Finance advisor jobs in California - 4,830 jobs

The analyst will be part of several teams supporting the units within ANR. The position requires detailed knowledge and understanding of UC and ANR accounting, purchasing, travel, and payroll policies and procedures. Incumbent interacts with all levels of personnel within the Division. Independent judgment is used daily to interpret policy and provide guidance to staff and academics. Work is performed autonomously within a broad scope of responsibility delegated by the Associate Director of the ANR Business Operations Center. Independent troubleshooting, research, and problem-solving is required. Under general direction, act as the primary point of contact to a group of ANR departments to provide substantive budget/financial administration, analysis and reporting, ledger reconciliation, and account management to the department head and other ANR managers. Use acquired job skills and apply policies and procedures to multifaceted complex assignments/projects/tasks while exercising independent judgment to determine appropriate action. This position is a career appointment that is 100% fixed. The home department for this position is the Business Operations Center. While this position normally is based in Davis CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $34.65/hour to $40.60/hour Job Posting Close Date: This job is open until filled. The first application review date will be 12/1/2025. Key Responsibilities: 35% BUDGET & FINANCIAL SERVICES ADMINISTRATION: Serve as Business Partner, fiscal officer and delegate, oversee and approve transactions for the state, revenue, OMP, extramural accounts, and federal appropriations (approx. 500 accounts). Analyze and reconcile base budget and current year budget commitments and requirements. Compare budget, revenue, and expenditures against current fiscal year and historical data. Assure compliance with all internal and external regulations as they pertain to BOC fiscal activities, Meets all government reporting and auditing requirements for related financial activities. In coordination with the BOC management team, provide direction to financial services staff for accounts payable operations. Provide comprehensive and accurate budget construction, projections, management, and summary reports. Communicate budget and financial information, through reports and other methods, to a wide range of people including Directors, staff, PIs, and others where necessary and appropriate. Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions / additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.). Act as a resource for travel policy and procedures. Review of all AggieTravel Reports as submitted by assigned population prior to routing to Department Head and UC Davis Travel Unit. Approval of Group Travel, Exceptional Entertainment routing, and assuring that all other supporting documentation as required by UC ANR Travel policies are included. Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc. Maintain and update customer requests and documents. Process customer requests in a timely manner. 25% FINANCIAL REPORTING & ANALYSIS: Provide analytical support for budget, financial, and resources analysis projects. Process budget allocations for selected units and maintain a unit chart of accounts and related business processes. Gather and analyze financial and resource data; prepare and summarize information and make recommendations to unit managers. Prepare financial and resource reports and analyses for constituents. As Business Partner, meet to review and discuss unit budgets with unit directors on a regular basis. Carry out monthly general ledger review. Analyze income and expenditures. Process supplemental instruction allocations, collecting / summarizing data / status of funds, and providing analysis as needed. 25% FINANCIAL SERVICES: Provide secondary review and approve both types of cash collections: various donor gifts / sponsorships and income-generated cash deposits. Act as a resource for travel and entertainment policy and procedures, including exceptional entertainment routing and approvals. Ensure that all Statements of Cash Collection documents adhere to UC/ANR policies and procedures. Provide guidance and mentoring to Office Managers, academics and staff regarding cash collection policies and procedures. Coordinate and identify unmatched deposits and aging gifts with UC Davis Accounting Unit. Review and approve credit card survey requests, participate in the Payment Card Industry (PCI) assessment for activities that involve credit card payments. Assist in managing purchasing card holders and purchasing card transactions. Audit transactions for compliance to UC policies, and work directly with card holders to insure compliance with UC policy. Act as a resource to ANR personnel regarding standard purchasing card policies and procedures. Prepare annual budgets for recharge activities and prepare monthly lists of recharges that require processing. Prepare annual budgets, and year-end summaries and monitor income and expense for income-generating activities. 5% PAYROLL & UCPATH: Serve as Business Partner/Fiscal Officer for review and approval of position management and funding requests and direct retros within assigned accounts. In coordination with the ANR Payroll Unit, monitor default accounts for earnings posted to incorrect account, generating Direct Retro cost transfers in UC Path. 5% CONTRACT & GRANT ADMINISTRATION: Working with UC ANR Contracts and Grants Accounting, assist with data for proposal submission and oversee award administration. Ensure creation of new extramural accounts, ensure recording of expenditures and cost transfers. Coordinate closing of accounts at projects' end, communicate with PIs and Grants and Contracts of unexpended funds or accounts in overdraft to determine the appropriate course of action. Initiate and track allocations & expenditures on awarded internal grants and federal appropriations. Initiate 'pull back' and reallocation of unexpended balances. 5% ADMINISTRATION AND SPECIAL PROJECTS: Serve as primary contact at the BOC for assigned ANR units including office personnel, advisors, PIs and office staff from select counties. Independently provide business operations guidance and mentoring to employees from assigned units. Perform problem investigation and resolution contacting offices, ANR and UCD administrative departments, and vendors as needed. Assist Business Operations Manager and BOC Associate Director with financial, analytical, and research projects as needed. Create analytical spreadsheets, queries, calculations, and financial reports as requested. Develop new systems to increase efficiency and organization of office. Along with Business Operations Manager, recommend changes and options to improve overall business services and programs. Provide problem solving alternatives for full range of administration inefficiencies or issues. Participate in the maintenance of Business Operations Center written procedures and forms, developing and presenting training materials for ANR units. Serves on various ANR committees representing the BOC, UCCE and administrative operations, including administrative policy/procedures and staff interview committees. Requirements: Bachelor's degree in related area and/or equivalent experience/training. Working knowledge of financial processes, policies and procedures. Strong knowledge of financial data management and reporting systems. Proficiency in the use of spreadsheet and database software. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. Ability to function effectively as a member of a team. Ability to adapt to changing priorities. Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Skills to provide coaching and mentoring to support staff. Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Preferred Skills: Experience with UC Davis on-line systems including Kuali Financial Systems, FIS Transaction Processing, FIS Decision Support, Payroll/Personnel Systems, UCPath, General Ledger Review, AggieBuy and AggieTravel. Working knowledge of University financial and payroll policies and procedures, personnel policies, FLSA provisions and labor contracts as related to payroll and leave activities. Experience with UCD and UC ANR payroll/personnel, purchasing, accounts payable transactions, travel and entertainment policies, gifts, income generation and ledger reconciliation. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. Restricted leave during the UC and federal fiscal year periods, early June/mid-July and mid-September/mid- October. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6853938&target URL=This job is open until filled. The first application review date will be 12/1/2025. Key Responsibilities: 35% BUDGET & FINANCIAL SERVICES ADMINISTRATION: Serve as Business Partner, fiscal officer and delegate, oversee and approve transactions for the state, revenue, OMP, extramural accounts, and federal appropriations (approx. 500 accounts). Analyze and reconcile base budget and current year budget commitments and requirements. Compare budget, revenue, and expenditures against current fiscal year and historical data. Assure compliance with all internal and external regulations as they pertain to BOC fiscal activities, Meets all government reporting and auditing requirements for related financial activities. In coordination with the BOC management team, provide direction to financial services staff for accounts payable operations. Provide comprehensive and accurate budget construction, projections, management, and summary reports. Communicate budget and financial information, through reports and other methods, to a wide range of people including Directors, staff, PIs, and others where necessary and appropriate. Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions / additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.). Act as a resource for travel policy and procedures. Review of all AggieTravel Reports as submitted by assigned population prior to routing to Department Head and UC Davis Travel Unit. Approval of Group Travel, Exceptional Entertainment routing, and assuring that all other supporting documentation as required by UC ANR Travel policies are included. Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc. Maintain and update customer requests and documents. Process customer requests in a timely manner. 25% FINANCIAL REPORTING & ANALYSIS: Provide analytical support for budget, financial, and resources analysis projects. Process budget allocations for selected units and maintain a unit chart of accounts and related business processes. Gather and analyze financial and resource data; prepare and summarize information and make recommendations to unit managers. Prepare financial and resource reports and analyses for constituents. As Business Partner, meet to review and discuss unit budgets with unit directors on a regular basis. Carry out monthly general ledger review. Analyze income and expenditures. Process supplemental instruction allocations, collecting / summarizing data / status of funds, and providing analysis as needed. 25% FINANCIAL SERVICES: Provide secondary review and approve both types of cash collections: various donor gifts / sponsorships and income-generated cash deposits. Act as a resource for travel and entertainment policy and procedures, including exceptional entertainment routing and approvals. Ensure that all Statements of Cash Collection documents adhere to UC/ANR policies and procedures. Provide guidance and mentoring to Office Managers, academics and staff regarding cash collection policies and procedures. Coordinate and identify unmatched deposits and aging gifts with UC Davis Accounting Unit. Review and approve credit card survey requests, participate in the Payment Card Industry (PCI) assessment for activities that involve credit card payments. Assist in managing purchasing card holders and purchasing card transactions. Audit transactions for compliance to UC policies, and work directly with card holders to insure compliance with UC policy. Act as a resource to ANR personnel regarding standard purchasing card policies and procedures. Prepare annual budgets for recharge activities and prepare monthly lists of recharges that require processing. Prepare annual budgets, and year-end summaries and monitor income and expense for income-generating activities. 5% PAYROLL & UCPATH: Serve as Business Partner/Fiscal Officer for review and approval of position management and funding requests and direct retros within assigned accounts. In coordination with the ANR Payroll Unit, monitor default accounts for earnings posted to incorrect account, generating Direct Retro cost transfers in UC Path. 5% CONTRACT & GRANT ADMINISTRATION: Working with UC ANR Contracts and Grants Accounting, assist with data for proposal submission and oversee award administration. Ensure creation of new extramural accounts, ensure recording of expenditures and cost transfers. Coordinate closing of accounts at projects' end, communicate with PIs and Grants and Contracts of unexpended funds or accounts in overdraft to determine the appropriate course of action. Initiate and track allocations & expenditures on awarded internal grants and federal appropriations. Initiate 'pull back' and reallocation of unexpended balances. 5% ADMINISTRATION AND SPECIAL PROJECTS: Serve as primary contact at the BOC for assigned ANR units including office personnel, advisors, PIs and office staff from select counties. Independently provide business operations guidance and mentoring to employees from assigned units. Perform problem investigation and resolution contacting offices, ANR and UCD administrative departments, and vendors as needed. Assist Business Operations Manager and BOC Associate Director with financial, analytical, and research projects as needed. Create analytical spreadsheets, queries, calculations, and financial reports as requested. Develop new systems to increase efficiency and organization of office. Along with Business Operations Manager, recommend changes and options to improve overall business services and programs. Provide problem solving alternatives for full range of administration inefficiencies or issues. Participate in the maintenance of Business Operations Center written procedures and forms, developing and presenting training materials for ANR units. Serves on various ANR committees representing the BOC, UCCE and administrative operations, including administrative policy/procedures and staff interview committees. Requirements: Bachelor's degree in related area and/or equivalent experience/training. Working knowledge of financial processes, policies and procedures. Strong knowledge of financial data management and reporting systems. Proficiency in the use of spreadsheet and database software. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. Ability to function effectively as a member of a team. Ability to adapt to changing priorities. Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Skills to provide coaching and mentoring to support staff. Customer service and communication experience, interacting and communicating clearly, tactfully and effectively in person, by telephone and in writing. Preferred Skills: Experience with UC Davis on-line systems including Kuali Financial Systems, FIS Transaction Processing, FIS Decision Support, Payroll/Personnel Systems, UCPath, General Ledger Review, AggieBuy and AggieTravel. Working knowledge of University financial and payroll policies and procedures, personnel policies, FLSA provisions and labor contracts as related to payroll and leave activities. Experience with UCD and UC ANR payroll/personnel, purchasing, accounts payable transactions, travel and entertainment policies, gifts, income generation and ledger reconciliation. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. Restricted leave during the UC and federal fiscal year periods, early June/mid-July and mid-September/mid- October. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6853938&target URL=Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=82479&PostingSeq=1&SiteId=17&language Cd=ENG&FOCUS=Applicant Copyright ©2025 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-433834ac5a17c14ca5a4e9851bdd7e1d

RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA. Responsibilities Underwrite acquisition and development opportunities using complex Excel based financial models Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities. Support due diligence, investment memoranda, and Investment Committee materials Assist with transaction execution and closings Asset manage existing portfolio investments including recapitalizations and dispositions Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes Prepare monthly and quarterly portfolio reporting and cash flow projections Partner with internal teams to integrate budgets and schedules into financial models Qualifications 1 to 4 years of real estate investments / acquisitions experience Bachelor's degree required; Real Estate or Finance preferred Strong financial modeling and underwriting skills Detail oriented, self motivated, and team focused

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

Investment & Corporate Banking - Healthcare, Associate (San Francisco) page is loaded## Investment & Corporate Banking - Healthcare, Associate (San Francisco)locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R6160Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.Job Summary:U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities* Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics* Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-OnsiteGreenhill & 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. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days AgoWe are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr

Investment Professional, Golub Growth page is loaded## Investment Professional, Golub Growthlocations: San Franciscotime type: Full timeposted on: Posted 6 Days Agojob requisition id: R-11883## **Position Information****Hiring Manager:**Managing Director**Department:**DL - Direct Lending**Department Overview**Golub Growth provides flexible debt and equity capital to growth-stage B2B SaaS companies. Our custom solutions are designed to help SaaS businesses accelerate sales growth, drive new product development, pursue strategic acquisitions and provide shareholder liquidity. Since 2013, we have partnered with CEOs, founders and CFOs at more than 110 software companies and committed over $11 billion to enable long-term growth. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. The team works closely with all areas of the Firm to ensure seamless execution. Learn more about Golub Growth on our website,**Position Responsibilities**This individual will evaluate and lead the execution and management of debt and equity investments across the capital structure, with a focus on structured equity investments in growth-stage software companies.*New Deals (>70% of time on an annual basis):** Develop new deals, product ideas and opportunities within Golub Growth* Identify and evaluate investment opportunities in high growth software companies across the capital structure including credit, structured equity and minority equity co-investments* Structure and negotiate investment terms ensuring alignment with the Firm's investment thesis and risk-return profile* Lead deal team (including oversight of junior investment professionals) responsible for conducting detailed business diligence such as analysis of business, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy* Lead the preparation and presentation of investment memorandums to Golub's Investment Committee* Lead the negotiation of legal documentation in conjunction with internal and external Lending Counsel* Develop and maintain relationships with industry executives, venture capital investors, advisors and other stakeholders to enhance deal flow and market insights* Mentor junior investment professionals* Other duties as assigned*Portfolio Management (financings* Monitor financial performance and liquidity through reviewing monthly / quarterly / annual financial results, reviewing quarterly covenant compliance certificates, attending board meetings and attending industry events* Perform quarterly portfolio reviews that include analyzing historical and projected financial performance, liquidity trends and quarterly financial covenant compliance calculations* Work with deal team to manage amendment requests, as necessary* Other duties as assigned**Candidate Requirements***Qualifications & Experience:** Bachelor's degree is required, preferably with a major in Finance, Accounting, Economics or related financial discipline with an outstanding record of academic achievement* 8+ years of related investment experience including 5+ years of experience investing in high growth software companies* Experience sourcing, structuring and evaluating investments across the capital structure including structured equity investments* Strong existing network of investment professionals within venture capital and growth equity ecosystem* Ability to effectively communicate with external clients* Enthusiastic about working in office and creating a Gold Standard hybrid work culture**Critical Competencies for Success****Our Gold Standards** Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.* **Leadership:** Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.* **Achieving Results:** Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.* **Personal Effectiveness:** Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.* **Thinking Critically:** Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.The **department-specific competencies** define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.* **Deal Execution:** Evaluates, structures and executes investment opportunities and transactions.* **Relationship Management:** Establishes, develops and manages internal and external relationships.* **Portfolio Management:** Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.* **Risk Management:** Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.* **Financial Analysis:** Uses financial analyses to generate insights and support fact-based decision making.* **Competitive Positioning:** Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning.* **Legal Documentation:** Demonstrates knowledge of legal documentation, processes and procedures.**Compensation & Benefits**Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).Golub Capital is an Equal Opportunity Employer.*Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.*Please review Golub Capital's and, for California residents, the for information on how your personal data is collected, processed and stored.San Francisco Applicants: In accordance with the San Francisco Fair Chance Act, Golub Capital will consider qualified applicants with criminal histories.**Firm Overview**Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of July 1, 2025, Golub Capital had over 1,000 employees and over $80 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the #J-18808-Ljbffr

EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate San Francisco At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real‑world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI‑powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world‑class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high‑profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub‑sectors. Your key responsibilities As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development. Skills and attributes for success Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. Perform extensive financial analysis, valuation analysis and pro forma financial modeling. Identify key issues and potential areas of valuation and transaction risk within engagements. Perform In‑depth market‑sector and company‑specific research. To qualify for the role, you must have A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1‑2 years of related work experience. Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus. Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in‑depth modeling. Efficient use of research databases, and technical ability to analyze data. Excellent interpersonal and relationship‑building skills with the ability to develop and maintain relationships at all levels of the organization. You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have A proven record of excellence in investment banking with a focus on M&A transactions Experience in or interest in the Technology sector Knowledge of how to leverage firm‑approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time‑sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could be for you. What we offer you At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, please click here for additional information. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr

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

A global financial services group is seeking a Full-Time Associate for their Greentech team in San Francisco. This role involves deal execution, client relationship management, and strategic analysis focused on sustainable technology. Candidates should be pursuing an MBA, possess outstanding academic qualifications, and demonstrate strong analytical and interpersonal skills. The position offers a base salary of $175,000 per year, with opportunities for professional development and growth. #J-18808-Ljbffr

JOB IS IN LOS ANGELES, PLEASE DO NOT APPLY UNLESS YOU ARE LOCATED IN THE LOS ANGELES AREA We are seeking a SKILLED Multifamily Real Estate Analyst deeply EXPERIENCED with AFFORDABLE Multifamily Housing assets to join our elite brokerage division. (Please do not apply if you do not have specific experience in this sector). This is a high-impact opportunity to join a team that has successfully closed $3 billion in affordable housing transactions. You will report directly to the Vice President of Affordable Housing, an industry veteran who developed over $200 million of affordable housing prior to joining our firm to lead this division. In this role, you will work on high-stakes affordable housing assignments where you will be responsible for structuring a disposition strategy on behalf of our clients targeting our proprietary buyer pool seeking Project Based Section 8 and LIHTC deals. These include Year 15 deals and troubled assets with complex layers of soft subordinate debt. You will be at the center of the industry, analyzing assets owned by the most prominent for-profit and non-profit affordable housing owners in the country. Responsibilities Evaluate financial performance of complex affordable housing real estate assets, with a focus on Year 15 dispositions and recapitalization strategies. Collaborate with the team to assess potential acquisitions and dispositions for assets with expiring compliance periods or those in need of a strategic exit. Analyze loan processing and underwriting procedures specific to affordable housing finance, including LIHTC debt and equity structures. Utilize financial acumen to interpret and present data effectively to high-level stakeholders and sophisticated ownership groups. Collect, organize, and maintain data related to affordable housing investments, regulatory agreements, and HAP contracts. Generate reports and presentations on financial analysis findings for the Vice President and our national client base. Experience The ideal candidate MUST possess the following skills: Experience analyzing, evaluating, and underwriting affordable multifamily properties (essential). Deep knowledge of LIHTC (Low-Income Housing Tax Credit) programs. Experience with Project-Based Section 8 (HAP contracts) is a significant plus. Strong mathematical skills and proficiency in quantitative research techniques. Advanced Microsoft Excel skill set (modeling complex waterfalls and regulatory tiers). Familiarity with underwriting processes from the brokerage side (debt and/or acquisition experience is a plus). Solid financial acumen and understanding of affordable housing financial concepts. Ability to collect and analyze data for informed decision-making in highly regulated markets. Joining our team offers an unparalleled opportunity to work on the industry's most complex and high-profile affordable housing transactions under proven leadership. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Work Location: In person, Los Angeles

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Position highlights and title Title: Associate, Technology Investment Banking - San Francisco, CA Requisition ID: 232917 Salary Range: 175,000.00-225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. This role is part of Scotiabank's Global Technology Investment Banking Group, which works on mergers & acquisitions, public equity offerings, debt capital markets issuances, and capital advisory projects. The Associate will work with senior bankers across a variety of transaction types and advisory assignments. The group offers opportunities for growth, development, and exposure to clients and product partners across GBM. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What You'll Do Champion a client centric culture focused on deepening client relationships and leveraging broader Bank relationships, systems, and knowledge to deliver Scotiabank solutions across its footprint and generate revenue. Relationship management and cross collaboration includes: Coordinating with the various product groups and industry coverage teams within GBM Developing and maintaining effective industry relationships with various external parties and clients Day-to-day responsibilities include the following: Evaluating and analyzing the financial needs of clients, including the development of financial models, and supporting the team in determining advisory and financing solutions for these clients Collecting, consolidating, and interpreting company, industry, and market data Performing comprehensive financial statement analysis and creating and maintaining financial models Financial and written analysis of companies and industries Identifying and developing business opportunities for and with clients Preparing client presentations, including compiling data and assembling presentation materials Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Applying product and capital markets knowledge to help clients achieve their financial and strategic objectives Develop junior bankers on the team and across GBM through active engagement focusing on skill development (i.e., technical, coverage, and other professional and leadership skills) and providing valuable real-time constructive feedback to support their career development Actively partner with group leaders and broader team to build, reinforce, and maintain positive team dynamics, engagement, and morale Actively contribute to a high performance, inclusive work environment What You'll Bring 2-4 years' work experience in Investment Banking TMT or Software experience is preferred but not required Completed Bachelor's or M.B.A. Degree Strong quantitative skills focused on financial analysis, accounting, and financial theory Strong written and verbal communication skills Excellent command of Microsoft Suite, with an emphasis on Excel, PowerPoint, and Word A high level of attention to detail A high level of energy and a keen desire to learn Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What\'s in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: San Francisco Nearest Secondary Market: Oakland Job Segment: M&A, Investment Banking, Financial, Equity, Relationship Manager, Management, Finance, Customer Service #J-18808-Ljbffr

A leading financial institution seeks an Investment Professional to provide essential support in managing client relationships within their U.S. Private Bank. The role demands proficiency in executing brokerage trades, overseeing client accounts, and analyzing financial scenarios. Candidates must possess a Bachelor's degree, relevant licenses, and strong skills in PowerPoint and Excel. Ideal for motivated individuals looking to thrive in a team-oriented, detail-focused environment. #J-18808-Ljbffr

Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle. Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk. #J-18808-Ljbffr

Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside. The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role. Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions. Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment. Investment Real Estate Expertise Supporting the valuation process, creating spreadsheets and preparing financial analysis Conducting research on comps and similar data Creating pitch presentations for new listings Scheduling inspections and managing due diligence Drafting letters of intent / purchase and sales agreements Drafting correspondence Overseeing transactions through to closing including reviewing written agreements Showing properties Sales Making introduction calls (Cold Calls and Warm Calls) to potential new clients Supporting the Senior Vice President with his pipeline of potential new clients Managing marketing processes to support the sales process Project Management Managing deal-flow in Salesforce Ensuring that deadlines are met Tracking and monitoring negotiations Seeing tasks through to completion Core daily functions will include: Project Management Sales Operations Support Required Skills and Experience ~ 4 Year Bachelor's Degree ~ Mastery of Microsoft Office, especially Outlook, Word, and Excel ~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one. Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.

A mission-driven global venture capital firm is hiring for an Investing Analyst to participate in an intensive two-year program. This role involves conducting research into emerging industries, evaluating promising startups for investment, and networking with founders and investors. Candidates should have 2-5 years in finance or consulting, with strong analytical skills and a passion for technology innovation. This is a unique opportunity to shape the future of purpose-driven investments in climate, health, and AI. #J-18808-Ljbffr

A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projections, and preparing investment recommendations. The ideal candidate will possess a degree in Finance, strong Excel modeling skills, and 1-2 years of relevant experience in finance. Join a diverse team committed to innovation and excellence in investment management. #J-18808-Ljbffr

Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a difference for clients, we must invest differently.Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several long-only and absolute return strategies. The firm is headquartered in Bermuda, with investment teams located in Bermuda, Hong Kong, London, and San Francisco. Orbis is privately owned by its executives and founding family's charitable foundation.We employ a long-term, fundamental, and contrarian investment philosophy, implemented through rigorous bottom-up research. We take concentrated positions and seek to hold those investments for three to five years or longer. Our flagship global equity strategy has outperformed its benchmark by approximately 4% per year since inception over 30 years ago.Orbis seeks to provide an inclusive work environment where those who embrace individual accountability can grow and succeed.**U.S. Company Profile:**Orbis Investment Management (U.S.), L.P. is based in San Francisco and represents the U.S. efforts of the global firm, including research, investment management and client-facing efforts. We have a small and nimble team of ~ 15 professionals. Investment Analysts report to Matt Adams, Portfolio Manager and Head of the US investment team. **About the Opportunity:**Investment Analysts conduct fundamental, bottom-up research and identify investment opportunities based on risk and return prospects over a multi-year horizon. Our philosophy is to invest in shares that trade substantially below our assessment of the company's intrinsic value and then to hold these shares over the long-term. We believe this is the best way to generate wealth for our clients. Being an Investment Analyst at Orbis is not for everyone. The Orbis approach depends on thinking differently. You must embrace individual accountability and flourish within a flat management structure that emphasizes contribution over seniority.Our Investment Analysts are tasked with making investment recommendations in their area of specialization and are evaluated based on the long-term performance of their investment decisions. Investment Analysts maintain individual paper portfolios and are objectively measured and rewarded based on their individual performance.As a Summer Investment Analyst, you will focus on a specific sector of the market and your summer could culminate in you recommending a stock for purchase in our funds. During your internship, we will provide you tools and mentorship to help you succeed, but the rest will be up to you.You will report directly to the Portfolio Manager/Head of US Investment Team for Orbis Investment Management (U.S.), L.P. This role is based in San Francisco, but you will have the opportunity to collaborate with other Orbis professionals worldwide. Depending upon your performance, this internship could lead to a full-time position after you graduate.**Responsibilities:**A Summer Investment Analyst's key role is to generate primary research that results in investment recommendations for our funds. As such, your responsibilities will include, but may not be limited to:* Performing rigorous and thoughtful, bottom-up analysis using both quantitative and qualitative approaches* Developing an independent fact-driven perspective on key issues affecting individual stocks in the portfolio and those under consideration* Authoring written reports that clearly articulate research conclusions* Meeting with senior management teams, including CEOs and CFOs* Participating and articulating your views in investment team meetings and contributing to stock discussions with other Orbis investment professionals that impact our decisions on fund management**Characteristics of successful candidates:*** Passion for deep thinking and analysis* Exceptional analytical ability* Intellectual curiosity and independent thinking* Entrepreneurial mind-set* Balanced temperament* Humility* Track record of exceptional achievement* Ability to challenge the thinking and reasoning of others* Alignment with* Valid U.S. work authorization*No prior finance or investing experience is required.*# Instructions for ApplicationSuccessful applicants will advance through three phases of our application process:**1. Apply** - Submit the following documents in PDF format by the application deadline:* **Cover letter** - Note, Orbis offers Summer Investment Analyst opportunities in San Francisco, Hong Kong and London. If you apply to multiple positions, please indicate in your cover letter which office location would be your first choice.* **Resume** - Your resume should include undergraduate GPA, SAT and GMAT scores (if applicable)***Please note, applications that do not include a cover letter will not be considered.*****2. First-Round Interview** - Selected applicants will complete an online Personal Profile Analysis (PPA) and participate in an initial virtual interview.**3. Final-Round Interview** - Finalists will complete a stock analysis over a one-week period and participate in a final-round interview during which you will meet members of our San Francisco investment team. #J-18808-Ljbffr

A leading financial services organization in California is seeking a Wealth Management Coach to empower associates in delivering comprehensive financial advice. The role demands strong relationship-building skills, as well as expertise in financial planning concepts. Candidates should possess over five years of experience and a university degree. This position comes with a competitive salary range, fostering an environment of professional growth and collaboration. #J-18808-Ljbffr

A leading financial services firm located in San Francisco is seeking an Investment Banking Associate in Renewables. This role involves working closely with industry bankers on advisory and capital mandates, supporting senior bankers, and mentoring junior analysts. The ideal candidate will have over 3 years of investment banking experience, strong financial analysis skills, and a Bachelor's degree. The position offers a competitive salary range between $123,000 and $257,000 and emphasizes professional growth in a supportive, inclusive environment. #J-18808-Ljbffr

Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces. Candidates with strong sell-side M&A reps are sought after for this opportunity. 175k - 225k base salary, with a competitive bonus.