Investment Banking Associate 1/2, Healthcare M&A (Elite Boutique) Prospect Rock PartnersInvestment Banking Associate 1/2, Healthcare M&A (Elite Boutique)San Francisco, CaliforniaWith 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.
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.
Vice President, Investment Banking - Healthcare Life Sciences, San Francisco MoelisVice President, Investment Banking - Healthcare Life Sciences, San FranciscoSan Francisco, CAPrimary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.
Investment Professional [Multiple Positions Available] JPMorgan Chase Bank, N.A.Investment Professional [Multiple Positions Available]San Francisco, CAFull timeSkills Required: This position requires experience with the following: Executing trades with notional value; executing tactical trades that are tailored for a specific client's asset allocation across multiple asset classes including equities, fixed income, rates, and foreign currency; presenting on market dynamics and the state of the global economy to inform clients of state of geopolitics, economic landscapes and how this can affect their portfolios; utilizing Visual Basic Applications (VBA) for automating tasks, enhancing data management, and building custom financial models within Microsoft Office applications including Excel and Access; communicating investment concepts and trade execution with ultra-high net worth and institutional clients; setting and communicating long-term asset allocation according to client's investments, spending needs, and risk preferences; engaging prospects and identifying new opportunities with existing clients; offering a range of investment solutions to meet a client's specific needs and objectives; collaborating with investment strategy and solutions partners to develop investment options to meet a client's goals; integrating client's local investments with their investments abroad in order to develop a holistic global allocation for the client; regulatory report templates, frequencies, contexts, levels of data, and submission methods; Infrastructure design and database modeling of regulatory reporting and reconciliation systems; and Utilizing Bloomberg to monitor market dynamics, price trades, and develop trading strategies. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Economics (any), Mathematics, Statistics, Finance, or related field of study plus 3 years of experience in the job offered or as Investment Professional, Global Investment Opportunities Analyst, Investment Solutions Assistant, FX Sales and Trading Analyst, or related occupation.
Investment Banking Senior Associate - Technology M&A Citigroup IncInvestment Banking Senior Associate - Technology M&ASan Francisco, CA$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Investment Banking Vice President, Technology - San Francisco MoelisInvestment Banking Vice President, Technology - San FranciscoSan Francisco, CAPrimary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.
Vice President, Investment Banking MoelisVice President, Investment BankingSan Francisco, CAAlternatively, will accept a Bachelor's degree in Business Administration, Economics, Finance, Accounting or related field, plus five (5) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector. JOB REQUIREMENTS: Requires a Master's degree in Business Administration, Economics, Finance, Accounting or related field, plus two (2) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector.
Senior Investment Product Manager Asset MarkSenior Investment Product ManagerConcord, CA$150,000–$175,000 / yearWe are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.
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.
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 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 / Vice President – New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President – New York, NY or Menlo Park, CAMenlo Park, New York$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 / 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.
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.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA PiperFinance & Investment Funds Pursuits & Directories Sr ManagerSan Francisco, CA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Investment Banking - Leveraged Finance (Tech) - Vice President JPMorgan Chase & CoInvestment Banking - Leveraged Finance (Tech) - Vice PresidentSan Francisco, CAJPMorganChase, 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.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. US - CA - Rancho Cordova - 2882 Prospect Park Dr - 2882 Prospect Park Dr (CA3501), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813).
Vice President Investment Banking Healthcare WEDBUSH, Inc.Vice 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.