Investment Consultant- Indian Wells, CA
Indio, CA jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Funds Counsel - Remote/Hybrid
Berkeley, CA jobs
A leading technology investment firm based in California is seeking a highly motivated Counsel to join its Legal and Compliance Department. This role involves negotiating side letters, supporting the launch of hedge funds, and managing legal documentation. Ideal candidates will have a J.D. degree, 2-4 years of relevant experience, and strong analytical and negotiation skills. The position offers a flexible work environment, competitive salary and benefits including health coverage and paid time off.
#J-18808-Ljbffr
Financial Consultant Partner - Burlington/Cambridge/Lynnfield, MA
Cambridge, MA jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred Qualifications:
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Banking - TMT Equity Capital Markets - Senior Associate/Junior Vice President
San Francisco, CA jobs
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
**Job Summary**
As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
**Job Responsibilities**
+ Acting as the primary day-to-day client point of contact and lead banker on deals
+ Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
+ Refining marketing/execution materials for maximum client impact
+ Overseeing the creation of financial projection models
+ Identifying and managing all risks in a given deal
+ Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
+ Leading client negotiations, Q&A process and management interviews
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ Experience in training junior bankers
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills (including Excel modelling and valuation work)
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, 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. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $200,000.00 - $275,000.00 / year
Investment Banking - Healthcare - Associate
San Francisco, CA jobs
As an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, 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. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $175,000.00 - $225,000.00 / year
Investment Banking - Private Capital Solutions - Associate
San Francisco, CA jobs
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
**Job Responsibilities:**
+ Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.
+ Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.
+ Refine marketing and execution materials to maximize client impact and engagement.
+ Oversee the creation of financial projection models tailored to private capital market transactions.
+ Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.
+ Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.
+ Lead client negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives.
**Required Qualifications, Capabilities, and Skills:**
+ Prior work experience in an investment banking front office role, with a focus on private capital markets.
+ Proven experience in training and mentoring junior bankers.
+ Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.
+ Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.
+ Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.
+ Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.
+ Professional and mature interaction with clients, fostering strong relationships and trust.
+ Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.
JPMorganChase, 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. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $175,000.00 - $175,000.00 / year
Investment Banking - Consumer & Retail - Associate
Los Angeles, CA jobs
We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role
+ Bachelor's Degree required, preferably in accounting, finance, economics or a related field
+ Strong quantitative and financial analysis skills required
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, 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. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Los Angeles,CA $175,000.00 - $225,000.00 / year
Investment Banking - Healthcare - Analyst
San Francisco, CA jobs
We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ One year of prior work experience in an investment banking front office, or related, role.
+ Strong accounting, finance, quantitative and business writing skills.
+ Bachelors' degree in Finance, Economics, Business Administration, or a related field
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
JPMorganChase, 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. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $110,000.00 - $135,000.00 / year
Investment Banking - Mergers & Acquisitions - Analyst
San Francisco, CA jobs
We are seeking an experienced Analyst to join our industry-leading M&A team.
As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
Working with J.P. Morgan product and sector teams
Building and using complex financial models, completing valuation and analytical exercises
Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
1+ years prior work experience:
in an investment banking front office role
in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
Strong accounting, finance, quantitative and business writing skills.
Bachelor's degree
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
Auto-Apply2027 Investment Banking Summer Analyst
Boston, MA jobs
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.
As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Work alongside current analysts, associates, and senior bankers over the course of a 9-week program
Be placed into a sector coverage team (group and process dependent on location)
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Work alongside and support senior bankers in research and creation of pitch materials
Build financial models to value potential clients
Research industries or sectors in targeting certain clients or industries
Play integral role in various deals
Be a part of an energetic, entrepreneurial environment
Experience a team-oriented culture focused on client service excellence
Be a part of a firm that is 100% owned by active partners
Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact
Qualifications:
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
General understanding of accounting and finance
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply by January 22nd to be considered for this opportunity.
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$110,000-$110,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Auto-Apply2027 Investment Banking Summer Analyst
Los Angeles, CA jobs
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.
As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Work alongside current analysts, associates, and senior bankers over the course of a 9-week program
Be placed into a sector coverage team (group and process dependent on location)
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Work alongside and support senior bankers in research and creation of pitch materials
Build financial models to value potential clients
Research industries or sectors in targeting certain clients or industries
Play integral role in various deals
Be a part of an energetic, entrepreneurial environment
Experience a team-oriented culture focused on client service excellence
Be a part of a firm that is 100% owned by active partners
Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact
Qualifications:
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
General understanding of accounting and finance
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply by January 22nd to be considered for this opportunity.
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$110,000-$110,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Auto-ApplyAssociate, Investment Banking - Software
San Francisco, CA jobs
New York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**:**
**Job Description:**
We are currently seeking Associates to join our Enterprise Software Investment Banking practice in New York and San Francisco. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.
**Depth & Scope:**
+ Works within a deal team under the overall direction of a senior team member
+ Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
+ Values private and public companies
+ Performs complex financial and M&A modeling
+ Prepares external client proposals and internal underwriting memos
+ Prepares client presentations based upon the above
+ Assists with client negotiations and documentation
+ Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities
+ Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
+ Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
+ Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions
+ Develops and maintain contacts with market participants
+ Works closely with/oversees junior colleagues to ensure accuracy
+ Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
+ Maintains confidentiality of client information
+ Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
+ You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices.
**Education & Experience:**
+ Bachelors' degree from a leading university
+ 2+ years working in investment banking, investing, corporate development or related roles (prior Software Technology coverage preferred, but not required)
+ Series 79 and 63 licenses must be obtained within four months of hire date
**Who We Are**
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Associate, Investment Banking - Software
San Francisco, CA jobs
Hours: 40 Line of Business: TD Securities Pay Detail: $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Job Description:
We are currently seeking Associates to join our Enterprise Software Investment Banking practice in New York and San Francisco. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients.
Depth & Scope:
* Works within a deal team under the overall direction of a senior team member
* Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities
* Values private and public companies
* Performs complex financial and M&A modeling
* Prepares external client proposals and internal underwriting memos
* Prepares client presentations based upon the above
* Assists with client negotiations and documentation
* Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities
* Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required
* Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility
* Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions
* Develops and maintain contacts with market participants
* Works closely with/oversees junior colleagues to ensure accuracy
* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
* Maintains confidentiality of client information
* Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential
* You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices.
Education & Experience:
* Bachelors' degree from a leading university
* 2+ years working in investment banking, investing, corporate development or related roles (prior Software Technology coverage preferred, but not required)
* Series 79 and 63 licenses must be obtained within four months of hire date
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyInvestment Banking Associate, Generalist - Los Angeles
Los Angeles, CA jobs
We are currently seeking an experienced Associate to join our Media & Consumer & Retail (will act as a Generalist) financial advisory practice in Los Angeles.
Moelis & Company's Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.
Ideal candidates must also possess:
Excellent analytical and presentation skills
Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
Experience in Investment Banking (corporate finance/M&A) or equivalent
A drive for results, and ability to perform well under pressure and against tight deadlines
Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Expected Salary Range: $175,000- 225,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyInvestment Banking Associate, Technology - San Francisco
San Francisco, CA jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.
Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.
Ideal candidates must also possess:
Excellent analytical and presentation skills
Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
Experience in Investment Banking (corporate finance/M&A) or equivalent
A drive for results, and ability to perform well under pressure and against tight deadlines
Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Expected Salary Range USD $175,000 - $225,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyInvestment Banking Analyst, Generalist - Los Angeles
Los Angeles, CA jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Analyst to join our financial advisory practice in Los Angeles.
Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.
Primary Responsibilities:
Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
Gathers and processes market share data and shareholder and investor profile
Required Skills & Experience:
Results driven and able to perform well under pressure and against tight deadlines
Strong analytical and numerical skills that put you at ease with financial data
Proven team player who is able to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Strong Microsoft Office suite (Excel a must) and financial reporting skills
Education:
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Expected Salary: $110,000-$125,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyInvestment Banking Analyst, Technology - New York City
San Francisco, CA jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.
Primary Responsibilities:
Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
Gathers and processes market share data and shareholder and investor profile
Required Skills & Experience:
Results driven and able to perform well under pressure and against tight deadlines
Strong analytical and numerical skills that put you at ease with financial data
Proven team player who is able to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Strong Microsoft Office suite (Excel a must) and financial reporting skills
Education:
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Expected Salary Range USD $110,000 - $135,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyInvestment Banking Analyst, Technology - San Francisco
San Francisco, CA jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Analyst to join our Technology financial advisory team in San Francisco. Moelis & Company Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.
Primary Responsibilities:
Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
Gathers and processes market share data and shareholder and investor profile
Required Skills & Experience:
1+ years of professional experience (ideally in Investment Banking)
Results driven and able to perform well under pressure and against tight deadlines
Strong analytical and numerical skills that put you at ease with financial data
Proven team player who is able to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills
Strong Microsoft Office suite (Excel a must) and financial reporting skills
Education:
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Expected Salary Range: USD $110,000 - $135,000
Complete the Suited Assessment. This is a requirement for the application process. Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below.
Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyCorporate Finance Crypto Analyst, Capital Markets
Gardena, CA jobs
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of crypto, equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications
Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred.
5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-ApplyCorporate Finance Analyst, Capital Markets
Gardena, CA jobs
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-Apply