98 Results for

Banking Jobs in Belmont, CA

Jobs

San Francisco, CA15 days ago

Stifel 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. In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.

San Francisco, CA15 days ago

Stifel 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. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

San Francisco, CA15 days ago

To be successful as an Investment Banking Technology Coverage, VP, you should have experience with: Developing and maintaining ample relationships with corporate clients by understanding their business, financial goals, and industry trends. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.

San Francisco, CA13 days ago

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. Join Barclays as an Investment Banking Technology Coverage, AVP, where you will advise clients on a wide range of strategic transactions across software, internet and hardware group verticals.

New!

San Jose, CAToday

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

San Francisco, California8 days ago

$185,000–$250,000 Per Year

With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.

San Francisco, California30+ days ago

Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in San Francisco. This role offers an excellent opportunity for a driven professional to advance their career in technology investment banking within a prestigious middle market firm.

San Francisco, CA12 days ago

$200,000–$225,000 Per Year

You have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.

San Francisco, CA30+ days ago

$140,000–$180,000 Per Year

With full regulatory approval and a vertically integrated technology stack, they’ve built something no one else in fintech has: a modern, compliant, real-time infrastructure layer that gives financial institutions direct, efficient access to ultra-safe government-backed assets. This role requires someone who’s fluent in banking decision cycles, credible with executive teams, and skilled at guiding institutions through complex risk, compliance, and treasury-oriented evaluations.

San Francisco, California30+ days ago

Stifel 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. What You'll Be Doing: The Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects.

New!

San Francisco, CA5 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

New!

San Francisco, CA5 days ago

$100,000–$150,000

San Francisco, California30 days ago

Stifel 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.

New!

San Francisco, CA5 days ago

$150,000–$250,000

This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.

San Francisco, CA17 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

New!

San Francisco, California3 days ago

This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. 2-4 years of M&A investment banking experience with a focus on technology sectors, including software, data & analytics, and/or tech-enabled services.

San Francisco, California30+ days ago

As a VP or Director, you will serve as an integral leader across all phases of the firm's M&A advisory activities, bridging senior leadership and junior bankers while maintaining direct client contact. Led by senior professionals with deep transactional experience, our client's Consumer Group serves as trusted advisors to investors and company leaders worldwide.

Foster City, CA30+ days ago

Remote

$100,000–$135,000 Per Year

This is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.

San Francisco, CA30+ days ago

Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.

San Francisco, CA17 days ago

$100,000–$110,000 Per Year

San Francisco, CA17 days ago

$150,000–$160,000 Per Year

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

San Francisco, CA30+ days ago

$245,000–$400,000 Per Year

Palo Alto, CA24 days ago

Senior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.

New!

San Francisco, CA3 days ago

Full-time

Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations. As we continue to grow, we’re looking for a skilled Investment Banking Associate – Healthcare M&A to join our dynamic team and contribute to our mission of transforming business processes through technology.

New!

San Francisco, CA3 days ago

Full-time

The team covers a broad range of healthcare sectors, including providers/services, payers, health information technology, and life sciences/medtech. Associates work across all seniority levels (Analyst through VP) and are supported by a deep bench of approximately 80 bankers, 30 of whom are analysts.

San Francisco, CA30+ days ago

$36.54–$48.56 Per Hour

Provide physical demand required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

San FranciscoToday

Full-time

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

San Francisco, CA30+ days ago

Full-time

You will collaborate with dedicated product specialists from various sectors such as Treasury and Security Services, Public Finance, Securities Trading, and Asset Management and Leasing to deliver our comprehensive range of services and products to our clients and prospects. As a Government Commercial Banker within our dynamic team, you will lead and grow a portfolio of public sector clients -cities, counties, special districts, school districts, transportation/transit, utilities, and other government entities -by delivering integrated treasury and credit solutions.

San Francisco, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Santa Clara, California25 days ago

$225,000–$315,000 Per Year

This role is part of the Technology and Healthcare Banking Credit team comprised of senior credit officers within the second line of defense Credit Administration organization covering the Bank’s Technology Corporate Banking lending activities. Life-Stage expertise in later stage technology companies as well as a strong understanding of the venture capital funding model and capital markets / syndicated credits for pre-public and public companies.

SAN JOSE, CA30+ days ago

$167,000–$260,000 Per Year

Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. + Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions.

San Francisco, CA30+ days ago

Full-time

Job Summary : U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. Qualifications : Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics.

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

San Francisco, CA30+ days ago

$115,000–$145,000 Per Year

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.

San Francisco, CA30+ days ago

$223,250–$325,000 Per Year

Our Mid-Corporate Market Executives in Commercial & Specialized Industries run businesses covering diversified industries including Consumer Retail, Business Services, Industrial and Manufacturing and numerous other sub industries focused on target companies with annual revenues of $100million to $2billion. Market Executives exhibit leadership attributes including decision autonomy, transaction sponsorship and negotiation, excellent communication skills, proven ability to motivate and lead a team of 10 or more all while retaining ownership of a select group of clients.

San Francisco, CA30+ days ago

$204,250–$300,000 Per Year

San Francisco, CA30+ days ago

$204,250–$300,000 Per Year

San Francisco, CA30+ days ago

$300,000–$500,000 Per Year

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions. In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.

San Francisco, CA30+ days ago

Full-time

10+ years of relevant banking/coverage experience, including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A and capital markets and engaging at the C-suite/board level. Relationship leadership Expand senior relationships with Technology-focused VC firms (GPs, firm leadership, Partners) across the US; serve as a strategic advisor on exit pathways, venture debt, and capital markets readiness for portfolio companies.

New!

San Francisco, CA4 days ago

$75–$85

Build and Execute an ROI-Driven Roadmap: Prioritize initiatives using clear success metrics, quantified impact, and business alignment. Summary: We are looking for a Lead Product Manager who thrives at the intersection of data, UX, and platform thinking, and who is motivated by improving funnel performance for both merchants and borrowers.

San Francisco, CA27 days ago

Full-time

You will be responsible for managing a team of Credit Officers; and will take a leadership role in evaluating transactions and credit packages, closing transactions, and monitoring the team's portfolio of projects through repayment and conversion to permanent financing. As a Credit Risk Director in the Community Development Banking team, you will join a growing team of professionals who play an integral role in fulfilling the bank's Community Reinvestment Act (CRA) mission by financing the construction of affordable housing.

San Francisco, CA30+ days ago

Full-time

San Francisco, California12 days ago

$160,350–$210,000 Per Year

San Francisco, CA30+ days ago

$200,000–$275,000 Per Year

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, CA30+ days ago

$175,000–$225,000 Per Year

San Francisco, CA30+ days ago

$200,000–$275,000 Per Year

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Private Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, California30+ days ago

Remote

$92,114–$156,880 Per Year

Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.

Walnut Creek, California23 days ago

Remote

$122,535–$208,715 Per Year

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Banking Jobs in Belmont, CA

Jobs

Managing Director, Venture Banking (Investor Coverage)Stifel

Assistant Vice President, Fund BankingStifel

Investment Banking Technology Coverage, VPBarclays

Investment Banking Technology Coverage, AVPBarclays

CFO AdvisorJoseph Michaels International

Investment Banking Associate 1/2, Healthcare M&AProspect Rock Partners

Investment Banking Analyst 2 Technology M&AProspect Rock Partners

Vice President, Investment Banking HealthcareWedbush Securities

Enterprise Account Executive | Sell a First-of-Its-Kind Banking Infrastructure PlatformBundoran Group

Associate, Venture Lending & Banking- Project FinanceStifel

Investment Banking AnalystCareer Launch AI

Investment Banking Senior AnalystCareer Launch AI

Venture Banking Credit Analyst (Summer 2026 Start)Stifel

Healthcare Investment Banking Analyst / AssociateCareer Launch AI

Investment Banking Analyst - Consumer & Retail (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Associate 2 Technology M&AProspect Rock Partners

Investment Banking Vice President Consumer M&AProspect Rock Partners

Sr. Business Development Manager, BankingQuinStreet

Analyst, Healthcare Investment BankingWedbush Securities

Investment Banking Analyst - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Associate - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Commercial Banker - Mid-Corporate Banking - Vice PresidentJPMorgan Chase

Relationship Executive, Mid Corporate Banking- Managing DirectorJPMorgan Chase

Private Banking Team LeadMRISpokane

Investment Banking Associate – Healthcare M&ABright Vision Technologies

Healthcare M&A Investment Banking AssociateMacpower Digital Assets Edge LLC

Executive Administrative Assistant - Middle Market Banking and Specialized IndustriesJPMorgan Chase

2026 Investment Banking Analyst - Full-timeUnion Square Advisors

Commercial Banker-Government Banking-Vice PresidentJPMorgan Chase Bank, N.A.

Investment Banking - Leveraged Finance (Tech) - Vice PresidentJPMorgan Chase Bank, N.A.

Principal Commercial Credit Officer - Tech & Corporate BankingFirst Citizens Bank

Lead Commercial Banking Relationship ManagerWells Fargo

Investment & Corporate Banking – Healthcare, AssociateMizuho Securities USA Inc.

Commercial Banker - Life Sciences Banking - Vice PresidentJPMorgan Chase

Banker Associate, Life Sciences - Middle Market Banking & Specialized IndustriesJPMorgan Chase

Market Executive, Mid-Corporate Banking - Commercial & Specialized IndustriesJPMorgan Chase

Relationship Executive - Applied Technology Banking - Executive DirectorJPMorgan Chase

Relationship Executive - Life Sciences Banking - Executive DirectorJPMorgan Chase

Industry Executive, Technology Banking, Managing DirectorJPMorgan Chase

Investment Banking Expert - M&AxAI

Relationship Executive - Global Banking, Venture Capital Relationship Team, Technology Coverage - Managing DirectorJPMorgan Chase Bank, N.A.

Lead Product Manager with Banking/UnderwritingKforce Inc.

Credit Risk Director, Community Development Banking - Executive DirectorJPMorgan Chase Bank, N.A.

Commercial Banker - Mid-Corporate Banking - Vice PresidentJPMorgan Chase Bank, N.A.

Business Development Director -Startup Banking- TechnologyFirst Citizens Bank

Investment Banking - TMT Equity Capital Markets - Senior Associate/Junior Vice PresidentJPMorgan Chase

Investment Banking - Healthcare - AssociateJPMorgan Chase

Investment Banking - Private Capital Markets - Vice PresidentJPMorgan Chase

Relationship Manager Technology BankingCity National Bank

Senior Relationship Manager Commecial BankingCity National Bank

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