Top Investment Executive jobs in San Jose, CA

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

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Investment Manager
  • Gotion, Inc.
  • Fremont, CA FULL_TIME
  • Essential Duties and Responsibilities:

    Gotion is looking for an Investment Manager with Financial modelling ability and high proficiency in related computer languages. Ability to both learn, teach and guide junior analysts. The candidate must have advanced Excel modelling abilities. Proficiency in programming languages such as R or Python a plus. Versed in the field of investment management, with experience that covers the entirety of the investment cycle, with an emphasis on research, pre-investment analysis, execution to post-investment management.

    Required Qualifications: 

    • Research and analytical background required, knowledge and experience across different asset class/deal and structure/industry preferred
    • Financial modelling ability and high proficiency in related computer languages, ability to both learn and teach,
    • Ability to guide junior analysts
    • Must have advanced Excel modelling abilities
    • Experience in the field of investment management, with experience that covers the entirety of the investment cycle, with an emphasis on research, pre-investment analysis, execution to post-investment management
    • Experienced with risk management
    • Capability to formulate thesis into an actual investment strategy
    • Experience with Financial Modeling, Due Diligence and Transaction

    Preferred Qualifications:

    • 5 years of combined experience in relevant industry and investment
    • Master’s degree
    • Experience in overseas subsidiary is preferred
    • Experience in post-deal integration is preferred
  • 20 Days Ago

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Investment Analyst
  • State Compensation Insurance Fund
  • Pleasanton, CA FULL_TIME
  • ***TO BE CONSIDERED FOR THIS POSITION, PLEASE FOLLOW THE APPLICATION INSTRUCTIONS ON THE OFFICIAL BULLETIN FOUND ON WWW.JOBS.CA.GOV: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobContr...
  • 10 Days Ago

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Investment Director
  • Ajinomoto Health & Nutrition North America, Inc.
  • Palo Alto, CA FULL_TIME
  • Overview This role will advance Ajinomoto CVC’s investment and innovation activities by building a high-value investor, entrepreneur, and innovator network, sharing sector insights, and developing a b...
  • 25 Days Ago

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Financial Consultant
  • Grassi Investment Management, LLC
  • Santa Clara, CA FULL_TIME
  • Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. Our ideal ...
  • 1 Month Ago

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Roof top loader
  • Roofline Supply and Delivery - San Jose
  • San Jose, CA FULL_TIME
  • Utilize your strength and reach new heights as a Rooftop Loader. Rooftop Loader will support the Driver at the Branch, by loading the truck and riding with the Driver to the job site to unload the bui...
  • 18 Days Ago

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Financial Planning/ Investment Associate
  • Northwestern Mutual
  • San Jose, CA FULL_TIME
  • FINANCIAL PLANNING/INVESTMENT ASSOCIATE Premier wealth management firm in San Jose serving financial planning clients is seeking a financial planning/investment operations professional. The Financial ...
  • 17 Days Ago

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0 Top Investment Executive jobs found in San Jose, CA area

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Jose, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/21/2024 12:00:00 AM

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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • San Jose, CA
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 4/20/2024 12:00:00 AM

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Workplace Financial Consultant - Bay Area, CA
  • Fidelity TalentSource LLC
  • San Jose, CA
  • Job Description: This job requires you to live in the Bay Area of California, as you will be working on local client cam...
  • 4/19/2024 12:00:00 AM

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$476,035 to $977,314
San Jose, California area prices
were up 2.9% from a year ago

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A top investment executive should possess computer literacy, numeric skills and communication skills.
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Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
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