Finance advisor jobs in Livermore, CA - 1,720 jobs

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 Overview 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. Support business development initiatives. 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. Strong communication skills 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 beis 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. Learn more . 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

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

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

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

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

A leading investment bank located in San Francisco is seeking an Experienced Investment Banking Associate who will support M&A, capital raising, and financial advisory. This role requires strong problem-solving and analytical skills, as well as a commitment to excellence. Candidates should have 3-5 years of relevant work experience and excel under pressure. The position offers a competitive salary range of $175,000 - $225,000, along with comprehensive health and retirement benefits. #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

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 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

Investing Analyst This is a job that we are recruiting for on behalf of one of our customers. To apply, speak to Jack. He's an AI agent that sends you unmissable jobs and then helps you ace the interview. He'll make sure you are considered for this role, and help you find others if you ask. Company Description Mission-driven global venture capital firm Job Description Join a new two-year Analyst Program, becoming a fundamental part of an investment team. You'll drive research into emerging industries, identify promising startups for early‑stage and growth investments, and gain direct exposure to founders and co‑investors. This intensive program accelerates your development as an investor and operator in mission‑driven technology. Location San Francisco, USA Why this role is remarkable Become a fundamental part of a global investment team, shaping the future of purpose‑driven technology. Work alongside experienced founders and global leaders, backed by top‑tier VCs, investing in transformative areas like climate, health, and AI. An intensive two-year program designed to rapidly accelerate your development as a top‑tier investor and operator. What you will do Drive in-depth research into emerging industries and market trends to identify new opportunities. Help identify and evaluate the most promising early‑stage and growth startups for investment. Gain direct exposure to meeting founders, co‑investors, and policy leaders, building a valuable network. The ideal candidate Possesses 2-5 years of experience, ideally in finance, consulting, or similarly rigorous environments. Demonstrates relentless curiosity, critical thinking, and the ability to surface unique insights. Exhibits strong analytical and financial literacy, comfortable with numbers, frameworks, and models. How to Apply To apply for this job speak to Jack, our AI recruiter. Step 1. Visit our website Step 2. Click 'Speak with Jack' Step 3. Login with your LinkedIn profile Step 4. Talk to Jack for 20 minutes so he can understand your experience and ambitions Step 5. If the hiring manager would like to meet you, Jack will make the introduction #J-18808-Ljbffr

A leading global financial services firm is seeking candidates for their Full-Time Associate Program. This position emphasizes sustainable infrastructure and involves executing live transactions in Investment Banking, along with providing mentorship and professional development opportunities. Ideal candidates are on-track for an MBA, with strong analytical skills and passion for the business. The role offers a competitive annual salary of $175,000 and opportunities for growth in a dynamic environment. #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

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. 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) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships This role may require occasional travel between two nearby branch locations as need. 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

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $39,000 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #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.

A leading cloud services provider in San Francisco is seeking a Technical Account Manager to serve as the primary contact for clients. This role involves managing client relationships, providing technical guidance for cloud IT solutions, and ensuring optimal performance. The ideal candidate will possess a Bachelor's degree in a related field, proven account management experience, and strong knowledge of cloud platforms. This position offers a chance to significantly impact client success. #J-18808-Ljbffr

remote type: US Remote LocationAt T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. * The position is part of the US Intermediaries (USI) business unit and will report to the Head of RIA Alternative Investment Specialists* This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.* This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through RIAs.* The role has location flexibility* Drive sales of Alternative Investment strategies with targeted clients* Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels* Present TRP's Alternative capabilities to Financial Advisors, RIAs and/or Investors* Educate TRPs generalist sales team(s) on available alternative strategies* Manage an alternative sales pipeline* Develop relationships with prospect firms* Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.* Prospect new relationships with the goal of directly driving sales across alternative products* Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments* Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment* Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.* Provide insight and proactive ideas for improvement to optimize team's time and improve client experience* Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.* Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.* Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights.* Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures.* Prior experience in private credit* Proven direct new business generation experience* Proven ability to drive sales directly with clients / intermediaries* In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.* Minimum of 5+ years of Alts experience* College degree required* Exceptional communication skills including written, verbal, and delivering presentations* Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms* Strong organizational, time management, and relationship management skills* Significant travel required* 10+ years of Alts experience* Series 7 & 63 preferred, must obtain within 3 months of hire* Advanced degree or designation (e.g. CFA, CAIA, CIMA).* Previous experience and proven success with fundraising through intermediary relationships Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits remote type: US Remote Locationremote type: US Remote Location #J-18808-Ljbffr