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.
Tax Experienced Manager, Alternative Investments BDO USA PCTax Experienced Manager, Alternative InvestmentsSan Francisco, CA$136,000–$165,000 / yearJob Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Head of Partner Investments Operations, Google Cloud Google LLCHead of Partner Investments Operations, Google CloudSunnyvale, CAAs the Head of Partner Investments Operations, you will be a pivotal executive leader responsible for the global operational strategy, design, and execution of Google Cloud"s goals partner incentive and investment portfolio. Excellent communication and stakeholder management skills, with the ability to influence and align teams across different functions and regions (Sales, Engineering, Finance, Legal).
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 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.
Global Investment Research, Equity Research, TMT The Goldman Sachs Group IncGlobal Investment Research, Equity Research, TMTSan Francisco, CAServe as a lead associate on assigned stocks under coverage, with responsibility for financial modeling, earnings analysis, research production and day-to-day coverage maintenance while collaborating across the broader coverage universe to maintain backup coverage and shared sector expertise. Collaborative team player with strong interpersonal and communication skills, a positive and professional demeanor and the confidence to identify issues, offer solutions, voice independent views, ask thoughtful follow-up questions and contribute constructively to discussions.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Senior Investment Consultant - Fund Sponsor Consulting Group CallanSenior Investment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
NewVice President, Investment Banking Healthcare Wedbush Morgan SecuritiesVice President, Investment Banking HealthcareSan Francisco, CAYou 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.
Independent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsSan Francisco, CA$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
NewInvestment Consultant - Marin, CA FidelityInvestment Consultant - Marin, CALarkspur, CaliforniaRemotePlease 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSan MateoIndustry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems . - Active California real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment .
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerSan Francisco, CA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Technology Business Solutions Lead - (Franklin Equity) Franklin ResourcesInvestment Technology Business Solutions Lead - (Franklin Equity)San Mateo, CA$140,000–$190,000 / yearThis highly visible role will partner closely with the Director of Strategic Planning & Operations, Chief Investment Officers, portfolio managers, research analysts, operations leaders, and technology stakeholders to improve how the investment team uses data, reporting, automation, and artificial intelligence. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerSan Francisco, CA$68,000–$135,000 / yearOur 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. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Tax Senior Manager - Corporations - Foreign Direct Investment RSMTax Senior Manager - Corporations - Foreign Direct InvestmentSan Francisco, CA$126,100–$253,000 / yearAs a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback - approximately 10- 20% of your time. A career within RSM's Corporate Tax services will provide you with the opportunity to help our public and private multinational corporate tax clients meet their accounting for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business.
Manager, Strategic Tax Operations - Partnerships & Investments Meta Platforms IncManager, Strategic Tax Operations - Partnerships & InvestmentsMenlo Park, CAPartner with Engineering and Tax Technology to automate partnership and investment tax processes, improving data quality, reporting, and operational visibility through scalable technology solutions.10+ years of progressive experience in public accounting, industry, or a combination of both Bachelor's degree in Accounting, Finance, or a related field CPA or equivalent professional certification Experience supporting partnership taxation, strategic investments, or complex tax operations Experience with state and local tax and indirect tax matters, including partnering across tax disciplines to support operational and compliance requirements Demonstrated success leading large cross-functional initiatives and influencing stakeholders across multiple organizations Strong project management, communication, and organizational skills Ability to thrive in ambiguous, fast-paced environments while driving scalable solutions Experience supporting large multinational organizations Experience with partnership structures, joint ventures, infrastructure investments, or real estate transactions Experience working across both direct tax and state & local tax functions Experience with non-income tax matters, including property tax, business licensing, registrations, or other operational tax requirements associated with complex business activities Experience designing scalable operating models, governance frameworks, or tax processes Experience partnering with Engineering, Product, or Technology organizations on automation initiatives Demonstrated systems thinking with a passion for continuous improvement and operational excellence Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements) Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologiesMeta builds technologies that help people connect, find communities, and grow businesses. Success in this role requires someone who enjoys solving ambiguous problems, building new capabilities, influencing across organizations, and translating complex tax requirements into practical operational solutions that enable business growth.
Strategic Negotiator, Data Center Leasing and Investments Google LLCStrategic Negotiator, Data Center Leasing and InvestmentsSan Francisco, CAFrom software to hardware our teams are shaping the future of world-leading hyperscale computing, with key teams working on the development of our TPUs, Vertex AI for Google Cloud, Google Global Networking, Data Center operations, systems research, and much more. We"re the driving force behind Google"s groundbreaking innovations, empowering the development of our cutting-edge AI models, delivering unparalleled computing power to global services, and providing the essential platforms that enable developers to build the future.
Strategic Negotiator II, Data Center Leasing and Investments Google LLCStrategic Negotiator II, Data Center Leasing and InvestmentsSan Francisco, CAFrom software to hardware our teams are shaping the future of world-leading hyperscale computing, with key teams working on the development of our TPUs, Vertex AI for Google Cloud, Google Global Networking, Data Center operations, systems research, and much more. We"re the driving force behind Google"s groundbreaking innovations, empowering the development of our cutting-edge AI models, delivering unparalleled computing power to global services, and providing the essential platforms that enable developers to build the future.
PGIM: 2027 Private Credit, Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Private Credit, Investment Analyst ProgramSan Francisco, CA$80,000–$100,000 / yearPGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more. PGIM offers a distinct workplace culture that aligns with the firm's ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality.