Citi Private Bank | Investment Counselor | San Francisco & Palo Alto Citigroup Inc.Citi Private Bank | Investment Counselor | San Francisco & Palo AltoPalo Alto, 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.
Citi Private Bank - Investment Counselor - San Francisco & Palo Alto Citigroup IncCiti Private Bank - Investment Counselor - San Francisco & Palo AltoPalo Alto, 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 IncWealth 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 Director AQ Technology PartnersInvestment Banking DirectorRedwood City, CAParticipate in selling/pitching AQ’s services/products to clients and prospects, leveraging the understanding of key sector trends and strategic direction of our clients to win business. Build and maintain relationships with client senior executives and assume role of day-to-day client contact for questions, comments, inputs and transaction related matters.
PGIM Real Estate Investment Associate (Hybrid-San Francisco, CA) PGIM Global High Yield FundPGIM Real Estate Investment Associate (Hybrid-San Francisco, CA)San Francisco, CA$130,000–$145,000 / yearAs 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.
Director, Private Equity Investments – Semiconductor & Technology Hardware FidelityDirector, Private Equity Investments – Semiconductor & Technology HardwareSan Francisco, CaliforniaRemoteYou will work closely with the Global Head of Private Equity Investments as well as Fidelity’s Portfolio Managers and Research Analysts in recommending and implementing mid-to-late-stage Venture Growth investments within the semiconductor and technology hardware sectors on behalf of Fidelity funds and the dedicated Venture Growth strategies and products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Investment Banking Associate | TMT Coverage Selby Jennings LtdInvestment Banking Associate | TMT CoverageSan Francisco, CAThe platform is well-known for having a strong culture comprised of amicable, sharp, & diverse individuals with a track record of high all-in pay, having had very strong bonuses this past year making it clear this trend is not, surpassing most BBs across all levels. Our firm is working with a prominent Full-Service Global Investment Bank's SF office, looking to bring an Investment Banking Associate in to join up with their high-performing TMT team.
Investment Systems Application Engineer - IV Vanguard GroupInvestment Systems Application Engineer - IVOakland, CA$100,000–$180,000 / yearWe are seeking a full‑stack engineer with strong UI specialization to help build the next generation of user interfaces for VPI-supporting portfolio managers, operations teams, and investment workflows. The ideal candidate brings experience building user interfaces for investment or wealth management systems and has a strong understanding of investment workflows and user needs across front, middle, and back office functions.
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.
2027 Investment Associate Dodge & Cox2027 Investment AssociateSan Francisco, CaliforniaDodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox's well-established reputation provides us unparalleled access to corporate management teams; we regularly host Fortune Global 500 executives at our offices in San Francisco.
Investment Banking Technology Associate / Vice President - New York, NY Or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President - New York, NY Or Menlo Park, CAMenlo Park, CA$250,000–$275,000 / yearSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewInvestment Banking Technology Associate - NYC or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate - NYC or Menlo Park, CAMenlo Park, New YorkSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CAMenlo Park, CA$250,000–$275,000 / yearSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Banking Technology Associate - NYC Or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate - NYC Or Menlo Park, CAMenlo Park, CA$150,000–$225,000 / yearSuccessful candidates will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Banking - Banker - Tech - VP - New York or San Francisco Banco Santander (Brasil) SAInvestment 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.
Investment Banking Associate Banco Santander (Brasil) SAInvestment Banking AssociateSan Francisco, CAIt Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
Subject Matter Expert, Investment Banking OpenAISubject Matter Expert, Investment BankingSan Francisco, CaliforniaFor 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.
Investment Banking, Business Manager, Associate BTIG Norway ASInvestment Banking, Business Manager, AssociateSan Francisco, CA$170,000–$210,000 / yearThe firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. This individual will partner with senior bankers and key stakeholders (Finance, Legal/Compliance, Operations, Technology, HR, Risk) to drive the operational, financial, and strategic execution of the Investment Banking platform.
Specialist Iii-Ic Investment Research BMO (Bank of Montreal)Specialist Iii-Ic Investment ResearchSan Francisco, CA$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
Specialist III-IC Investment Research Bank of MontrealSpecialist III-IC Investment ResearchSan Francisco, CA$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.