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.
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.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
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 Analyst, Venture Capital Cambridge Associates LLCInvestment Analyst, Venture CapitalSan Francisco, CADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst, Teachers' Venture Growth Ontario Teachers Pension Plan (OTPP)Investment Analyst, Teachers' Venture GrowthSan Francisco, CA$110,000–$150,000 / yearTVG's 30+ investors work from offices in San Francisco, Toronto, London, Singapore, and Mumbai, backing high-growth technology companies at the frontier of AI, enterprise software, climate/energy transition, and financial services. OTPP manages US$200+ billion in net assets with a 9.2% annualized total-fund net return since inception in 1990, investing to deliver retirement income for 340,000 working members and pensioners.
Experienced Analyst, Investment Banking Financial Technology PartnersExperienced Analyst, Investment BankingSan Francisco, CaliforniaFounded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.
Investment Analyst - Valuation Expert MercorInvestment Analyst - Valuation ExpertSan Francisco, CaliforniaRemote$80–$120 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Apply deep subject-matter expertise to grade outputs in Investment analysis , valuation , and credit .
Analyst, Investments Tricon Residential Inc.Analyst, 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.
Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceSan Francisco, CA$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
2027 Investment Banking Analyst – Technology Piper Sandler2027 Investment Banking Analyst – TechnologySan Francisco, CaliforniaOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
Associate, Equity Investments & Asset Management Berkshire Residential InvestmentsAssociate, Equity Investments & Asset ManagementSan Francisco, California$125,000–$150,000 / yearThe Associate, Equity Investments & Asset Management will assist and support the Senior level acquisition and asset management team members (SVP/VP/AVP) in the Western Region in overseeing, sourcing, underwriting, due diligence, and closing core, core plus, and value add multifamily property acquisitions, debt investments, and equity joint venture investments for development, with the primary goals of researching, analyzing and underwriting prospective investments to ensure outperformance against proforma and coordinating and processing due diligence in a timely and responsive manner. Develop, maintain, update and analyze comprehensive financial models, integrating both historical and current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings.
2027 Full-time Associate, Investment Banking – San Francisco Financial Technology Partners2027 Full-time Associate, Investment Banking – San FranciscoSan Francisco, CaliforniaIf hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years.
Investment Operations Technology Program Analyst Evolver CommercialInvestment Operations Technology Program AnalystSF, CAFull timeThis 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. Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff Basic Qualifications5 years of experience in a program/project coordination, scrum support, or similar operational role.5 years of experience within investment management, asset management, or another financial services environment.
Analyst, Investment Research PathstoneAnalyst, Investment ResearchSan Francisco, California$85,000–$90,000 / yearOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Multi-Housing Analyst, Capital Markets - Investment Sales Advisory JLLMulti-Housing Analyst, Capital Markets - Investment Sales 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. JLL is seeking highly-motivated candidates to join our Capital Markets team, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.
NewInvestment Banking Analyst | Technology Houlihan LokeyInvestment Banking Analyst | TechnologySan Francisco, New YorkWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.
Analyst, Investment Banking - Healthcare Wedbush Morgan SecuritiesAnalyst, Investment Banking - HealthcareSan Francisco, CAp>Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
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.
Investment Banking Analyst, Technology BMO (Bank of Montreal)Investment Banking Analyst, TechnologySan Francisco, CA$110,000–$135,000 / yearProvides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.