Company ConfidentialSenior Financial Analyst Company ConfidentialSenior Financial AnalystSan Ramon, CAFull timeResponsibilities:Build and maintain complex financial models to support development and investment projectsLead profitability forecasting and sensitivity analysis to evaluate performance against business plansSupport operating cash flow forecasting and liquidity planningPartner with finance leadership on budgeting, forecasting, and strategic planning initiativesAnalyze job-level costs and project performance across multiple operating groupsIdentify opportunities to improve financial processes, reporting, and analytical frameworksSupport debt-related analysis and provide financial information to external stakeholders as needed. Requirements:Bachelor’s degree in Finance, Accounting, or a related field3+ years of experience in financial analysis, FP&A, or project?based financeAdvanced Excel and financial modeling skillsStrong analytical and problem-solving capabilitiesAbility to communicate financial insights clearly to cross-functional stakeholders.
Career Launch AIInvestment Banking Analyst Career Launch AIInvestment Banking AnalystSan Francisco, CA$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Career Launch AIHealthcare Investment Banking Analyst / Associate Career Launch AIHealthcare Investment Banking Analyst / AssociateSan Francisco, CA$150,000–$250,000This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.
SearchProsNewTreasury Debt and Investments Manager SearchProsTreasury Debt and Investments ManagerMillbrae, CA$75.87–$91 / hourOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. " Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Wedbush SecuritiesAnalyst, Healthcare Investment Banking Wedbush SecuritiesAnalyst, Healthcare Investment BankingSan Francisco, CAOur 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.
JPMorgan Chase & CoInvestment Banking - Technology - Analyst JPMorgan Chase & CoInvestment Banking - Technology - AnalystSan Francisco, CAMorgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills Minimum 1 year work experience in investment banking and/or front-office related role Bachelor''s degree in Accounting, Economics, Finance or related field Strong accounting, finance, quantitative and business writing skills Understanding of the transaction cycle and the steps in the process and is execution oriented Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business * Self-directed, highly motivated, and able to work independently. We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Wedbush SecuritiesVice President, Investment Banking Healthcare Wedbush SecuritiesVice President, Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou 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.
Oppenheimer & Co. Inc.Investment Banking Analyst - Consumer & Retail (San Francisco, CA) Oppenheimer & Co. Inc.Investment Banking Analyst - Consumer & Retail (San Francisco, CA)San Francisco, CA$100,000–$110,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.
Oppenheimer & Co. Inc.Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer & Co. Inc.Investment Banking Analyst - Technology (San Francisco, CA)San Francisco, CA$100,000–$110,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.
Jefferies Financial Group IncNew2026 Investment Banking Analyst - San Francisco, Technology, Media & Telecom Group Jefferies Financial Group Inc2026 Investment Banking Analyst - San Francisco, Technology, Media & Telecom GroupSan Francisco, CA2026 Investment Banking Analyst - San Francisco, Technology, Media & Telecom Group - Jefferies Financial Group Inc.
Career Launch AINewInvestment Banker Career Launch AIInvestment BankerSan Francisco, CA$150,000–$200,000Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.
Oppenheimer & Co. Inc.Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer & Co. Inc.Investment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.
StifelNewAccounts Payable Associate - Thomas Weisel Investment Management - Hybrid StifelAccounts Payable Associate - Thomas Weisel Investment Management - HybridSan Francisco, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks for the Office of CEO Administration.
Tellus SolutionsNewManager, Treasury Debt and Investments Tellus SolutionsManager, Treasury Debt and InvestmentsMillbrae, CAOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Bryant Staffing SolutionsHealthcare M&A Investment Banking Associate Bryant Staffing SolutionsHealthcare M&A Investment Banking AssociateChicago, IL | New York, NY | San Francisco, CA$175,000–$225,000 / yearA leading healthcare-focused investment banking team is seeking an Associate to support mergers & acquisitions, capital raising, and strategic advisory engagements across the healthcare sector. The team works collaboratively across offices rather than operating in regional silos, giving Associates broad deal exposure and direct interaction with senior leadership.
Pattern Energy Group LPSenior Manager, Investment & Risk Management Pattern Energy Group LPSenior Manager, Investment & Risk ManagementSan Francisco, California$128,000–$173,000 / year8+ years of relevant direct experienceExperience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond. Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure.
JPMorgan Chase & CoInvestment Banking - Director Advisory Services - Vice President JPMorgan Chase & CoInvestment Banking - Director Advisory Services - Vice PresidentSan Francisco, CAOur 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. Meet with executives referred by JPMorgan investment bankers, private bankers, current Directors, and partners to understand their board aspirations and to onboard them into DAS.
Regal Executive SearchInvestment Operations Senior Associate - Middle Office Regal Executive SearchInvestment Operations Senior Associate - Middle OfficeSan Francisco, CAPerforming daily trade operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments and working with the Fund Operations team on large projects such as new account openings, shareholder reporting and annual audits.
Partners Capital Investment Group LLPSenior Investment Associate Partners Capital Investment Group LLPSenior Investment AssociateSan Francisco, CA$130,000–$175,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Y Combinator IncInvestment Associate & Product Engineer Y Combinator IncInvestment Associate & Product EngineerSan Francisco, CAThe core of the role is turning judgment into software: using code to improve how YC evaluates companies, supports founders, and scales its impact after the batch. You will spend much of your time writing production code - building internal and founder-facing tools - while also contributing directly to company evaluation and investment decisions.
Pattern Energy Group IncSenior Manager, Investment & Risk Management Pattern Energy Group IncSenior Manager, Investment & Risk ManagementSan Francisco, CA$128,000–$173,000 / yearSkills: Strong analytical, financial modeling, and process implementation skills required, including ability to recognize primary value and risk drivers within projects and transactions, and familiarity with commercial and financial arrangements that maximize value to the company while ensuring appropriate risk exposure. Industry Background: Experience in renewable energy or power project finance, tax equity, private equity, corporate M&A, consulting, power or renewable project development or investment banking, coupled with the practical requirements of moving projects through the development lifecycle, through the transaction execution stages to closing and beyond.
Accenture PlcInvestment Banking Manager Accenture PlcInvestment Banking ManagerSan Francisco, CASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Redwood Credit UnionInvestment Representative Redwood Credit UnionInvestment RepresentativeNapa, CA$39–$52 / hourRedwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products. Our base salary starting range is based on scope and responsibilities of the position, candidates work experience, education/training, key skills, and internal peer equity.
NorthMarq Capital LLCSenior Investment Broker - Commercial Real Estate NorthMarq Capital LLCSenior Investment Broker - Commercial Real EstateWalnut Creek, CAPosition Responsibilities: • Develop a business that you will manage with our unique, entrepreneurial approach to building and supporting teams that Northmarq provides • You will benefit from an open, collaborative platform which includes full access to our shared database, a proven system unmatched by our competitors • You will be provided corporate marketing tools, a specialized marketing and research staff, outstanding support resources, industry-specific technology, and exceptional trainings • Be a producer and a manager to a team of 2-3 brokers and be responsible for the leadership and bottom-line success of the team • You will be given support in building your team by sourcing and screening qualified candidates. What Were Looking For: • Bachelor's Degree in a related field • Excellent verbal and written communication skills • 4+ years of investment sales experience and proven deal track record • You are incredibly self-motivated, tenacious, and appreciate uncapped potential • Possess the desire and ability to effectively build and manage a team • Have a strong entrepreneurial mindset • Your track record indicates successfully generating new business and building relationships, proven through repeat client business.
Vanguard GroupInvestment Data & Analytics Engineer- Vanguard Personalized Indexing Vanguard GroupInvestment Data & Analytics Engineer- Vanguard Personalized IndexingOakland, CA$90,000–$150,000 / yearThis role is ideal for an engineer with strong Python and analytics experience who enjoys working close to investment data enabling research and building scalable solutions on AWS. Our platform manages thousands of investor accounts and evaluates portfolios daily to support tax-loss harvesting customization and investment research workflows.
Altruist CorpProduct Marketing Manager, Investment Products Altruist CorpProduct Marketing Manager, Investment ProductsSan Francisco, CA$107,000–$153,000 / yearGrowth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption. Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
NorthmarqSenior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CANorthmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
Allspring Global Investments Holdings, LLCPortfolio Analyst Allspring Global Investments Holdings, LLCPortfolio AnalystSan Francisco, California$90,000–$110,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Proficiency in Microsoft Word, Microsoft Excel, including advanced functions such as pivot tables and financial modeling and relevant business intelligence tools.
Brown Advisory IncPortfolio Analyst Brown Advisory IncPortfolio AnalystSan Francisco, CA$90,000–$115,000 / yearEssential Functions/Responsibilities: Support portfolio management for multi-asset class client portfolios, including monitoring allocations, liquidity management, and analysis of equity, fixed income, and alternative investments. This is a high ownership, high precision role for someone who thrives in a fast-paced environment and is committed to delivering a seamless client experience through operational excellence and offers meaningful exposure to portfolio management processes and investment decision-making.
TuringNewRemote Finance Analyst TuringRemote Finance AnalystSan Francisco, CaliforniaRemote$100–$200Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.
Levi Strauss & CoSenior Financial Analyst, Corporate Financial Planning & Analysis Levi Strauss & CoSenior Financial Analyst, Corporate Financial Planning & AnalysisSan Francisco, CA$92,000–$135,000 / yearThe Senior Financial Analyst, FP&A will support the Digital Technology Organization by managing, analyzing, and forecasting global technology spend, including operating expenses, capital investments, and headcount. You will partner with IT and Finance team members to ensure accurate financial reporting, disciplined investment management, and data‑driven decision-making across the Digital Technology portfolio.
StifelVenture Banking Credit Analyst (Summer 2026 Start) StifelVenture Banking Credit Analyst (Summer 2026 Start)San Francisco, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
GTTBusiness Analyst GTTBusiness AnalystOakland, CAManage the operational pipeline of electrification opportunities sourced from multiple infrastructure portfolios including 50B service upgrades, gas main replacement projects, HPR initiatives, and proactive electrification opportunities. Support operational and process implementation for client's NPA and zonal electrification programs, an initiative focused on accelerating building electrification to avoid gas infrastructure investments and support long-term decarbonization goals.
Regal Executive SearchFUND DIRECTOR (FUND ADMINISTRATION) Regal Executive SearchFUND DIRECTOR (FUND ADMINISTRATION)San Francisco, CAReviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients; Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva; Ensures that daily and/or monthly financial packages for delivery to clients are thoroughly reviewed, including monthly income statements and balance sheets, capital statements, financial and ownership ratios of investors, etc. Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients; Acts as the point person for client’s limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the client’s investor relations personnel; Directly communicates with client’s investment managers and prime brokers and handles requests from them; Manages client’s expectations and ensures timeliness and quality of deliverables; and.
Pattern Energy Group LPSenior Analyst, Finance Pattern Energy Group LPSenior Analyst, FinanceSan Francisco, California$90,000–$122,000 / yearHeadquartered in San Francisco, Pattern has a portfolio of 30 power facilities and transmission assets across North America, serving various customers that provide low-cost clean energy to millions of consumers. Work duties include research, data analysis, valuation and risk assessment across a broad range of energy finance and M&A transactions, primarily in wind, solar, battery storage, and transmission.
City National BankPrivate Wealth Analyst City National BankPrivate Wealth AnalystSan Francisco, CaliforniaRemote$87,027–$138,965 / yearPrivate Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
SoFi Technologies IncAssociate, Insurance Senior Business Analyst SoFi Technologies IncAssociate, Insurance Senior Business AnalystSan Francisco, CAPartner with cross-functional leaders from across Product, Engineering, Sales, Marketing, Legal, Compliance and more to ensure we are helping our members Get Their Money Right. Design and maintain rigorous reporting dashboards to track KPIs such as origination volume, cost of acquisition (CAC), delinquency rates, and net promoter score (NPS).
TriCo BancsharesBusiness Relationship Manager I or II TriCo BancsharesBusiness Relationship Manager I or IISouth San Francisco, CA$102,000–$145,000 / yearUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends • Delivers exceptional customer service and instils confidence in customers by listening attentively and asking insightful questions to understand the customers' needs and preferences and takes prompt actions to address immediate needs. Established 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.
Abbott LaboratoriesSenior Sales Operations Analyst, Lingo Abbott LaboratoriesSenior Sales Operations Analyst, LingoAlameda, CA$100,000–$200,000 / yearConduct a broad range of analyses, inclusive of advanced statistical modelling (multivariate analyses) and testing to provide insight on cause-effect relationships between key customer touch points, quantifying potential impact of key initiatives, while identifying patterns within the data to develop action-oriented insights. Conduct complex analyses leveraging and integrating data from multiple sources (e.g., CRM, Saleforce.com, Cognos, Power BI, Tableau etc.) and different types of data sets (e.g., structured and unstructured data) to develop actionable insights to guide the Commercial team.
Abbott LaboratoriesProduct Quality Assurance Analyst II Abbott LaboratoriesProduct Quality Assurance Analyst IIAlameda, CA$100,000–$200,000 / yearThe primary function of a Product Quality Assurance Analyst II is to serve as a facilitator to identify, review and assess the impact of worldwide product manufacturing, quality, regulatory or safety issues that arise in complaint investigations, manufacturing deviations, trend analysis or other non-conformities related to products sold by Abbott Diabetes Care (ADC). General Medical Devices: Our medical devices help more than 10,000 people have healthier hearts, improve quality of life for thousands of people living with chronic pain and movement disorders, and liberate more than 500,000 people with diabetes from routine nger sticks.
StifelManaging Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CaliforniaWhat You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
StifelAssociate, Venture Lending & Banking- Project Finance StifelAssociate, Venture Lending & Banking- Project FinanceSan Francisco, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects.
StifelNewFund Banking Analyst StifelFund Banking AnalystSan Francisco, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
StifelAssociate, Project Finance StifelAssociate, Project FinanceSan Francisco, CaliforniaOversee and manage internal processes required for compliance and execution including onboarding of clients/borrowers, KYC, profitability analysis, committee approvals and minutes, deal logistics internally and externally, closing checklist and booking. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
KQEDNewFundraising Operations Senior Analyst KQEDFundraising Operations Senior AnalystSan Francisco, CAFull timeDesign and maintain interactive dashboards (Google Looker Studio or similar platform) to translate raw technical data into actionable visual insights for non-technical stakeholders to support executive decision-making. We value the contributions of marginalized people in society — including Black, Indigenous, and all people of color, people with disabilities, and LGBTQIA+ people — and we believe that these communities must be centered in the work we do, and we strongly encourage members of these communities to apply.
The Goldman Sachs Group IncGBM Private, Classic - Technology, Media & Telecom, San Francisco, Analyst The Goldman Sachs Group IncGBM Private, Classic - Technology, Media & Telecom, San Francisco, AnalystSan Francisco, CA$110,000–$125,000 / yearDevelop presentations and reports using industry research, mathematical models and statistical techniques for clients in the TMT sector on topics such as strategic alternatives, capital markets activities, equity positioning and corporate governance • Research and use data, including statistical, economic, and financial data, to build proprietary financial models • Perform comprehensive analyses of financial transactions including pro forma merger scenarios, leveraged buyouts, public listings and financing alternatives using discounted cash flow, sum of the parts, public comparables and precedent transactions analyses • Analyze accounting and regulatory statements, debt and equity filings and documents, financial projections and models clients and provide financial / economic advice • Support live deal execution in the TMT sector, including due diligence processes, drafting legal documents with lawyers and potential buyers, organizing and attending deal and non-deal roadshows and liaising with other investment banks and parties • Support client dialogue by liaising with senior bankers and product experts throughout the firm to address financial, market, or economic problems • Interact with client management teams and working groups to execute projects, provide updates and advice. • Bachelor's degree or equivalent required • Experience with modelling and financial statements analysis • Strong analytical and quantitative skills • Strong written and verbal communication skills • Ability to work under pressure and to meet deadlines • Ability to work flexibly as part of multiple teams and autonomously • Ability to juggle changing priorities and a varied workload.
Evercore IncNewExperienced Analyst - Technology Advisory (Menlo Park or San Francisco) Evercore IncExperienced Analyst - Technology Advisory (Menlo Park or San Francisco)San Francisco, CA$120,000–$130,000 / yearWe are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.
Databricks IncFinancial Analyst Databricks IncFinancial AnalystSan Francisco, CAThe Sales Finance teams primary goal is to help Databricks continue optimizing investment for long-term growth through thoughtful analysis and improving visibility across the business. You will improve forecast reliability, enhance corporate reporting, establish processes, and scale our systems to help grow the business.
Ross Stores IncSenior Analyst, Store Initiatives & Continuous Improvement Ross Stores IncSenior Analyst, Store Initiatives & Continuous ImprovementDublin, CA$73,500–$110,400 / yearSupport cross-functional teams comprised of Analysts, Managers and Directors from Store Planning, Store Operations, Strategy, Loss Prevention, Shortage Control, Finance and the field to implement pilots and chain-wide initiatives to improve efficiency. Analyst Store Strategy and Method Improvements will play a key role in analyzing all store technology processes and business model improvements with a focus on self checkout.