Top 71 Investment Jobs in Santa Rosa Ca

Credit Analyst I - Wine
First Citizens Bank —Santa Rosa, CA
- $86,250 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Office
1d
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Investment Coordinator
Redwood Credit Union —Santa Rosa, CA
- $24 - $31 an hour
- Full-time
- Background check
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Real Estate Acquisitions Analyst
Haystack Consultants —Santa Rosa, CA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Executive Assistant
UCC Petaluma, a progressive pluralist Christian Community —Petaluma, CA
- $28 - $38 an hour
- Temporary
- Spanish
- Google Workspace
- English
- Paid time off
- Flexible schedule
Quick Apply
9d
Senior Financial Analyst
FTS Inc —Santa Rosa, CA
- $95,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health insurance
Quick Apply
19h
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
16h
Commercial Surety Underwriter
Henderson Scott —California
- $130,000 - $200,000 a year
- 5 years
- Bachelor's degree
- Travel
Quick Apply
19h
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
8d
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
Quick Apply
SLOT PERFORMANCE MANAGER
GRATON RESORT & CASINO —Rohnert Park, CA
- From $135,000 a year
- Full-time
- Hospitality
- Ability to walk for extended periods
- Research
Trust Specialist
Exchange Bank —Santa Rosa, CA
- $26 - $33 an hour
- Research
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
SBA/Commercial Portfolio Specialist
Redwood Credit Union —Santa Rosa, CA
- $30 - $40 an hour
- Full-time
- Word processing
- Computer literacy
- Data analysis skills
- Paid holidays
- Health insurance
Quick Apply
Director of Innovation Strategy & Execution
Traditional Medicinals —Rohnert Park, CA
- $160,800 - $211,000 a year
- Full-time
- Hybrid work
- Office
- Agile
- Senior level
Quick Apply
Marina Supervisor - Promotional
County of Sonoma —Santa Rosa, CA
- $110,575.62 - $134,410.53 a year
- Extended hours
- Carpentry
- CPR Certification
- BLS Certification
2d
Associate Banker
BMO Financial Group —Sonoma, CA
- $43,100 - $58,300 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
8d
Director of I.T.
Sonoma Valley Hospital —Sonoma, CA
- $133,700 - $313,300 a year
- Full-time
- Hospital
- Customer service
- 5 years
9d
R&D Technical Project Manager-Vector Network Analysis
Keysight Technologies, Inc. —Santa Rosa, CA
- $138,960 - $231,600 a year
- Full-time
- 5 years
- Bachelor of Science
- Doctor of Philosophy
- Health savings account
- Employee stock purchase plan
Renewal Underwriter-Commercial P&C
Jencap —Santa Rosa, CA
- Hybrid work
- Mid-level
- Office
- 3 years
- 401(k)
- Tuition reimbursement
Quick Apply
8d
VP/Risk Investigations Manager
WESTAMERICA BANK —Santa Rosa, CA
- $70,304.00 - $85,751.20 a year
- Full-time
- Office
- Recruiting
- Senior level
Quick Apply
1d

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investment jobs near santa rosa ca

Credit Analyst I - Wine

First Citizens Bank -
Santa Rosa, CA

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Job Details

Full-time
$86,250 - $105,000 a year
1 day ago

Qualifications

Commercial banking expertise
Credit risk report
Sales support
Wine industry
Microsoft Excel
Data analysis reporting
Underwriting
Finance
Process optimization
Loan document collection
Writing skills
Financial statement analysis
Word embeddings
Performance Reporting
Metrics Reporting
Qualitative analysis
Financial performance report preparation
Trend analysis
Finance
High school diploma or GED
Bachelor's degree
Financial report interpretation
Continuous improvement
Decision making
Loan operations reporting
Credit history review
Corporate finance analysis experience in risk and credit
Productivity software
Debt risk assessment
Accounting

Full Job Description

Overview:

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

This position provides support to the credit sales organization, vendor partners and senior management through the underwriting and adjudication of commercial credit applications within the Wine Division. Reviews private and publicly available information and low complexity risk assessments on commercial borrowers, analyzing customer/prospective customer financial statements/performance and internal pay history, as necessary. Adjudicates opportunities within individual lending authority and recommends decisions over and above established delegated authority.

Responsibilities:

Analysis - Sources, compiles, spreads, and begins to interpret commercial and natural person financial information to determine the creditworthiness of a business client. Analyzes factors that impact credit on both a quantitative and qualitative basis. Assists with analyzing loan processes for accuracy and efficiency, effectively communicates analysis output.
Business Support - Provides analytical insight and technical skill to lending activities, developing industry, data, and credit knowledge to serve as a resource to associates. May recommend process improvements and risk mitigation strategies identified through data trends.
Client outreach - Obtains and monitors financial documentation utilized in analysis efforts, from Borrowers and prospective Borrowers. Ensures accuracy, completeness, and consistency of documentation and begins to develop own COI ecosystem.
Reporting - Produces reports based on analysis, key loan metrics, and credit relationships. Identifies and communicates trends that indicate risk or credit issues.

Qualifications:

Bachelor's Degree and 0 years of experience in Banking or Financial industry OR High School Diploma or GED and 4 years of experience in Banking or Financial industry

Preferred Qualifications:

Finance and/or Accounting degree
Strong communication and business writing skills
Enjoys working in a fast-paced team environment
Experience with Microsoft Office, with an emphasis on Word and Excel.
Interest and/or experience in the Premium Wine Industry is a plus

The base pay for this position is generally between $86,250-$105,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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Refine Your Search

investment jobs in santa rosa ca

Credit Analyst I - Wine

Financial Advisor Associate

Investment Coordinator

Real Estate Acquisitions Analyst

Executive Assistant

Senior Financial Analyst

Financial Advisor

Commercial Surety Underwriter

Consulting Actuary

Investment Analyst - AI Trainer

SLOT PERFORMANCE MANAGER

Trust Specialist

SBA/Commercial Portfolio Specialist

Director of Innovation Strategy & Execution

Marina Supervisor - Promotional

Associate Banker

Director of I.T.

R&D Technical Project Manager-Vector Network Analysis

Renewal Underwriter-Commercial P&C

VP/Risk Investigations Manager

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