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 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.
Corporate & Investment Banking Associate - TMT Sumitomo Mitsui Banking CorpCorporate & Investment Banking Associate - TMTSan Francisco, CA$150,000–$200,000 / yearCollaboration: Work closely with product partners across the bank including Debt Capital Markets, Project Finance, Derivatives, Leveraged Finance, Equity Capital Markets, Cash Management, Leasing Finance, Trade Finance, and Lending Management to deliver integrated solutions tailored to client needs. This role offers an exciting opportunity to work on complex, high-profile transactions, lead critical workstreams, and partner with senior bankers to deliver strategic financing solutions for corporate clients and financial sponsors in the TMT sector.
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.
NewInvestment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - Hybrid Daley and AssociatesInvestment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - HybridSan Francisco, CA$90,000–$120,000 / yearInvestment Operations - Trade & Cash Ops Associate - San Francisco Bay Area - Hybrid A well-established endowment fund located in the San Francisco Bay Area is seeking a Trade Operations Analyst. Process and authorize fund movements, including internal cash transfers, wire setup, and investment funding.
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.
NewInvestment Banking Vice President Tech M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Vice President Tech M&A (Global Advisory)San Francisco, CaliforniaAs a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability. Their 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.
Vice President Investment Banking Selby Jennings LtdVice President Investment BankingSan Francisco, CAThe firm is currently investing heavily in building out its software M&A practice in Silicon Valley, anchored by a senior banker who joined from a leading technology focused investment bank. The team operates in a lean structure with strong deal flow expectations, offering significant ownership across transactions, direct client exposure, and broader responsibility beyond a traditional execution seat.
Investment Funds Attorney (Professional Track) DLA Piper LLP (US)Investment Funds Attorney (Professional Track)San Francisco, CA$135,000–$300,000 / yearRelevant experience includes drafting and negotiating fund organizational documents and investor side letters, as well as various commercial real estate transactions documents such as purchase, sale, leasing, financing, and joint venture agreements. DLA Piper's Investment Funds Group is seeking an attorney with 3 - 6 years' experience in fund formation, commercial real estate, real estate finance, and/or joint ventures.
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.
NewFinance Manager, Investment Program Lead SnowflakeFinance Manager, Investment Program LeadMenlo Park, CaliforniaThe GTM Finance team partners directly with Sales and Go-to-Market leadership to power the commercial engine of one of the fastest-growing technology companies in the world. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results.
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.
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. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
NewFinance Manager, Investment Program Lead Snowflake IncFinance Manager, Investment Program LeadDublin, CA$144,000–$189,000 / yearThe GTM Finance team partners directly with Sales and Go-to-Market leadership to power the commercial engine of one of the fastest-growing technology companies in the world. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset - who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Operations Technology Program Coordinator Granite Solutions Groupe IncInvestment Operations Technology Program CoordinatorSan Francisco, CAThis is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams. JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, 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.
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 - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, 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.