NewRegistered Funds Associate Attorney Direct CounselRegistered Funds Associate AttorneySan Francisco, CA$260,000–$390,000 / yearJob Description Registered Funds Associate Attorney Direct Counsel is seeking a Registered Funds Associate Attorney with 3–6 years of experience to join a leading global law firm and its highly regarded Asset Management practice. Counsel clients regarding mutual funds, ETFs, listed closed-end funds, interval funds, tender offer funds, and business development companies .
NewFund Formation Associate Attorney Direct CounselFund Formation Associate AttorneyPalo Alto, CA$235,000–$420,000 / yearJob Description Fund Formation Associate Attorney – Palo Alto, San Francisco, New York Direct Counsel is seeking a Fund Formation Associate to join a highly respected Am Law firm in either Palo Alto or San Francisco. This is an outstanding opportunity for a mid-level associate to join a premier investment funds practice representing sophisticated sponsors, investors, and fund managers in complex private investment fund matters.
NewReal Estate Funds Senior Associate Attorney Am Law 100 Direct CounselReal Estate Funds Senior Associate Attorney Am Law 100San Francisco, CAJob Description Real Estate Funds Senior Associate Attorney – Am Law 100 Direct Counsel is seeking a Real Estate Funds Senior Associate Attorney with 5+ years of experience to join a leading Am Law 100 law firm and its highly regarded Asset Management practice. Position Overview The ideal candidate will have substantial experience advising on the structuring, formation, and management of open-end and closed-end real estate funds , including co-investment vehicles and other real estate investment products.
NewAssistant Fund Controller Vaco LLCAssistant Fund ControllerSan Francisco, CADetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewCLO Structured Finance Associate Attorney Direct CounselCLO Structured Finance Associate AttorneySan Francisco, CA$235,000–$435,000 / yearJob Description CLO Structured Finance Associate Attorney Direct Counsel is seeking a Structured Finance Associate Attorney with 2–8 years of experience to join a leading global law firm and its sophisticated Structured Finance practice. Responsibilities Advise clients on the structuring, execution, and closing of CLO transactions , particularly those involving middle-market and broadly syndicated leveraged loans.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamSan Francisco, CA$65,400–$121,900 / yearResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewAssociate Agent The Azucena Group of Marcus & MillichapAssociate AgentPalo Alto, CA$250,000–$500,000 / yearBased in the Palo Alto office of Marcus & Millichap, The Azucena Group specializes in the sale of multifamily and other types of commercial properties through a 1031 exchange. First year associates should expect to make over $100,000, with previous associates having made over $500,000 in their first full year.
NewAssociate Financial Advisor Northwestern MutualAssociate Financial AdvisorRedwood City, CAn This is an exceptional opportunity to gain real-world experience in financial planning, investments, insurance, and wealth management while working directly with experienced professionals and clients. Daily responsibilities include maintaining client relationships, conducting follow-up reviews, generating new business opportunities, and collaborating with senior advisor and internal support teams.
NewAssociate Financial Advisor Capital Advantage, Inc.Associate Financial AdvisorWalnut Creek, CA$120,000–$140,000 / yearn Our technology-enabled platform includes AI-powered meeting documentation and workflow tools that help streamline follow-up and day-to-day administrative tasks, allowing advisors to operate more efficiently and effectively. \n Our advisors are supported by dedicated, full-time, in-office Client Service Associates (CSAs), along with technology-enabled tools designed to streamline workflows and reduce administrative demands.
Fund Banking Analyst StifelFund Banking AnalystSan Francisco, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Blackstone Credit & Insurance, Private Credit Strategies (Technology), 2027 Investment Associate BlackstoneBlackstone Credit & Insurance, Private Credit Strategies (Technology), 2027 Investment AssociateSan Francisco, CaliforniaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The Private Credit Strategies Group primarily focuses on providing private investment capital to upper middle market companies and private equity sponsors in connection with leveraged buyouts, mergers and acquisitions, recapitalizations, growth financings and other corporate transactions, particularly within the software sector.
2027 Full-time Associate, Investment Banking – San Francisco Financial Technology Partners2027 Full-time Associate, Investment Banking – San FranciscoSan Francisco, CaliforniaIf hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years.
Associate, Investment Banking Financial Technology PartnersAssociate, Investment BankingSan Francisco, CaliforniaFounded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Banking Associate 2026 Union Square AdvisorsInvestment Banking Associate 2026San Francisco, CA$175,000–$200,000 / yearJob Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses. Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory.
PGIM Real Estate Investment Associate (Hybrid-San Francisco, CA) Prudential FinancialPGIM Real Estate Investment Associate (Hybrid-San Francisco, CA)San Francisco, CaliforniaAs an Investment Associate on the Originations team, you would be responsible for helping to facilitate the originations of multifamily and commercial real estate debt investments for Prudential's wide variety of capital sources including the general account, separate accounts, core plus debt fund, structured debt strategies, Fannie Mae, Freddie Mac, and FHA. PGIM Real Estate’s risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
Investment Associate Cerity PartnersInvestment AssociateSan Francisco, CaliforniaAs an Investment Associate, you will work on a dedicated fund team focused on AI, insurance technology, home services, construction technology, building products, and more as part of our larger Built World sector practice. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, BEHR, and more.