NewInvestment Banking Vice President Tech M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Vice President Tech M&A (Global Advisory)San Francisco, CaliforniaAs a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability. Their 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.
Analyst, Capital Markets - Office Investment Advisory JLLAnalyst, Capital Markets - Office Investment AdvisorySan Francisco, CAOn 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.
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. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Investment Director Beacon SoftwareInvestment DirectorSan Francisco, CaliforniaBeacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game. How We Use AI in Our Hiring Process: To ensure transparency, we want candidates to know that Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.
Investment Lead Beacon SoftwareInvestment LeadSan Francisco, CaliforniaBeacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game. How We Use AI in Our Hiring Process: To ensure transparency, we want candidates to know that Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.
Investment Manager, 3M Ventures 3MInvestment Manager, 3M VenturesSan Francisco, CA$188,251–$230,084 / yearManaging the entire investment process, as needed, from mapping investment trends, developing investment themes, sourcing and maintaining a pipeline of relevant investment opportunities, conducting due diligence and valuation analysis, to pitching deals to the Ventures Investment Committee, closing deals, and managing portfolio companies and board observer roles post- investment. Working closely with business and technical leaders to develop collaboration plans that provide value to 3M and partner companies, while forming trusted relationships with senior decision makers that enable effective communication and alignment around critical business decisions related to our projects.
Investment Technology Business Solutions Lead - (Franklin Equity) Franklin ResourcesInvestment Technology Business Solutions Lead - (Franklin Equity)San Mateo, CA$140,000–$190,000 / yearThis highly visible role will partner closely with the Director of Strategic Planning & Operations, Chief Investment Officers, portfolio managers, research analysts, operations leaders, and technology stakeholders to improve how the investment team uses data, reporting, automation, and artificial intelligence. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.
Investment Associate Emergence SoftwareInvestment AssociateSan Francisco, New YorkWe combine permanent capital with a growth equity mindset — partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes. Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsSan Francisco, California$125,000–$201,900 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); 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 environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: 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.
Investment Banking - Technology - Vice President 1 Daiwa Corporate Advisory LtdInvestment Banking - Technology - Vice President 1San Francisco, CAThe 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.
2027 Investment Banking Summer Associate Program (CA) - Early Careers Wells Fargo Bank2027 Investment Banking Summer Associate Program (CA) - Early CareersSan Francisco, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
2026 Macroeconomic Investment Associate Dodge & Cox2026 Macroeconomic Investment AssociateSan Francisco, CaliforniaDodge & Cox has substantial holdings of debt and equity securities from around the world, including sovereign debt denominated in various currencies held in a global bond fund, and a growing macroeconomic research team that contributes to the firm’s decision making in multiple areas. Preparing, analyzing and monitoring a large array of global economic and financial data relevant to our investment process, with the goal of assessing long-term trends, areas of economic and financial opportunity/vulnerability, geopolitical developments, and their corresponding investment implications.
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.
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.
Independent Risk Management Director, Investment Products SofiIndependent Risk Management Director, Investment ProductsSan Francisco, CA$160,000–$275,000 / yearAs part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization.
Senior Investment Consultant - Fund Sponsor Consulting Group CallanSenior Investment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Investment Officer ManulifeInvestment OfficerSan Francisco, CA$128,550–$222,820 / yearKnowledge of forms of mortgage loan documentation, the ability to analyze cash flows/complete spreadsheet-based financial modeling, an understanding of commercial real estate market conditions, loan rating methodology, and appraisal techniques. The Investment Officer leads the full transaction lifecycle, including sourcing, structuring, underwriting, and recommending investments for approval, while also supporting portfolio management activities to protect asset quality and minimize losses.
Investment Risk Manager - Tax Exempt / Taxable Franklin ResourcesInvestment Risk Manager - Tax Exempt / TaxableSan Mateo, CA$180,000–$190,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance.
Investment Banking – TMT VP (Semiconductors) MizuhoInvestment Banking – TMT VP (Semiconductors)San Francisco, CaliforniaVice Presidents take a lead role in the design, origination, structuring and execution of M&A, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally.