Investment Operations Analyst KKR & Co IncInvestment Operations AnalystSan Francisco, CA$70,000–$85,000 / yearKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR is seeking a Loan Operations Analyst with interest in loan operations, asset management, and fund/GAV reporting to join its Asset Liability Portfolio Services (ALPS) team based in San Francisco, California.
Analyst, Investments Tricon Residential IncAnalyst, InvestmentsSan Francisco, CA$100,000–$120,000 / yearPrepare and deliver investment materials, analyses, and presentations used in portfolio reviews, internal governance and investment committee processes, and institutional partner discussions - work that routinely reaches senior management and executive leadership. The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for one of the largest vertically integrated single-family rental platforms in the United States.
De Novo Retail Relationship Banker BMO (Bank of Montreal)De Novo Retail Relationship BankerVallejo, CA$45,900–$75,900 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
De Novo Relationship Banker BMO (Bank of Montreal)De Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Personal Banker Associate I - San Ramos Fifth Third BancorpPersonal Banker Associate I - San RamosSan Ramon, CA$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I - San Ramon Fifth Third BankPersonal Banker Associate I - San RamonSan Ramon, California$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I - Milbrae Fifth Third BancorpPersonal Banker Associate I - MilbraeMillbrae, CA$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewPersonal Banker Associate I - Millbrae Fifth Third BankPersonal Banker Associate I - MillbraeMillbrae, California$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Vice President, Investment Banking Moelis & CoVice 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 Commercial Banker TriCo BancsharesSenior Commercial BankerSan Francisco, CA$128,000–$170,000 / yearEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists, as necessary, to help problem solve or structure a transaction.
Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - US Point72, L.P.Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - USSan Francisco, CAYou may have the opportunity to become an equity research analyst at Point72, where you'll apply your financial acumen and curiosity to help shape your team's investment strategies as you: Build and refine sophisticated financial models to help you understand the businesses you cover and how they are changing. Your field of study or major is not a determining factor; we seek individuals who can collaborate effectively, exhibit integrity, possess intellectual curiosity, demonstrate leadership potential, and express a keen interest in the financial markets.
Investment Analyst (2027) Turn/RiverInvestment Analyst (2027)San Francisco, California$145,000–$155,000 / yearThe annual base salary range for this role is $145,000-$155,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements. Ideal candidates will have high energy, provide thoughtful insights, excel in prioritization, and take creative approaches to identifying and getting in front of top prospects, all while working effectively within a team.
Vice President, Investment Banking - Healthcare Life Sciences, San Francisco Moelis & CoVice 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 Banking Vice President, Technology - San Francisco Moelis & CoInvestment 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.
Senior Premier Banker South Shore Alameda Wells Fargo & CoSenior Premier Banker South Shore AlamedaAlameda, CA$37–$65.50 / hourThe following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
Senior Business Banker I or II TriCo BancsharesSenior Business Banker I or IISouth San Francisco, CA$31–$41 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Your business acumen and interpersonal skills - active listening, insightful questioning, building rapport - enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer.
Analyst, Capital Markets - Office Investment Advisory Jones Lang LaSalle IncAnalyst, Capital Markets - Office Investment 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. Of JLL's various service lines, the Capital Markets team is comprised of Investment Advisory and Debt Placement, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.
Analyst, Investments Tricon ResidentialAnalyst, InvestmentsSan Francisco, CaliforniaPrepare and deliver investment materials, analyses, and presentations used in portfolio reviews, internal governance and investment committee processes, and institutional partner discussions - work that routinely reaches senior management and executive leadership. The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for one of the largest vertically integrated single-family rental platforms in the United States.
Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - US Point72, L.P.Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - USSan Francisco, CAConstantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices Creatively research questions subject to the firm's compliance policies and procedures Recognize variant views versus the market Conduct yourself with the highest levels of professionalism, integrity, and ethics WHO SHOULD APPLY: At the Point72 Academy, we hire for potential. Upon Successful Graduation: The Analyst Role Upon the successful completion of the Academy, you'll have the opportunity to interview for an equity research analyst role at Point72, where you'll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world.
Citi Private Bank - UHNW Banker Citigroup IncCiti Private Bank - UHNW BankerSan 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. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.