Investment Banker Jobs in Santa Clara, 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

Launch a Meaningful Career in Financial Services - With a Clear Path Forward Mejia Advisory & Solutions Group (MASG) is actively expanding its financial team - and we're looking for individuals ready to make a difference. Every professional on our team begins as a licensed life insurance agent. From there, we offer a proven pathway to become a trusted financial advisor - supported by elite mentorship, world-class training, and two of the most respected financial institutions in the industry. MASG is backed by: Ameritas - a 135-year-old mutual firm with exceptional financial strength A Fortune 500 financial firm with national reach and advanced planning support What We Provide: A structured career path from agent to advisor (Series licensing support available) Remote, independent model with a community of leaders and mentors Access to a broad range of solutions: insurance, retirement, annuities, and more Leadership opportunities for those ready to grow a team A purpose-driven environment grounded in faith, impact, and professional excellence You Might Be a Great Fit If You: Hold (or are pursuing) your Life & Health license Have strong communication skills and self-leadership Want to build a long-term career - not just chase short-term sales Are driven by a sense of mission and the desire to help others build legacy You can start part-time or full-time - we'll help you grow at your own pace, with guidance every step of the way.

As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

JobID: 210615547 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00 As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Prior VP level experience in Healthcare Investment Banking * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

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.

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

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.

Base Annual Compensation Offering: $18.67 hourly Title: Investments Intern Reports to: Director, Investments Primary Function: Financial Analysis, Acquisitions and Asset Management Status: Full-Time, Non-Exempt Summary Ballast Investments (“Ballast” or “The Company”) is seeking an Investment Intern to support our rapidly growing team. Under the general supervision of the Investments Team, the Intern will assist with underwriting new acquisition opportunities, running scenarios on recapitalizations, and other investment activities such as: modeling, financing, due diligence, and site tours. This position requires strong quantitative acumen and communication skills. The Company is a vertically integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014. Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests. Primary Responsibilities Investment Analysis: Assist in conducting market research, financial analysis, and due diligence on potential real estate investment opportunities. This includes analyzing property financial statements, conducting property inspections, and assessing market trends to support investment decision-making Financial Modeling: Collaborate with the team to update financial models for potential real estate acquisitions, developments, and repositioning projects. Help evaluate investment returns, cash flow projections, and perform sensitivity analyses to assess risk and profitability Investment Presentations: Contribute to the preparation of investment presentations, including investment memorandums, pitch decks, and other supporting materials for internal and external stakeholders. Help communicate investment strategies and key findings effectively Portfolio Management: Assist in monitoring and tracking the performance of existing real estate investments. Help prepare periodic reports and presentations on portfolio performance, property valuations, and market conditions to support decision-making processes Market Research: Stay updated on industry trends, market dynamics, and emerging investment opportunities in the real estate sector. Conduct research on specific geographic areas, property types, and market segments to identify potential investment targets Collaboration and Support: Collaborate effectively with cross-functional teams, including asset management, legal, and finance departments. Provide general support to the investment team, such as data entry, document organization, and administrative tasks, as needed Minimum Requirements and Qualifications Advanced knowledge of Excel, Argus, and PowerPoint Strong analytical skills and exceptional written and oral communications skills Familiarity with real estate software and databases (e.g., CoStar) is a plus Key Skills and Competencies Project management skills and creativity are critical for success in this role Critical thinker that can contribute collaboratively and brainstorm toward a positive outcome Able to succeed in a fast-paced environment and manage multiple projects with competing priorities Drive and passion for low and medium-density scattered-site residential investing Excellent written and verbal communication skills, with the ability to articulate complex concepts clearly and concisely Detail-oriented with strong organizational and time management skills, capable of managing multiple tasks and meeting deadlines Self-motivated and proactive, with a strong desire to learn and contribute to a dynamic team environment Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Title: Wealth Management Private Banker Hiring salary range: $95,100.00 - $129,300.00 annual Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Wealth Management Private Banker in the Bay Area, CA. Position Overview The Wealth Management Private Banker will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs. Role and Responsibilities * Assess customer needs, identify opportunities and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the client's needs. * Build and maintain an adequate pipeline of opportunities to meet and exceed goals. * Establish a reputation of excellence and execution. Gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients. * Act as the subject matter expert for all branch inquires on products and services offered. * Understand competitive environment and develop strategies to retain and win new business. * Work with and communicate effectively with branch managers, associates and all partners. Minimum Qualifications * Minimum Bachelor's Degree * Minimum 3 years of financial services industry experience with a commercial, investment or private bank * Series 6 and 63 (or 66) securities licenses required. Series 7 preferred * Proven business development in partnership with centers of influence is a must * Very good understanding of local community needs and community involvement is required * Knowledge of credit products including residential mortgage products, home equity lines of credit and commercial credit facilities * Experience in understanding the financial needs of all types of clients * Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists * Strong understanding of all banking and lending products including deposit and cash management products * Ability to efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining client relationships * Possess excellent business development and marketing skills and desire to consistently achieve top results * Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances * Detail oriented with strong organizational and analytical skills * Possess excellent oral and written communication skills; exceptional presentation skills * Ability to meet deadlines and manage client expectations * Good collaboration skills in a team-oriented environment * Completion of formal credit training strongly preferred

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

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

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

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

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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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: **************************************************************************

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

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