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K1 Investment Management jobs - 6,971 jobs

  • Executive Assistant

    K1 4.2company rating

    K1 job in Manhattan Beach, CA

    K1 is seeking an Executive Assistant to support 1-3 Executives of the firm located in Manhattan Beach, CA. A successful candidate would be self-motivated, quick-thinking, flexible, and able to juggle multiple & diverse responsibilities with a strong emphasis on organization and unwavering attention to detail at all times. This is a demanding and fast-moving position that requires someone who is able to exercise good judgment and significant initiative that aligns with the best interests of the organization. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Essential Job Functions: Provide direct professional and personal administrative support to 1-3 Executives Schedule and coordinate the preparation of meetings, appointments, conference calls, video conferences, and events for 1-3 Executives Arrange domestic and international travel and accommodations with precision and efficiency Execute personal assistant tasks as needed, such as running errands and scheduling personal appointments and travel Prepare and reconcile expenses on a weekly basis Implement and maintain office policies and procedures Coordinate and assist in planning special events throughout the year Collaborate effectively as a team player on various office or operation related projects for the organization Perform routine administrative duties, as needed Greet clients and visitors and assist in ensuring that their time with K1 is a success Maintain effective and accurate organization of tasks and responsibilities Knowledge, Skills and Abilities: Bachelors or Associates Degree acceptable First generation college students are encouraged to apply Must have experience with booking international travel Excellent organizational and communication skills Strong problem-solving skills with the ability to see the big picture High levels of flexibility, urgency, and discretion with confidential information Strong interpersonal skills and ability to work comfortably with people at all levels of the organization Positive attitude and team player, especially when faced with changing responsibilities A belief that no contribution to the team is too big or too small Understand how to prioritize and respond accordingly Manage calendars and with the ability to anticipate calendar conflicts and manage last-minute changes Naturally curious and willing/excited to learn the PE/SaaS Industry Familiarity with Microsoft Office software, with a willingness to adapt to new technologies Perks: Unlimited PTO, plus holidays 401(k) plans & profit sharing 100% covered medical & dental premiums EV Stipend Lunch provided daily in office Company & team outings Volunteer opportunities & donation matching About K1: K1 is one of the largest investors in small-cap enterprise software companies, with over $20 billion AUM. Headquartered in Manhattan Beach, California, the firm partners with innovative management teams to build category leaders that deploy AI-powered, mission-critical systems of record for enterprise clients globally. Through its affiliate, K1 Operations LLC, the firm supports portfolio companies in accelerating growth - both organically and inorganically - by focusing on leadership development, technological innovation, and operational excellence. Dedicated to transforming industries, K1 has collaborated with over 250 enterprise software companies since inception. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $70,000 - $90,000 annually for this position of Executive Assistant.
    $70k-90k yearly Auto-Apply 60d+ ago
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  • Private Equity Analyst - Business Development

    K1 Investments 4.2company rating

    K1 Investments job in Manhattan Beach, CA

    K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Identifying M&A and strategic opportunities for existing portfolio companies Creating and executing on investment theses within enterprise software Developing proprietary research within enterprise software Expanding K1's relationship network with key industry contacts Performing other duties as assigned Position Summary: K1 is seeking a Private Equity Business Development Analyst to join our expanding Business Development team for our office located in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Identifying M&A and strategic opportunities for existing portfolio companies Creating and executing on investment theses within enterprise software Developing proprietary research within enterprise software Expanding K1's relationship network with key industry contacts Performing other duties as assigned Requirements: Demonstrated leadership ability Initiative; professional ambition; team orientation Creativity and entrepreneurial spirit Excellent analytical and communications capabilities; organizational discipline; attention to detail Strong work ethic and interest in learning about private equity and the enterprise software industry Ability to build trust and support with senior executives as the face of K1 Bachelor's degree About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: Demonstrated leadership ability Initiative; professional ambition; team orientation Creativity and entrepreneurial spirit Excellent analytical and communications capabilities; organizational discipline; attention to detail Strong work ethic and interest in learning about private equity and the enterprise software industry Ability to build trust and support with senior executives as the face of K1 Bachelor's degree About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************
    $113k-171k yearly est. 60d+ ago
  • Market Executive: Innovation Tech Banking MD

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr
    $72k-127k yearly est. 3d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    Fremont, CA job

    About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
    $100.3k-233.2k yearly 1d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    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. 4d ago
  • Biotech Public Equity Senior Associate - Venture Investments

    Novo Holdings 3.9company rating

    San Francisco, CA job

    A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO. #J-18808-Ljbffr
    $86k-130k yearly est. 1d ago
  • Project Manager II - Construction Management

    Entrust Solutions Group 4.0company rating

    San Francisco, CA job

    Job Category: PMO Posted : December 30, 2025 Full-Time Hybrid San Francisco - 3000 Executive Pkwy, Suite 505, San Ramon, CA 94583, USA ER Rec Chico CA - Chico Canyon Rd, Chico, CA 95928, USA Are you looking to join a growing engineering consulting firm that offers valuable solutions to challenges faced by our gas and electric utilities clients? We're seeking Project Managers to strategically manage the project portfolio by optimizing project schedules, controlling scope of work, managing project budgets, and partnering with key stakeholders to ensure all timelines and deliverables are being met. What You'll Do: Provide project leadership and expertise to the portfolio, drive contractor stakeholders, and partner with government agencies & community parties on project matters. Acting as the liaison between government & regulatory agencies and community groups as required. Develop, define & control project scope, create & maintain project schedules, gather work plans including cost, resource, contingency, and communication plans. Adjusting project scope & schedule as appropriate to accommodate change. Identify project performance issues, analyze, and address them in a timely manner. Implement project post cost management measures to accurately track & monitor project financials to ensure projects are financially healthy. Travel to project sites & meetings throughout the project territory. This is a hybrid position in Napa. Required Qualifications 3-7 years of experience in Project Management Ability to lead projects by collaborating with cross-functional teams. General project management experience. Ability to manage cost, budget, schedule, and coordinate site walks as necessary Preferred Qualifications Underground Construction Background, preferably in Utilities - Gas or Electric Experience with SAP, Primavera Unifier, ProjectWise, Tableau, PowerBI ENTRUST Solutions Group, an ENR Top 100 company, is a community of people, 3,000+ strong, who are committed to our clients and each other. We provide comprehensive and dependable engineering, consulting, and automation services to gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. In return for top talent, ENTRUST Solutions Group offers: Generous paid time off and benefits 401(k) retirement program with a company match To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: This position pays between $110,000-$120,000 annually and is an exempt position. Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full time employees are eligible to earn PTO hours. May be eligible for discretionary bonus as determined by the company. ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group. #LI-LL1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $110k-120k yearly 1d ago
  • Enterprise Events Manager - Exec Experiences & Growth

    Norwest Venture 3.3company rating

    San Francisco, CA job

    A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan. #J-18808-Ljbffr
    $92k-123k yearly est. 3d ago
  • CRA Administration Officer

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA job

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $33.7-48.1 hourly 1d ago
  • Cash Management Officer

    United Business Bank 4.2company rating

    Walnut Creek, CA job

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Cash Management Officer (CMO) is an onsite position and does not have remote opportunities. The Cash Management Officer (CMO) will be responsible for the sales, implementation, delivery and servicing of all cash management products and services. They will also meet with prospective and existing clients regarding new accounts and cash management products and services, and assist Client Relationship Managers, Business Development Officers, and other Bank personnel with outside sales calls. This includes visiting existing and potential clients at their place of business. Daily activities include outside sales calls, assisting clients with establishing the various cash management products and services and assisting clients with a variety of needs related to online banking, remote deposit capture, positive pay, ACH origination, and other services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction. This position will be responsible for providing training, guidance, and support to cash management clients both in person and in a virtual environment. The CMO will ensure that clients know all the feature functionality of our cash management and electronic banking services, and can perform all the duties and responsibilities associated with those services. The CMO will help support the Cash Management Manager in audits and exams, as well as assisting management in obtaining Satisfactory ratings. Other projects and duties will be assigned over time. The CMO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelor's Degree in business or related field preferred. Required Knowledge: Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance. Experience Required: Minimum of 3 years' related experience in a similar role at another financial institution. Skills/Abilities: Excellent communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Ability to operate related computer hardware and other business equipment including copy machine and telephone. Location: Onsite, no remote We are 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, or veteran status.
    $71k-106k yearly est. 3d ago
  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    San Diego, CA job

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 3d ago
  • AVP Branch Manager - Lead Growth & Community Banking

    Cathay Bank 4.4company rating

    San Francisco, CA job

    A financial institution in San Francisco is seeking a Branch Manager to oversee operations and drive business growth. The ideal candidate will have 3-5 years of banking experience with a focus on branch management and strong leadership skills. Responsibilities include managing staff, ensuring compliance, and enhancing client relationships. A college degree in business or finance is preferred, along with excellent sales and interpersonal skills. Competitive salary and benefits offered. #J-18808-Ljbffr
    $93k-119k yearly est. 2d ago
  • Summer Analyst - FICC & Equities Sales & Trading

    Goldman Sachs Group, Inc. 4.8company rating

    San Francisco, CA job

    A leading global investment firm in San Francisco is seeking a Summer Analyst for a dynamic internship program. This program lasts nine to ten weeks and provides students the opportunity to engage in real responsibilities and training with experienced professionals. Ideal candidates are pursuing a bachelor's or graduate degree with a strong interest in finance. The position offers a competitive salary of $110,000 and champions employee growth through diverse opportunities. #J-18808-Ljbffr
    $110k yearly 1d ago
  • Assistant Project Manager / Project Engineer

    Orion Placement 4.8company rating

    Santa Barbara, CA job

    Pay: $73,000.00 - $115,000.00 per year Why This Is a Great Opportunity Work on luxury, architecturally significant custom homes in one of California's most beautiful regions. Gain hands-on exposure to high-end residential construction and grow into higher-level roles with regular performance-based pay increases. Join a boutique, tight-knit team known for craftsmanship, collaboration, and long-term client relationships. Enjoy competitive hourly pay with overtime at time-and-a-half, annual bonuses, and strong employer-paid benefits. Contribute to detailed, design-forward projects that stand out in the Santa Barbara custom home market. Location This is a full-time, on-site position in Santa Barbara, CA, offering daily engagement with project teams, clients, and high-end job sites. Note Must have at least 2 years of experience in residential construction (luxury or custom preferred) and strong communication and organizational skills. About Our Client Our client is a boutique general contractor specializing in architecturally distinctive, high-end custom residences throughout Santa Barbara. For over 30 years, they've built a reputation for craftsmanship, precision, and exceptional service while partnering with top architects and designers. Job Description Support the Project Manager through all phases of high-end custom home construction. Coordinate subcontractors, vendors, architects, designers, and consultants to maintain daily progress. Manage detailed project documentation including RFIs, submittals, schedules, and change orders. Use Procore and other construction technology tools to maintain organized, transparent project workflows. Perform site visits, track progress, and assist in translating architectural design into execution. Uphold high standards of professionalism, craftsmanship, accuracy, and client service. Qualifications 2+ years of experience in custom residential construction. Strong technology skills; Procore experience preferred. Excellent communication, detail orientation, and follow-through. Bachelor's degree in Construction Management, Architecture, or related field preferred. Ability to problem-solve and work proactively in a detail-driven environment. Why You'll Love Working Here Competitive hourly compensation with overtime paid at time-and-a-half. Annual year-end bonus (approx. $4,000). Medical insurance fully paid for the employee after 60 days (approx. $1,100/month employer cost). 401(k) with 4% company match. Mileage reimbursement for all job-related travel beyond commuting. Company-provided iPhone and fully paid phone plan. Company-provided laptop. A supportive, collaborative culture centered on craftsmanship, trust, pride, and long-term relationships. JPC-478 Job Type: Full-time Benefits: Dental insurance Life insurance Paid time off Vision insurance
    $73k-115k yearly 20h ago
  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Palo Alto, CA job

    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 1d ago
  • Mortgage Underwriting Specialist

    Vesta Innovations, Inc. 4.8company rating

    San Francisco, CA job

    What we're doing Owning a home is a huge step in many people's lives, and is also a foundational part of building financial security and wealth. However, the tools and technology supporting homeownership today are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review. We're here to change that. Vesta is the next-generation system of record to power the multi-trillion mortgage market. We believe that we are overdue for a core transformation - that in order to build a fully automated process and fully digital customer journeys, lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows. Who we are Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open, and automated origination experience, benefitting financial institutions and their customers. And, we're not alone. We've raised $55M from top tier investors, including Andreessen Horowitz, Bain Capital Ventures, Conversion Capital, Zigg Capital, and Index Ventures. Our team is small, but mighty. We are a collection of humans who value humility, empathy, self-awareness, and an orientation towards action. If this sounds like you and you're excited by the idea of getting in at the ground level to build the infrastructure that will power the future of the financial industry, we would love to hear from you! About the role As one of our mortgage process specialists at Vesta, you'll work closely with our product, engineering, design, partnerships, and implementations teams across a variety of mission critical projects. In this role, you can expect to: become a Vesta product expert, deeply understanding all functionality in the product. diligently document test cases with a high attention to detail. work with our partner integrations team to help map data across platforms and, configure and test our integrations. partner with our customer implementation team to create canonical configuration around all aspects of loan fulfillment workflows. stay in lock step with our engineering, product, design, and partner teams, keeping them updated on testing and integration status. be an indispensable part of delivering industry-changing software to our customers! Who you are You have 5+ years of mortgage underwriting experience across several mortgage types (e.g. conventional, FHA, VA, non-QM). You are technically inclined and a quick learner. An understanding of APIs, familiarity with MISMO and XML, and experience with tools like Postman a plus, but not required as long as you have a willingness to learn. You are curious and hungry to identify, triage, and help solve any problem you come across, big or small, and you're excited to apply your depth of knowledge across a variety of projects. You are a self starter and team player who's comfortable flexing across a variety of problems and you do so while keeping an eye towards detail and executing with precision. You're looking to join an early-stage team to build something BIG, something industry-changing, and you're excited about being part of that quickly-moving, fast-growing journey. Benefits and Perks Robust medical, vision, & dental coverage (~100% of employee premiums are covered) 401(K) plan offering Meaningful parental leave - 16 weeks fully paid for all new parents, birthing & non-birthing parents (applies to adoptions as well!) Remote-first culture with hubs in New York & San Francisco Generous WFH & Wellness Benefits Monthly Doordash benefits Open & encouraged flexible time off Company offsites to get to know the team! Our cash compensation amount for this role is targeted at $100,000 - $135,000/yr. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. At Vesta, we believe that the only way we can tackle the challenging problems in front of us is by having diverse perspectives and an environment that promotes inclusivity. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. As part of our onboarding process, we participate in the E-Verify program. #J-18808-Ljbffr
    $100k-135k yearly 2d ago
  • FP&A Manager

    K1 Investments 4.2company rating

    K1 Investments job in Manhattan Beach, CA

    K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Position Summary: K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************
    $79k-130k yearly est. 60d+ ago
  • Investment Consultant- Indian Wells, CA

    Charles Schwab 4.8company rating

    Indio, CA job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $89k-157k yearly est. 1d ago
  • Executive Assistant

    K1 4.2company rating

    K1 job in Manhattan Beach, CA

    Job Description K1 is seeking an Executive Assistant to support 1-3 Executives of the firm located in Manhattan Beach, CA. A successful candidate would be self-motivated, quick-thinking, flexible, and able to juggle multiple & diverse responsibilities with a strong emphasis on organization and unwavering attention to detail at all times. This is a demanding and fast-moving position that requires someone who is able to exercise good judgment and significant initiative that aligns with the best interests of the organization. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Essential Job Functions: Provide direct professional and personal administrative support to 1-3 Executives Schedule and coordinate the preparation of meetings, appointments, conference calls, video conferences, and events for 1-3 Executives Arrange domestic and international travel and accommodations with precision and efficiency Execute personal assistant tasks as needed, such as running errands and scheduling personal appointments and travel Prepare and reconcile expenses on a weekly basis Implement and maintain office policies and procedures Coordinate and assist in planning special events throughout the year Collaborate effectively as a team player on various office or operation related projects for the organization Perform routine administrative duties, as needed Greet clients and visitors and assist in ensuring that their time with K1 is a success Maintain effective and accurate organization of tasks and responsibilities Knowledge, Skills and Abilities: Bachelors or Associates Degree acceptable First generation college students are encouraged to apply Must have experience with booking international travel Excellent organizational and communication skills Strong problem-solving skills with the ability to see the big picture High levels of flexibility, urgency, and discretion with confidential information Strong interpersonal skills and ability to work comfortably with people at all levels of the organization Positive attitude and team player, especially when faced with changing responsibilities A belief that no contribution to the team is too big or too small Understand how to prioritize and respond accordingly Manage calendars and with the ability to anticipate calendar conflicts and manage last-minute changes Naturally curious and willing/excited to learn the PE/SaaS Industry Familiarity with Microsoft Office software, with a willingness to adapt to new technologies Perks: Unlimited PTO, plus holidays 401(k) plans & profit sharing 100% covered medical & dental premiums EV Stipend Lunch provided daily in office Company & team outings Volunteer opportunities & donation matching About K1: K1 is one of the largest investors in small-cap enterprise software companies, with over $20 billion AUM. Headquartered in Manhattan Beach, California, the firm partners with innovative management teams to build category leaders that deploy AI-powered, mission-critical systems of record for enterprise clients globally. Through its affiliate, K1 Operations LLC, the firm supports portfolio companies in accelerating growth - both organically and inorganically - by focusing on leadership development, technological innovation, and operational excellence. Dedicated to transforming industries, K1 has collaborated with over 250 enterprise software companies since inception. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $70,000 - $90,000 annually for this position of Executive Assistant. Powered by JazzHR wPh5McSPRy
    $70k-90k yearly 22d ago
  • Analyst, Business Development (February 2026)

    K1 4.2company rating

    K1 job in Manhattan Beach, CA

    Job Description K1 is seeking a Private Equity Business Development Analyst to join our expanding team in Manhattan Beach, CA. At the front lines of our success, Analysts identify and build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a variety of businesses and business models, as well as an intricate understanding of business fundamentals. Candidates are expected to have stellar written and verbal communication skills and a strong record of leadership accomplishments. We encourage applicants of all majors to apply. Most importantly, the right candidate will fit the values of K1 - Passion, Persistence, Humility, and Excellence. Key Responsibilities: Identifying new flagship investments in B2B software by prospecting and driving relationships with executives across numerous vertical and horizontal technologies; Managing and driving strategic M&A opportunities for existing portfolio companies; Developing and executing on investment theses within enterprise software; Conducting proprietary market research within enterprise software; Expanding K1's relationship network with key industry contacts; Performing other duties as assigned. Requirements: Demonstrated leadership ability; Initiative, professional ambition, team orientation; Creativity and entrepreneurial spirit; Excellent analytical and communications capabilities, organizational discipline, attention to detail; Strong work ethic and interest in learning about private equity and the enterprise software industry; Ability to build trust and support with senior executives as the face of K1; Bachelor's degree - first generation college students are encouraged to apply. Perks: Unlimited PTO, plus holidays 401(k) plans & profit sharing Company and teamwide outings Volunteer opportunities and intramural K1 sports teams Electric vehicle stipend. About K1: K1 is one of the largest investors in small-cap enterprise software companies, with over $20 billion AUM. Headquartered in Manhattan Beach, California, the firm partners with innovative management teams to build category leaders that deploy AI-powered, mission-critical systems of record for enterprise clients globally. Through its affiliate, K1 Operations LLC, the firm supports portfolio companies in accelerating growth - both organically and inorganically - by focusing on leadership development, technological innovation, and operational excellence. Dedicated to transforming industries, K1 has collaborated with over 250 enterprise software companies since inception. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $85,000 plus a competitive bonus structure for the position of Business Development Analyst. Powered by JazzHR DiuB6sVH1w
    $44k-70k yearly est. 17d ago

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