Investment Associate/Sr. Investment Associate Royal Bank of CanadaInvestment Associate/Sr. Investment AssociateSan Jose, CA$60,000–$100,000 / yearYou 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. 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.
Investment Analyst Lenovo Group LtdInvestment AnalystSan Jose, CA$80,000–$110,000 / yearFocused 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.
Investment Analyst Intern, Robinhood Ventures (Summer 2027) RobinhoodInvestment Analyst Intern, Robinhood Ventures (Summer 2027)Menlo Park, CACurrently 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.
Investment Analyst Intern Summer 2027 Robinhood Markets IncInvestment Analyst Intern Summer 2027Menlo Park, CAPlatform 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.
Venture Investment Analyst SK hynixVenture Investment AnalystSan Jose, California$75,000–$95,000 / year2 years of experience in venture capital, investment banking (or investment-related functions), management consulting, market research or semiconductor/data center infrastructure industries. As a global leader in HBM, DRAM, and NAND flash technologies, we develop the advanced memory solutions powering everything from advanced mobile technology to massive AI data centers.
Fall 2027 Investment Analyst Stanford UniversityFall 2027 Investment AnalystStanford, CA$103,000–$115,000 / yearConduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor's track record, assessment of team, deal/fund structure, excel modelling). This very long-term view underpins our asset allocation and manager selection across public and private equity, hedge funds, real estate, natural resources, and fixed income.
Senior Finance Manager Investments Intuit IncSenior Finance Manager InvestmentsMountain View, CA$200,000–$270,500 / yearStrategic 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.
Analyst, Investment Operations Daley and AssociatesAnalyst, Investment OperationsPalo Alto, CAThis 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.
2027 Commercial & Investment Bank Innovation Development Full-Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Innovation Development Full-Time Analyst ProgramPalo Alto, CAThe 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.
Investment Banking Analyst AQ Technology PartnersInvestment Banking AnalystRedwood City, CAOur 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.
Investment Banking Technology Analyst - New York OR Menlo Park Morgan StanleyInvestment Banking Technology Analyst - New York OR Menlo ParkMenlo Park, New York$110,000–$125,000 / yearThe 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.
NewSenior Portfolio Analytics & Investment Associate Unusual VenturesSenior Portfolio Analytics & Investment AssociateMenlo Park, CaliforniaInstead, 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.
NewMBA Associate: Investment Banking | Summer 2027 AQ Technology PartnersMBA Associate: Investment Banking | Summer 2027Redwood City, CAOver 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.
Investment Banking Director AQ Technology PartnersInvestment Banking DirectorRedwood City, CAParticipate 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.
Investment Associate Rockefeller Capital ManagementInvestment AssociateLos Gatos, California$110,000–$150,000 / yearFull timeOriginally 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.
Investment Banking Technology Vice President Or Associate - NYC Or Menlo Park, CA Morgan StanleyInvestment Banking Technology Vice President Or Associate - NYC Or Menlo Park, CAMenlo Park, CA$250,000–$275,000 / yearSuccessful 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.
Investment Banking Technology Vice President or Associate - NYC or Menlo Park, CA Morgan StanleyInvestment Banking Technology Vice President or Associate - NYC or Menlo Park, CAMenlo Park, New York$250,000–$275,000 / yearSuccessful 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.
Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CAMenlo Park, CA$250,000–$275,000 / yearSuccessful 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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayHayward, 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 Banking Associate AQ Technology PartnersInvestment Banking AssociateRedwood City, CAOur 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.