, 1+ years experience in banking/finance, knowledge of venture/private equity fund structures, strong fund and financial analysis, Microsoft 365 and Excel proficiency, strong analytical and communication skills.
Microsoft 365, Microsoft Excel
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Fund Banking Analyst
San Francisco, California, United States
$70k-$100k/yr OnsiteFull Time
Stifel Bank & Trust
Stifel Bank & TrustNYSE: SF: Global wealth management and investment banking firm.
1+ YOEBachelor's degree in finance/accounting/business,1+ year relevant experience,knowledge of venture/private fund structures,financial analysis and modeling skills,strong attention to detail and communication.
Microsoft 365, Microsoft Excel
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3w
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Fund Administration & Oversight Analyst
Pasadena, California, United States
$80k-$95k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment management firm providing diversified asset and wealth management services.
5+ YOEBachelor’s degree in accounting, finance, or related field; 5+ years in asset management or financial services; fund administration, analytical, accounting, communication, and Microsoft Office expertise required.
Microsoft Office, Microsoft Excel, Python, Alteryx, Tableau
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2w
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Fund Administration, Operations Analyst
New York City or San Francisco
$65k-$75k/yr HybridFull Time
Forge Global
Forge GlobalNYSE: FRGE: Financial technology operating a private-market marketplace and data, custody, and investment solutions for companies and investors.
1+ YOERequires 1–2 years of professional experience, ideally in operations, consulting, finance, accounting, fund management, or law, plus critical thinking, communication, detail orientation, and process improvement skills.
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1w
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Fund Accounting Data Conversion Analyst
New York City or San Francisco or Boston or Stamford or Dallas or Denver or Vancouver or London or Southampton or Dublin or Luxembourg City
$60k-$75k/yr HybridFull Time
Gen II Fund Services
Gen II Fund Services: Independent private-capital fund administrator providing fund administration, tax, compliance, and AIFM services to asset managers and investors.
Bachelor's degree required; accounting degree preferred. Candidates must be legally authorized to work in the United States.
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1w
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Fund Accounting Data Conversion Analyst
New York or San Francisco or Boston or Stamford or Dallas or Denver or Vancouver or London or Southampton or Dublin or Jersey or Luxembourg
$60k-$75k/yr HybridFull Time
Gen II Fund Services
Gen II Fund Services: Independent private-capital fund administrator providing fund administration, tax, compliance, and AIFM services to asset managers and investors.
Bachelor's degree required, preferably in Accounting. Requires data transformation, reconciliation, technology testing, and issue escalation skills. Applicants must be legally authorized to work in the United States.
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4w
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Senior Analyst, Fund Management, Capital Markets
San Carlos or San Diego or Denver
$80k-$130k/yr HybridFull Time
SB Energy
SB Energy: SoftBank Group-backed U.S. data center and power infrastructure developing, constructing, and operating AI infrastructure.
Bachelor's in finance, law, or related field; experience with loan documentation and financings; comfort with ownership mentality, cross-functional collaboration, and process improvement.
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Research Financial Analyst/Fund Manager - Hybrid - 140196
San Diego, California, United States
$80k-$100k/yr HybridFull Time
University of California, San Diego
University of California, San Diego: Public research university and academic health system.
7+ YOESeven years related experience (or Bachelor’s plus 3 years); deep knowledge of federal/non-federal sponsored research regulations, grant/award administration, financial analysis, and compliance; proficiency with spreadsheet and database software.
IFIS, FinancialLink, PPS, NIH eRA Commons
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Analyst - Fund Accounting Operations
La Jolla, California, United States
$65k-$70k/yr HybridFull Time
StepStone Group
StepStone GroupNasdaq Global Select Market: STEP: Public private-markets investment firm providing customized investment, advisory, and data services to institutional and private-wealth clients.
Bachelor's in finance/economics/accounting (required), strong attention to detail, experience with Power BI/Excel/Power Pivot/Power Automate/SharePoint preferred, ability to reconcile cash flows and communicate with TPAs and GPs.
Power BI, Microsoft Excel, Power Pivot, Power Automate, Microsoft SharePoint
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2mo
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Analyst, Pension Fund Advisory
Roseville, California, United States
$70k-$75k/yr OnsiteFull Time
SitusAMC
SitusAMC: Private real estate finance services and technology provider serving commercial and residential lenders and investors.
2+ YOEBachelor's degree in Accounting or Finance, 2–4 years of relevant experience, financial reporting expertise, strong Excel and MS Office proficiency, communication, teamwork, analytical skills, and attention to detail.
Microsoft Office Suite, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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Analyst, Pension Fund Advisory
Roseville, California, United States
$70k-$75k/yr HybridFull Time
SitusAMC
SitusAMC: Private real estate finance services and technology provider serving commercial and residential lenders and investors.
2+ YOEBachelor's in Accounting/Finance (or equivalent), 2-4 years relevant experience (1+ years financial experience), strong Excel and MS Office skills, attention to detail, and excellent communication.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
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Financial Analyst, Legal Finance
Cupertino, California, United States
OnsiteFull Time
Apple
AppleNASDAQ: AAPL: Designing and manufacturing consumer electronics, software, and digital services.
Financial analyst supporting global security operations through financial planning, funding analysis, visibility, discipline, and rigorous financial judgment.
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1w
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Analyst II
Sacramento County or Sacramento
$6k-$8k/mo HybridFull Time
California Environmental Protection Agency (CalEPA)
California Environmental Protection Agency (CalEPA): California state government agency coordinating air, water, soil, pesticide, and waste protection programs for public health.
Experience administering grants or loans, analyzing data and legislation, monitoring budgets and expenditures, preparing reports, resolving funding discrepancies, and using Microsoft Office applications.
Microsoft Office, Grants.gov
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3d
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Transportation Funding Analyst/Transportation Funding Analyst, Senior/Transportation Funding Analyst, Principal
Orange, California, United States
$89k-$154k/yr OnsiteFull Time
Orange County Transportation Authority
Orange County Transportation Authority: Government transportation authority planning and delivering bus, rail, freeway, express-lane, and mobility services for Orange County.
2+ YOEBachelor’s degree or equivalent education and experience. Requires 2–6 years of related experience depending on level, with transportation funding, financial analysis, grants, compliance, research, and stakeholder communication skills.
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Portfolio Analyst
San Francisco, California, United States
$72k-$155k/yr HybridFull Time
University of California, San Francisco
University of California, San Francisco: Public research university dedicated to health sciences and patient care.
3+ YOEBachelor's degree or equivalent, 3+ years related experience in research administration, strong financial analysis and reporting skills, familiarity with sponsor compliance and grant funding processes, spreadsheet/database proficiency, and strong writing.
PeopleSoft, MyReports, BearBuy, UCPath, PLUS Faculty Portfolio
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Entity Management Analyst / Senior Analyst
Dallas or San Francisco
$90k-$120k/yr OnsiteFull Time
Sixth Street
Sixth Street: Private investment firm providing capital and investment solutions to companies across growth, credit, real estate, and infrastructure.
3+ YOEBachelor's degree, 3+ years law firm or in-house paralegal experience (funds/investment management preferred), entity and corporate governance experience, strong communication and attention to detail.
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1mo
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Sales Analyst
Folsom, California, United States
$29-$33/hr OnsiteFull Time
BRMS
BRMS: Independent third-party administrator serving employers, brokers, and members with self-funded benefits and claims administration.
2+ YOE2+ years related experience, proficiency with self-funded plan proposals, stop-loss/TPA quoting knowledge preferred, strong MS Office/Adobe skills, Salesforce experience, valid Class C driver license, excellent communication.
Zoom, Microsoft Teams, Salesforce, Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe Professional, Microsoft PowerPoint, Adobe Acrobat
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2mo
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Scholarship & Stewardship Strategy Analyst (Administrative Analyst/Specialist Exempt II)
Hayward or Concord or Oakland
$6k-$7k/mo OnsiteFull Time
California State University, East Bay
California State University, East Bay: Public Bay Area university serving undergraduate, graduate, credential, and continuing-education students within the California State University system.
Administer donor-funded scholarships, reconcile funds, ensure data integrity across PeopleSoft and Raiser’s Edge/NXT, prepare reports, and steward donors; bachelor's degree or equivalent training/experience typical.
PeopleSoft Campus Solutions, Raiser's Edge/NXT, Microsoft Excel
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1mo
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Managing Behavior Analyst
Fontana or Rialto or San Bernardino or Colton or Bloomington or Highland or Redlands or Loma Linda or Yucaipa
$90k-$106k/yr FieldFull Time
Autism Spectrum Therapies
Autism Spectrum Therapies: Private ABA provider serving children and young adults with autism and families.
2+ YOEBCBA with minimum 2 years BCBA experience, supervision fluency, FBA experience, report and funding-source familiarity, staff mentoring, and independent clinical decision-making.
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