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Investment banker jobs in South San Francisco, CA - 441 jobs

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  • Investment Associate

    RETS Associates

    Investment banker job in San Francisco, CA

    RETS Associates, on behalf of our client, a real estate private equity firm located in San Francisco's Financial District, is seeking an Investment Associate to join their team in a cradle to grave Investments role. The firm invests across asset classes and is mostly focused in and around the Bay Area, and other core west coast markets. They have recently raised their 3rd fund and prepared to be very active in the coming months and years. The Associate will work on roughly 80% acquisitions-related activities including complex financial modeling, due diligence, investment memo and presentations, and communicating with lenders and investors. This position will be part of a high-performing Investments team in an entrepreneurial environment. Requirements: Bachelor degree with a proven track record of academic achievement. Degrees with concentration in Finance, Accounting and/or Economics a plus. 4-6 years of experience within a real estate investment, development, lending, brokerage, or real estate investment banking required. Strong quantitative and analytical skills in ARGUS and Excel. Familiarity with valuation concepts including discounted cash flow, internal rate of return, levered returns vs unlevered returns. Ability to grow into a market-facing role.
    $101k-178k yearly est. 4d ago
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  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in San Francisco, CA

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description 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 #J-18808-Ljbffr
    $155k-236k yearly est. 3d ago
  • Investment Associate, Retail Funds

    Hard Yaka

    Investment banker job in San Francisco, CA

    Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle. Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk. #J-18808-Ljbffr
    $101k-178k yearly est. 4d ago
  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Investment banker job in Palo Alto, CA

    A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr
    $200k-300k yearly 5d ago
  • Senior Crypto Credit Trader - Growth & Strategy

    P2P 3.2company rating

    Investment banker job in San Francisco, CA

    A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience. #J-18808-Ljbffr
    $162k-219k yearly 2d ago
  • Strategic Finance Associate - GTM

    Ziphq, Inc.

    Investment banker job in San Francisco, CA

    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, and G&A functions. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders SQL proficiency and experience using BI dashboard tools strongly preferred Experience in strategic finance at a high-growth technology company is a plus The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
    $120k-160k yearly 4d ago
  • In-Office R&D Finance Strategy Associate

    Rippling

    Investment banker job in San Francisco, CA

    A leading HR and IT solutions provider in San Francisco is looking for a Strategic Finance Associate to support R&D teams. You'll be involved in financial modeling, supporting monthly closes, and preparing materials for executive reviews. Ideal candidates will have over 4 years of finance experience, particularly in high-growth tech environments. This in-office role offers a competitive salary, benefits, and equity, with pay ranging from $96,000 to $160,000 annually, depending on experience. #J-18808-Ljbffr
    $96k-160k yearly 3d ago
  • Strategic Finance Associate

    Mercor, Inc.

    Investment banker job in San Francisco, CA

    About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #J-18808-Ljbffr
    $53k-104k yearly est. 1d ago
  • U.S. Associate - Financial Services

    Lek 4.2company rating

    Investment banker job in San Francisco, CA

    Boston, Chicago, New York, San Francisco U.S. Associate - Financial Services L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement. Company Description L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com. Job Description If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role. While casework varies every day, FS Associates' primary responsibilities typically include: Conducting primary and secondary research on clients' markets, customers, and competitors Performing rigorous analysis to drive insights and actionable recommendations Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms. In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance. Click here for more on the Associate experience at L.E.K. Why L.E.K.? Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients. Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen. Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more. International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program. Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development. Qualifications and Experience Needed A bachelor's degree from a renowned school with outstanding academic achievement Exceptional analytical and problem‑solving skills Strong verbal and written communication skills Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment Enthusiasm, resilience, and a desire to continuously learn and grow L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits. Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization. L.E.K Consulting is an Equal Opportunity Employer. #J-18808-Ljbffr
    $95k yearly 2d ago
  • Strategic Finance Associate

    Reflection 3.9company rating

    Investment banker job in San Francisco, CA

    Our Mission Reflection's mission is to build open superintelligence and make it accessible to all. We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond. Role Overview We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes. What You'll Do Own and refine our financial model and forecasts for leadership and external parties (e.g. investors) Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc Uplevel our governance and administration of employee expense programs and AP across our US and UK entities Run cash positioning and treasury reporting Coordinate outsourced partners for monthly close and bookkeeping Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale What We're Looking For 2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar Deep experience with financial modelling, and accounting literacy Exceptional communication and relationship management skills across varied stakeholders Ability to navigate ambiguity, take initiative, and operate independently Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions A genuine interest in Reflection's mission and the evolving AI ecosystem What We Offer: We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models. We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported. Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally. Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance. Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning. Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time. Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations. #J-18808-Ljbffr
    $45k-77k yearly est. 4d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment banker job in San Francisco, CA

    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 ***************************
    $72k-122k yearly est. Easy Apply 60d+ ago
  • Investment Banker - Pharma/BioTech - Vice President

    JPMC

    Investment banker job in San Francisco, CA

    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
    $121k-221k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Vice President, ECM

    Wells Fargo 4.6company rating

    Investment banker job in San Francisco, CA

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. In this role, you will: * Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact * Participate in large-scale planning for Investment Banking functional area * Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors * Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives * Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals * Lead Investment Banking projects and teams, or serve as a peer mentor Required Qualifications: * 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in the Equity Capital Markets products * Securities industry experience * Ability to develop and execute business vision, strategies, and goals * Investment banking experience * A Bachelor's degree or higher in accounting, finance, or economics * Strong, clear and concise written and oral communication skills * Strong credit skills * Strong risk management skills * Ability to analyze trends in the competitive marketplace and related marketing developments * Experience building partnerships and consulting effectively with leadership * Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Job Expectations: * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Ability to travel up to 50% of the time * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Base Pay: * Base pay for this position is 250,000.00 USD 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. $185,000.00 - $300,000.00 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 Jan 2026 * 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.
    $185k-300k yearly 13d ago
  • Interested in a future role?

    Taara

    Investment banker job in Sunnyvale, CA

    About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Vice President, Technology - San Francisco

    Moelis & Company 4.9company rating

    Investment banker job in San Francisco, CA

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $250k yearly Auto-Apply 60d+ ago
  • 2027 Corporate, Investment Banking and Markets (CIBM) Summer Intern Program - GCIB | New York

    MUFG (DBA

    Investment banker job in San Francisco, CA

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. 2027 Corporate, Investment Banking & Markets (CIBM) Summer Intern Program - GCIB | New York Location: New York City Please apply to the separate job posting for other locations (San Francisco & Los Angeles) Tentative Internship Period: May 31 - August 6, 2027 At MUFG, we strive to create an inclusive environment, where everyone's perspective is valued. We are committed to diversity and inclusion in our workforce - all students are welcome to apply. On-the-Job Experience: Our 10-week Corporate, Investment Banking & Markets (CIB&M) Summer Intern Program is more than just a fascinating insight into MUFG: it is an opportunity to build the foundation for a long, rewarding career! Our program begins in early June and provides rising seniors with hands-on experience and business exposure in the world of global finance. We will place you with a specific group, which enables you to concentrate and quickly develop valuable skills and knowledge that are essential to becoming an integral part of the team. You will work alongside MUFG professionals at all levels who will serve as your instructors and mentors. Our summer interns will support deals and client-focused projects by conducting financial analysis, modeling and research, and assisting with pitch books and presentations. Our program is designed to help you grasp what it's like to work within a global financial organization and decide where you want to take your career. Training: After one week of in-depth technical, financial products and/or markets training in New York, you will benefit from working alongside experienced colleagues on meaningful projects and will receive continuing on-the-job training throughout the 10-week program. Support & Guidance: Our team is committed to your success and will pair you with a mentor/manager who will work with you to set goals, provide professional development, guidance and conduct your performance review. You will also have many opportunities to network with peers, mentors and senior managers through team-building sessions, speakers and other organized events. In our open and inclusive environment, senior colleagues will know who you are and will see how your work impacts our high-performance culture. At the end of the program, you will leave with a better understanding of global banking/finance and an insider's perspective that you'll only acquire from serving multinational clients with complex financial needs. Each summer intern gets a top-tier mentor in addition to their actual manager. The mentor will provide goals and professional development guidance and conduct performance reviews as a commitment to our summer interns. At the end of the program, you will obtain a better understanding of your group and how your role can play a part in the success of the bank. Business Divisions Corporate Banking: Digital Infrastructure, Diversified Industrials, Healthcare GRM Investment Banking: Capital Markets, Global Financial Solutions, Project Finance, Securitized Products, Working Capital & Trade Finance and Sponsor, Growth & Middle Market - Diversified Industrials/ Consumer & Retail, Middle Market Healthcare, Sponsor Finance & Direct Lending View our Placement Groups here Application Timeline * Application Opens: 1/2/26 * Application Closes: 2/6/26 unless otherwise noted by your school's Handshake/Career Services Centers Job Posting. The position will stay open past this date for administrative purposes only. * We encourage you to apply early! * Please note that if you have not received a response from MUFG by 2/20/26 to invite to a first round interview, your application has not been selected to move forward. Qualifications * GPA of 3.3 or above is preferred, along with recommended course work in finance, accounting or economics * Undergraduate student, graduating in Winter 2027 or Spring 2028 * Strong interest in Corporate Banking, Investment Banking or Global Markets * Technologically savvy and proficient in Microsoft Office (Excel, PowerPoint, Word) * Strong verbal, writing, mathematical and statistical skills * Self-starter with strong interpersonal skills and individual initiative, self-discipline and integrity, who exhibits strong leadership qualities and the ability to develop creative solutions * You work well independently as well as in teams, and collaborating with groups across the organization * Applicants must be authorized to work in the United States on a permanent basis and not require visa sponsorship now or in the future. MUFG will not hire individuals for internships whose work eligibility is based on their F-1 or other limited student visa status #Intern The typical base pay range for this role is between $45 per hour depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $45 hourly Auto-Apply 21d ago
  • Senior Credit Trader

    P2P 3.2company rating

    Investment banker job in San Francisco, CA

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Senior Credit Trader As a Senior Credit Trader at FalconX, you will be instrumental in driving strategic growth and innovation within our credit business. This role demands a seasoned professional with a deep understanding of credit markets, investment banking, or crypto credit roles, coupled with an entrepreneurial spirit. You will lead mission-critical projects in a dynamic and rapidly evolving ecosystem, leveraging your expertise to achieve significant outcomes. Key Responsibilities: Strategic Leadership: Lead initiatives that bridge the credit team with customers, prospects, and internal teams, fostering collaboration to drive exponential growth. Change Agent: Utilize FalconX's platform to implement transformative changes and deliver impactful results in the credit trading space. Entrepreneurial Mindset: Adapt to various contexts and challenges, employing a diverse skill set to navigate complex market environments successfully. Collaborative Team Player: Work efficiently with both internal and external stakeholders to influence deliverables and achieve objectives through strong relationship building and teamwork. Project Management Excellence: Act as a valuable connector, bridging gaps and facilitating communication and collaboration across the organization to remove roadblocks and ensure project success. Effective Communication: Clearly articulate the credit team's priorities and timelines to the wider organization, ensuring alignment and understanding. Market Intelligence & Strategy: Continuously monitor market conditions, news, and economic indicators to inform trading strategies and decisions. Scaling Operations: Lead efforts in credit trading, booking trades, and reconciling discrepancies, while supporting the expansion of our trading book. Qualifications: Extensive Experience: 5+ years of experience in financial analysis, investment banking, risk management, trading, or credit analytics, with a proven track record of success. Crypto Expertise: Previous work experience in the crypto industry, with a strong understanding of crypto lending and credit products. Loan Management Systems: Demonstrated experience in building and managing loan management systems. Relationship Management: Expertise in managing relationships with a focus on credit products, enhancing client engagement and satisfaction. Risk Management Acumen: Strong sense of risk management, particularly in operating a crypto lending business, ensuring sound decision-making and compliance. Presentation Skills: Ability to produce and present credit-related materials to both internal and external stakeholders effectively. Process Improvement: Proven ability to work with internal teams to streamline processes and improve efficiency in deal execution. The base pay for this role is expected to be between $162,000 to $219,000 level in the New York City Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process. #J-18808-Ljbffr
    $162k-219k yearly 2d ago
  • Strategic Finance Associate, R&D Finance San Francisco, CA

    Rippling

    Investment banker job in San Francisco, CA

    Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @ Rippling.com addresses. About the role We're looking to hire a Strategic Finance Associate to join the R&D Finance team, who will partner with our Research & Development (R&D) teams here at Rippling. R&D spans Engineering, Product Management, Product Design, and Data Science. This role will work directly with senior management within the R&D organization and play a role in key financial decisions. R&D is a critical component of Rippling's success and this position is fundamental to driving strategic and financial initiatives within the R&D org. Primary responsibilities will include a combination of building and maintaining models, creating new models to evaluate potential investments and product launches, ensuring teams remain within financial guardrails, and partnering with key cross‑functional stakeholders. There will be an emphasis on drawing data‑driven insights to further enhance the impact and success of the R&D org at Rippling. The role is based in San Francisco, CA (in‑office only). The ideal candidate will have relevant experience in investment banking, investing, or Finance at a high‑growth technology company. What you will do Work closely with functional leadership, cross‑functional partners, and colleagues across the Finance organization to support date driven decision making Support the monthly close and re‑forecast process Coordinate with Accounting partners to ensure flow of information during close cycles Create financial models from scratch to size business initiatives and the investment required to achieve them in order to help business leaders make ROI‑based trade‑offs Evaluate unit economics for new and existing products to understand their margins Develop a greater depth of understanding around R&D efficiency metrics Partner with R&D leadership to develop and monitor budgets and headcount needs ensure that the company's financial plan remains on track. Partner with the business and cross‑functional team members to develop and maintain robust, scalable forecasting models Coordinate and prepare materials for executive review, including for board meetings and fundraising efforts What you will need 4+ years of experience in finance. Previous experience in a high‑growth technology company, investing, and/or investment banking is preferred Bachelor's degree in Finance, Economics, Business, or a related field. Excellent financial modeling and analytical skills. A track record of building and maintaining complex operating models Excellent communication - written, verbal, and presentation Self‑starter with the ability to manage time, deliverables, and cross‑functional relationships Ability to navigate a fast‑paced, entrepreneurial work environment Organized, attentive to detail, and intellectually curious Experience with financial planning tools (e.g. Anaplan) and Salesforce is a plus but not required Experience partnering with Engineering and Product teams a bonus If you don't necessarily meet all of the requirements listed here, we still encourage you to apply because skills can be used in lots of different ways, your life experience is equally important sometimes. Additional Information Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ************************** Rippling highly values having employees working in‑office to foster a collaborative work environment and company culture. For office‑based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role. This role will receive a competitive salary + benefits + equity. The salary for US‑based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here. A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below. The pay range for this role is: 96,000 - 160,000 USD per year (US Tier 1) #J-18808-Ljbffr
    $53k-104k yearly est. 3d ago
  • Strategic Finance Associate: Growth & Partnerships

    Reflection 3.9company rating

    Investment banker job in San Francisco, CA

    A pioneering AI company in San Francisco seeks a Strategic Finance Associate to support financial operations and strategic decisions. The ideal candidate will have 2 to 5 years of relevant experience in finance, excellent communication skills, and a strong commitment to the company's mission. This role offers competitive compensation, health benefits, and opportunities for professional growth as part of a small, talented team dedicated to advancing open superintelligence. #J-18808-Ljbffr
    $45k-77k yearly est. 4d ago
  • Wealth Relationship Banker

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in San Francisco, CA

    A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr
    $34k-50k yearly est. 2d ago

Learn more about investment banker jobs

How much does an investment banker earn in South San Francisco, CA?

The average investment banker in South San Francisco, CA earns between $92,000 and $290,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in South San Francisco, CA

$163,000
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