Subject Matter Expert, Investment Banking OpenAISubject Matter Expert, Investment BankingSan Francisco, CAFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
Sr Investment Associate Northern TrustSr Investment AssociateSan Francisco, CA$85,330–$145,130 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
2026 Investment Banking Senior Associate GrowthPoint Career2026 Investment Banking Senior AssociateSan Francisco, CaliforniaThe ideal candidate will have several years of investment banking experience, a strong interest in technology, and the ability to take a leadership role across deal execution while working closely with senior bankers, clients, and junior team members. Areas of focus for the firm include all areas of technology, encompassing infrastructure and security software, enterprise software, storage, semiconductors, systems and communications technologies, mobile, gaming, and other emerging technology sectors.
Investment Banking Advisor - Fully Remote MercorInvestment Banking Advisor - Fully RemoteSan Francisco, CaliforniaRemote$100–$150 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Specialization in a core finance discipline such as corporate finance, investment banking, or quantitative finance.
Investment Banking Expert - Fully Remote MercorInvestment Banking Expert - Fully RemoteSan Francisco, CaliforniaRemote$100–$150 / hourAn advanced degree (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA , CPA , or FRM . For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
Managing Director, Investment Counselor, Downtown San Francisco Citigroup Inc.Managing Director, Investment Counselor, Downtown San FranciscoSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Citi Private Bank | Investment Counselor | San Francisco & Palo Alto Citigroup Inc.Citi Private Bank | Investment Counselor | San Francisco & Palo AltoSan Francisco, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Wealth At Work - Investment Counselor - Director Citigroup Inc.Wealth At Work - Investment Counselor - DirectorSan Francisco, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Investment Banking - Banker - Tech - VP - New York or San Francisco Santander USInvestment Banking - Banker - Tech - VP - New York or San FranciscoSan Francisco, CAWe provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities.
Vice President, Investment Banking Healthcare Wedbush SecuritiesVice President, Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou 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.
Investment Banking Associate Healthcare/MedTech M&A (Global Middle Market) Prospect Rock PartnersInvestment Banking Associate Healthcare/MedTech M&A (Global Middle Market)San Francisco, CaliforniaBuild and maintain detailed financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions, and LBO analyses), merger models, and accretion/dilution analyses. This role provides the opportunity to work on a broad range of strategic M&A, capital raising, and advisory assignments for innovative medical device, diagnostics, life science tools, and healthcare technology companies.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayPleasanton, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewSenior Investment Strategist (Bay Area) Mercer AdvisorsSenior Investment Strategist (Bay Area)San Francisco, CaliforniaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients.
Investment Operations Associate Regal Executive SearchInvestment Operations AssociateSan Francisco, CAPerforming daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement. The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.
Investment Banking Analyst Initio CapitalInvestment Banking AnalystSan Francisco, CAYou may support market research, sourcing, analysis, outreach, business operations, growth strategy, product research, and client-facing project work depending on background and fit. Initio Capital is hiring for this role and related opportunities across strategy, finance, business operations, technology, market research, and growth.
Investment Research Analyst Initio CapitalInvestment Research AnalystSan Francisco, CAYou may support market research, sourcing, analysis, outreach, business operations, growth strategy, product research, and client-facing project work depending on background and fit. Initio Capital is hiring for this role and related opportunities across strategy, finance, business operations, technology, market research, and growth.
Investment Banking Associate 2 Technology M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Associate 2 Technology M&A (Global Advisory)San Francisco, CaliforniaTheir global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Business & Tech-Enabled Services verticals.
Investment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - Hybrid Daley and AssociatesInvestment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - HybridSan Francisco, CA$90,000–$120,000 / yearInvestment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - Hybrid A well-established endowment fund located in the San Francisco Bay Area is seeking a Trade Operations Analyst. Process and authorize fund movements, including internal cash transfers, wire setup, and investment funding.
NewInvestment Banking Vice President Tech M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Vice President Tech M&A (Global Advisory)San Francisco, CaliforniaAs a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability. Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients.
Analyst, Capital Markets - Office Investment Advisory JLLAnalyst, Capital Markets - Office Investment AdvisorySan Francisco, CAOn July 1, 2019, JLL acquired HFF, a firm which ranked as the #1 loan originator during 2018, has been listed as one of Fortune 100's fastest growing companies for four years, and ranks among the top three brokerage firms in the U.S. Together, we will attract, nurture and retain the best talent and redefine excellence in capital markets. Of JLL's various service lines, the Capital Markets team is comprised of Investment Advisory and Debt Placement, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.