Investment Banking - Technology - Vice President 1 DC AdvisoryInvestment Banking - Technology - Vice President 1San Francisco, CaliforniaThe VP will also be a key contributor to business development efforts that include idea generation and development, identifying key industry themes, drafting industry thought pieces, outbound prospect calling efforts and other related marketing activities. Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings.
Senior Investment Associate Haystack ConsultantsSenior Investment AssociateNapa, CaliforniaA well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a key role in evaluating, underwriting, and executing property acquisitions across a diverse portfolio. Market context: Senior investment / acquisitions roles in CA typically range from $110K – $150K+ base , with higher upside based on experience and deal exposure.
Software Engineer - Investment Systems KKR & Co IncSoftware Engineer - Investment SystemsSan Francisco, CAWe design platforms that connect data, people, and insights across Private Equity, Credit, Real Estate, Infrastructure, and Capital Markets, enabling investment teams to make faster, smarter decisions at scale. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.
Investment Systems Application Engineer - III Vanguard GroupInvestment Systems Application Engineer - IIIOakland, CAWe are seeking a test‑focused engineer to design and build automated validation frameworks and platform controls that ensure correctness, reliability, and auditability of VPI's investment workflows. This is not a traditional QA role-this is an engineering role with strong coding responsibility, focused on building scalable testing frameworks while contributing to application and platform development where needed.
Investment Systems Application Engineer - IV,- Vanguard Personalized Indexing Vanguard GroupInvestment Systems Application Engineer - IV,- Vanguard Personalized IndexingOakland, CA$100,000–$180,000 / yearThis role is expected to operate at a senior engineer level with hands on coding, influencing architecture, mentoring junior engineers, and driving system reliability for mission‑critical investment platforms. The ideal candidate brings extensive experience building investment or wealth management systems and demonstrates a strong understanding of investment workflows across portfolio construction, trading, and data processing.
Investment Consultant - Marin, CA FidelityInvestment Consultant - Marin, CALarkspur, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Interested in a future career on the Investment Team? Bertram Capital ManagementInterested in a future career on the Investment Team?Foster City, CAThese roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.
Investment & Corporate Banking - Technology, Media & Telecommunications (TMT), Associate (San Francisco) Mizuho Financial Group IncInvestment & Corporate Banking - Technology, Media & Telecommunications (TMT), Associate (San Francisco)San Francisco, CA$175,000–$225,000 / yearMizuho | Greenhill Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources.
Investment & Corporate Banking - Technology, Media & Telecommunications (Tmt), Associate (San Francisco) Mizuho Financial groupInvestment & Corporate Banking - Technology, Media & Telecommunications (Tmt), Associate (San Francisco)San Francisco, CA$175,000–$225,000 / yearMizuho | Greenhill Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources.
Senior Vice President, Client Executive - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Client Executive - BNY InvestmentsSan Francisco, CAThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, you'll make an impact in the following ways: Relationship Management/Business Development: Independently manage a portfolio of large, complex institutional clients and prospects, driving revenue growth through deepening relationships with cross-selling new business to these clients.
Experienced Tax Associate - Alternative Investment Funds Andersen Tax LLCExperienced Tax Associate - Alternative Investment FundsSan Francisco, CA$86,300–$97,900 / year1+ year of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Manager - Alternative Investment Funds Andersen Tax LLCSenior Tax Manager - Alternative Investment FundsSan Francisco, CA$160,000–$253,900 / yearSenior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.
Staff Software Engineer, Investment Performance and Analytics RidgelineStaff Software Engineer, Investment Performance and AnalyticsSan Ramon, CA$182,500–$228,000 / yearRidgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.
Investment Operations Technology Program Coordinator Evolver IncInvestment Operations Technology Program CoordinatorSan Francisco, CAThis is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams. JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
Senior Tax Manager - Alternative Investment Funds AndersenSenior Tax Manager - Alternative Investment FundsFoster City, California$160,000–$253,900 / yearThe Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital. • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; • Proficient use of technology.
Experienced Tax Associate - Alternative Investment Funds AndersenExperienced Tax Associate - Alternative Investment FundsFoster City, California$86,300–$97,900 / yearThe Requirements: 1+ year of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. The Role: Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Associate – Alternative Investment Funds AndersenSenior Tax Associate – Alternative Investment FundsFoster City, California$86,500–$148,300 / yearThe Requirements: 2+ years of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Staff Software Engineer, Investment Performance And Analytics RidgelineStaff Software Engineer, Investment Performance And AnalyticsSan Ramon, CA$182,500–$228,000 / yearPowered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. The Performance & Analytics team works on calculating, reporting, and effectively presenting performance and attribution metrics across investments leveraging modern OLAP and Columnar technologies.
Director of Sales - Investment Banking & Advisory Datasite LLCDirector of Sales - Investment Banking & AdvisorySan Francisco, CA$250,000–$300,000 / yearYou will lead a team of AEs and BDRs across both a strategic motion covering large, complex institutions and a mid-market motion serving mid-sized banks and boutique advisory firms - two buying patterns that require different approaches and a leader who can run both with clarity. Actual compensation packages at the time of offers are based on a wide array of factors unique to each candidate, including, but not limited to: what you'd like to be paid, the skills/experience you bring and any role-dependent factors such as software expertise, what similar jobs pay in the NYC area, and our commitment to equal pay for equal work among those you'll be working with.