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Vice President, Investment Banking Moelis

Vice President, Investment Banking
San Francisco, CA

Alternatively, will accept a Bachelor's degree in Business Administration, Economics, Finance, Accounting or related field, plus five (5) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector. JOB REQUIREMENTS: Requires a Master's degree in Business Administration, Economics, Finance, Accounting or related field, plus two (2) years of financial management or related analysis experience within the investment banking or finance industry, including experience in executing capital markets and M&A transactions; performing financial research and analysis; debt and equity offerings; debt and equity transactions; monitoring relevant transactions and market conditions; creating client-specific financial models; building and maintaining client relationships; and managing or supervising junior level staff or team members within the investment banking sector.

30 days ago

Investment Banking Vice President, Technology - San Francisco Moelis

Investment Banking Vice President, Technology - San Francisco
San Francisco, CA

Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections.

26 days ago

Investment Banking Senior Associate - Technology M&A Citigroup Inc.

Investment Banking Senior Associate - Technology M&A
San Francisco, CA
  • $175,000–$225,000 / year

The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.

30+ days ago

Vice President, Investment Banking - Healthcare Life Sciences, San Francisco Moelis

Vice President, Investment Banking - Healthcare Life Sciences, San Francisco
San Francisco, CA

Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.

30+ days ago

Investment Banking Director AQ Technology Partners

Investment Banking Director
Redwood City, CA

Participate 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.

30+ days ago

Analyst, Capital Markets - Office Investment Advisory Jones Lang LaSalle Inc

Analyst, Capital Markets - Office Investment Advisory
San Francisco, CA

On 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. Of JLL's various service lines, the Capital Markets team is comprised of Investment Advisory and Debt Placement, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.

30+ days ago
New

Senior Investment Strategist (Bay Area) Mercer Advisors

Senior Investment Strategist (Bay Area)
San Francisco, California
  • $170,000–$225,000 / year

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients.

1 day ago
Morgan Stanley logo

Investment Banking Technology Associate / Vice President - New York, NY Or Menlo Park, CA Morgan Stanley

Investment Banking Technology Associate / Vice President - New York, NY Or Menlo Park, CA
Menlo Park, CA
  • $250,000–$275,000 / year

Successful 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.

30+ days ago
Morgan Stanley logo
New

Investment Banking Technology Associate - NYC or Menlo Park, CA Morgan Stanley

Investment Banking Technology Associate - NYC or Menlo Park, CA
Menlo Park, New York

Successful 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.

3 days ago
Morgan Stanley logo

Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA Morgan Stanley

Investment Banking Technology Associate / Vice President - New York, NY or Menlo Park, CA
Menlo Park, CA
  • $250,000–$275,000 / year

Successful 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.

30+ days ago

2027 Investment Associate Dodge & Cox

2027 Investment Associate
San Francisco, California

Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox's well-established reputation provides us unparalleled access to corporate management teams; we regularly host Fortune Global 500 executives at our offices in San Francisco.

10 days ago

Subject Matter Expert, Investment Banking OpenAI

Subject Matter Expert, Investment Banking
San Francisco, CA

For 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.

30+ days ago

Investment Banking, Business Manager, Associate BTIG Norway AS

Investment Banking, Business Manager, Associate
San Francisco, CA
  • $170,000–$210,000 / year

The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. This individual will partner with senior bankers and key stakeholders (Finance, Legal/Compliance, Operations, Technology, HR, Risk) to drive the operational, financial, and strategic execution of the Investment Banking platform.

10 days ago

Investment Banking - Banker - Tech - VP - New York or San Francisco Banco Santander (Brasil) SA

Investment Banking - Banker - Tech - VP - New York or San Francisco
San Francisco, CA

We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities.

30+ days ago

Investment Banking Associate Banco Santander (Brasil) SA

Investment Banking Associate
San Francisco, CA

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.

30+ days ago

Vice President Investment Banking Healthcare WEDBUSH, Inc.

Vice President Investment Banking Healthcare
San Francisco, CA
  • $200,000–$225,000 / 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.

30+ days ago

Analyst, Investment Generate Capital Inc

Analyst, Investment
San Francisco, CA
  • $140,000–$160,000 / year

The 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.

30+ days ago

Venture Investment Manager Advanced Micro Devices, Inc

Venture Investment Manager
Santa Clara, California

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.

30+ days ago
New

2026 Investment Banking Senior Associate GrowthPoint Career

2026 Investment Banking Senior Associate
San Francisco, California

The ideal candidate will have several years of investment banking experience, a strong interest in technology, and the ability to take a leadership role across deal execution while working closely with senior bankers, clients, and junior team members. Areas of focus for the firm include all areas of technology, encompassing infrastructure and security software, enterprise software, storage, semiconductors, systems and communications technologies, mobile, gaming, and other emerging technology sectors.

5 days ago
New

Vice President Investment Banking - Technology Citigroup Inc

Vice President Investment Banking - Technology
San Francisco, CA
  • $250,000–$275,000 / year

The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering.

5 days ago
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