Vice President, Investment Banking Financial Technology PartnersVice President, Investment BankingSan Francisco, CaliforniaThe firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles. Manages multiple workstreams and multiple deals while maintaining a level of presence and focus; anticipates and manages upcoming tasks for deal teams with little to no oversight.
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.
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 - 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.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanSan Francisco, CACollaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
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.
Managing Director, Investment Counselor, Palo Alto Citigroup Inc.Managing Director, Investment Counselor, Palo AltoPalo Alto, 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.
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.
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 Associate Cerity PartnersInvestment AssociateSan Francisco, CaliforniaAs an Investment Associate, you will work on a dedicated fund team focused on AI, insurance technology, home services, construction technology, building products, and more as part of our larger Built World sector practice. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, BEHR, and more.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewSenior Investment Strategist (Bay Area) Mercer AdvisorsSenior Investment Strategist (Bay Area)San Francisco, California$170,000–$225,000 / yearFor 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 Associate AQ Technology PartnersInvestment Banking AssociateRedwood City, CAOur Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office.
REIT Tax Associate - Investment Funds Group (Multi-Office) DLA Piper LLP (US)REIT Tax Associate - Investment Funds Group (Multi-Office)Palo Alto, CA$260,000–$365,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The ideal candidate will have graduated from a top law school with honors and will have 4 to 6 years of transactional tax experience dealing with subchapter K partnership tax issues in an asset management practice gained at a Vault 10 law firm.
NewCompliance Manager - Broker-Dealer & Investment Adviser-HYBRID-TEMP CSSCompliance Manager - Broker-Dealer & Investment Adviser-HYBRID-TEMPSan Francisco, CAThis is a temp-to-hire opportunity for a hands-on compliance professional who can manage daily compliance operations, regulatory testing, surveillance, registrations, advertising reviews, and examination readiness across both SEC-registered investment adviser and FINRA-registered broker-dealer environments. Lead annual compliance testing and review activities involving advertising, complaints, AML, OFAC, trade errors, cybersecurity, books and records, vendor due diligence, gifts and entertainment, and fees and expenses.
Hybrid | Private Equity & Venture Capital Investment Specialist — $100–$140/hour 24-MagHybrid | Private Equity & Venture Capital Investment Specialist — $100–$140/hourSan Francisco, CaliforniaWe are sharing a specialised full-time opportunity for senior private equity and venture capital professionals with deep investment experience and the ability to evaluate, structure, and improve advanced AI systems working on complex financial and investment tasks. Demonstrated progression to a senior individual-contributor or leadership position such as Vice President, Principal, Director, Managing Director, Partner, Portfolio Manager, or comparable level.
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.