61 Results for

Investment Jobs in Pleasanton, CA

Jobs

New!

Mountain View, CA6 days ago

$220,000–$240,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:The individual’s skill sets, experience and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

New!

Oakland, CAToday

Requirements:Bachelor's degree in Finance, Accounting or job-related discipline or equivalent experience Requires a minimum of six years total of accounting, financial, or business-related experience, including advanced analytical experience; preference for experience in management consulting or investment banking. Ability to work full-time in an office and remote environment; physically able to sit/stand at a computer and work in front of a computer screen for significant portions of the workday Develop KPls/KRls wherever needed to provide an initial view of performance/risks.

San Carlos, CA12 days ago

Full-time

A background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.

San Francisco, CA15 days ago

$100,000–$110,000 Per Year

With 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.

San Francisco, CA15 days ago

$100,000–$110,000 Per Year

San Francisco, CA30+ days ago

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.

New!

San Francisco, CA3 days ago

$100,000–$150,000

If 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.

New!

San Francisco, CA3 days ago

$150,000–$250,000

This 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.

San Francisco, CA15 days ago

$150,000–$160,000 Per Year

San Francisco, CA10 days ago

$200,000–$225,000 Per Year

You 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.

New!

San Francisco, CA1 day ago

Full-time

Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations. As we continue to grow, we’re looking for a skilled Investment Banking Associate – Healthcare M&A to join our dynamic team and contribute to our mission of transforming business processes through technology.

San Francisco, CA16 days ago

$150,000–$200,000

Career 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.

San Francisco, California30+ days ago

$128,000–$173,000 Per Year

8+ 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.

San Francisco, CA30+ days ago

Performing 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.

Menlo Park, CA30+ days ago

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. This internship is ideal for someone interested in venture capital, startups, emerging technologies, and AI who wants to build strong analytical and research skills while learning directly from experienced investors.

San Francisco, CA30+ days ago

$75,000–$85,000 Per Year

Bloom Talent is partnering with a top SF Investment Firm to hire an Administrative Assistant. Superior communication skills, highly motivated, organized and detail oriented.

Palo Alto, CA30+ days ago

$160,000–$180,000

Support all aspects of due diligence for prospective investments, including direct engagement with founders and highly technical team members in extremely fast-moving AI sectors. Develop deal sourcing pipelines end-to-end where you will build and maintain relationships with founders, researchers, and co-investors across your focus areas.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world ECM dynamics.

Santa Clara, California30+ days ago

You will also develop clear investment theses aligned with AMD’s technology roadmap and market focus areas, cultivating differentiated, high quality deal flow across priority sectors. You will lead investment activities across the full lifecycle, from proactive sourcing and rigorous due diligence through transaction execution, ensuring close alignment with AMD’s strategic and technology priorities.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes. In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions. In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.

San Mateo, CA30+ days ago

$200,000–$350,000

We’re a fast-growing wholesale investment brokerage built by experienced professionals who connect motivated sellers with investors looking for off-market, deeply discounted, and high-potential properties. Our agents are the heart of the operation—helping homeowners move on, helping investors find their next project, and helping themselves build a career with no ceiling.

San Mateo, CA30+ days ago

$150,000–$400,000

Story Homes is a fast-growing wholesale investment brokerage helping real estate investors find off-market deals and distressed properties across California. This is a hands-on leadership role ideal for someone with a strong sales background, real estate grind, and a passion for coaching others to win.

San Mateo, CA30+ days ago

$100,000–$300,000

We’re a fast-growing, investor-focused brokerage operating across California, and we’re looking for driven Real Estate Agents ready to grow their business, close deals, and make an impact. Whether you’re an experienced agent or just breaking into real estate, if you’re passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

In this role, you will leverage your real estate investment expertise, including in fields related but not limited to acquisition underwriting, financial modelling, due diligence, structuring, financing, asset managing, leasing, and budgeting. We are seeking a skilled AI Real Estate Investment Expert to enhance xAI's models by providing high-quality data annotations and inputs tailored to real estate investment contexts.

San Ramon, CA30+ days ago

$26.49–$37.50 Per Hour

Aid 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.

Walnut Creek, CA30+ days ago

Northmarq 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.

San Mateo, CA26 days ago

Full-time

Redwood City, CA30 days ago

Full-time

San Francisco, California15 days ago

$90,000–$120,000 Per Year

In 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.). Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience.

Walnut Creek, CA30+ days ago

$90,000–$110,000 Per Year

If you want to be part of a unique culture where the lived experience is based on our cultural attributes of growth mindset, customer-focus, and diversity, equity, inclusion & belonging, come join us and help advance the future software defined world. Wind River helps customers across automotive, aerospace, defense, industrial, medical, and telecommunications industries solve complex technology challenges on their journey toward the new intelligent machine economy.

San Francisco, California14 days ago

$110,000–$120,000 Per Year

Implement daily portfolio activity across equity and fixed income ETFs, mutual funds, and related investment vehicles, including: Managing cash flows, inflows/outflows, and equitized cash. In 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.).

San Francisco, CA30+ days ago

Reviews 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.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

The scope of the role is intentionally flexible, allowing a high-performing analyst to expand their responsibilities over time by taking ownership of new research areas, developing novel analytical frameworks, and influencing how macroeconomic intelligence is integrated into xAI's broader mission. Given xAI's flat organizational structure, the analyst will operate with a high degree of autonomy and accountability, contributing directly to research outputs and strategic discussions rather than functioning in a narrow support capacity.

San Francisco, California20 days ago

$90,000–$122,000 Per Year

Headquartered 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.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

You'll contribute to refining annotation tools and selecting complex problems from advanced finance fields, with a focus on investment analysis and topics including but not limited to equities, commodities, real estate, fixed income, forex, derivatives and accounting, where your expertise can drive significant improvements in model performance. Choose problems from finance fields that align with your expertise, focusing on areas like investment analysis, taxation, accounting, financial modeling, or risk assessment where you can confidently provide detailed solutions and evaluate model responses.

Palo Alto, CA30+ days ago

3+ years of experience in a fast-paced, analytical environment, for example, an analytics or data science team at a high-growth company, a fund, an investment bank, a consulting engagement, or building data platforms for an operating business. Innovation Endeavors is a leading early-stage venture capital firm investing in founders who are driving generational change in order to solve problems that matter.

San Francisco, California15 days ago

Remote

$87,027–$138,965 Per Year

Private 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.

Mountain View, CA17 days ago

Full-time
Employee

From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes.

Mountain View, CA17 days ago

Full-time
Employee

Support Marketing’s resource allocation processes, including headcount and payroll planning, provide data-driven insights to support decision-making, ensuring alignment with business objectives. Support monthly, quarterly and annual financial planning cycles, driving visibility into Google’s Marketing spend and resource planning decisions, contribute to Marketing’s Plan and Annual Planning processes and deliverables.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving portfolio construction, asset allocation, security selection, risk management, performance attribution, and investment decision-making across equity, fixed income, and multi-asset strategies. In this role, you will apply your deep knowledge of equity and fixed income valuation, portfolio construction across liquid and alternative investments, risk management, derivatives-based hedging, and performance attribution to guide the development of AI systems that serve sophisticated investment professionals.

Oakland, CA30+ days ago

Manage 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.

San Francisco, California28 days ago

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. 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.

Menlo Park, CA30+ days ago

Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. We're committed to shaping the future of real estate through cutting-edge technology, sustainable solutions, and our dedication to helping clients, communities, and colleagues achieve their ambitions.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Choose problems from quantitative finance fields that align with your expertise, focusing on areas like portfolio optimization, derivatives pricing, or high-frequency trading backtests, providing rigorous solutions and model critiques where you can confidently provide detailed solutions and evaluate model responses. Must possess a Master's or PhD in a quantitative finance-related field (Quantitative Finance, Financial Engineering, Financial Mathematics, Applied Mathematics, Statistics, Economics with quantitative focus, or related disciplines) or equivalent professional experience as a quantitative trader or analyst.

New!

San Francisco, CA3 days ago

$140,000–$185,000

This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.

San Francisco, California13 days ago

Oversee 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.

San Francisco, California30+ days ago

Menlo Park, California24 days ago

$110,000–$130,000 Per Year

You will be responsible for: Collaborate with management on strategic objectives by performing research and developing financial models on topics such as compensation, sales credit, utilization, client/industry data, and return on investment of strategic investments. For over five decades, we've connected the lessons of past failures with tomorrow's solutions to advise clients as they innovate technologically complex products and processes, ensure the safety and health of their users, and address the challenges of sustainability.

Mountain View, CA30+ days ago

$150,000–$160,000 Per Year

Should the position require, and Kodiak determines that a candidate's residence, U.S. person status, and/or citizenship status necessitate an export license, bar the candidate from the position, or otherwise fall under national security-related restrictions, Kodiak will consider the candidate for alternative positions unaffected by such restrictions, under terms and conditions set forth at Kodiak's sole discretion, or, as an alternative, opt not to proceed with the candidate's application. California Pay Range$150,000—$160,000 USDAt Kodiak, we strive to build a diverse community working towards our common company goals in a safe and collaborative environment where harassment of any kind is strictly prohibited.

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Investment Jobs in Pleasanton, CA

Jobs

Senior Finance Manager or PrincipalVaco LLC

Principle Consultant AnalystIconma

Investment AnalystAbacus Wealth Partners

Investment Banking Analyst - Consumer & Retail (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Analyst - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Analyst, Healthcare Investment BankingWedbush Securities

Investment Banking AnalystCareer Launch AI

Healthcare Investment Banking Analyst / AssociateCareer Launch AI

Investment Banking Associate - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Vice President, Investment Banking HealthcareWedbush Securities

Investment Banking Associate – Healthcare M&ABright Vision Technologies

Investment BankerCareer Launch AI

Senior Manager, Investment & Risk ManagementPattern Energy Group LP

Investment Operations Senior Associate - Middle OfficeRegal Executive Search

Investment Team InternAlumni Ventures

Administrative Assistant at Top Investment FirmBloom Talent

Senior Associate, InvestmentsXora Innovation

Investment Banking Expert - ECMxAI

Venture Investment ManagerAdvanced Micro Devices, Inc

Investment Banking Expert - DCMxAI

Investment Banking Expert - M&AxAI

Investment Real Estate Agent - AcquisitionsStory Homes Inc.

Team Lead - Investment Real Estate Sales & AcquisitionsStory Homes Inc.

Investment Real Estate AgentStory Homes Inc.

Finance Expert - Real Estate InvestmentxAI

J.P. Morgan Wealth Management - Private Client Investment Associate - San Ramon, CAJPMorgan Chase

Senior Investment Broker - Commercial Real EstateNorthmarq

J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CAJPMorgan Chase Bank, N.A.

Portfolio AnalystAllspring Global Investments Holdings, LLC

Product Portfolio AnalystWind River

Portfolio Implementation AnalystAllspring Global Investments Holdings, LLC

FUND DIRECTOR (FUND ADMINISTRATION)Regal Executive Search

Finance Expert - Macro Research AnalystxAI

Senior Analyst, FinancePattern Energy Group LP

Finance ExpertxAI

Portfolio Intelligence AnalystInnovation Endeavors

Private Wealth AnalystCity National Bank

Strategic Financial Analyst, Platforms and Devices Central FinanceGoogle

Financial Analyst, Central Marketing FinanceGoogle

Finance Expert - Portfolio ManagementxAI

Business AnalystGTT

Venture Banking Credit Analyst (Summer 2026 Start)Stifel

Senior Analyst, BrokerageJones Lang LaSalle Incorporated

Finance Expert - QuantxAI

Private Equity AssociateCareer Launch AI

Associate, Project FinanceStifel

Vice President, Venture Banking (Project Finance)Stifel

Senior Financial AnalystExponent Inc.

Senior Finance AnalystKodiak

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