Investment Banking Associate 1/2, Healthcare M&A (Elite Boutique) Prospect Rock PartnersInvestment Banking Associate 1/2, Healthcare M&A (Elite Boutique)San Francisco, CaliforniaWith a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.
PGIM Real Estate Investment Associate (Hybrid-San Francisco, CA) PGIM Global High Yield FundPGIM Real Estate Investment Associate (Hybrid-San Francisco, CA)San Francisco, CA$130,000–$145,000 / yearAs an Investment Associate on the Originations team, you would be responsible for helping to facilitate the originations of multifamily and commercial real estate debt investments for Prudential's wide variety of capital sources including the general account, separate accounts, core plus debt fund, structured debt strategies, Fannie Mae, Freddie Mac, and FHA. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA PiperFinance & Investment Funds Pursuits & Directories Sr ManagerSan Francisco, CA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
Investment Banking - Leveraged Finance (Tech) - Vice President JPMorgan Chase & CoInvestment Banking - Leveraged Finance (Tech) - Vice PresidentSan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. 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.
Vice President Investment Banking Healthcare WEDBUSH, Inc.Vice 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.
Investment Banking Analyst Initio CapitalInvestment Banking AnalystSan Francisco, CAYou may support market research, sourcing, analysis, outreach, business operations, growth strategy, product research, and client-facing project work depending on background and fit. Initio Capital is hiring for this role and related opportunities across strategy, finance, business operations, technology, market research, and growth.
Investment Research Analyst Initio CapitalInvestment Research AnalystSan Francisco, CAYou may support market research, sourcing, analysis, outreach, business operations, growth strategy, product research, and client-facing project work depending on background and fit. Initio Capital is hiring for this role and related opportunities across strategy, finance, business operations, technology, market research, and growth.
Investment Banking Associate 2 Technology M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Associate 2 Technology M&A (Global Advisory)San Francisco, CaliforniaTheir global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Business & Tech-Enabled Services verticals.
Analyst, Investment Generate Capital IncAnalyst, InvestmentSan Francisco, CA$140,000–$160,000 / yearThe ideal candidate understands the nuances of acquiring, financing, and operating distributed and behind-the-meter energy assets, and is excited to also support commercial origination efforts targeting data center developers, hyperscalers, and other large power consumers. Support origination efforts targeting data center developers, hyperscalers, and large power consumers by maintaining market maps, tracking active opportunities, and managing CRM pipeline documentation.
Subject Matter Expert, Investment Banking OpenAISubject Matter Expert, Investment BankingSan Francisco, CaliforniaFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearQualifications: At least 3 years of experience in investment banking, primarily Technology related Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. 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.
Head of Partner Investments Operations, Google Cloud Google LLCHead of Partner Investments Operations, Google CloudSan Francisco, CAAs the Head of Partner Investments Operations, you will be a pivotal executive leader responsible for the global operational strategy, design, and execution of Google Cloud"s goals partner incentive and investment portfolio. Excellent communication and stakeholder management skills, with the ability to influence and align teams across different functions and regions (Sales, Engineering, Finance, Legal).
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. US - CA - Rancho Cordova - 2882 Prospect Park Dr - 2882 Prospect Park Dr (CA3501), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813).
NewVice President Investment Banking Selby Jennings LtdVice President Investment BankingSan Francisco, CAThe firm is currently investing heavily in building out its software M&A practice in Silicon Valley, anchored by a senior banker who joined from a leading technology focused investment bank. The team operates in a lean structure with strong deal flow expectations, offering significant ownership across transactions, direct client exposure, and broader responsibility beyond a traditional execution seat.
Managing Director, Investment Counselor, Downtown San Francisco Citigroup IncManaging Director, Investment Counselor, Downtown San FranciscoSan Francisco, CAAppropriately 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.
Citi Private Bank - Investment Counselor - San Francisco & Palo Alto Citigroup IncCiti Private Bank - Investment Counselor - San Francisco & Palo AltoSan Francisco, CA$200,000–$300,000 / yearAppropriately 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.
Wealth at Work - Investment Counselor - Director Citigroup IncWealth at Work - Investment Counselor - DirectorSan Francisco, CA$200,000–$300,000 / yearAppropriately 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.
Wealth At Work - Investment Counselor - Director Citigroup Inc.Wealth At Work - Investment Counselor - DirectorSan Francisco, CA$200,000–$300,000 / yearAppropriately 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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CaliforniaInvestment Executive (Financial Advisor) Northern, CA - East Bay At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. 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.
Investment Operations Associate Regal Executive SearchInvestment Operations AssociateSan Francisco, CAPerforming daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement. The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.