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  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment banker job in San Francisco, CA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $72k-122k yearly est. Easy Apply 60d+ ago
  • Technology Investment Banking - Vice President, Software (Menlo Park, CA)

    15 Ms Investment Mgmt

    Investment banker job in Menlo Park, CA

    Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. 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: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed 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 $275,000 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).
    $275k yearly Auto-Apply 60d+ ago
  • Technology Investment Banking - Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Investment banker job in Menlo Park, CA

    Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. 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: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed 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 $275,000 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).
    $275k yearly Auto-Apply 60d+ ago
  • Investment Banker - Healthcare (MedTech) - Vice President

    JPMC

    Investment banker job in San Francisco, CA

    As a Vice President in Investment Banking, 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 VP level experience in Healthcare Investment Banking 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
    $121k-221k yearly est. Auto-Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in San Francisco, CA

    JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $155k-236k yearly est. Auto-Apply 33d ago
  • Investing Associate

    Evergreen Services Group 4.4company rating

    Investment banker job in San Francisco, CA

    Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations. The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. The Role: We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco. Responsibilities include but are not limited to: * Perform due diligence, analysis and execution across multiple simultaneous acquisitions * Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors * Construct detailed financial models and returns analyses * Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.) * Mentor and support junior analysts through early career development Qualifications: Successful candidates will have the following attributes: * 2 years of investment banking or private equity investing experience * Outstanding financial modeling and analytical skills * Strong understanding of accounting and finance * Passion for investing and learning about new industries * Strong communication skills * Demonstrated ability and interest in working in a small, entrepreneurial team You would be a great fit for this role if: * You have a strong will-to-win and get excited by ambiguous, challenging situations * You are resourceful and can find a means to resolution in unfamiliar environments * You value relationship-building and are excited about working with small business owners * You share Evergreen's values, particularly in the following areas: * Coachable: actively pursues feedback & development * Accountable: takes ownership for business performance; answers for challenges/failures * Selfless team-player: puts the mission and teammates ahead of themselves * You are excited about Evergreen's mission to build the best home for businesses and their leaders Other Information * Location: San Francisco (Hybrid) * Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units) We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application! DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow. Compensation A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more. Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
    $132k-206k yearly est. Auto-Apply 60d+ ago
  • Associate, Investor Relations

    Crusoe 4.1company rating

    Investment banker job in San Francisco, CA

    Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About This Role: We are seeking a highly analytical and experienced Investor Relations (IR) Associate to join our team. This role is crucial in managing the relationships between the company and the investment community which continues to grow. The ideal candidate will be a key contributor to all aspects of designing and creating a robust IR function, with significant experience in a dynamic environment that is market-facing with a proven track record supporting the capital markets participants. Experience in sell-side equity research, capital markets or investor-facing roles within scaled organizations desired. This role will initially report to the SVP of Strategic Capital and Corporate Development. What You'll Be Working On: Public Company Experience Communications with equity and debt providers, organizing investor reporting and outreach. Assist in managing the ongoing requirements and documentation specific to a newly public company environment. Manage relationships across sell-side equity research analysts and coverage universe. Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up. Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions. Financial Reporting & Communications Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials. Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders. Synthesize these interactions for senior management. Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments. Market Intelligence & Strategy Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance. Provide data-driven insights to the executive team and Board of Directors. Maintain list of industry events important for the Crusoe team to attend. Shareholder Analysis: Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies. IR Targeting: Identify and prioritize potential new institutional investors whose mandates align with the company's profile. Build and maintain IR CRM database of investor interactions and engagements. What You'll Bring to the Team: 3 - 5 years of experience in Investor Relations, Investment Banking, or Equity Research. Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise. Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors). Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP). High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software). Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience. Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality. Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors. Bachelor's degree in Finance, Economics, Accounting, or a related field. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300 per month Compensation: Compensation will be paid in the range of $140,000 - $170,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
    $123k-187k yearly est. Auto-Apply 4d ago
  • Marketing & Investor Relations Associate

    Artt Real Estate Investments

    Investment banker job in San Francisco, CA

    $120,000 - $250,000+ / Yearly ARTT is currently seeking a Marketing & Investor Relations Associate to join our fast growing and innovative team. This is an opportunity to be on a winning team where creative leadership, passion for progress, and responsibility are paramount. Responsibilities: • Develop, implement and manage marketing strategies that ensures yearly sales goals and objectives are achieved • Collaborate with Senior team members to develop strategies for territory expansion • Effectively manage a pipeline with multiple prospects • Maintain a high level of knowledge of company products, policies, and procedures • Attend and participate in industry workshops and sponsored events Benefits: • Entrepreneurial environment with a focus on collaboration • Outstanding opportunities for growth and career mobility • Excellent training and ongoing support • Opportunity to participate in leadership development programs • Gain working knowledge in areas of Buy & Hold, Fix & Flip, Short Sales, Multi-Family, Tax & Notes, and Commercial Qualifications: • Previous sales and or marketing skill preferred with • Bachelor's Degree or equivalent experience preferred • Outstanding communication, training, organizational and time management skills • High technical aptitude to include problem solving capabilities and ability to communicate with clients • Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word • Experience with CRM management a plus Additional Information All your information will be kept confidential according to EEO guidelines.
    $120k-250k yearly 15h ago
  • Marketing & Investor Relations Associate

    ARTT Real Estate Investments

    Investment banker job in San Francisco, CA

    $120,000 - $250,000+ / Yearly ARTT is currently seeking a Marketing & Investor Relations Associate to join our fast growing and innovative team. This is an opportunity to be on a winning team where creative leadership, passion for progress, and responsibility are paramount. Responsibilities: • Develop, implement and manage marketing strategies that ensures yearly sales goals and objectives are achieved • Collaborate with Senior team members to develop strategies for territory expansion • Effectively manage a pipeline with multiple prospects • Maintain a high level of knowledge of company products, policies, and procedures • Attend and participate in industry workshops and sponsored events Benefits: • Entrepreneurial environment with a focus on collaboration • Outstanding opportunities for growth and career mobility • Excellent training and ongoing support • Opportunity to participate in leadership development programs • Gain working knowledge in areas of Buy & Hold, Fix & Flip, Short Sales, Multi-Family, Tax & Notes, and Commercial Qualifications: • Previous sales and or marketing skill preferred with • Bachelor's Degree or equivalent experience preferred • Outstanding communication, training, organizational and time management skills • High technical aptitude to include problem solving capabilities and ability to communicate with clients • Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word • Experience with CRM management a plus Additional Information All your information will be kept confidential according to EEO guidelines.
    $120k-250k yearly 60d+ ago
  • Investment Associate

    One Softbank

    Investment banker job in Menlo Park, CA

    About SoftBank: The SoftBank Group invests in breakthrough technology to improve the quality of life for people around the world. The SoftBank Group is comprised of SoftBank Group Corp. (TOKYO: 9984), an investment holding company that includes stakes in AI, smart robotics, IoT, telecommunications, internet services, and clean energy technology providers, as well as a majority stake in Arm, which is building the future of computing; and the SoftBank Vision Funds, which are investing to help transform industries and shape new ones. To learn more, please visit ****************** and ************************** Position description: SoftBank Investment Advisers is looking an investment associate to join our Investment Team. As part of the deal team, you'll play an active role in diligencing, structuring, and financing transactions in the technology sector, as well as assist in monitoring portfolio companies. You'll work in an entrepreneurial and fast-paced environment with frequent opportunities to interact with the firm's senior leadership. This role is for a near-term (January 2026) start. Responsibilities: Due diligence, financial modeling, deal negotiations and communication of executive-level insights Research and recommend companies for SoftBank to invest in Communicate results and insights with senior leaders (e.g., through live presentations and ongoing analysis/reports) Manage end-to-end analytical projects by quickly understanding context and developing structured analysis to reach alignment and provide guidance to senior stakeholders Identify and educate other executives on new, innovative technology trends and markets, and recommend high-potential investments Actively monitor the portfolio companies and help on key strategic projects for portfolio companies Required Qualifications: 2+ years' work experience in investment banking, consulting or private equity Extensive experience in financial modeling Exceptional strategic, analytical, communication, leadership and problem-solving skills Driven, self-starter with a passion for excellence and tolerance for ambiguity and change Deep analytical, research and technical skills Passion for technological innovation
    $101k-178k yearly est. 24d ago
  • Multifamily Investment Associate

    Pacific Urban Investors

    Investment banker job in Palo Alto, CA

    About Us About the Company: Pacific Urban Investors (‘PUI') is an industry-leading multi-family investment firm and pension fund manager. Headquartered in Northern California's innovative Silicon Valley, PUI is focused exclusively on the multi-family rental space. The firm has successfully deployed well-timed strategies to the benefit of its institutional partners and stakeholders throughout the United States. Since its inception in 1998, PUI has completed over $16 billion in apartment transactions on behalf of its own account and those of its strategic institutional partners. Today, PUI has six offices, with over eighty professionals and an owned apartment portfolio in excess of $9 billion. More information can be found at ****************************** Please note that we are in a great location, near Caltrain, with excellent restaurants and shops within walking distance. Position Overview Job Description: We are currently hiring a Multifamily Investment Associate to join our San Francisco Bay Area team. Qualified candidates will have the analytical skills to accurately underwrite prospective multifamily investments throughout the San Francisco Bay Area markets, along with excellent verbal and written communication skills. Additionally, strong interpersonal abilities are needed to interface with brokers, owners, and internal executives. This position reports to the SVP, Investments, and is best suited for candidates with long-term aspirations of becoming an Investment Officer with direct sourcing responsibilities. Experience with multifamily investment properties is essential. This is an in-office position and works from our Palo Alto office, 5 days per week. Primary Responsibilities & Duties: Create and prepare valuations for potential multifamily acquisitions utilizing Microsoft Excel - using our internal models to incorporate market data and property operating history into each valuation Research and analyze numerous submarkets, both from the desk and “in the field," to gain intimate knowledge of targeted opportunities Track rent, sales, and new development activities through the assigned markets Conduct and coordinate due diligence activities involving the audit of leases and financial operations, analysis of market competitors, synthesis of third-party reports, assessment of physical deficiencies, and renovation opportunities Prepare and present materials to PUI's Investment Committee Participate in various analytical projects as required in the Investments Department Some travel within the Northern California area will be required May perform other duties as needed Education, Skills & Qualifications: Bachelor's degree required 3 - 5 years of relevant experience, including a sound fundamental knowledge of real estate financial analysis, due diligence, and market analysis; direct experience with multifamily real estate valuations is required Strong proficiency in Microsoft Excel required, as well as proficiency with MS Word & PowerPoint Demonstrated ability in interpersonal and business communications; excellent writing skills required Please Note: For consideration, please reply to this job posting No phone calls or emails to members of the firm PUI would like to thank you for applying; however, due to the volume of responses received, only qualified candidates will receive a response Local candidates only, no relocation expenses provided Benefits Overview: The compensation plan for this role will be commensurate with the skills required for the position. As such, it will be comprised of a base salary and an annual performance-based incentive, which is determined upon individual and portfolio performance. The Company offers a comprehensive benefits package to include: Paid Time Off + Paid Holidays Paid Sick Time 401k + Employer Contribution Medical (H.S.A./HDHP option w/ Employer Contribution) Dental Vision Flexible Spending Accounts Group Term Life/AD&D Voluntary Life/AD&D Long-Term Disability Buy-Up Long-Term Disability Employee Assistance Program Fitness & Wellness Program Other Voluntary Plans Depending on the role, other benefits such as commissions, an educational assistance program (tuition reimbursement), a referral program, and/or a car allowance may be applicable.
    $101k-177k yearly est. 60d+ ago
  • Associate - Private Investment Funds

    Advocates Legal Recruiting

    Investment banker job in San Francisco, CA

    Private Funds Associate | NYC. SF. BOS. If you're a mid -level associate (class years 2020 to 2022) and you're not looking to be another cog in the BigLaw machine, read on. Our AmLaw 100 client is building out its powerhouse Private Investment Funds team, and they're looking for someone who's already been in the trenches of fund formation. You'll be working with top -tier PE, real estate, and tech sponsors who play in the billion -dollar sandbox. This is high -stakes, high -impact work. What you'll actually be doing: Running with private fund formation deals (not just supporting - leading) Drafting core docs, negotiating with LPs, and making regulatory headaches look easy Navigating the '33 Act, Investment Company Act, and Investment Advisers Act like a pro You should bring: 2-5 years at a top firm doing serious fund work A JD from a strong law school and the confidence to show it Bar admission in NY, CA, or MA (or close to it) The mindset of someone who likes to move fast, work smart, and not just follow the playbook Where you'll sit: New York, San Francisco, or Boston - your pick. Big firm infrastructure, but with a team that's lean, sharp, and trusted with the most sophisticated mandates. This is where smart attorneys go when they want to level up without selling out. Sound like you? Let's chat. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $101k-178k yearly est. 60d+ ago
  • Private Equity Investment Funds Mid-Level Associate

    Mosaic Recruits

    Investment banker job in San Francisco, CA

    Job DescriptionPosition Title: Private Equity Investment Funds - Mid-Level AssociateSalary Range: $225,000 - $435,000About the Opportunity Seeking a highly qualified associate (class of 2022 - 2020) to join our Private Investment Funds practice. Candidates must have experience both working in teams and managing substantial components of fund formation transactions with private investment funds in the private equity, real estate, and/or tech industries. Candidates should be experienced with private placements under the 33 Act, unregistered funds under the Investment Company Act and have exposure to the Investment Advisers Act. Items Needed to Apply: Outstanding academic credentials, comparable law firm experience, and excellent written and verbal communication skills. Relevant bar admission (or eligibility to obtain admission promptly) required. Confidentiality For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.
    $101k-178k yearly est. 22d ago
  • Investment Associate, Retail Funds

    Angellist

    Investment banker job in San Francisco, CA

    Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle.Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk.
    $101k-178k yearly est. Auto-Apply 56d ago
  • Senior Investment Associate - Wix Ventures (Bay Area)

    Wix 4.3company rating

    Investment banker job in San Francisco, CA

    The Senior Associate - Wix Ventures (Bay Area) will play a key role in expanding our network in the local startup ecosystem. This individual will be responsible for generating deal flow, evaluating early-stage investment opportunities, and fostering relationships with later-stage companies, investors, and other key stakeholders. Deal Sourcing & Investment Analysis Identify, evaluate, and engage with promising early-stage startups that align with our investment thesis. Develop and maintain a strong pipeline of investment opportunities. Conduct market research, competitive analysis, and due diligence on potential investments. Work closely with internal teams to assess strategic fit and financial potential of target companies. Work in collaboration with the corp dev team and provide local help in M&A activities Ecosystem Engagement & Relationship Building Act as the company's local representative in the startup and investor community. Build and maintain relationships with VC firms, accelerators, founders, other CVCs and industry leaders. Identify and engage with later-stage companies for potential strategic partnerships. Attend industry conferences, pitch events, and networking opportunities to enhance our presence. Strategic Insights & Reporting Provide regular reports on local market trends, competitive landscape, and investment opportunities. Offer insights on emerging technologies and business models relevant to our investment focus. Collaborate with the broader investment team to align local efforts with global strategy. At this time we are seeking candidates who are based in the Bay Area. Qualifications 3 - 6 years of experience in Venture Capital, Corporate Venture Capital, or Startup Investments. Prior experience in early-stage investing and working with founders. Strong network within the startup and VC ecosystem, in the U.S. West Coast. Ability to identify and assess startups with high growth potential. Solid understanding of financial modeling, due diligence, and investment structuring. Excellent communication and relationship-building skills. Ability to work independently and travel often. Bonus Points: Experience working in or with corporate venture and corp dev arms and understanding their strategic objectives. Background in technology, SaaS, AI, fintech, or other high-growth sectors. Strong analytical mindset with the ability to assess both financial and strategic value. Additional Information We are a dynamic Corporate Venture Capital (CVC) fund investing in cutting-edge startups and fostering strategic relationships with later-stage companies in collaboration with the corp dev team. Our mission is to stay ahead of market trends by identifying high-potential early-stage companies and map the landscape of established businesses for potential strategic collaborations. To strengthen our presence in the West Coast, we are seeking an Investment Manager who will be our eyes and ears on the ground, sourcing deals, building relationships, and providing deep market insights. *** The approximate base compensation is $150,000 - 200,000. In addition to base pay you will receive company RSUs as part of the compensation package. Final offer may vary and will be determined by various factors including location the role is expected to be performed, shift, candidate profile and ideal qualifications. IIn addition to a competitive compensation package and opportunities for professional growth, Wix offers comprehensive benefits to support the well-being and financial security of our employees. You can read more about our comprehensive benefits package here
    $150k-200k yearly 60d+ ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Investment banker job in San Francisco, CA

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
    $93k-152k yearly est. Auto-Apply 60d+ ago
  • Interested in a future role?

    Taara

    Investment banker job in Sunnyvale, CA

    About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Intern (Spring 2026)

    Comcap Holdings LLC

    Investment banker job in San Francisco, CA

    About ComCap Holdings ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies. During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments. Role Qualifications Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above. Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses. Financial modeling experience in Excel, basic or better PowerPoint skills. Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period. Strong written and verbal communication skills. A strong academic record from a leading undergraduate program is required. Entrepreneurial streak. Work authorization in the US. Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally. Role & Responsibilities Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients. Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit. How to Apply: Please submit the following to ************************ Subject: First Name Last Name - CV / Position Applied for Given Name Last Name Email University Expected Graduation Date Major Field of Study Resume/CV Academic Transcript Why do you want to intern at ComCap? How many hours can you commit to the internship? Visit our career page at ***************************** for more information.
    $66k-119k yearly est. Easy Apply 2d ago
  • San Francisco Summer 2027 Internship - Investment Banking

    Bank of Montreal

    Investment banker job in San Francisco, CA

    Application Deadline: 01/20/2026 Address: 180 Montgomery St. Job Family Group: Capital Mrkts Sales & Service Investment Banking Summer Analyst BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Summer Analyst Program Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals: Enrolled in an undergraduate degree program, graduating in Dec. 2027 or Spring 2028 Interest in investment banking A preferred minimum GPA of 3.4/4.0 Minimum of two college finance and/or accounting classes with grades “B” or higher Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school, or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity Legally authorized to work in the U.S. and will not require sponsorship in the future The annual base salary for this position is USD$110,000. Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $110k yearly Auto-Apply 39d ago
  • Investor Relations Associate

    Bitwise Solutions Inc. 3.9company rating

    Investment banker job in San Francisco, CA

    It's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We're backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we're excited about what's ahead. We're looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Investor Relations and will be responsible for ongoing support to a wide range of clients. You will also collaborate closely with teams internally to optimize the client experience. The ideal candidate has expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry.Primary Responsibilities: Provide ongoing support to our incredible clients, who range from individuals to family offices to financial advisors to funds to institutional investors. You'll handle a wide variety of questions in a timely, friendly, and accurate manner, with the goal of ensuring client satisfaction. We aim to be our client's favorite partner. Support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes regardless of client savviness. Support our portfolio managers by responding accurately and promptly to questions they have on investment logistics, including confirming the receipt of wires from new clients on trade days. Support our sales team by joining calls or meetings with potential clients to discuss the onboarding process or answer product-related questions. Collaborate with our engineers and technology team to optimize the user experience of investing and help build out internal software tools. Help maintain important materials and records, including updating the firm-wide DDQ and the firm's client database. Wear many hats, contribute to many projects, and adapt to the needs of a growing organization. Role Requirements: Bachelor's degree, likely in Finance, Accounting or other business-related field, though not required. 3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields. Very comfortable with software and proficient with Excel/Google Sheets. Great communicator in writing and conversation, and can convey details with clarity, coherence, and warm professionalism. Exceptional time management, organizational, and multi-tasking abilities, and you can meet deadlines and work under pressure. Ability to create and foster meaningful relationships, with the team and with clients with a goal to understand others, to help others understand you, to enjoy interactions, to deliver on professionalism, to form career-long partnerships, and to be “best-in-class.” Willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you're excited to go all in on crypto. Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious, and open-minded, inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You're proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you're always looking to improve. What We Offer: Compensation: $120,000-$135,000 salary + bonus Equity compensation as a component of all offers Health insurance, including dental and vision plans Health, Dependent Care, and Commuter Flexible Spending Accounts Paid Parental Leave Life insurance; short- and long-term disability plans Company funded 401(k) plan, no matching required Unlimited PTO 10 paid company-wide holidays Office spaces in San Francisco and New York Meals and snacks provided in the office Paid company cell phone Bitwise “Buddy” program (30-day new-hire success program) Annual birthday and anniversary gifts Company-wide events including the annual holiday party Internal Women of Bitwise group with fun events Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $120k-135k yearly Auto-Apply 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in Dublin, CA?

The average investment banker in Dublin, CA earns between $91,000 and $289,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Dublin, CA

$163,000
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