Senior Investment Analyst
Veritas Partners LLC
We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area.Find out more about this role by reading the information below, then apply to be considered.The Senior Analyst is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. xhyhwjd Conducts regular client portfolio reviews, investment research, and provides investment guidance.Bachelor's Degree required3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele Veritas Partners LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Analyst in Richmond, CA vacancy
- Attalon, a global leader in optics and laser solutions, seeks a Sr. Principal Program Manager in Richmond, CA. This role leads complex aerospace/defense programs from award through engineering, manufacturing, qualification, and delivery, ensuring scope, schedule, cost...Senior
- Attalon, Inc. in Richmond, California, seeks a Sr. Principal Program Manager to lead complex aerospace hardware programs from contract award through engineering, manufacturing, qualification, and delivery. Own lifecycle execution, manage scope, schedule, cost, risk,...SeniorContract work
- The Senior Financial Analyst is a critical member of the FP&A team, a key partner to RH executives. The right individual will be essential in... ...5 years of experience in financial planning and analysis, investment banking, private equity, venture capital or related fieldBachelor...SeniorLocal area
Restoration Hardware
Corte Madera, CA7 hours ago - Job Title: Senior EstimatorJob Location: Henrico, VA + Atlanta, GA (Multiple Openings) Base Salary: $120K-160KRequirements: 7 years of experience in civil/site development estimating. Proficiency with HCSS HeavyBid and/or AGTEK is highly preferred. Prior experience with...SeniorFor subcontractor
CyberCoders
Richmond, CA3 days ago $120k - $152k
...information into clear insights, dependable processes, and disciplined decisions. This work gives Everlaw the structure and confidence to invest thoughtfully, manage its resources responsibly, and scale without compromising what makes the company special.Total Rewards &...SeniorFull timeContract workWork at officeLocal areaRemote workWork from homeWork visaEverlaw
Oakland, CA6 hours ago- ...a culture of inclusivity and balance. They have several key roles open for an experienced Tax professional. They are looking for a Senior Manager or Director with a background in Tax and other other areas to be on the leadership team. In addition, they are hiring for a...Senior
LHH
Richmond, CA12 days ago - ...Position Summary The Financial Analyst leads the analysis and delivery of patient-level clinical and financial information to support operational, financial, and strategic decision-making across the medical center or health system. Develops case-based operating budgets...Senior
UCSF Health Medical Foundation
Emeryville, CA1 day ago $126.22k - $151.47k
...they cost to build, run, and support. This role owns the cost and investment side, as the finance partner to the Product and Customer... ...Pricing, Corporate FP&A, and Accounting, and regular exposure to senior leadership as we scale toward public company readiness. This...SeniorFull timeWork at officeRemote workFlexible hoursFivetran
Oakland, CA3 days ago- ...The Senior Director of Development at University of California, Berkeley, leads principal gifts programs and manages a portfolio of influential donors to advance campus priorities. This role partners with campus leadership to craft solicitations and secure transformative...Senior
- Stanford Medicine Partners is seeking an experienced Radiologic Technologist specialized in mammography. You will perform routine and diagnostic mammographic procedures, prepare and position patients, and ensure image quality while maintaining safety standards. Required...Senior
LE0050 University HealthCare Alliance
Pinole, CA1 day ago - ...accounting client in Richmond, VA is enjoying growth and a vibrant second chapter to their legacy. They are looking for Staff and Senior Tax Accountants to add to their team. There is opportunity to grow and take on leadership responsibilities and to take the charge on...SeniorLocal area
- University of California, Berkeley seeks a Senior Director of Development to lead principal gifts programs and manage a portfolio of high-capacity donors. You will craft solicitations, collaborate with campus leaders, and guide gift strategies for transformational philanthropy...SeniorRemote job
- National Audubon Society is seeking a Senior Director, Leadership Giving to lead a hemispheric major gifts program from Oakland, CA. You will partner with senior leadership to grow unrestricted and strategic gifts, guiding a team of frontline fundraisers and coordinating...Senior
- Prellis Biologics, Inc. in Berkeley, CA, is seeking a Senior / Principal Scientist to lead antibody optimization within the High Throughput Discovery group. You will own display-based workflows, direct affinity maturation campaigns, and partner with Data Science/AI to...Senior
- ...authorization packages, continuous monitoring, and control implementation across federal civilian and defense environments.Working with Senior GRC staff, you will coordinate with security, engineering, and product teams to ensure Tanium’s cloud offerings meet FedRAMP High...Senior
Tanium
Emeryville, CA7 hours ago - AMPLIFY YOUR IMPACT AT FORM ENERGYForm Energy is an American technology company that is developing a new class of breakthrough, iron-air batteries for a reliable, clean, and affordable electric grid. Driven every day by our core values of humanity, excellence, and creativity...Senior
Form Energy
Berkeley, CA1 day ago $80k - $110k
...Senior Analyst, FP&A Commercial Finance e.l.f. Beauty's purpose is to make the world a better place for every eye, lip, and face. Our... ...customer opportunities, distribution expansion, and promotional investment optimization. Partner with Accounting during month-end...SeniorFull timeContract workWork at officeWork from homeFlexible hours- Location: Oakland, California, United StatesCompany: Pacific Gas and Electric CompanyPosted: 2026-10-09Location: Oakland, California, United StatesCompany: Pacific Gas and Electric CompanyPosted: Pacific Gas and Electric Company is seeking an experienced professional to...Senior
Pacific Gas and Electric Company
Oakland, CA2 days ago - AMETEK Zygo is seeking a Master Facilities Maintenance Tech for our Richmond, CA site. This role will act as the site technical expert for maintenance planning, CMMS management, and facilities systems, ensuring safety, reliability, and uptime. You will lead cross‑functional...Senior
- UCSF Health in Berkeley, CA seeks a CRT Mammography Technologist to perform screening and diagnostic breast imaging with attention to quality and safety. You will work with radiologists and staff to ensure accurate data in RIS/PACS and support training of students and new...Senior
- ..., and protective services.Provide leadership and support to the Disney Studios Australia security team.Act as a trusted advisor to senior leaders on security-related matters.What We're Looking ForBachelor's degree in a relevant discipline.Minimum 8 years' experience in...Senior
Disney Interactive
Richmond, CA7 hours ago - Location: Oakland, California, United StatesCompany: Pacific Gas and Electric CompanyPosted: 2026-10-10Location: Oakland, California, United StatesCompany: Pacific Gas and Electric CompanyPosted: 2026-10-07Location: Oakland, California, United StatesCompany: PG&EPosted:...Senior
Pacific Gas and Electric Company
Oakland, CA7 hours ago - ...Senior Is Technician Our Client, a Retail Pharmacy company, is looking for a Senior IS Technician for their El Cerrito, CA/Oakland, CA/Berkeley, CA location. Responsibilities Administer asset tracking using Client software systems. Provide staging, configuration...Senior
ICONMA
El Cerrito, CA5 days ago - ...WorkSafeBC is seeking a Senior Counsel and Manager, Administrative Law and Employment Law to lead the Legal Services team and oversee the written hearing process for Workers' Compensation Act-related prohibited action complaints. This senior role demands strong leadership...Senior
- ...Overview Are you passionate about administrative law and employment law? WorkSafeBC's Law and Policy division is seeking a Senior Counsel and Manager, Administrative Law and Employment Law (Senior Manager, Legal Services) with at least 7 years of experience to join...Senior
- ...Senior IS Technician Address: El Cerrito, CA Job Description Assist in running service calls and installing computer and printer hardware in CVS stores in the Sacramento, Roseville, and Folsom CA areas. Administer asset tracking using CVS software systems...SeniorRemote workMonday to FridayFlexible hours
A-Line Staffing Solutions
El Cerrito, CA1 day ago - ...Mechanical Senior Project Manager Mechanical Senior Project Manager needed ASAP for a well-respected, growing mechanical contractor in the area! Come work for a company that has many years of proven excellence, great compensation and benefits that shows no signs of...SeniorFor contractorsImmediate start
gpac
El Sobrante, CA1 day ago - Westmont Living, Inc. is seeking a compassionate MED TECH for the Westmont of Pinole community in California. You will support residents with medication set-up and assist with the Medication Program under RN/RSD direction. You must be able to record accurately, follow MAR...SeniorRelief
- ...Pinole, part of Westmont Living, Inc., is seeking a compassionate MED TECH to assist residents with medications and daily care in a senior living community in Pinole, CA. The role requires proper medication setup, documentation on MARs, and adherence to healthcare...Senior
- AMETEK, Inc. Richmond Extreme Precision Optics site seeks a skilled CMM Technician to program and operate high-precision measurement equipment, ensuring parts meet geometric tolerances per drawings and specifications. You will use Zeiss CALYPSO, PC-DMIS/QUINDOS, and other...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Analyst. Be the first to apply!
Related searches
- senior performance engineer Richmond, CA
- senior manager diversity & inclusion Richmond, CA
- senior application security Richmond, CA
- senior application administrator Richmond, CA
- senior vice president of operations Richmond, CA
- senior activities Richmond, CA
- senior operations technician Richmond, CA
- senior manager legal Richmond, CA
- senior Richmond, CA
- senior manager m&a tax Richmond, CA