Investor Relations Associate
Investment Banker Job 25 miles from Redwood City
Investor Relations Associate, Private Equity (San Francisco)
Seeking an Associate to join investor relations team of a private equity fund based in San Francisco, CA. The ideal candidate will have served in an investment banking analyst/associate program with a reputable financial institution, or is currently in an investor relations or fundraising support function within a private markets investment firm.
Responsibilities:
Associates are key members of the investor relations team involved with all aspects of IR related activity including Fundraising, preparing materials, pitch books, marketing materials and managing relationships with both existing and potential LPs.
Own the coordination and preparation of investor reports, presentations and communications including:
Quarterly fund investor reports
Quarterly call presentations
Quarterly case studies
Annual meeting presentations
Investor meeting materials
Fund/transaction updates
Investment summary writeups
Marketing materials
Ad-hoc reports, presentations and communications
Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests.
Manage the CRM database and investor outreach.
Other:
3-5 years of total work experience within an investment bank or alternative asset management firm, preferably in a marketing, investment, financial analyst, or client services position.
Proficiency in PowerPoint and Excel.
Strong knowledge and understanding of finance and accounting.
Superior Project Management skills.
Excellent written and verbal communication skills.
Compensation:
$250k-$300k total compensation.
Venture Capital Investment Associate
Investment Banker Job 25 miles from Redwood City
Title: Venture Capital Investment Associate
Singtel Innov8 Ventures is a US$350 million venture capital firm backed by the Singtel Group with offices in San Francisco, Tel Aviv, Singapore, and China. With over 120+ investments, Innov8 actively looks to invest in amazing teams driving quantum changes in enterprise, infrastructure, consumer, and next generation technology platforms. Innov8 seeks to leverage the Singtel Group's Enterprise, Consumer, and Data Center AI operations in more than 20 countries throughout South-East Asia, Australia and the broader APAC region.
The Role:
Innov8 is looking to hire a highly motivated investment professional. The Associate will work directly with the lead members of the firm, with a unique opportunity to assist in all aspects of the firm's venture capital investments, portfolio management and fund operations. Associate expects to gain valuable experience within 1) Cross-border venture capital; 2) Corporate strategic investments; and 3) Portfolio growth initiatives.
A key member of the investment team evaluating and executing investments in technology start-ups analyzing market trends, tracking competitive landscapes, and performing company related diligence.
Responsibilities include financial and operational due diligence, market research, valuation analysis, business plan modeling, participation in management meetings and preparation of investment memos.
Associate will have the opportunity to work directly with portfolio companies on a range of business and operational projects as well as participate in portfolio company Board meetings.
Associate will work with Singtel stakeholders analyzing innovative early and growth startups for potential engagement with Singtel Group's operating units.
Qualifications:
2-5 years of technology experience in investment banking, consulting, technology research or corporate development/strategy.
Applicants demonstrate academic and professional excellence and possess strong critical thinking skills, a tough work ethic, and a passion for technology and entrepreneurship.
Individuals should have strong oral and written communication skills, the ability to work well in teams, and proficiency with financial statements and financial modeling.
Investment Associate (Private Equity), Family Office
Investment Banker Job 25 miles from Redwood City
The Investment Associate supports the Managing Director, Private Investments in activities related to the private equity portfolios managed at the family office. This position offers a unique opportunity to be part of an entrepreneurial culture on a small team with a very large fiduciary responsibility.
Primary Responsibilities:
Work closely with the Managing Director, Private Investments in the implementation and execution of portfolio strategies, including the sourcing, selection, and monitoring of private equity investment opportunities.
Support due diligence efforts, assisting in the quantitative and qualitative analysis of new and existing managers and co-invest opportunities as well as conducting detailed performance and portfolio analysis.
Assist in the preparation of portfolio, strategy and investment-specific recommendations.
Attend meetings with new and existing managers and take notes in calls/meetings attended.
Assist in the monitoring and evaluation of current managers. Review quarterly and annual
portfolio reporting, liasing with the operations team to validate accuracy and formatting and
providing qualitative analysis of the data.
Assist in creating Investment Committee materials and participate in meetings.
Stay abreast of current developments in the institutional investment marketplace.
Take part in industry events.
Participate in ad hoc projects as needed.
Qualifications and Experience:
Bachelor's degree required.
2-4 years of direct institutional investment work experience (e.g. in investment management, or other relevant fields).
Well-developed analytical and quantitative skills.
Strong Excel, writing, communication, and presentation skills.
Able to take in data and synthesize quantitative and qualitative conclusions.
Interest in financial markets and investing.
VC Investment Associate
Investment Banker Job 25 miles from Redwood City
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.
Family Office Investment Associate
Investment Banker Job 25 miles from Redwood City
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
Investor Relations Associate
Investment Banker Job 25 miles from Redwood City
San Francisco, CA
$90,000 - $110,000
An established, innovative Investment Manager is looking to add an Investor Relations Associate to join their growing team! The successful candidate will be responsible for managing the firm's relationship management efforts and will play a key role in driving the growth of the business.
The Investor Relations Associate will be responsible for:
Create investor marketing materials
Relay strategic information, performance updates, and market insights to investors
Assist in prospecting and outreach efforts
Focus on DDQs and RFPs for potential and current investors
Support CRM management
The Investor Associate should have the following qualifications:
Bachelor's degree in finance, business administration or related field
Minimum of 3-5 years of relevant experience in Investor Relations or Business Development, ideally within a financial services or investment management firm
Excellent communication and written skills
Understanding of financial markets, investment principles and regulatory requirements
Investment Associate
Investment Banker Job 3 miles from Redwood City
RETS Associates, on behalf of our client, a highly regarded commercial real estate private equity firm with $2BN+ AUM, is looking to add a talented Real Estate Associate to join their team in Menlo Park, CA. The Real Estate Associate will be responsible for supporting financial analysis of data center acquisitions and asset management, contributing to the company's expanding digital infrastructure platform.
Main responsibilities include:
Conduct detailed real estate financial analysis and modeling for data center acquisitions and developments.
Assist with market research, due diligence, and coordination of third-party reports.
Monitor and report on the performance of existing data center assets, identifying opportunities for value enhancement.
Collaborate with senior team members to execute investment strategies and support the growth of the company's real estate digital infrastructure platform.
Candidates must have:
Bachelor's degree in Finance, Real Estate, Business, or a related field.
1-4 years of direct experience in real estate investment, private equity, or investment banking - this is not an entry point for those transitioning from other industries. Prior real estate deal experience is required. Preference for candidates with data center investment experience.
Strong proficiency in Microsoft Excel for financial modeling; familiarity with Argus is a plus.
Strong analytical, quantitative, and communication skills, with the ability to work both independently and collaboratively.
Investment Associate
Investment Banker Job 25 miles from Redwood City
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.
Financial Representative
Investment Banker Job 25 miles from Redwood City
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.
Financial Representative
Investment Banker Job 24 miles from Redwood City
MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo
Are you passionate about building relationships? Do you enjoy helping people grow and achieve their goals? If so, you might be the perfect fit for our team at MassMutual Northern California! We welcome individuals who are new to the financial industry. If you're looking to align with a stable, dependable firm and have a passion for insurance and investments, there's no better place to work. Whether you're interested in exploring new market opportunities, expanding your products and services, or providing your clients with greater stability, we can support you every step of the way.
Why Join Us? | At MassMutual Northern California, we value the skills and experiences that come from diverse backgrounds. We offer a unique blend of resources from large advisory firms and the entrepreneurial spirit of independent practices. This combination allows us to provide a supportive environment where you can thrive.
Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:
Self-Motivated and Disciplined: Able to work effectively and independently.
Outgoing and Relationship-Oriented: Enjoy developing relationships and have a sincere desire to help others.
Organized and Detail-Oriented: Excellent time-management skills.
Experienced: Background in sales, military, police, finance management, mortgage, real estate, or similar fields.
Qualified: Bachelor's degree in finance or business and/ or Life, Accident, Health license (preferred)
Tech-Savvy: Proficient in PC skills including Word, Excel, Outlook, Zoom, and able to navigate multiple applications during call handling.
Compensation + Benefits | Our compensation structure is comprehensive and robust, offering high payouts across multiple product lines and various planning platforms. We also provide multiple supplemental compensation opportunities to support your practice growth, all while building an equity-based independent ownership model.
• 401(k) matching
• Health & Dental insurance
• Health savings account
• Life insurance
• Retirement plan
• Vision insurance
Join our world-class planning firm and see for yourself why MassMutual Northern California is the best place to build your career.
Apply today!
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Finance Associate
Investment Banker Job 25 miles from Redwood City
Project Finance Associate - Clean Energy
Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions.
We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting.
Key Responsibilities:
Conduct detailed financial analysis and build project finance models
Collaborate with project teams to prepare budgets, forecasts, and financial reports
Manage financial databases, ensuring data integrity and accessibility
Prepare and present financial insights to leadership, supporting strategic decisions
Assist in corporate financial planning, budgeting, and forecasting
Qualifications:
Experience in solar asset finance modeling.
Proven track record of raising asset-level financing.
Familiarity with GAAP accounting principles is a plus.
Benefits:
Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses
Comprehensive health, dental, and vision insurance coverage
Generous vacation time and paid time off benefits
If you are interested in this opportunity, please apply here or reach out to me directly, *************************
Finance Associate - Solar
Investment Banker Job 25 miles from Redwood City
Finance Associate
Industry: Commercial and Industrial (C&I) Solar
A growing renewable energy firm specializing in C&I solar project development is seeking a Finance Associate to support financial planning, project analysis, and corporate decision-making. This company is recognized for its expertise in structuring and financing complex renewable energy projects and is committed to expanding access to cost-effective clean energy solutions.
Role Overview
The Finance Associate will play a key role in financial modeling, project finance analysis, and corporate financial planning, working closely with project development, business development, and executive teams. This position will report directly to the Director of Project Development and will provide critical financial insights to support investment decisions and business growth.
Key Responsibilities
Project Finance Analysis
Develop and maintain asset-level financial models for project evaluation and execution.
Conduct financial due diligence on potential projects, reviewing assumptions, contracts, and financial performance.
Assist in preparing and reviewing project budgets, forecasts, and financial reports.
Data Management & Analysis
Work cross-functionally to analyze the economics of renewable energy projects.
Automate and improve financial reporting processes for greater accuracy and efficiency.
Maintain financial databases and spreadsheets, ensuring data integrity and accessibility.
Reporting & Strategic Insights
Prepare monthly, quarterly, and annual financial reports for key stakeholders.
Support the Director of Project Development in presenting financial insights to senior management.
Assist in corporate financial planning, budgeting, and forecasting processes.
Communicate financial data clearly to investors, capital markets, and executives.
Requirements
Bachelor's degree in finance, economics, business, or a related field.
2-4 years of experience in project finance, development finance, corporate finance, or investment analysis.
Strong background in financial modeling and financial analysis.
Advanced Excel skills with the ability to create detailed financial models.
Understanding of financial statements (income statement, balance sheet, and cash flow).
Excellent analytical skills and attention to detail.
Strong communication and presentation skills, with the ability to convey financial insights clearly.
Experience modeling solar asset finance.
Experience in raising asset-level financing facilities.
Understanding of GAAP accounting.
Project Finance Associate
Investment Banker Job 25 miles from Redwood City
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Financial Representative
Investment Banker Job 25 miles from Redwood City
At Aspire, we are more than just a financial firm; we are a thriving community of dedicated professionals who believe in fostering a positive learning environment and building strong, lasting relationships with our clients. Our agency is renowned for providing our independent agents with the essential tools and support they need to thrive in the financial services industry. We are committed to maintaining a high standard of excellence, ensuring consistent client referrals, and continuously generating opportunities. As one of the fastest-growing organizations in the industry, we are actively seeking top-performing Financial Services Agents to join our team as independent contractors.
Position: Financial Representative - Independent Contractor
Location: Must be physically located in the United States
About Us:
At Aspire, we are not just in the business of financial services; we are in the business of making financial dreams come true. We take pride in being more than a financial firm; we are a family that supports and empowers each other. Our agency has a rich history of success and a strong commitment to nurturing a positive learning environment. We believe in continuous growth and development, both for our independent contractors and our clients.
Compensation:
100% Commission
Bonuses
Paid 2x weekly
Our Approach:
Cultivating Relationships: We understand that financial services go beyond numbers; it's about building trust and lasting connections with our clients. Our team is dedicated to establishing meaningful relationships that go beyond financial planning, ensuring that our clients have the support they need to achieve their financial goals.
Client Success: Our mission is to empower our clients with the essentials for financial success. We provide them with comprehensive financial education, expert personal finance strategies, and unwavering support throughout their journey. Our commitment to client success is what sets us apart in the industry.
Sustainable Growth: We are proud to be one of the fastest-growing organizations in the financial services industry. Our commitment to excellence has allowed us to consistently generate client referrals and new business opportunities for our agents all throughout the United States. We are determined to maintain this growth trajectory by bringing on board top-performing Financial Services Agents who share our vision and dedication.
What You'll Do:
As a Financial Services Representative you will:
Build strong and lasting relationships with clients, ensuring their financial goals are met.
Stay up-to-date with industry trends and market insights to provide clients with expert financial guidance.
Utilize innovative methods and strategies to help clients achieve their financial objectives.
Collaborate with a supportive team of professionals who are committed to your success.
Enjoy access to cutting-edge tools, reports, and technology to enhance your services.
Work independently, managing your own schedule and business operations.
What We Offer:
Competitive compensation structure with uncapped earning potential based on your performance.
Ongoing training, mentorship, and professional development opportunities.
Access to exclusive financial planning resources and industry-leading technology.
A positive and collaborative work culture that values your contributions.
Opportunities to network and build your brand within the financial community.
Flexibility and the autonomy to run your own firm.
Family Office Investment Associate
Investment Banker Job 17 miles from Redwood City
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 17 miles from Redwood City
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.
Project Finance Associate
Investment Banker Job 25 miles from Redwood City
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Finance Associate
Investment Banker Job 25 miles from Redwood City
Project Finance Associate - Clean Energy
Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions.
We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting.
Key Responsibilities:
Conduct detailed financial analysis and build project finance models
Collaborate with project teams to prepare budgets, forecasts, and financial reports
Manage financial databases, ensuring data integrity and accessibility
Prepare and present financial insights to leadership, supporting strategic decisions
Assist in corporate financial planning, budgeting, and forecasting
Qualifications:
Experience in solar asset finance modeling.
Proven track record of raising asset-level financing.
Familiarity with GAAP accounting principles is a plus.
Benefits:
Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses
Comprehensive health, dental, and vision insurance coverage
Generous vacation time and paid time off benefits
If you are interested in this opportunity, please apply here or reach out to me directly, *************************
Family Office Investment Associate
Investment Banker Job 25 miles from Redwood City
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 25 miles from Redwood City
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.