Investment Banker Jobs in Petaluma, CA

Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firm's Head of Investor Relations to service existing investors and support the fundraising process -Distribute marketing and research materials to existing and prospective investors -Develop a strong understanding of the firm's portfolio companies and craft new investment and exit announcements -This is a 2 year program JOB REQUIREMENTS: -At least 2 years of experience working in investment banking, management consulting and/or investor relations at a private equity fund / placement agent -Strong undergraduate track record from a top institution -Exceptional technical skills: CRM platforms, data room platforms and consultant/third party databases -Outstanding communication skills -Ability to manage multiple projects at the same time

ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: · Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. · Communicate directly with clients and their external advisors. · Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. · Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. · Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. · Generate, maintain, and analyze performance reports. · Execute investment decisions. · Conduct client wealth forecasting. · Support the onboarding process for new clients. · Provide assistance in business development activities. Requirements: · 2+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus.

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 and Development Team in supporting the Acquisitions and Asset Management functions in the following areas: evaluating potential transactions, producing internal and external investment memorandums, developing business plans, assisting in the due diligence process, drafting internal, investor and lender presentations and evaluating the local markets to identify changes and trends and the related impact on real estate values and investment strategies. Additionally, the candidate will be expected to assist in the compilation of white papers on new potential markets to invest in or new product types within markets DivcoWest already invests in. This is role requires 5 days in office at our San Francisco, CA location. Interested candidates should send their resumes to **********************. Responsibilities • Evaluate potential equity, debt, and development opportunities and build financial models using Argus Enterprise and Excel. • Be able to model complex partnership structures and waterfalls. • Participate in the 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. • 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. • Assist in acquisition closings process. • Assist in acquisition financing process. • Participate in the creation of monthly, quarterly, and annual reporting for investors 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. • Oversee and train investments analysts as well as being able to check analytical work on analysts. • Deeply understand key investment metrics and be able to pitch deals in a succinct manner. Qualifications • At least 3 years of relevant experience. • Strong financial modeling skills. Broad understanding of real estate product types and partnership structures. • Strong skills in Excel, Word, Argus, 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 • Annual bonus opportunity • Full benefits • Flexible vacation time off • Weekly lunch stipend through Forkable 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 status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: ***************************************** This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for 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.

Title: Business Banker Duration: Full Time Salary $50,000- $58,000 We are seeking a Business Banker to join our dynamic team. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations. Key Responsibilities: Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately. Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations. Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals. Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system. Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed. Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement. Qualifications: Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts. Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management. Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information. Education: Relevant degree in finance, business administration, or related field is advantageous. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Title: Business Banker Duration: Full Time Salary $50,000- $58,000 We are seeking a Business Banker to join our dynamic team. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations. Key Responsibilities: Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately. Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations. Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals. Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system. Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed. Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement. Qualifications: Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts. Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management. Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information. Education: Relevant degree in finance, business administration, or related field is advantageous. Desired Skills and Experience Key Responsibilities: *Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately. *Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations. *Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals. *Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system. *Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed. *Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement. Qualifications: *Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts. *Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management. *Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information. *Education: Relevant degree in finance, business administration, or related field is advantageous. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

A leading private bank is seeking a Private Banker to drive client acquisition, relationship management, and tailored financial solutions for UHNW individuals in the San Francisco market. Key Responsibilities Client Relationship Management: Build and manage a portfolio of UHNW clients, delivering personalized banking, lending, and investment strategies. Business Development: Identify and cultivate new client relationships while expanding wallet share with existing clients. Wealth Advisory & Credit Solutions: Collaborate with internal teams to provide customized wealth planning, credit, and investment management solutions. Risk & Compliance Oversight: Ensure adherence to regulatory requirements and internal risk frameworks while maintaining exceptional client service. Ideal Candidate Profile: Market Expertise: Deep knowledge of the San Francisco private banking landscape with an established UHNW network. Relationship Management Skills: Proven ability to acquire and retain UHNW clients while delivering comprehensive financial solutions. Credit & Investment Acumen: Strong understanding of credit structures, investment strategies, and wealth planning. Results-Driven Approach: A self-starter with a track record of meeting and exceeding revenue and client growth targets. For more information about this or other positions, please contact Edmond Mintah at ******************************* or call ************.

A full service AMLaw 50 firm is seeking a Finance Associate Attorney with 4+ years of experience to join our San Francisco office, or other office location. The global law firm with over 1,100 attorneys across 16 offices worldwide. The San Francisco office currently has over 100 attorneys who practice in a variety of areas including, Business Litigation, Corporate Transactions, Finance, Real Estate, Entertainment, Intellectual Property, and more. The Finance practice of the firm has been a key element of the firm's practice since its founding over 90 years ago. As part of a large, broad-based commercial law firm, our commercial lending and financial transactions team is comprised of attorneys specializing in all facets of highly structured financial transactions. We bring a team of fully engaged advisors with the legal and practical problem-solving skills necessary to execute the most complex of financial transactions. We are currently seeking an associate attorney with over four (4) years of experience working on structured finance transactions including securitization and other capital markets transactions. The ideal candidate will have significant experience in the following areas: Knowledgeable about commercial law matters generally including the uniform commercial code, securities law and bankruptcy-related issues; Drafting complex commercial contracts including pooling and servicing agreements, administration agreements, indentures and trust agreements, among others; Ability to draft applicable legal opinions including bankruptcy opinions; Experience managing financial transactions including overseeing the work of the junior associates, drafting and preparing transaction documents and successfully closing transactions. Resume, cover letter, and law school transcript are required to apply. This position is primarily located in San Francisco, but strong candidates will be considered for other office locations. Candidates must be admitted to and a member in good standing with state bar in which they are located.

We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field 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

JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; New York,NY $38.46-$38.46; Irvine,CA $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Chicago,IL $38.46-$38.46; San Francisco,CA $38.46-$38.46; Seattle,WA $38.46-$38.46 The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program. Middle Market Banking & Specialized Industries (MMBSI) Program As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details. Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. 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.

Are you ready to embark on a journey that will elevate your career while soaking in Bali's breathtaking beauty? EX Venture Academy is thrilled to offer a unique Investment Internship that combines hands-on experience with the stunning cultural backdrop of Indonesia. This 4 to 6-month unpaid internship is ideal for ambitious individuals eager to dive into the world of investment. Scholarships are available for exemplary candidates looking to make their mark! ✨ What You'll Do: 📊 Conduct investment research and financial analysis to support dynamic client engagements. 🤝 Collaborate with seasoned investment professionals to develop strategic investment plans that drive impactful results. 🎤 Participate in client meetings and presentations, gaining firsthand exposure to effective investment methodologies. 📑 Assist in preparing comprehensive investment reports, proposals, and engaging presentations. 🚀 Contribute to project management efforts to ensure we achieve client investment goals in a timely manner. 💡 Bring innovative ideas to enhance investment service delivery and boost client satisfaction. What We're Looking For: 🎓 Currently enrolled in or recently graduated from a degree program in Finance, Economics, Business, or a related field. 🧠 Strong analytical and problem-solving skills, ready to tackle real-world challenges. 💬 Excellent interpersonal and communication skills to engage effectively with team members and clients. 💻 Proficiency in Microsoft Office Suite; familiarity with investment analysis tools is a plus. 🌟 Enthusiastic, adaptable, and driven to learn in a fast-paced environment. 🌍 Fluency in English is required; additional languages are advantageous. Why Join Us at EX Venture Academy? 🌟 Scholarships for outstanding applicants. 🌊 Experience the vibrant culture of Bali while gaining invaluable real-world insights. 🔗 Network with industry professionals and leaders committed to your growth and development. 🛠 Access to personalized mentorship and professional development workshops. 🌱 Potential for a full-time position upon successful completion of the internship. How to Apply: Ready to ignite your investment career? Submit your resume and a cover letter detailing your passion and experience to [email protected]. Don't forget to put "Investment Internship Application" in the subject line! Join us at EX Venture Academy in breathtaking Bali, where you'll gain unparalleled experience and help shape the future of investment. We can't wait to see how you'll make an impact! 🚀🌺 For more information, please visit our websites: **************** and *********************** Connect with us on social media: Instagram: @exventureacademy TikTok: @exventureacademy1

bio Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products. We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special. We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization. Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you! Compensation and Benefits Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits. This position is for our Berkeley, CA location. There is no relocation assistance offered at this time. Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law. Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firm's Head of Investor Relations to service existing investors and support the fundraising process -Distribute marketing and research materials to existing and prospective investors -Develop a strong understanding of the firm's portfolio companies and craft new investment and exit announcements -This is a 2 year program JOB REQUIREMENTS: -At least 2 years of experience working in investment banking, management consulting and/or investor relations at a private equity fund / placement agent -Strong undergraduate track record from a top institution -Exceptional technical skills: CRM platforms, data room platforms and consultant/third party databases -Outstanding communication skills -Ability to manage multiple projects at the same time

The role will support the Managing Director in promptly and accurately addressing investor inquiries and requests, facilitating the processing of subscription agreements, actively participating in investor and prospective investor meetings, and collaborating closely with the marketing, finance, operations, compliance and legal team. Responsibilities: Promptly and accurately address investor inquiries and requests. Facilitate seamless processing of subscription agreements. Maintaining the firm's CRM with investor information, coordinating with back office and fund administrators on investor data. Collaborate closely with the finance and marketing departments to ensure alignment in messaging and strategy. Contribute to the ongoing improvement and refinement of investor relations processes and procedures. Actively participate in investor and prospective investor calls. Office Administrative Support as needed. Support Back Office Ops to manage regulatory filings, AP invoices and team expenses. Qualifications: 1-3 years of work experience in financial professional services. Bachelor's degree in Finance, Business Administration, Economics, or related field. Previous experience in investor relations, client services, or related roles within the financial services industry, preferably with experience in private credit, venture funds, family offices or alternative investments. Proven relationship-building skills with the ability to interact effectively with investors, colleagues, and external stakeholders. Exceptional verbal, written communication, and interpersonal skills Excellent personnel, project management, and time management skills Experience with Microsoft Office (Outlook, Word, PowerPoint), Dealcloud and/or Hubspot is a plus.

ISC's team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Responsibilities: · Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. · Communicate directly with clients and their external advisors. · Collaborate with the internal Client Service Team to ensure accurate and timely handling of client requests. · Prepare customized client presentations, including portfolio performance analysis, planning recommendations, and cash flow management. · Collaborate with team members to develop investment portfolio allocations, Investment Policy Statements, and trading decisions aligned with firm investment themes and client goals. · Generate, maintain, and analyze performance reports. · Execute investment decisions. · Conduct client wealth forecasting. · Support the onboarding process for new clients. · Provide assistance in business development activities. Requirements: · 2+ years of related experience within UHNW Client Support and investments. · BA/BS Degree. Progress towards CFA, CFP, CIMA, CAIA or CTFA preferred. · Excellent communication skills - written and verbal, as well as superior analytical skills. · High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems - performance reporting, data/transaction aggregation, data analytics, CRM. · Experience with Addepar, Salesforce and / or Morning Star is a plus.

A leading private bank is seeking a Private Banker to drive client acquisition, relationship management, and tailored financial solutions for UHNW individuals in the San Francisco market. Key Responsibilities Client Relationship Management: Build and manage a portfolio of UHNW clients, delivering personalized banking, lending, and investment strategies. Business Development: Identify and cultivate new client relationships while expanding wallet share with existing clients. Wealth Advisory & Credit Solutions: Collaborate with internal teams to provide customized wealth planning, credit, and investment management solutions. Risk & Compliance Oversight: Ensure adherence to regulatory requirements and internal risk frameworks while maintaining exceptional client service. Ideal Candidate Profile: Market Expertise: Deep knowledge of the San Francisco private banking landscape with an established UHNW network. Relationship Management Skills: Proven ability to acquire and retain UHNW clients while delivering comprehensive financial solutions. Credit & Investment Acumen: Strong understanding of credit structures, investment strategies, and wealth planning. Results-Driven Approach: A self-starter with a track record of meeting and exceeding revenue and client growth targets. For more information about this or other positions, please contact Edmond Mintah at ******************************* or call ************.

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

We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients. Job Responsibilities Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants Providing timely market information Participating in business and company events to identify new business opportunities and pitch for new clients Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require Required qualifications, capabilities, and skills 6 years prior work experience in an investment banking front office role Bachelor's degree in Finance, Accounting, Business Administration, or other related field 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

Founded by a UC Berkeley Ph.D. graduate and a SynBio veteran, Pow.bio is revolutionizing the $500B biomanufacturing market by building a self-driving fermenter platform that enables cost-effective scale-up solutions across a wide array of strains, organisms, and products. We are excited about your interest in being part of our mission to revolutionize the field of synthetic biology. In today's world, we recognize the crucial role dreamers play in shaping a brighter future. For us, this means using the power of biology to address the challenges of a growing world. As the planet continues to warm, it's our mission to help bring sustainable products to market. We feel very strongly that in fulfilling Pow's mission to Change Scale-Up Forever, we'll create something special. We are seeking scientists, explorers, thinkers, dreamers, collaborators, advisors, teachers and builders to join our growing organization. Even though we may not have the perfect role listed at this moment, we're always excited to connect with potential future teammates. Share your resume and tell us about what piques your interest. We'd love to hear about your background and how you envision making a meaningful impact with us. Above all, share with us what inspires you to be a part of the Pow.bio family! We're eagerly looking forward to hearing from you! Compensation and Benefits Pow.bio offers competitive salaries and benefits including unlimited PTO, company-wide holidays, health, dental and vision insurance, 401(k), and commuter benefits. This position is for our Berkeley, CA location. There is no relocation assistance offered at this time. Pow.bio is an equal opportunity employer promoting diversity and inclusion in the workspace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical conditions, veteran status, sexual orientation, gender (including gender identity and gender expression), sex (which includes pregnancy, childbirth, and breastfeeding), genetic information, taking or requesting statutorily protected leave, or any other characteristic protected by law. Legal authorization to work in the United States is required. We are not able to sponsor individuals for employment visas for this job. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.