Investment Associate
Investment Banker Job 12 miles from Oakland
Company Background
Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach.
DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions.
Summary
The Associate will provide direct assistance to the various members of the Investment Team in primarily supporting Asset Management functions in the following areas: providing analytical support for existing assets including lease and financing analyses, business plan development, reporting and valuation updates, and other analytical support as may be needed. The candidate may also assist in the Acquisition process by providing analytical support for evaluating new investments and assisting in the due diligence process. In both functions, the candidate will also assist in drafting internal, investor and lender presentations while also assisting in the compilation of white papers on new potential investment strategies for both existing and new investments within DivcoWest's portfolio and/or target investment markets.
This role requires 5 days in the office at our San Francisco, CA location.
Interested candidates should send their resumes to ************************.
Responsibilities
Participate in the creation of monthly, quarterly, and annual reporting for investors, lenders, and senior management.
Participate in the valuation process of each asset on a quarterly basis, working with analytics team and consultants.
Provide regular written and oral status reports and ad hoc reports on request.
Assist asset management team with lease analysis, capital project forecasting, cash flow projections, returns projections and ongoing maintenance of asset management systems.
Evaluate potential new investment opportunities and build financial models using Argus Enterprise and Excel.
Participate in the budgeting, drafting and implementation of strategic business plans that will govern an asset's daily operations, position in the market, and ultimate disposition.
Assist in creating investment memoranda and other written reports for our investments, both existing and new.
Assist with transaction due diligence responsibilities, which include supporting the acquisitions team to abstract leases, verify underwriting, review historical financials, conduct CAM reconciliations, and review property due diligence reports, and assist in closings and financings.
Qualifications
At least 2-3 years of relevant experience.
Strong financial modeling skills. Exposure and/or knowledge of real estate accounting and financial statement analysis
Strong skills in Argus Enterprise, Excel, Word, and PowerPoint.
Ability to effectively work and communicate with team members.
Exceptional quantitative and analytical skills.
Exceptional business writing ability.
A strong interest in real estate investment.
Self-managed, able to work well independently and within a small team.
High level of initiative, strong work ethic and willingness to work across teams.
Creative and entrepreneurial spirit.
The person in this position must be able to:
Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings.
Occasionally move about the office to access file cabinets, office technology, and attend meetings etc.
Compensation
$100,000 - $120,000 base salary
Annual bonus opportunity
Full benefits
401k
Unlimited Paid Time Off
Weekly Lunch Stipend
Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other statusprotected by applicable law. We interpret these protected statusesbroadly to include both the actualstatus and also any perceptions and assumptions made regarding thesestatuses. Please review our company PrivacyPolicy regarding the use of any personalinformation you provideus at: *****************************************
This policy appliesto all areas of employment, including recruitment, testing,screening, hiring, selectionfor training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.
Investment Associate
Investment Banker Job 12 miles from Oakland
Berkeley Endowment Management Company (BEMCO)
BEMCO was founded in 2009 to invest and oversee the UC Berkeley Foundation's endowment assets. BEMCO is staffed by a small, collaborative team that invests globally across both public and private asset classes.
The Opportunity
The Associate position offers the opportunity to work in support of one of the world's premier universities, with a mission-driven and passionate investment team. UC Berkeley's endowment (over $3.1 billion as of June 30, 2024) provides permanent capital support to the University in its pursuit of access and excellence in higher education - a mission that BEMCO also embodies. The role is designed to expose professionals to a wide range of world-class investment strategies and market participants, enabling them to have a direct and significant impact.
The Associate will be an integral member of the Investment Team and contribute to the research and evaluation of current and prospective investments in all the asset classes in which BEMCO invests. Much of the day-to-day work will consist of analyzing fund-level investments, preparing and interpreting portfolio analytics, and working with the Managing Directors and CIO on investment due diligence and strategic portfolio construction. The Associate will participate in meetings with managers and be expected to handle a wide range of projects across multiple asset classes, consistent with BEMCO's generalist model. Associates will also be active participants in investment decision-making discussions. Travel should be expected.
The Associate position reports to the CIO and supports the broader investment team. The role is designed to be a two- to four-year program. The desired start timing is flexible but targeting Spring 2025. BEMCO runs on a hybrid work schedule with 3 days per week required in-office on average.
Specific Responsibilities
Portfolio-level and fund-level analysis: Returns, attribution, and exposure analysis using systems such as Bloomberg, MSCI Total Plan Manager (Caissa), and Microsoft Excel
Monitoring of fund investments: Help prepare for and participate in manager meetings and calls, Help prepare broader strategy- and portfolio-level reviews with Managing Directors, including preparing materials for quarterly Board of Directors meetings
Evaluation of new fund investments: Assist in both quantitative and qualitative analysis of prospective investments, Work closely with Managing Directors on investment due diligence including onsite visits, analysis, and the preparation and presentation of investment recommendations, Conduct deep-dive analysis on underlying portfolio investments and potential co-invest opportunities
Ad hoc projects - capital markets data analysis and sector-specific research on an ad-hoc basis
Strategic / thematic investment research
Requirements
Impeccable ethics
One to five years of work experience
A proactive and hard-working attitude with a passion to learn and keen attention to detail
Strong academic record. Bachelor's degree with coursework relevant to investing, finance, and/or economics is preferred
Superior analytical skills with advanced ability in Microsoft Excel. A quick learner of new systems. Knowledge of Bloomberg is helpful
The ability to manage multiple tasks and meet deadlines in a dynamic, flexible setting. Ability to work autonomously and collaboratively
Excellent oral and written communication skills
Desire to work for a fun, engaged, egalitarian, and mission-driven team
BEMCO is an Equal Opportunity Employer. We offer a dynamic, intellectually stimulating, and diverse environment, with competitive salaries and comprehensive benefits.
To apply, please either apply on LinkedIn or send a brief cover letter and resume to ************************. Please put “2025 Associate Hire - Your Name” in the subject line of the email.
Investor Relations Associate
Investment Banker Job 23 miles from Oakland
Organization
Well established, high-profile, multi-strategy alternative investment firm.
Role
We are recruiting an Investor Relations Associate. This role will report directly to the Director, Investor Engagement.
Primary Functions
Investor Documentation
Coordinate fund closings by working with counsel and fund administrators to ensure all investor documentation is accurate and complete.
Prepare and process required forms, including subscription documents, annual distribution forms, redemption forms, and other related documentation.
AML/KYC Compliance
Work closely with our fund administrator to ensure AML/KYC compliance among our limited partner base - this includes initial reviews for new investors as well as periodic reviews as required.
Support annual compliance processes for limited partners by assisting with document collection and reviews.
Systems Management
Set up and maintain investor records across internal and external systems, ensuring data accuracy and consistency.
Upload and organize documents and assist with communication workflows in systems.
Investor Requests: Respond to investor inquiries and ad hoc requests with professionalism and attention to detail.
Process Optimization: Work closely with Finance, Legal, Analytics, and Compliance teams to identify and implement opportunities to streamline and improve IR processes.
Desired Experience, Skills and Attributes:
IR Operations Knowledge: Prior experience or knowledge of investor relations operations, including familiarity with systems like Backstop and investor documentation processes, is desired but not a prerequisite.
Communication: Superior written and verbal communication skills, with the ability to present a professional demeanor on the phone, in writing, and in person.
Analytical: Strong analytical capabilities with the ability to identify connections, streamline processes and solve problems effectively. For example, recognizing when existing information can be reused to avoid unnecessary requests to investors.
Organizational: Self-directed, highly organized, and proactive, with the ability to prioritize tasks and make independent decisions.
Execution: Proven ability to execute and deliver results in a dynamic, fast-paced environment while managing multiple deadlines.
Attention to Detail: Consistent focus on accuracy and detail, ensuring high-quality work in all tasks.
Ownership & Integrity: Demonstrates a strong sense of ownership, accountability, and integrity in handling responsibilities and sensitive information.
Location
Menlo Park, California - 5 days/week
Compensation
Highly competitive with full benefits
Investor Relations Associate - Private Equity Firm
Investment Banker Job 12 miles from Oakland
Private Equity firm with over $40bn AUM is seeking an Investor Relations Associate to join the team in San Francisco, CA.
The position will require close collaboration with multiple other internal departments, including Finance, Legal/Compliance, and Investments, and perform various support roles in the areas of investor relations, reporting, and fund raising.
The role is pre-MBA two-year program and open to extending for top performers.
Responsibilities:
Prepare and oversee project management of ongoing reporting materials (including quarterly and annual reports) and investor reporting and data analysis requests
Coordinate with other functional groups of the Firm (primarily Finance and Legal) to respond to LP requests/questions and reporting requirements in a timely manner
Manage standard investor materials, such as investor, Advisory Board, and annual meeting presentations
Support fundraising/co-invest efforts- maintain LP tracking, develop fundraising materials, complete diligence requests, manage dataroom
Assist with event planning and logistics for Advisory Board and annual meetings
Prepare briefing materials for investor meetings and conduct investor targeting exercises
Stay abreast of industry news and market research
Maintain various databases with detailed LP, fundraising, fund, and portfolio-level statistics
Perform analyses of fund performance, benchmarks, projections, and other statistics
Manage Salesforce-based CRM platform, firm website, LinkedIn, and other public relations channels
Support Capital Formation group with other materials, research, and reporting as needed
Work with team to effectively communicate investment strategies, investments, portfolio company and firm activity to current and prospective LPs
Role is expected to be primarily focused on private equity, data infrastructure, and firm related matters such as public relations
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum of 2 years' experience in investment banking, accounting, consulting, placement agent, or other related field (pre-MBA)
General understanding of private equity and as an asset class, the financial markets, economic and accounting principles and practices, and the analysis and reporting of financial data
Able to create executive-level reporting including written summaries and data visualization
Familiarity with financial statements required
Self-starter with strong project management and follow-through skills
Ability to multi-task, prioritize, and work independently, while managing tight deadlines
Excellent technical skills utilizing MS Office products(Word, Excel, and PowerPoint)
Acute attention to detail and accuracy
Strong work ethic and analytical skills
Comfort with organizing and interpreting large amounts of data
Strong written and verbal communication skills
Ability to communicate well with a variety of individuals, both internally and externally across levels
The position is based in San Francisco, CA
VC Investment Associate
Investment Banker Job 12 miles from Oakland
At Ensemble VC, we're not just investors-we're innovators. We're a data-driven venture capital firm pioneering a bold, highly scaled approach to seed-stage investing. By leveraging a proprietary data science platform and collaborating with the best minds in venture, we're uncovering hidden opportunities and shaping the future of investing. The founding partners come out of Kauffman Fellows, Bain Capital Ventures, Norwest, Correlation Ventures, and IBM Watson. Prior and current investments include industry defining companies like Zoom, Carta, Blueprint, ICON, Saronic, and CHAOS.
We're launching a groundbreaking analytical seed fund in partnership with two of the world's most renowned deep tech seed investors. This initiative combines their proven expertise with our data-driven platform to redefine how venture capital operates at scale.
We're looking for an Investment Associate to play a key role in crafting this process, working alongside top investors to build both the investment framework and the operational foundation that will power this fund.
The Role: Build the Future of Seed Investing
As an Investment Associate, you'll be at the heart of a transformative partnership. You'll collaborate with world-class seed investors and Ensemble's leadership to refine and implement a scalable investment process. This role isn't just about deal execution-it's about learning from the best, building a process informed by their insights, and creating a product that embodies this innovation.
You'll have a unique opportunity to mine insights and efficiencies from your work, both with our partners and within Ensemble. These discoveries will inform not only the investment process but also a scalable product that embodies the fund's strategy and mission.
What You'll Do
Evaluate and execute investments: Invest at a high pace. Build strong relationships and invest in >30 founders/year, use a combination of traditional venture diligence and data-driven insights to identify and support exceptional founders.
Collaborate with founders: Build strong relationships, guide entrepreneurs through the fundraising process, and offer strategic support.
Partner with leading seed investors: Work closely with two of the world's top deep tech investors, learning their methods and helping adapt them into a scalable framework.
Design a product and process: Take your discoveries and translate them into operational efficiencies and tools that scale the fund's impact.
Analyze markets and trends: Develop and refine investment theses that reflect your work with Ensemble's leadership and partners.
Product management: Collaborate with the broader Ensemble team to ensure the processes and tools you help create are intuitive, effective, and scalable.
What We're Looking For
2-3 years of experience in venture capital, preference for experience investing or building in deep tech or a related field.
Strong interpersonal skills for building relationships with founders, investors, and team members.
Exceptional analytical and quantitative skills with the ability to use data to make informed decisions.
Entrepreneurial mindset: You thrive in ambiguous situations, can identify and solve problems, and are excited to build from scratch.
Interest in product development: You're eager to refine processes and help shape tools that operationalize your discoveries.
Bonus: Experience with data-driven investing, venture operations, or scalable investment methodologies.
Why This Role is Different
This isn't just a job-it's a rare opportunity to work with industry leaders and help redefine the future of venture capital. Here's why:
Learn from the best: Collaborate directly with two of the world's leading seed investors and learn their proven methods.
Build something innovative: Play a pivotal role in designing and executing a scalable investment process and product.
Entrepreneurial opportunity: Your work will directly shape the fund's success and could lead to significant career opportunities.
Mission-driven culture: Join a team that values bold ideas, curiosity, and creativity, and is committed to challenging the status quo in venture capital.
What We Offer
Competitive compensation package and benefits, including health and dental insurance
Flexible work environment: Work remotely, in San Francisco, or join our Austin HQ.
Meaningful work: Shape the future of venture capital while working with some of the best in the business.
A supportive, collaborative team: Be part of a group that's pushing boundaries and celebrating success together.
Investment Associate, San Francisco
Investment Banker Job 12 miles from Oakland
Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity firm focused on building and scaling companies within the healthcare services sector. This includes a focus on value-based care, multi-specialty buy-and-build, healthcare IT & AI, and healthcare real estate. CPF was created by healthcare founders and operators with 60 years of experience and a mission of “doing well by doing good.” CPF seeks to partner with organizations delivering the highest quality of care via a founder-friendly approach. Our leadership team has a diverse set of experience as it is comprised of former healthcare founders, operators, and investment professionals with a passion and successful track record of building healthcare businesses. Since 2014, CPF has invested in ~25 portfolio companies and completed over 140 add-on acquisitions. We are currently investing out of Fund III ($875M) with approximately $4 billion assets under management. For more information, please visit *******************
POSITION OVERVIEW
The incoming Investment Associate (Summer 2026) will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish. They will monitor portfolio company performance and conduct industry research to identify new investment opportunities. This role offers a stimulating environment where they will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.
KEY RESPONSIBILITES
Build complex financial models to analyze investment opportunities and assess portfolio company performance
Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth
Research and identify potential investment opportunities in target industries or sectors
Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria
Support preparation and presentation of investment recommendations to the investment committee
Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation
Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management
Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations
Provide analytical and administrative support to more senior team members
QUALIFICATIONS
The ideal candidate for the Associate position should possess the following qualifications:
Strong academic credentials and achievement
Strong M&A and deal execution experience from a top investment bank, consulting or private equity firm
Family Office Investment Associate
Investment Banker Job 12 miles from Oakland
Our client seeks a Family Office Investment Associate to join the team. Job responsibilities include:
-Serve as trusted contact to family clients for day-to-day client service and family advisory needs.
-Support investment team in oversight and implementation of client portfolios. Areas of involvement include client onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management.
-Actively participate in portfolio management decisions to enable strategic family initiatives related to estate and tax-planning solutions such as transfers of interest, partnership distributions, and charitable gifting.
-Present at regular meetings alongside the investment team with potential and current clients.
JOB REQUIREMENTS:
-At least 2-5 years of experience working as an investment associate at a family office, endowment, FOFs or OCIO
-Strong undergraduate track record from a top institution
-Preference for candidates with a CFA, CFP or post-graduate degree
-Outstanding communication skills
-Ability to manage multiple projects at the same time
Investment Associate
Investment Banker Job 20 miles from Oakland
Job Title: Investment Associate
Position Type: Full-Time
Mercurius Media Capital (MMC) is a media capital fund and the US's first independent media for equity fund. This fund strategically deploys the inventory of its media partners into brands with a robust presence in the US, aimed at expediting startup growth.
Media Capital is a proven venture model where growth-stage startups trade equity with media companies in exchange for mass market reach, and expertise. The US media capital market is growing, and Mercurius Media Capital has an early-mover advantage
BCCL Worldwide Inc is the Hiring Entity & we are seeking someone to join the Mercurius Media Capital team.
Investment Associate, Mercurius Media Capital
Please use this link to apply: ************************ AY7LQfKSskO4hT/pag7Kz3ErQ2U4GDYP/form
Job Description*
Work closely with the Investment Manager to develop overall business development strategies.
Contribute to all aspects of deal flow: from sourcing, screening and evaluating new investment opportunities to assisting with due diligence, deal execution and closing.
Qualify potential client partnerships through excellent rapport and a consultative approach.
Leverage existing network, ongoing network development and online research, and stay current on ventures across geographies to identify new business resources.
Conduct industry intelligence gathering, including tracking of news, highlights, financing and M&A to build a more data-driven approach to deal flow and portfolio hiring.
Build and maintain financial projections and valuation models for companies under investment consideration.
Draft investment memorandum incorporating market research, due diligence outcomes and return analysis and develop customized.
Actively support the existing portfolio companies.
Develop customized, client-focused presentations and present to key decision makers.
Engage the team in a timely manner to ensure consistent, professional outreach efforts.
Contribute to the overall strategy and direction of the company.
*The intent of this position description is to provide a representative summary of the major duties and responsibilities performed by incumbent(s) in this position. Incumbent(s) may not be required to perform all duties in this description and incumbent(s) may be required to perform position-related tasks other than those specifically listed in this description.
Job Qualifications
Qualifications Required:
Master's degree in business administration, Finance or Marketing preferably MBA
Previous internships, work or consulting experience in lead generation or business development.
Previous experience within a venture capital or private equity firm preferred.
Demonstrated success winning new business.
A proven track record of meeting/exceeding business objectives.
Experience working with senior level management.
Previous experience creating customized, creative presentations (PowerPoint, Keynote) and financial modelling
Ability to discern applicable business needs and form strategic partnerships.
Extremely professional, polished, communication style both verbal and written
Understanding and interest in overall strategic business operations and how all the pieces come together.
Sense of urgency, initiative and motivation - thrives in an entrepreneurial environment.
Required Skills:
Strong analytical skills with proficiency in financial modeling and data analysis.
Excellent verbal and written communication skills.
Strong Microsoft PowerPoint skills for creating compelling and effective investor presentations.
Proficient in Microsoft Excel and Word and financial databases (e.g., Bloomberg, FactSet).
Detail-oriented with strong organizational and multitasking abilities.
Ability to work effectively under pressure and meet deadlines.
Familiarity with US Venture Capital ecosystem
Other Requirements:
Knowledge of financial markets, investment strategies, and corporate finance.
Strong interpersonal skills and the ability to build relationships with internal and external stakeholders.
Travel up to 5%
Please use this link to apply: ************************ AY7LQfKSskO4hT/pag7Kz3ErQ2U4GDYP/form
Technology Investment Banking, Analyst 3/Associate 1,2,3
Investment Banker Job 12 miles from Oakland
Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco.
I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region.
Applicants should have the following credentials:
Qualifications
Bachelor's Degree required;
2+ years of technology investment banking experience with transaction execution experience;
Tech/Software M&A experience;
Authorized to work in the U.S. without sponsorship of work visa;
Experience building financial models, valuations, pitchbooks, CIMs etc.
Demonstrated aptitude for quantitative and qualitative analysis;
Exceptional communication skills and executive presence, both verbal and written;
Strong work ethic, attention to detail, and a passion for excellence.
Investment Banking Analyst or Associate
Investment Banker Job 12 miles from Oakland
Needham & Company, a full service broker-dealer, has an immediate opening for an Experienced Investment Banking Analyst OR Associate for the San Francisco office. Under the direction of Senior Bankers, the associate will work on multiple projects and transactions at any given time, with primary responsibilities surrounding the production of analytical work for clients and the support of transaction execution from origination to closing. The job involves, among other tasks, the following:
preparation of presentations to clients;
financial analysis, including valuation analysis;
capital markets and technology analysis;
participation in the drafting of SEC documents;
execution of IPOs, follow-on equity offerings, and mergers and acquisition projects; and
conducting due diligence for Needham & Company sponsored transactions.
Prerequisites include:
1-4 years of experience in investing banking, consulting, finance, business development or audit is preferred;
excellent analytic and writing skills and a particular attention to detail;
strong work ethic;
keen understanding of financial statement analysis and company valuation techniques;
strong computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.);
teamwork, interpersonal, and leadership skills;
driven, results oriented personality; and
an excellent academic record.
No phone calls or emails please.
The good-faith expected salary range for the above position is $110,000- $160,000 depending on factors including but not limited to the candidate's experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.
Investment Banking Analyst | Tech Boutique | Menlo Park
Investment Banker Job 23 miles from Oakland
Job Title: Investment Banking Analyst I or II
We are partnering with a top-tier tech boutique based in Menlo Park that is actively looking to add an Analyst I or II to their Tech Team. This firm is one of the fastest-growing boutique investment banks on Wall Street, renowned for their expertise in M&A Advisory and Capital Markets. Their focus spans across fintech, blockchain, mobility, cybersecurity, infrastructure, and equity capital markets.
To be considered for this role, you need the following:
Qualifications:
+1 year of Investment Banking experience
Experience building financial models, valuations, pitchbooks, CIMs etc.
Strong accounting skills
Excellent communication skills, both verbal and written
Able to work in a fast-paced environment and multi-task
If you meet the above qualifications and are interested in learning more, please don't hesitate to apply.
Investment Banking Analyst
Investment Banker Job 40 miles from Oakland
Options Group is proud to represent some of the leaders in the financial services and investment banking industry. OG is working with a top tier Technology M&A focused advisory platform that has a phenomenal track record for deal flow and more importantly, culture.
We are recruiting for an Analyst level investment banking professional on their group based in their San Francisco office. You will work very closely with the a many of the Partners across Vertical Software, Tech-Enabled Services, Data & Analytics, among others, supporting deal flow of mid-market M&A transactions. This is a group where you'll have autonomy, growth opportunity, and mentorship from the senior bankers.
Requirements:
1-3 years of investment banking experience within M&A, Capital Markets, or related products.
Strong work-ethic and the ability to work in a fast-paced environment.
Ideal industry coverage within Technology, Media, or broadly TMT.
Entrepreneurial spirit to work on a lean team with extra responsibility.
Strong business acumen
Strong communicator
Financial modeling capabilities
Ability to manage multiple projects simultaneously
Qualifications:
· Bachelors degree from an accredited university or an MBA from a top business school.
· Ability to work independently and must be able to work effectively in a team environment
Please apply directly for a confidential conversation with a senior member of our investment banking team.
Summer 2026 Technology Investment Banking Internship (San Fran)
Investment Banker Job 12 miles from Oakland
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.
Responsibilities:
The summer analyst program is scheduled to begin in June 2026 in San Francisco and will run for 10 weeks.
Junior Bankers will work specifically in the technology coverage group, meaning during your internship, you will be staffed on technology related pitches, live deals and other long-term projects supporting our client calling efforts. Whenever possible, interns will be invited to travel to client meetings. Our intention is for you to be exposed to the exact kind of work and assignments full-time analysts see on a regular basis. This includes, but is not limited to:
· Learning how to put together a company overview, annotated stock price chart and Wall Street analyst summary
· Deciding how to select the appropriate trading comps and precedents, as well as learning how to spread a trading comp
· Conducting client due diligence
· Becoming familiar with the different valuation methods, including DCF and LBO analysis
· Preparing offering memoranda along with other written materials, including memoranda to senior management
Development:
Technology Investment Banking Summer Analysts will be provided with the tools and training they need to develop and help grow their careers. Summer Analysts are provided ample opportunities to network with colleagues both in the Investment Bank and across other businesses of Cantor Fitzgerald. Midway through the summer, you will be given constructive feedback on your performance and receive the support you need to ensure you walk away with a solid understanding of our business and your potential place here at Cantor. Depending on your performance, you may receive an offer to return to Cantor's San Francisco Technology Investment Banking group in a full-time position post-graduation.
Qualifications:
All undergraduate students, regardless of major or area of study, with a minimum GPA of 3.4 and an anticipated graduation date between December 2026 and June 2027 are invited to apply. We typically look for the following in our candidates:
· Previous internships in a professional services or financial services industry
· Strong analytical and quantitative skills
· Strong critical thinking skills, with the ability to take instruction and run with projects
· The ability to work in a team environment but also thrive in an entrepreneurial culture
· Outstanding interpersonal and presentation skills to work in a client oriented atmosphere
· Self-starters who display initiative, drive, motivation and leadership
Salary: $20.00 - $25.00/hour
The expected base salary for this position ranges from $20.00 to $25.00 an hour. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Investment Banking Associate | Technology
Investment Banker Job 12 miles from Oakland
Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
GROUP DESCRIPTION:
The Jefferies Technology Group provides a full suite of advisory and capital markets capabilities to clients across a few sectors, including software, internet, communications technology, semiconductors, etc. The Global Technology Group consists of a team of over 100 professionals focused on providing services to clients in these industries in North America, Europe and Asia.
POSITION:
The Global Technology team is actively looking for an experienced Associate for our New York office to help support the technology coverage efforts there. This position will support senior bankers across all sectors and will work on a variety of transactions including M&A, leveraged finance, public equities and other advisory services.
PRIMARY RESPONSIBILITIES:
As an Associate in the Technology Group, you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations
Compiling a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models
Analyzing business plans and participating in due diligence sessions
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s
Participating actively in drafting sessions
Mentoring analysts in the Technology Group
These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Global Technology Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships.
REQUIRED BACKGROUND:
Either (i) an MBA and investment banking experience; or (ii) an undergraduate degree and 3+ years of investment banking experience
Strong technical, written and verbal communication skills
Strong valuation skills and significant valuation experience
Live in NYC, San Francisco, or willing to relocate to either of these locations
Familiarity with investment banking transaction processes
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter, able to work autonomously and as team player
Helpful but not required: A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field
The salary range for this role is $150,000 - $225,000.
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.
All employees must follow Jefferies' COVID-19 policy, which is subject to change. Your acceptance of an offer means that you will comply with the COVID-19 policy. Jefferies expects that you will work in-person in the office on a schedule set by your manager or the firm.
Financial Representative
Investment Banker Job 40 miles from Oakland
Financial Advisor - "Choose a Career That Lets You Live Life Differently!"
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.
By joining our team, you'll have access to the following:
Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP.
Unique opportunity to pursue leadership and specialized roles.
An award-winning training program to help you get started.
Personalized coaching, assistance with market development, and administrative support.
Benefits:
Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation.
While you help your clients achieve financial security, Northwestern Mutual will also help you.
Comprehensive medical coverage.
Two company-funded retirement plans.
Group life and disability income insurance.
Sponsorship of licensing and designations.
Personalized mentorship from top-performing advisors.
Mentorship and professional development training throughout your entire career.
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
Full financial support for professional designations and professional business growth certifications.
Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.
Responsibilities:
Identify potential clients with marketing and branding resources provided by NM.
Schedule appointments and meetings with potential clients.
Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Make product recommendations to help your clients meet their financial goals.
Provide ongoing support and service for your clients
Manage and update client portfolios.
Answer client questions about financial plans and provide financial advice.
Qualifications
Bachelor's Degree.
Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance.
Strong interpersonal, verbal, and written communication skills.
Ability to work independently.
A commitment to ongoing learning, including staying current on financial changes.
Must complete a background check.
Family Office Investment Associate
Investment Banker Job 23 miles from Oakland
Our client seeks a Family Office Investment Associate to join the team. Job responsibilities include:
-Serve as trusted contact to family clients for day-to-day client service and family advisory needs.
-Support investment team in oversight and implementation of client portfolios. Areas of involvement include client onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management.
-Actively participate in portfolio management decisions to enable strategic family initiatives related to estate and tax-planning solutions such as transfers of interest, partnership distributions, and charitable gifting.
-Present at regular meetings alongside the investment team with potential and current clients.
JOB REQUIREMENTS:
-At least 2-5 years of experience working as an investment associate at a family office, endowment, FOFs or OCIO
-Strong undergraduate track record from a top institution
-Preference for candidates with a CFA, CFP or post-graduate degree
-Outstanding communication skills
-Ability to manage multiple projects at the same time
VC Investment Associate
Investment Banker Job 23 miles from Oakland
At Ensemble VC, we're not just investors-we're innovators. We're a data-driven venture capital firm pioneering a bold, highly scaled approach to seed-stage investing. By leveraging a proprietary data science platform and collaborating with the best minds in venture, we're uncovering hidden opportunities and shaping the future of investing. The founding partners come out of Kauffman Fellows, Bain Capital Ventures, Norwest, Correlation Ventures, and IBM Watson. Prior and current investments include industry defining companies like Zoom, Carta, Blueprint, ICON, Saronic, and CHAOS.
We're launching a groundbreaking analytical seed fund in partnership with two of the world's most renowned deep tech seed investors. This initiative combines their proven expertise with our data-driven platform to redefine how venture capital operates at scale.
We're looking for an Investment Associate to play a key role in crafting this process, working alongside top investors to build both the investment framework and the operational foundation that will power this fund.
The Role: Build the Future of Seed Investing
As an Investment Associate, you'll be at the heart of a transformative partnership. You'll collaborate with world-class seed investors and Ensemble's leadership to refine and implement a scalable investment process. This role isn't just about deal execution-it's about learning from the best, building a process informed by their insights, and creating a product that embodies this innovation.
You'll have a unique opportunity to mine insights and efficiencies from your work, both with our partners and within Ensemble. These discoveries will inform not only the investment process but also a scalable product that embodies the fund's strategy and mission.
What You'll Do
Evaluate and execute investments: Invest at a high pace. Build strong relationships and invest in >30 founders/year, use a combination of traditional venture diligence and data-driven insights to identify and support exceptional founders.
Collaborate with founders: Build strong relationships, guide entrepreneurs through the fundraising process, and offer strategic support.
Partner with leading seed investors: Work closely with two of the world's top deep tech investors, learning their methods and helping adapt them into a scalable framework.
Design a product and process: Take your discoveries and translate them into operational efficiencies and tools that scale the fund's impact.
Analyze markets and trends: Develop and refine investment theses that reflect your work with Ensemble's leadership and partners.
Product management: Collaborate with the broader Ensemble team to ensure the processes and tools you help create are intuitive, effective, and scalable.
What We're Looking For
2-3 years of experience in venture capital, preference for experience investing or building in deep tech or a related field.
Strong interpersonal skills for building relationships with founders, investors, and team members.
Exceptional analytical and quantitative skills with the ability to use data to make informed decisions.
Entrepreneurial mindset: You thrive in ambiguous situations, can identify and solve problems, and are excited to build from scratch.
Interest in product development: You're eager to refine processes and help shape tools that operationalize your discoveries.
Bonus: Experience with data-driven investing, venture operations, or scalable investment methodologies.
Why This Role is Different
This isn't just a job-it's a rare opportunity to work with industry leaders and help redefine the future of venture capital. Here's why:
Learn from the best: Collaborate directly with two of the world's leading seed investors and learn their proven methods.
Build something innovative: Play a pivotal role in designing and executing a scalable investment process and product.
Entrepreneurial opportunity: Your work will directly shape the fund's success and could lead to significant career opportunities.
Mission-driven culture: Join a team that values bold ideas, curiosity, and creativity, and is committed to challenging the status quo in venture capital.
What We Offer
Competitive compensation package and benefits, including health and dental insurance
Flexible work environment: Work remotely, in San Francisco, or join our Austin HQ.
Meaningful work: Shape the future of venture capital while working with some of the best in the business.
A supportive, collaborative team: Be part of a group that's pushing boundaries and celebrating success together.
Technology Investment Banking, Analyst 3/Associate 1,2,3
Investment Banker Job 40 miles from Oakland
Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco.
I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region.
Applicants should have the following credentials:
Qualifications
Bachelor's Degree required;
2+ years of technology investment banking experience with transaction execution experience;
Tech/Software M&A experience;
Authorized to work in the U.S. without sponsorship of work visa;
Experience building financial models, valuations, pitchbooks, CIMs etc.
Demonstrated aptitude for quantitative and qualitative analysis;
Exceptional communication skills and executive presence, both verbal and written;
Strong work ethic, attention to detail, and a passion for excellence.
Investment Banking Analyst
Investment Banker Job 23 miles from Oakland
Options Group is proud to represent some of the leaders in the financial services and investment banking industry. OG is working with a top tier Technology M&A focused advisory platform that has a phenomenal track record for deal flow and more importantly, culture.
We are recruiting for an Analyst level investment banking professional on their group based in their San Francisco office. You will work very closely with the a many of the Partners across Vertical Software, Tech-Enabled Services, Data & Analytics, among others, supporting deal flow of mid-market M&A transactions. This is a group where you'll have autonomy, growth opportunity, and mentorship from the senior bankers.
Requirements:
1-3 years of investment banking experience within M&A, Capital Markets, or related products.
Strong work-ethic and the ability to work in a fast-paced environment.
Ideal industry coverage within Technology, Media, or broadly TMT.
Entrepreneurial spirit to work on a lean team with extra responsibility.
Strong business acumen
Strong communicator
Financial modeling capabilities
Ability to manage multiple projects simultaneously
Qualifications:
· Bachelors degree from an accredited university or an MBA from a top business school.
· Ability to work independently and must be able to work effectively in a team environment
Please apply directly for a confidential conversation with a senior member of our investment banking team.
Technology Investment Banking, Analyst 3/Associate 1,2,3
Investment Banker Job 23 miles from Oakland
Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco.
I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region.
Applicants should have the following credentials:
Qualifications
Bachelor's Degree required;
2+ years of technology investment banking experience with transaction execution experience;
Tech/Software M&A experience;
Authorized to work in the U.S. without sponsorship of work visa;
Experience building financial models, valuations, pitchbooks, CIMs etc.
Demonstrated aptitude for quantitative and qualitative analysis;
Exceptional communication skills and executive presence, both verbal and written;
Strong work ethic, attention to detail, and a passion for excellence.