Finance advisor jobs in Petaluma, CA

Job Title: Finance Analyst Duration: 4 months (Temp to perm - Looking to fill a perm role) Pay rate : $31 - $33/hr. on w2 Shift : M-F 8-5 As a Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties. Resource's typical working day: Junior role Managing on a bi weekly basis AP packages for the client Approval for invoices, coding on those invoices in the system Lease administration CAM reconciliations- annually occurs in Jan for the previous year- goes from Jan to June After that a little more project based Must Have Skills: Strong finance and accounting, reconciliation skills Very good demeanor Professional appearance Professional communication Excel Working with large data sets Looking for someone enthusiastic Need to be able to work independently Intermediate math skills and problem solving skills Nice to have skills: Any kind of lease administration experience Years of Experience: Pretty junior role Preference would be year or 2 of experience Education: Prefer bachelor's degree Software skills: Excel Interview Process: Virtual interviews with team, final onsite

About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our San Francisco office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include: Work closely with analysts and associates in developing client presentations, pitches and other key deliverables Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses Contribute to M&A strategy development discussions with senior M&A professionals Actively interact with clients and buyers on calls and in meetings Research and communicate compelling technology industry and company trends Identify and manage strategic and financial buyers Coordinate and support transaction due diligence activities and data room development Desired skills and experience: Undergraduate degree candidate from top-tier programs; exceptional academic performance Candidates with a GPA of 3.5 or higher are preferred Working knowledge of corporate finance, accounting, financial statements and valuation methodologies Exceptional work ethic and positive, can-do attitude; enthusiastic team player Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively Proven analytical, research, and problem-solving skills Desire to develop business expertise in technology and software; passion for technology Outstanding leadership skills High degree of integrity and professionalism Strong attention to detail Must be eligible to work permanently in the United States

Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're experienced in selling or leasing commercial real estate and have an active BRE license In the CRE industry, minimally 3-5 years with deal history reflecting multiple transactions We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will allow a seamless transition a successful, busy senior broker with track record into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: collaborating with others elevates everyone. We believe that scarcity mentality and sales makes for unfavorable careers. Platform: We've implemented world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support Advisors at NAI. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing listings, and in helping to close deals quickly and in the best interest of the client. NAI Northern California is a progressive, full service commercial real estate firm serving the Northern California Bay Area. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California's commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. NAI Norcal is parent to a loan brokerage company, Piedmont Capital and Lakeside Investment Company. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. NAI Global manages a network of 5,000 professionals and over 350 offices in 55 countries throughout the world. NAI offices around the world completed over $45 billion in transactions annually. Global also manages over 200 million square feet of commercial space. NAI Northern California competitive advantages: our proprietary technology (data systems, technology tools and custom built Salesforce CRM), along with a uniquely collaborative and highly ethical culture. As a prospective NAI Northern California team member, our promise to you: NAI Northern California responds to all applicants within 5 business days who submit 1) a personalized cover letter to NAI and 2) either a current resume or, curriculum vitae. BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients. We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We're seeking an Investment Specialist with experience selling and supporting private market solutions through an investment platform that serves independent financial advisors and RIAs. You will be the platform's subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Charlotte, NC or Concord, CA. Responsibilities: * Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth. * Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings. * Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events. * Gain insights into advisors' businesses, clients, and challenges to recommend tailored solutions that address their specific needs. * Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space. * Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Knowledge, Skills, Abilities: * Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals. * Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. * Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients. * Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients. * Leverage CRM tools to track activities, analyze data, and optimize engagement strategies. Education & Experience: * 5+ years of experience in field preferred * CFA or CAIA Certification Preferred (or currently enrolled). * Series 65? Active License * Bachelors Degree in Finance, Economics or similar and/or equivalent job experience * undefined Compensation: The Base Salary range for this position is between $175,000-$200,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Financial AdvisorSonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

The primary purpose of this position is to ensure that appropriate reimbursement resources are in place for services provided at AHMC Seton Medical Center. The Patient Financial Advisor ensures that appropriate reimbursement resources are in place for services provided to ensure the financial viability of the facility. This includes the following: 1) Accurate and timely assessment of payer and patient legal liability; 2) Compliance with industry state, federal and local regulations and requirements; 3) Adherence to government and non government program requirements; 4) Effectively communicating with patients as to program requirements, personal payment liabilities, and options for care and placement that allow for informed decisions by the patient and his/her family while protecting the financial interest of the hospital facility; 5) Requesting prior authorization from the payers for patients that have been or are in the process of being admitted into the hospital's acute care departments including but not limited to ICU, Telemetry, and Medical/Surgical Units. Responsibilities 5-9 years Patient Accounting experience in a large metropolitan medical center, large freestanding clinic, or chain of free standing clinics. Must effectively operate a 10-key adding machine by touch, and must type 40 wpm with minimal errors (5 or less). Must demonstrate effective interpersonal skills and communication skills. Demonstrated effective expertise in insurance confirmation and insurance benefit follow-up and credit and collections. Demonstrated knowledge of the role that Utilization Review, Discharge Planning (Case Management), Admissions, Medical Information Department, and related departments all have on the impact of reimbursement. Positive group dynamics and a firm commitment to quality performance of the department, and a firm commitment to the comprehensive achievement of the department goals and objectives Demonstrated knowledge of the legal requirement of collections. Gather and analyze all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care medically appropriate, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source. Interpret and relay provisions and requirements of applicable private, federal, state and county aid programs to patients and physicians, explaining any and all obligations and rights under the given program. Provide all alternatives at hand and counsel patients regarding realistic financial ability to pay for medical care. Assist in budget when necessary. Interview and correspond with patients, relatives, attorneys, employers and welfare agencies to obtain information, explain Regional policies, receive payment and arrange payment plans which fulfill the financial policy requirements of the Region. Evaluate a wide variety of deeds, life insurance policies, negotiable securities, and miscellaneous collateral to determine security value as appropriate. Obtain real estate property and other financial information and liens, assignment of insurance policies or benefits and third party liability liens as appropriate, all within the legal policies and procedures set by federal, state and industry standards. Determine patient third party insurance coverage and validate benefits pertinent for services for benefits payment. Inform and advise the physicians of the patient's financial status, interpret third party insurance, and interpret and relay as appropriate the financial impact on the region and physician office, with all alternatives as apply in a given situation. Resolve problems involving interfacing of various private and government agencies to ensure appropriate billing and reimbursement for services which have been provided by the Region. Apply sensitivity to the patient's medical situation in the counseling of a patient about his/her financial relationship to services provided so as to minimize impact during care while assuring that the patient can make informed choices about same. Interact professionally with Regional/Hospital staff to obtain all pertinent information protecting patient confidentiality while ensuring all components required for reimbursement are obtained. Any and all other functions required to ensure appropriate coverage and reimbursement for services are forthcoming from private, federal, state or county sources, protecting the financial viability of the Region. Age-Related Competency: Has demonstrated knowledge of and competence in age-related patient care, as defined and documented in department standards. Workplace Safety: Is aware of and works within hospital and departmental safety guidelines, including reporting potential hazards and hazardous behavior. Uses appropriate body mechanics and lifting devices, as needed, for all work assignments. LANGUAGE SKILLS: Ability to read, analyze, and interpret technical procedures, bank and financial forms/reports/documentation, patient accounting system screens/reports, and policies and procedures. Ability to write reports, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical and financial instructions. Ability to estimate staff workloads and to re-direct workflow as appropriate. Ability to analyze data and identify trends or patterns Qualifications QUALIFICATIONS: The incumbent must be able to perform each essential duty satisfactorily. The requirements below are representative of necessary knowledge, skill, and ability. Reasonable accommodations may be made to enable people with disabilities to perform essential functions. Hospital Description AHMC Seton Medical Center and AHMC Seton Medical Center is a 377-Bed facility encompassing acute care and post-acute services.

Information Hiring Manager: Managing Director Department: DL - Direct Lending 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, golubgrowth.com 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 ( Manage a portfolio of existing investments with support from junior investment professionals and the portfolio monitoring group Support portfolio company growth strategies including add-on acquisitions and market expansion via incremental 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 US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice 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.

Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Experience within the investment banking industry as an Associate with a proven track record working on executed deals Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Commercial instinct and ability to perform under pressure and tight deadlines Interest in developing a career in Healthcare Investment Banking Bachelor's degree is required; an MBA would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. 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 * 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 * Evaluate risk/return parameters of financing transactions * 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, syndicated bank financing, public/private debt & equity capital markets, 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: * Masters degree in Finance or Economics or a minimum of 3 years corporate finance and capital markets experience with a top tier global bank * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Must have experience in the general TMT sector * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * 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 * Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office * Series 79 & 63 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-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate professional work experience Series 79, Series 63 (preferred and must be taken within 30 days of start date) Preferred Experience Experience with M&A transactions in the technology sector Compensation & Benefits: Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionA Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail member base designed to meet the individualized needs of each member. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. This is a commission-based position.TASKS, DUTIES, FUNCTIONS:• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements• Delivering a high-quality service experience during each interaction• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution's products to support cross-selling opportunities and to generate referrals back to the institution where appropriate• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.• Ensures that processes are completed in accordance with established policies and procedures and related state, federal and legal requirements PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS:1. INTERNAL: All levels of staff and management.2. EXTERNAL: Members, external partners as well as professional and community organizations and others, as needed.Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients, evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the financial institution- based investment market space Excellent knowledge of investment/insurance products and financial planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66 Registration with state insurance must be acquired within the first six months of hire ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

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. 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 **************************.

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

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. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Technology Investment Banking - San Francisco, CA Global Banking and Markets 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! Overview: The Associate will work with senior bankers across a variety of different transaction types and advisory assignments: mergers & acquisitions (both buyside and sell-side), public equity offerings, debt capital markets issuances, and capital advisory projects. As one of the fastest growing and most dynamic groups within Scotiabank, the Associate can expect to have numerous opportunities to demonstrate growth, intellect, and initiative. With an increasing roster of highly experienced senior bankers, the Global Technology Investment Banking Group continues to innovate and drive additional topline revenue and net income for Scotiabank. If you are interested in a fast-paced, challenging, and exciting environment, the Technology Banking team welcomes the opportunity to connect with you. Position Highlights: Associates in the Global Technology Investment Banking Group enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising and mentoring Analysts. As the individual's career progresses, Associates take on increased responsibilities on live transactions and participate in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with both clients and Scotiabank GBM product partners at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships. A significant amount of effort, diligence, and initiative is required to properly execute assignments. The complexity of clients' financial requirements combined with the highly competitive nature of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms. Given the Global Technology Investment Banking Group's streamlined operating hierarchy and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Debt Capital Markets, Global Fixed Income, and Global Equity Derivatives. What You'll Do * Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide 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. Location(s): United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston 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: Investment Banking, Bank, Banking, M&A, Financial, Finance, Management

The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&A) and capital raising within the technology sector. Interns, or “Summer Analysts,” will support teams on live deals through both quantitative and qualitative assignments, in addition to conducting in-depth industry and company-specific research. We are targeting undergraduate applicants with an expected graduation date of Spring 2028. Formal interviews will begin in January 2026. Responsibilities Perform Business and Financial Analyses: Research and analyze financial and operational data related to companies and industries. Perform complex financial modeling and valuation analyses as part of client/industry evaluations. Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions. Create trend analyses of financial performance for client presentations. Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors. Provide Management Support: Present analytical findings to deal teams. Develop written internal and external marketing materials. Improve and maintain internal infrastructure projects and databases. Assist the coverage team in the development of presentations for potential mandates. Qualifications Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement. Basic understanding of fundamental financial principles. Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment. Excellent analytical and critical thinking skills. Highly developed written and oral communication abilities. Strong interpersonal skills, with the ability to work effectively in a professional setting. Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment. Meticulous attention to detail and ability to manage multiple projects with a high degree of organization. Self-starter with the ability to independently manage assignments and take ownership of tasks. Strong sense of urgency and a competitive drive to succeed. Maturity and professionalism appropriate for a client-facing role. Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office. Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research is a plus. About Union Square Advisors Union Square Advisors is a leading technology-focused investment bank offering strategic M&A advice, private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with top public and private technology companies, private equity firms, venture capitalists, and family offices. Our expertise spans many aspects of the technology landscape, including enterprise software and infrastructure, fintech, healthcare IT, internet and digital media, e-commerce, consumer software, AIoT and industrial technology, among other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions valued at over $120 billion. For more information, please visit *******************

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JobID: 210649026 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00 We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role. * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment