118 Results for

Investment Jobs in Campbell, CA

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Investment Associate/Sr. Investment Associate Royal Bank of Canada

San Jose, California

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

14 days ago

Investment Analyst Lenovo Group Ltd

San Jose, CA

$80,000–$110,000 / year

Focused on a bold vision to deliver Smarter Technology for All, Lenovo has built on its success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets), infrastructure (server, storage, edge, high performance computing and software defined infrastructure), software, solutions, and services. Due Diligence & Investment Analysis: Support business, financial, and technical due diligence on prospective investments; help build financial models and prepare investment memos, valuation analyses, and investment committee materials under the guidance of senior team members.

30+ days ago

Investment Analyst MBA Intern, Robinhood Ventures (Summer 2027) Robinhood

Menlo Park, CA

Currently enrolled in a full-time MBA program Prior experience in investment banking, private equity, or finance at a high-growth company, with fluency in financial modeling, valuation analysis, and market research; late-stage investing or venture capital experience is a plus. Platform building - You’ll work with teams across Product, Operations, Marketing, Legal, and more to help build experiences in the Robinhood app to further differentiate Robinhood Ventures for both retail investors and portfolio companies.

7 days ago

Senior Strategy & Investment Analyst - AI Experiences Microsoft Corp

Mountain View, CA

$106,400–$203,600 / year

OR Bachelors Degree in Statistics, Finance, Mathematics, Analytics, Engineering, Computer Science, Marketing, Business, Economics or related field AND 4+ years experience in data analysis and reporting, business intelligence, or business and financial analysis. OR Bachelors Degree in Statistics, Finance, Mathematics, Analytics, Engineering, Computer Science, Marketing, Business, Economics or related field AND 8+ years experience in data analysis and reporting, business intelligence, or business and financial analysis.

11 days ago

Investment Analyst Intern Summer 2027 Robinhood Markets Inc

Menlo Park, CA

Platform building - You'll work with teams across Product, Operations, Marketing, Legal, and more to help build experiences in the Robinhood app to further differentiate Robinhood Ventures for both retail investors and portfolio companies. Through our publicly-traded funds in Robinhood Ventures Fund I and Robinhood Ventures Fund II we've already invested in some of the best private companies in the world like OpenAI, Databricks, Ramp, and more - and we're just getting started.

30 days ago

Senior Finance Manager Investments Intuit Inc

Mountain View, CA

$200,000–$270,500 / year

Strategic planning: Be a trusted advisor to GBSG Finance leadership and Product leadership to develop and refine our 1- and 3-year strategic plans, proactively highlighting risk and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business model expertise. The GBSG Investments Finance team owns end-to-end oversight of GBSG resource allocation, investments, headcount, and workforce financial planning, directly shaping how the business deploys capital against its most strategic priorities.

30+ days ago

Analyst, Investment Operations Daley and Associates

Palo Alto, CA

This role supports a globally diversified investment portfolio and is responsible for ensuring the accurate execution of securities transactions, cash movements, and investment operations. The ideal candidate is highly organized, analytical, and detail-oriented with experience supporting public market investments, trade settlement, and cash management.

30+ days ago

2027 Commercial & Investment Bank Innovation Development Full-Time Analyst Program JPMorgan Chase & Co

Palo Alto, CA

The Innovation Development Program (IDP) focuses on building the next generation product managers who are focused on continuous innovation and enhancements, creating a long lasting and positive impact, and developing cutting-edge solutions to complex problems within Global Banking (GB) lines of business. 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.

30+ days ago

Investment Banking Analyst AQ Technology Partners

Redwood City, CA

Our Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. We are seeking an experienced Investment Banking Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office.

30+ days ago

Investment Banking Technology Analyst - New York OR Menlo Park Morgan Stanley

Menlo Park, New York

The successful candidate 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.

30+ days ago

Senior Portfolio Analytics & Investment Associate Unusual Ventures

Menlo Park, California

Instead, you will deliver value by honing internal data infrastructure and advanced analytical modeling to drive proactive investment decision making, assist with pre-investment diligence, and help architect financial strategy alongside our pre-seed and seed-stage portfolio companies from day one. Deep-Dive Due Diligence: Support the commercial evaluation of early-stage investment opportunities, identifying core traction drivers, reviewing financial models and pressure testing assumptions as appropriate.

6 days ago

MBA Associate: Investment Banking | Summer 2027 AQ Technology Partners

Redwood City, CA

Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to strategic positioning and negotiation. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members.

16 days ago

Investment Associate Rockefeller Capital Management

Los Gatos, California

$110,000–$150,000 / year
Full time

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Responsibilities: Serve as a key member of the advisor team supporting investment portfolio management and trading operations; this is a critical desk role requiring consistent coverage during market hours to ensure timely trade execution and issue resolution.

26 days ago

Investment Banking Director AQ Technology Partners

Redwood City, CA

Participate 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.

30+ days ago

Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan Stanley

Menlo Park, CA

$250,000–$275,000 / year

Successful 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.

30+ days ago

Investment Banking Technology Vice President or Associate - NYC or Menlo Park, CA Morgan Stanley

Menlo Park, New York

$250,000–$275,000 / year

Successful 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.

30+ days ago

Investment Banking Technology Vice President Or Associate - NYC Or Menlo Park, CA Morgan Stanley

Menlo Park, CA

$250,000–$275,000 / year

30+ days ago

Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third Bancorp

Fremont, CA

Conduct 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.

27 days ago

Investment Banking Associate AQ Technology Partners

Redwood City, CA

Our 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.

30+ days ago

Managing Director, Investment Counselor, Palo Alto Citigroup Inc

Palo Alto, CA

Appropriately 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.

30+ days ago

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Investment Jobs in Campbell, CA

Investment Associate/Sr. Investment Associate Royal Bank of Canada

Investment Analyst Lenovo Group Ltd

Investment Analyst MBA Intern, Robinhood Ventures (Summer 2027) Robinhood

Senior Strategy & Investment Analyst - AI Experiences Microsoft Corp

Investment Analyst Intern Summer 2027 Robinhood Markets Inc

Senior Finance Manager Investments Intuit Inc

Analyst, Investment Operations Daley and Associates

2027 Commercial & Investment Bank Innovation Development Full-Time Analyst Program JPMorgan Chase & Co

Investment Banking Analyst AQ Technology Partners

Investment Banking Technology Analyst - New York OR Menlo Park Morgan Stanley

Senior Portfolio Analytics & Investment Associate Unusual Ventures

MBA Associate: Investment Banking | Summer 2027 AQ Technology Partners

Investment Associate Rockefeller Capital Management

Investment Banking Director AQ Technology Partners

Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan Stanley

Investment Banking Technology Vice President or Associate - NYC or Menlo Park, CA Morgan Stanley

Investment Banking Technology Vice President Or Associate - NYC Or Menlo Park, CA Morgan Stanley

Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third Bancorp

Investment Banking Associate AQ Technology Partners

Managing Director, Investment Counselor, Palo Alto Citigroup Inc

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