Top 26 Investment banking Jobs in Marina, Ca

Manager of Planning and Portfolio Management
Central Coast Community Energy —Monterey, CA
- $152,941.28 - $236,851.88 a year
- Full-time
- Hybrid work
- Clean driving record
- Writing skills
- Office
- Continuing education credits
- Health insurance
Relationship Manager
Modern Wealth Management —Monterey, CA
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
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Vice President, Corporate Strategy and M&A
Driscoll's, Inc. —Watsonville, CA
- $280,000 - $350,000 a year
- Full-time
- Writing skills
- 11+ years
- Office
- Profit sharing
- Disability insurance
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Financial Solutions Advisor Registration Candidate - Carmel Center
Bank of America —Carmel-by-the-Sea, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Wealth Management Advisor - Monterey, California
U.S. Bank National Association —Monterey, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Management Advisor - Hollister, CA
U.S. Bank National Association —Freedom, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Relationship Banker - Harden Plaza Branch - Salinas, CA
JPMorganChase —Salinas, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
3d
Loan Portfolio Manager
West Coast Community Bank —Santa Cruz, CA
- $75,000 - $125,000 a year
- Weekends as needed
- 7 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Relationship Banker
Bank of America —Monterey, CA
- $25.00 - $27.88 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Wealth Management Advisor - Aptos, California
U.S. Bank National Association —Aptos, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Office
- Business development
- Paid holidays
- Disability insurance
Part Time Associate Banker Monterey Bay Salinas (30 hours)
JPMorganChase —Salinas, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
2d
Relationship Banker - Monterey Bay Valley market
Bank of America —Capitola, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
6d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Mid-level M&A Deal Manager
IEI Advisors —United States
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Travel
- 2 years
- Health insurance
- Dental insurance
Quick Apply
11d
AI Venture Capital Investor
Alfa AI —United States
- $100,000 - $1,000,000 a year
- Full-time
- Remote
- Research
- Senior level
9d
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

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Manager of Planning and Portfolio Management

Central Coast Community Energy -
Monterey, CA

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Job Details

Full-time
$152,941.28 - $236,851.88 a year

Benefits

Continuing education credits
Health insurance
Dental insurance
Paid time off
Cell phone reimbursement
Vision insurance

Qualifications

Financial forecasting
Financial model construction
Portfolio performance analysis
Financial model development
Managing procurement teams
Supervising experience
Managing financial analysis teams
Statistical modeling
Hedging strategy implementation
Valuation modeling
Data-driven problem-solving
Quantitative analysis
Portfolio risk management

Full Job Description

Description

Central Coast Community Energy (3CE) is seeking a driven Manager of Planning and Portfolio Management to join our team! Apply immediately as this posting may close once sufficient applications are received.

Annual Salary Range: $152,941.28 - $236,851.88
FLSA Status: Exempt
Location: Monterey, CA; Soquel, CA; San Luis Obispo, CA; Santa Barbara, CA. Hybrid.

ABOUT THE POSITION:
Under the direction of the Senior Director of Power Services or Director of Power Services, the Manager of Planning and Portfolio Management leads 3CE’s procurement strategy, portfolio planning, valuation, load and price forecasting, position reporting and hedging-policy implementation. The role supervises the front-office planning and procurement-analyst staff and prepares executive, board- and committee-ready decision materials/reports.

This is a front-office management class focused on planning, procurement strategy and portfolio analytics. The role owns the short-term/IST procurement desk and carries an active compliance-assurance responsibility — keeping RA/RPS/REC positions compliant and providing validated assumptions, models and data to Regulatory Affairs — but does not own regulatory filings or final compliance accountability, which reside with Regulatory Affairs.

ABOUT US!
3CE is a Community Choice Aggregation agency established by local communities to source clean and renewable electricity at responsible rates for more than 1.2 million residential, commercial, and agricultural customers throughout Monterey, San Benito, Santa Cruz, San Luis Obispo, and Santa Barbara counties. 3CE is locally controlled and governed by board members who represent the communities served by the agency.

3CE is committed to reducing greenhouse gas emissions through local control of utility-scale renewable electricity generation, investment in new renewable power projects, and the implementation of innovative energy programs that facilitate the electrification of transportation and the built environment. 3CE promotes long-term electric rate stability and energy security while reducing reliance on fossil fuels and stimulating the local economy.

Example of Duties

Duties may include, but are not limited to, the following:

Set procurement strategy and portfolio-management standards consistent with the Energy Risk Management Policy.
Lead the front-office procurement desk that runs short-term and index/standard-product (IST) solicitations, RFOs and transactions under approved strategy; resource specific long-term origination tasks in support of the Director of Power Supply Resources.
Supervise the Energy Procurement & Portfolio Analyst, Power Resources Planners and Power Supply Analyst; assign workload and ensure documented backup coverage.
Lead RA, REC and energy planning; set valuation, hedging and forecasting methodology standards.
Review position reports, hedge ratios and open-position views; oversee portfolio cost, revenue and risk reporting.
Ensure the portfolio stays on a compliant trajectory for RA, RPS and REC obligations; validate underlying data and escalate compliance risk early to Regulatory Affairs, which owns the filings.
Engage early in long-term origination strategy to improve deal quality and portfolio fit.
Prepare board/RMC-ready narratives and decision support; provide validated assumptions and data packages to Regulatory Affairs.
Perform related duties and responsibilities as required.

Typical Qualifications

Knowledge of:

Wholesale power markets, CAISO structure, and energy/RA/REC products.
Portfolio management, hedging strategy, valuation and forward-curve concepts.
Resource adequacy, RPS and integrated resource planning fundamentals.
Statistical and financial modeling, load and price forecasting, and risk measurement.

Ability to:

Lead procurement and portfolio strategy and supervise a multidisciplinary analytical team.
Translate complex portfolio analytics into executive and board decisions.
Set and enforce valuation, hedging and forecasting standards.
Communicate effectively in writing, verbally and through presentations.
Be thorough and detail oriented.
Apply strong task prioritization, analytical and problem-solving skills.
Manage multiple priorities and quickly adapt to changing priorities in a fast-paced dynamic environment.
Work accurately and swiftly under pressure.
Demonstrate patience, tact and courtesy.

Education and Experience: Any combination of training, education, and experience that provides the knowledge, skills, and abilities to perform the duties of the position is qualifying. A typical way to obtain the required qualifications is:

Education: Equivalent to a bachelor’s degree from an accredited college or university in finance, economics, statistics, engineering, applied mathematics or a closely related quantitative discipline; advanced degree desirable.

Experience: Five (5) or more years of progressively responsible experience in energy procurement, portfolio management, power markets or planning, including supervisory experience.

Highly desirable: CCA or load-serving-entity experience; ETRM and advanced modeling experience; CPUC/CEC/CAISO program familiarity.

License / Certificate Requirements: A valid California Driver’s license and an acceptable driving record may be required.

Physical Demands and Working Conditions:
Office environment with extended computer use; periodic work outside standard hours around procurement and budget cycles.
Reasonable accommodation will be made for qualified individuals with disabilities.

Supplemental Information

3CE RESERVES THE RIGHT TO CLOSE THIS RECRUITMENT AT ANY TIME BASED ON THE NUMBER OF APPLICANTS.

HYBRID WORK SCHEDULE AS DESIGNATED BY CEO: Current remote workdays are scheduled on Mondays and Thursdays OR Employee may elect to work a 9/80 work schedule with alternating Fridays or Mondays off.

BENEFITS: 3CE offers a competitive benefits structure to its full-time employees.

RETIREMENT: Employees contribute 10% of their salary on a pre-tax basis towards the PARS retirement system, and the employer contributes 10% towards PARS.

HEALTH INSURANCE: 3CE pays 90% employer paid coverage for employee plus family coverage. 100% employer paid for single coverage towards medical, dental, and vision. 3CE contributes up to $2400 annually towards flexible spending benefits and $3600 towards HRA.

HEALTH & WELLNESS: 3CE contributes $1,000 per fiscal year for health, wellness, or EV reimbursement.

DEFERRED COMPENSATION: 3CE offers 457 deferred compensations.

PTO: 180 hours annually on an accrual basis per pay period.

CELL PHONE ALLOWANCE: This position is eligible for a cell phone allowance of $50.00 monthly.

APPLICATION AND SELECTION PROCESS:

To be considered for this exciting opportunity, please submit a cover letter and resume via www.governmentjobs.com. Candidates who fail to submit a complete application packet will not be considered or move forward in the selection process. 3CE is not responsible for the failure of internet forms and/or email transmission in submitting your application packet.

If you have a disability or a special need that requires an accommodation, please let us know by contacting Chelsey Ripley, Human Resources Analyst, at [email protected]

Central Coast Community Energy is an Equal Opportunity Employer to all, regardless of age, ancestry, color, disability (mental or physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, sexual orientation, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, or any other characteristic protected by law.

Apply Now

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investment banking jobs in marina, ca

Manager of Planning and Portfolio Management

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