Current jobs related to Financial Analyst - Walnut Creek - PathStone

  • Senior Financial Analyst

    4 weeks ago

    Walnut Creek, California, United States Tandym Group Full time

    A manufacturing services company in California is currently seeking an experienced Finance professional to join their staff as their new Senior Financial Analyst / FP&A Manager. In this role, the Senior Financial Analyst / FP&A Manager will be responsible for analyzing financial data, preparing reports, forecasting, budgeting, and providing insights and...

  • Senior Financial Analyst

    5 days ago

    Walnut Creek, California, United States The Arcticom Group Full time

    The Arcticom Group ("TAG") is a U.S.-based network of commercial and industrial mechanical services companies that provide HVACR service, maintenance, and installation services throughout North America. TAG is committed to being an "employer of choice" and ensuring employees have a home where they can learn and grow. With competitive compensation and an...

  • Senior Business and Financial Analyst

    19 hours ago

    Walnut Creek, California, United States American Automobile Association Full time

    Senior Business and Financial Analyst page is loadedSenior Business and Financial Analyst Apply locations Walnut Creek, CA time type Full time posted on Posted 3 Days Ago job requisition id J136246Why Work For Us?Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position401k Matching –...

  • Equity Research Analyst

    5 days ago

    Walnut Creek, California, United States Voya Financial, Inc Full time

    Together we fight for everyone's opportunity for a better financial future.We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...

  • Financial Analyst

    6 days ago

    Cripple Creek, Colorado, United States Bronco Billy's Casino Full time

    Bronco Billy's Casino is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for analyzing financial data, identifying trends and areas for improvement, and making recommendations to management.ResponsibilitiesData Analysis: Analyze financial data to identify trends and areas for improvement.Recommendations:...

  • Financial Reporting Analyst

    22 hours ago

    Battle Creek, Michigan, United States TC Transcontinental Full time

    Financial Reporting AnalystWe are currently looking for a talented Financial Reporting Analyst to join our team at TC Transcontinental. As a critical component of our finance department, this role is responsible for analyzing and interpreting financial data to identify trends and areas for improvement.The primary responsibilities of this position...

  • Financial Data Analyst

    5 days ago

    Goose Creek, South Carolina, United States Century Aluminum Full time

    Overview:Century Aluminum is a leading aluminum producer that operates globally. As a Senior Financial Analyst, you will play a crucial role in shaping the company's financial future by providing expert analysis and insights to inform business decisions.Job Summary:The Senior Financial Analyst will be responsible for managing the company's financial planning...

  • Real Estate Financial Analyst

    7 days ago

    Walnut Creek, California, United States Jobot Full time

    Job DescriptionKey ResponsibilitiesOversee and manage all aspects of financial reporting for a portfolio of properties.Prepare and analyze monthly, quarterly, and annual financial statements.Conduct regular audits and reviews to ensure the accuracy of financial data.Maintain the general ledger, reconcile accounts, and prepare journal entries.Collaborate with...

  • Utility Grid Analyst

    3 days ago

    Walnut Creek, California, United States Burns & McDonnell Full time

    About the Role:The Utility Grid Analyst will play a crucial part in our team, contributing to the execution of technical studies and working with project managers to lead the technical execution for projects. This includes:Developing and conducting detailed financial analysis using a variety of computer-based software.Developing technical reports and...

  • Acquisitions Analyst

    1 week ago

    Walnut Creek, California, United States Meridian Property Services Full time

    Job Description About UsAbout the Company: Meridian is a full-service real estate owner, developer, and investor specializing in high-quality and brand-enhancing developments in the healthcare industry. Our history has been built on the delivery of successful healthcare projects, including approximately 3,000,000 million square feet on over 15 campuses and...

  • Financial Insights Leader

    7 hours ago

    Walnut Creek, California, United States American Automobile Association Full time

    **About Our Team:** At American Automobile Association (AAA), we pride ourselves on being a trusted organization that empowers individuals to achieve their goals and overcome life's challenges. Our team is dedicated to delivering exceptional service and helping members outsmart life's roadblocks.**Job Summary:** We are seeking a skilled Senior Business and...

  • Strategic Financial Consultant

    16 hours ago

    Walnut Creek, California, United States American Automobile Association Full time

    **About Us:** American Automobile Association (AAA) is a trusted organization that empowers individuals to achieve their goals and overcome life's challenges. Our team is dedicated to delivering exceptional service and helping members outsmart life's roadblocks.**Job Summary:** We are seeking a skilled Senior Business and Financial Analyst to support our...

  • Market Operations Analyst

    5 days ago

    Walnut Creek, California, United States Wealth Enhancement Group Full time

    About the RoleThe Trading Operations Specialist will be responsible for creating and executing trade orders, rebalancing accounts, and processing post-trade settlements. This individual will also have the opportunity to work closely with our investment analysts to support research and reporting efforts. We are seeking a highly motivated and organized...

  • Financial Analyst for Municipal Accounting

    6 days ago

    Cave Creek, Arizona, United States Town of Cave Creek, AZ Full time

    The Town of Cave Creek, AZ is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for performing a variety of accounting work under the direction of the Finance Director. Your duties will include general accounting, capital assets, and basic financial reporting.About the RoleThis is a challenging opportunity...

  • Business Intelligence Analyst

    4 days ago

    Coconut Creek, Florida, United States Goodwin Recruiting Full time

    About the Opportunity: We are seeking a highly skilled Financial Analyst to join our team at Goodwin Recruiting. As a key member of our financial operations, you will be responsible for conducting financial analyses and providing insights to inform business decisions. Your expertise in budgeting, forecasting, and financial modeling will drive operational...

  • Investment Analyst III

    4 days ago

    Walnut Creek, California, United States CSAA Insurance Group Full time

    A contractor-position for an Investment Analyst III is open at CSAA Insurance GroupCSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia.Founded in 1914, we have been rated "A" or better by A.M. Best for more than 90 years and are one...

  • Manufacturing Financial Analyst

    2 weeks ago

    Battle Creek, Michigan, United States Comrise Full time

    Job Title : Manufacturing Financial Analyst Location: Battle Creek, MI United States Setup: Onsite Pay Ranges: $70,000 to $90,000/ year Note: Manufacturing Industry Background Required Job Description: 1. Be responsible employees training & people caring 2. Operation budget and cost control, operation accounting, monthly/annual manufacturing cost...

  • Senior Revenue Analyst

    3 weeks ago

    Walnut Creek, California, United States Heffernan Insurance Brokers Full time

    The Senior Revenue Analyst plays a critical role in data analysis, reporting, revenue optimization, incentive compensation, and process improvement across the corporation. This role will drive strategic decision-making, enhance revenue streams, and streamline operational processes. Successful individuals will be dedicated to utilizing advanced data analysis...

  • Senior Financial Analyst

    3 weeks ago

    Goose Creek, South Carolina, United States KBR, Inc Full time

    Title:Senior Financial AnalystBelong, Connect, Grow, with KBR Program Summary The Readiness and Sustainment (R&S) business unit is dedicated to ensuring operational excellence and compliance in occupational safety, health, and environmental. Our goal is to maintain a robust safety culture that adheres to all regulatory standards. We strive to create a safe...

  • Senior Financial Analyst

    2 weeks ago

    Goose Creek, South Carolina, United States Century Aluminum Full time

    Summary: The Senior Financial Analyst plays a pivotal role in the financial management of the company by establishing and maintaining financial standards, analyzing and interpreting financial data, and providing actionable insights to support business decision-making. This position is responsible for managing the company's financial planning processes,...

Financial Analyst

1 month ago

Walnut Creek, United States PathStone Full time
Company Description: Advisor Partners, LLC (AP) is an investment management firm that is a leading provider of portfolio and wealth management solutions. The firm specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors. The firm manages ~$8 billion in assets. AP's strategies focus on equity investments, specifically active tax indexing, socially responsible indexing, and factor-based strategies (e.g. dividend tilt strategy).

Additional information on Advisor Partners can be found at www.advisorpartners.com.

Position Summary/Responsibilities:

Advisor Partners, LLC is seeking a Full-Time Financial Analyst to be responsible for:

  • Daily rebalancing of portfolios
  • Trading (includes trading in overseas markets)
  • Daily account reconciliation. This includes overseeing the daily maintenance of standard and nonstandard custodial and vendor data feeds
  • Assist with month-end/quarter-end operational and reporting processes
  • Running portfolio/transition analysis as requested by clients
  • Working directly with clients to answer questions on performance, portfolio implementation, and how the strategies are constructed
  • Working with senior management to analyze and test various aspects of the portfolio construction process
  • Spend time on understanding the firm's portfolio construction process along with the strategies the firm has created
  • Over time, the analyst will be responsible for coming up with new ideas to add customizable capabilities to the portfolio construction process and to enhance the trading/operational workflow
Minimum Qualifications:
  • Bachelor's degree in Statistics, Mathematics, Finance, Economics, Physics, Engineering, or related STEM field
  • Working knowledge of portfolio optimizations and statistical modeling
  • Strong programming skills (Python preferred)
  • Trading experience using FIX connectivity a plus. Must be open to trading in evenings/mornings in overseas markets.
  • Experience with MS Office, including Excel
  • Ability to communicate clearly and effectively with portfolio managers and clients
  • Strong attention to detail; excellent organizational skills and a high work ethic
Preferred Qualifications:
  • Familiarity with mean-variance optimizations a plus. Experience with applications such as Barra, Northfield, or Axioma a plus.
  • Knowledge or familiarity with tax-aware optimizations, socially responsible investing, or factor-based investing


Advisor Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer