Experienced Associate - Technology Advisory (Menlo Park or San Francisco) Evercore IncExperienced Associate - Technology Advisory (Menlo Park or San Francisco)Menlo Park, CA$185,000–$200,000 / yearAs part of the team, the Associate will have the opportunity to work on a variety of strategic advisory assignments including: sellside and buyside M&A engagements; activism and raid defense; divestitures and spin-off engagements; equity and equity-linked capital-raising; special committee engagements; debt and restructuring advisory and, more broadly, evaluation of strategic alternatives. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure.
Senior Director, Strategic Finance - Remote HighLevelSenior Director, Strategic Finance - RemoteSan Francisco, CARemote$242,000–$306,000 / yearExtraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; experience interfacing with executive teams, board members, and investors. Decision Support: Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies.
2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom Group Jefferies Financial Group Inc2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom GroupSan Francisco, CASummer Associate responsibilities may include, but are not limited to:Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses Building and using financial models Preparing pitch books and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial informationParticipating in the execution of financings, M&A and restructuring and recapitalization transactionsWhat we look for in a candidateWe look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Jefferies Global TMT Group provides a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to growth stage and established public and private companies in a number of segments: Software, Internet, Technology Services, FinTech, Communications Technology, Semiconductors & Electronics, Mobility, Media and Telecom.
Associate Investment Analyst Santa Clara, CA Hybrid Edelman Financial Engines LLCAssociate Investment Analyst Santa Clara, CA HybridSanta Clara, CA$112,300–$149,700 / yearThis role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders. As an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders - including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives.
Senior Financial Analyst Provident Central Credit UnionSenior Financial AnalystRedwood City, CA$40–$48 / hourEvaluate financial performance of the Credit Union's various lines of business (LOB) and assist with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics. Support new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.
Senior Financial Analyst - Software Engineering NVIDIA CorpSenior Financial Analyst - Software EngineeringSanta Clara, CAAs an integral member of the Finance team, our organization's overarching responsibilities are to provide the highest caliber of relevant financial and business analysis that is both insightful and measurable, enabling effective decision-making at all levels of the company and improving our financial performance. Prepare forecasts for investments, operating and capital expenditures and analyze quarterly variances to forecasts by identifying associated risks and opportunities.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
Director, Investment Analyst Program Prologis IncDirector, Investment Analyst ProgramSan Francisco, CA$155,000–$213,000 / yearThe Director of our Investment Analyst Program (IAP) plays a mission-critical role in developing the next generation of investment and business professionals while ensuring the organization is strategically resourced to support Prologis's investment, development and corporate priorities. This position leads the Investment Analyst Program (IAP) and serves as a key talent developer within the organization, ensuring our teams are strategically resourced across acquisitions, developments, and corporate initiatives.
Director, Investment Analyst (Early Career) Program ProLogisDirector, Investment Analyst (Early Career) ProgramSan Francisco, CA$155,000–$213,000 / yearThe Director of our Investment Analyst Program (IAP) plays a mission-critical role in developing the next generation of investment and business professionals while ensuring the organization is strategically resourced to support Prologis's investment, development and corporate priorities. This position leads the Investment Analyst Program (IAP) and serves as a key talent developer within the organization, ensuring our teams are strategically resourced across acquisitions, developments, and corporate initiatives.
Associate Director, Investment Analyst Cresset CapitalAssociate Director, Investment AnalystSan Francisco, CARecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.
ASSOICATE DIRECTOR, INVESTMENT ANALYST Cresset Capital Management LLCASSOICATE DIRECTOR, INVESTMENT ANALYSTSan Francisco, CA$120,000–$150,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations.
Investment Analyst, Teachers' Venture Growth Ontario Teachers Pension Plan (OTPP)Investment Analyst, Teachers' Venture GrowthSan Francisco, CA$110,000–$150,000 / yearTVG's 30+ investors work from offices in San Francisco, Toronto, London, Singapore, and Mumbai, backing high-growth technology companies at the frontier of AI, enterprise software, climate/energy transition, and financial services. OTPP manages US$200+ billion in net assets with a 9.2% annualized total-fund net return since inception in 1990, investing to deliver retirement income for 340,000 working members and pensioners.
Investment Analyst Emergence SoftwareInvestment AnalystSan Francisco, New YorkWe combine permanent capital with a growth equity mindset - partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes. Execute the investment diligence cycle end to end, from initial target evaluation through IC memo, supporting multiple deals per quarter.
Investment Analyst, Teachers' Venture Growth Ontario Teachers' Pension PlanInvestment Analyst, Teachers' Venture GrowthSan Francisco, CA$110,000–$150,000 / yearTVG's 30+ investors work from offices in San Francisco, Toronto, London, Singapore, and Mumbai, backing high-growth technology companies at the frontier of AI, enterprise software, climate/energy transition, and financial services. OTPP manages US$200+ billion in net assets with a 9.2% annualized total-fund net return since inception in 1990, investing to deliver retirement income for 340,000 working members and pensioners.
Investment Analyst, Venture Capital Cambridge Associates LLCInvestment Analyst, Venture CapitalSan Francisco, CADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Direct Indexing Investment Analyst, Specialist The Vanguard GroupDirect Indexing Investment Analyst, SpecialistOakland, CaliforniaCollaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors’ questions. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
Experienced Analyst, Investment Banking Financial Technology PartnersExperienced Analyst, 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. This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.
2027 Commercial & Investment Bank Innovation Development Full-Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Innovation Development Full-Time Analyst ProgramPalo Alto, CAThe Innovation Development Program (IDP) focuses on building the next generation product managers who are focused on continuous innovation and enhancements, creating a long lasting and positive impact, and developing cutting-edge solutions to complex problems within Global Banking (GB) lines of business. 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.
Investment Banking - Equity Capital Markets, Convertibles - Analyst JPMorgan Chase & CoInvestment Banking - Equity Capital Markets, Convertibles - AnalystSan Francisco, CAYou will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. 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.
Multi-Housing Analyst, Capital Markets - Investment Sales Advisory Jones Lang LaSalle IncMulti-Housing Analyst, Capital Markets - Investment Sales 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. JLL is seeking highly-motivated candidates to join our Capital Markets team, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.