Investment Banker Jobs in San Leandro, CA

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.

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

JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am - 5:30pm Monday - Friday, work hours with be scheduled within these times. Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: California - $27.00 - $33.00 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

LSJ Finance Agency is all about empowering young entrepreneurs & professionals in the financial space, for those seeking to take control of their lives in a way that also transforms and gives back to the community. Financial literacy is crucial for long term success & security, so why not experience a field where one can work and become mentored by licensed professionals? Role Description This is an entry-level part-time hybrid/remote role for a Financial Representative at LSJ Finance Agency. The Financial Representative will be responsible for marketing and promoting financial services products, insurance sales, retirement planning, and investments. Leadership skills and abilities are highly favored for this position, which includes the recruitment, training, and development of new agents to service more families with their financial planning needs. This role is located in Concord, CA, with full work from home flexibility for those who are not-local or out of state. Qualifications Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and in a team Experience in Finance, Business, Marketing, Social Media Management or related field (preferred, but not required) Has a coachable attitude & is eager to learn

Key Responsibilities: #BusinessBanker #BusinessAccounts We are seeking a dynamic Senior Universal Banker committed to delivering exceptional customer service, fostering business growth, and maintaining excellence in branch operations. This role is ideal for a proactive professional experienced in banking operations, financial products, and client relationship management. If you excel in fast-paced environments and seek opportunities to lead and positively impact customer experiences, we invite you to apply! Key Responsibilities: Customer Service & Sales Engage with customers to identify financial needs and provide tailored recommendations for banking products and services. Build and maintain lasting client relationships, ensuring personalized and seamless banking experiences. Proactively cross-sell financial products, including checking and savings accounts, CDs, IRAs, and Trust & Estate accounts. Support business clients through specialized Treasury Services such as Remote Deposit Capture (RDC), armored, and courier services. Operations & Compliance Accurately open and manage consumer and business accounts, ensuring full compliance with bank policies and applicable state and federal regulations. Process teller transactions efficiently, maintaining an excellent balancing record. Review branch documentation, reports, and account openings to ensure adherence to compliance and regulatory standards. Consistently uphold compliance with the Bank Secrecy Act (BSA) and other regulatory requirements. Leadership & Team Development Mentor and train junior staff to enhance customer service skills and operational efficiency. Assist the Branch Manager in developing team goals and implementing promotional strategies. Provide guidance and expertise on complex transactions, resolving customer and staff concerns effectively. Qualifications & Experience: Minimum of 3 years experience in retail banking, including new accounts and teller services. Advanced experience opening and managing both consumer and business accounts. Exceptional customer service and sales abilities, with strong skills in recommending financial products. Familiarity with banking regulations including BSA, AML, and Information Security. Proficient in MS Office Suite (Word, Excel, Outlook) and various banking software applications. Notary Public certification preferred. Why Join Us? Career Growth: Expand your leadership skills and progress your career within retail banking. Exciting Environment: Join a high-energy, collaborative, and innovative team. Community Impact: Participate in a minimum of 10 hours of annual CRA volunteer service, contributing positively to your local community. Comprehensive Benefits: Competitive compensation package with exceptional benefits.

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

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

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

Associate Investor Job Description: We are hiring an Associate to join our investment team to primarily focused on Series A, Series B and growth opportunities for the firm. This individual should have a technical skillset and mindset, paired with attention to detail and the capability to communicate effectively with a diverse group of people both internally and externally. The successful candidate will be a smart, resourceful, outgoing, self-starter with a proven ability to conduct rigorous due diligence and proactively find and attract the best investment opportunities globally. In addition to diligence and deal sourcing, the Associate will also be expected to support the Funds thesis development work through sector deep dives and provide value to our portfolio companies and strategic limited partners. Responsibilities: Deal Sourcing: Leverage existing network and establish new relationships with founders/CEOs, investors and industry experts. Know how to identify winning technology & teams Due Diligence: Prepare thoughtful and rigorous analysis of prospective fund investments, including sector, financial, founder analysis Sector Deep Dives: Prepare sector deep dives on emerging areas of interest including general research, market sizing, competitive analysis to help inform investment theses Qualifications: Demonstrated passion for entrepreneurship and early- to growth-stage startups in non-traditional technology sectors like industrials, supply chain, logistics, energy, climate, transportation, built environment, and other physical industries. Minimum of 2-4 years of prior work experience in relevant functions including finance (banking, private equity); strategy (consulting, corporate/startup strategy); or relevant startup experience. Bachelors Degree from a top-tier institution and/or with excellent academic performance. Must demonstrate a high-level of achievement in terms of financial analysis, due diligence, analytical skills, attention to detail and organization. Strong emotional intelligence and a demonstrated passion for building relationships, networking and discovering new startups. Displays deep curiosity for impacting climate change, manufacturing, mobility and frontline work through innovation. Key attributes: Extremely detail and process-oriented, intellectually curious, organized, funny, humble, high EQ, kind, competitive, and a team-first attitude. Partner Track: Multi-year Associate role with possibility of promotion based on individual performance and future fund plans; not a guaranteed Partner track role Compensation: Competitive salary with an annual bonus based on performance. Expected base salary range of $150k - $180k. Target Start Date: Immediate (target start-date of January 2025). NOTE: PLEASE DO NOT APPLY IF YOU ARE NOT ABLE TO START IN Q1 2025. To Apply: Please submit your application here. Note that in order to ensure fairness we will not be holding networking conversations with applicants. For specific logistical questions, please send an email to ********************** with "Associate Investor" as the subject line. About The Westly Group: The Westly Group is a venture capital firm founded in 2007 with $800M+ AUM across five funds. We partner with technology Founders solving the biggest problems in industrials, supply chain, logistics, energy, climate, transportation, built environment, and other real world markets Silicon Valley isn't paying enough attention to. The firm has had nine portfolio company IPOs, including Tesla, Sentinel One and Luminar, and is backed by a strategic LP base made up of some of the world's leading companies including ABB, Audi, Alaska Airlines, Bridgestone, Duke Energy, Oshkosh, Hitachi Energy, Vistra, State Farm Insurance and others.

Private Funds Associate Attorney (Mid to Senior Level) Are you a high-performing private funds attorney seeking a premier career advancement platform? Our AmLaw 100 client-a global leader in investment fund formation and structuring-invites mid-to-senior level associates (5-6 years of experience) to join their dynamic Private Funds Group in Boston, Denver, New York, Palo Alto, or San Francisco. Why Join? This is an opportunity to work alongside some of the industry's most respected legal minds, advising top-tier sponsors and institutional investors on complex private fund formations in private equity, venture capital, hedge funds, real estate, and other areas. Beyond high-stakes, high-reward work, this firm prioritizes mentorship, collaboration, and career advancement, offering a best-in-class framework for success. The Ideal Candidate: 5-6 years of experience in private funds formation and operations Strong background in LP agreements, fund structuring, and regulatory compliance Exceptional oral and written communication skills A strong work ethic and leadership capabilities Licensed to practice in the relevant jurisdiction (or eligible to waive in) What's In It for You? Top-of-market compensation: $365,000 - $390,000 base salary + discretionary bonus Unmatched benefits: Comprehensive health, wellness, and parental benefits Career development: Formal mentorship, sponsorship, and leadership training Flexibility: Competitive vacation policies and reduced schedule arrangements Commitment to pro bono: Dedicated in-house pro bono counsel and matching gift programs This is your chance to join a firm that values excellence, inclusion, and innovation-where you can do cutting-edge work while building a sustainable and fulfilling career. Interested? Apply now or reach out for a confidential discussion.

Associates on the Technology Team collaborate with Principals, Vice Presidents, and Analysts to deliver on various business and financial analyses as our Managing Directors work to expand our investment portfolio. Some of these responsibilities include evaluating technology companies, conducting financial analysis and business diligence on investments, deriving enterprise valuations for companies, and interacting with financial sponsors and management teams. Essential Responsibilities Provide full analytical support of new and on-going business deals, which includes due diligence and data collection ensuring the accuracy and validity of supplied information. Analyze companies' financial performance, including operational performance and key performance indicators. Analyze companies' industry positioning and competitive differentiation. Assist in portfolio management as one of the key liaisons between Hercules Capital and the portfolio companies, ensuring portfolio compliance with reporting, financial performance, and covenants. Create reports analyzing findings to review and present to management team and investment committee. Expand business opportunities through cultivation of client relationships. Provide additional analysis support as requested by management. Other duties and projects as needed. Qualifications Bachelor's degree Minimum of three - five years of related experience in a lending, financial, banking, or consulting environment. Excellent verbal and written communications skills. Proven analytical, presentation and project skills are critical. Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects at any given time. Comprehensive understanding of financial statements is essential, including allocation of overhead expenses. In addition, comprehensive understanding of inventory and other asset accounting methodologies is preferred. Demonstrated advanced proficiency with computer applications in a PC Windows based environment; experience with all MS applications is required.

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

Who We Are We're a food company using sustainable ingredients and thoughtful food science to replicate our favorite foods in ways that make them more affordable, less harmful, and really, truly just as delicious. We believe that in our best future, the best foods - the ones we love the most - will not just be earth-friendly, but also easy to afford and hard to resist. We've taken some of your favorite foods - think peanut butter, coffee & chocolate - and recreated them using upcycled ingredients and innovative food science. From food allergies to climate change and unjust labor practices, the foods you love are in serious need of an upgrade. Our Nut-Free Spreads, Bean-Free Coffee & Cocoa-Free Chocolate are top 9 allergen-free, vegan, gluten-free, non-GMO, affordable and most importantly, utterly delicious. Earlier this year, we were proud to announce our global B2B partnership with Cargill and our $52 million Series A+ raise, in a round co-led by Level One Fund and Horizons Ventures, bringing our total funding raised to over $94 million. This funding is earmarked for hiring additional headcount, meeting greater than anticipated consumer and commercial demand, funding expanded manufacturing facilities, and building out our foodservice channel. It is a great time to join us on our voyage! How We Work We're a rapidly growing team who value diversity in all its forms. We love adding new perspectives and appreciate those who ask questions that help us challenge assumptions, explore new directions, bias towards action, and improve what we've already built. We are a group of like-minded difference makers. Curiosity drives our development. We have tenacity and a risk-taking mentality at every level of our organization to keep challenging normalcy. We believe it's our responsibility to create an environment in which every person can bring their full, authentic selves to work. We push each other to be our best and make every stakeholder proud. Read more about us by visiting our careers page, learn more about our recent news, and follow along on LinkedIn and Instagram. Voyage Foods is growing quickly! Interested in working with us but don't see a position that matches your background and interests? Even if we don't have a position open now that suits your skillset or background, there is a good chance we'll have one in the future. Submit your application and resume below; if a role opens up that's a fit, we'll be in touch! What qualities do we look for in our future team-members * Curiosity - the pursuit of knowledge or learning drives you as an individual * Passion for what we're building at Voyage Foods * Compassion and Humility * A "roll up your sleeves" mentality and comfort with ambiguity * An entrepreneurial mindset - we're an early stage startup so we're not just looking for someone to deploy a playbook. We want you to help build it Please tell us in your application * Why you want to work for Voyage Foods * The skills you have to offer! Another great way to keep Voyage Foods on your radar is by following us on LinkedIn and checking back periodically for new job openings to the position that you are most interested in. By completing this application you will be entered into our applicant pool for review against both current and future needs, and we'll contact you if anything comes up. However, this is not a substitute for a direct job application; please DO submit your application to any specific job you are interested in. If you have questions about this, please reach out to *********************** Voyage Foods is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Voyage Foods is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Alex Chancellor, SHRM-SCP at ******************** or **************. Voyage Foods will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a background check.

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.

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

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com. Investment Banking Overview The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group. Investment Banking Industry Coverage Teams Provides a full range of investment banking and advisory services to clients in the following industries: Healthcare Mid-Cap Investment Banking Technology, Media & Telecommunications Investment Banking Product Teams Provides a full range of execution capabilities and services to clients in the following products: Mergers and Acquisitions WHAT THE PROGRAM OFFERS The IB Summer Internship is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines. IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include: Developing and maintaining models to depict projected financial results and to value companies Working closely with senior bankers to prepare presentations and other materials for clients Performing comprehensive and in-depth company and industry research Participating in strategic planning and assisting in the execution of advisory services Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers Program duration: 10 weeks Program Locations: Los Angeles and San Francisco Pay Range: Los Angeles: $53 Hourly San Francisco: $53 Hourly REQUIRED QUALIFICATIONS: 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education DESIRED QUALIFICATIONS: IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes: Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to work effectively, as well as independently, in a team environment Ability to work in a fast paced deadline driven environment Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Demonstrated interest in finance and the financial markets Proven ability to take on significant responsibility Energetic self-starter who is flexible, organized, conscientious, and proactive An individual who demonstrates a sense of personal accountability and urgency for achieving results Dedication to building a career in the financial services industry Relevant internship experience Bachelor's degree with an expected graduation in December 2026 or May/June 2027 Strong academic achievement Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $65.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Aug 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.