Investment Banking Analyst

2 weeks ago


San Francisco, California, United States Green Recruitment Company Full time

Position: Investment Banking Associate

Location: San Francisco Bay Area (Hybrid)

Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions made by Analysts or other Associates.

Company Overview:

This organization specializes in strategic advisory services for clients within the entire renewable energy sector, utilizing capital markets and technological expertise to deliver project finance, capital raising, and M&A solutions.

As an Associate or Senior Associate, you will enjoy a significant level of responsibility and independence from the beginning, collaborating closely with mid-senior management and reporting directly to a Director on the deals team. Additional duties will encompass participation in financial and business due diligence, acting as the Engagement Lead for specific client accounts, planning and executing pre-engagement activities, and developing final deliverables.

Key Responsibilities:
  1. Analyze and construct advanced financial models and valuations for client proposals and strategic initiatives, including DCF, trading comparables, tax equity structures, and debt financing.
  2. Design and evaluate tax equity structures.
  3. Oversee daily deal execution, liaising with senior deal team members, client management teams, transaction counterparties, and other advisors.
  4. Assist clients in due diligence by managing information flow, supervising communications and meetings between parties, and reviewing and analyzing company data.
  5. Work autonomously to produce high-quality deliverables such as Confidential Investment Memorandums, board materials, and other presentation documents for tax equity financing and M&A transactions or client presentations.
  6. Provide mentorship, leadership, and oversight to Analysts.
Qualifications:
  1. Bachelor's degree in a quantitative field; a Master's degree with a focus on Finance, Engineering, Mathematics, or Economics is preferred.
  2. Must successfully complete SIE, Series 79, and 63 examinations within the initial onboarding period.
  3. A minimum of 2+ years of experience in strategic business consulting, valuation, or investment banking.
  4. A minimum of 2+ years of experience in tax equity structuring and transactions.
  5. A minimum of 2+ years of experience in the renewable energy sector.
  6. Proficient in Microsoft Excel.
  7. Experience in financial modeling is essential.
  8. Strong verbal and written communication skills.
  9. Excellent organizational skills and attention to detail, with a proven ability to manage multiple tasks.
  10. A genuine passion for renewable energy and decarbonization.
Application Process:

Interested candidates are encouraged to submit their resume along with a cover letter detailing their qualifications and interest in the position.



  • San Francisco, California, United States Green Recruitment Company Full time

    Job Title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to spearhead assigned transactions and oversee the output generated by Analysts or fellow Associates.Company Overview:This organization specializes in strategic consulting for clients across the entire renewable...


  • San Francisco, California, United States Green Recruitment Company Full time

    Job Title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions of Analysts or Associates.Company Overview:This organization specializes in strategic advisory services for clients across the entire renewable...


  • San Francisco, California, United States Bank of America Full time

    Job DescriptionJob Title: Equity Research AnalystJob Summary:We are seeking a highly motivated and detail-oriented Equity Research Analyst to join our team at Bank of America. As an Equity Research Analyst, you will be responsible for conducting in-depth research and analysis of publicly traded companies in the technology and software sector.Key...


  • San Francisco, California, United States Cantor Fitzgerald Full time

    About the RoleCantor Fitzgerald is a leading financial services firm seeking a highly skilled Investment Banking Analyst to join our dynamic team. As a key member of our Technology Sector group, you will play a pivotal role in driving our clients' success and facilitating growth within the industry.Key ResponsibilitiesFinancial Analysis: Conduct in-depth...


  • San Francisco, California, United States Barclays Full time

    This position is regulated by FINRA.As an Investment Banking Analyst in Healthcare at Barclays, you will lead and deliver innovative financial strategies tailored to meet the specific needs of our clients. Your role will involve engaging with a diverse range of assets and assignments within the healthcare sector, particularly supporting the Biopharma team....


  • San Francisco, California, United States Barclays Full time

    This role is regulated by FINRA.As an Investment Banking Analyst in Healthcare at Barclays, you will lead and deliver innovative financial strategies customized to meet the requirements of our clients. Your responsibilities will encompass a diverse range of assets and projects within the sector, while providing support to the Biopharma team. Your...


  • San Francisco, California, United States Barclays Full time

    This position is regulated by FINRA.As an Investment Banking Analyst in Healthcare at Barclays, you will lead and deliver innovative financial solutions tailored to the unique requirements of our clients. Your role will encompass a diverse range of assets and assignments within the healthcare sector, while collaborating closely with the Biopharma team. Your...


  • San Francisco, California, United States Oppenheimer & Co. Full time

    About Oppenheimer & Co.: Oppenheimer & Co. (NYSE: OPY) is a multifaceted financial services firm, providing a comprehensive suite of investment banking, securities, investment management, and wealth management services from 89 offices located in key financial hubs across the United States, along with Investment Banking and Trading Desks in international...


  • San Francisco, California, United States Barclays Full time

    This role is governed by FINRA regulations.As an Investment Banking Analyst in Healthcare at Barclays, you will lead and deliver innovative financial strategies tailored to meet the specific needs of our clients. Your responsibilities will encompass a diverse range of assets and assignments within the healthcare sector, while collaborating closely with the...


  • San Francisco, California, United States Oppenheimer & Co. Inc. Full time

    Job OverviewAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a comprehensive financial services organization, delivering a broad spectrum of investment banking, securities, asset management, and wealth management solutions from numerous offices in key financial hubs across the United States, along with Investment Banking and Trading operations in...


  • San Francisco, California, United States Cantor Fitzgerald Full time

    Job Title: Analyst, Banking for Technology Investments Location: San Francisco, CA ; In office Company Overview: Cantor Fitzgerald is a multifaceted organization primarily focused on financial and real estate services for institutional and corporate clients engaged in the global financial and commercial real estate sectors. Established in 1945, we have...


  • San Francisco, California, United States Barclays Full time

    Position OverviewThis role is regulated by FINRA.As an Investment Banking Analyst focusing on the Healthcare sector at Barclays, you will lead and deliver innovative financial solutions that cater to the specific needs of our clients.Your responsibilities will encompass a diverse range of assets and projects within the sector, providing essential support to...


  • San Francisco, California, United States Ducera Partners LLC Full time

    About Ducera Partners LLCDucera Partners LLC is a leading investment banking firm with expertise in mergers and acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Our team has advised on over $850 billion in transactions across various industries.Job SummaryWe are seeking a highly motivated and...


  • San Francisco, California, United States cibc Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Analyst to join our Technology Investment Banking team in San Francisco. As a key member of our team, you will be responsible for supporting the growth of our sector coverage in the United States.Key ResponsibilitiesConduct industry research and analysis to assist in the...


  • San Francisco, California, United States Barclays Full time

    This is a FINRA regulated role.Join us as a IB Analyst Healthcare at Barclays where you'll spearhead and have the chance to provide innovative financial solutions tailored to our clients' needs. You will be working on a variety of assets and assignments across the sector, while supporting the Biopharma team. You'll make use of your communication skills to...


  • San Francisco, California, United States Wedbush Securities Full time

    Position Overview Wedbush Securities, a prominent securities firm and investment bank, is seeking an Investment Banking Analyst to join our dynamic Healthcare team. We pride ourselves on delivering innovative financial solutions through our various divisions, including Wealth Management and Capital Markets. Key Responsibilities Support senior bankers in a...


  • San Francisco, California, United States Piper Sandler & Company Full time

    About Piper Sandler & CompanyWe are a leading investment bank that connects capital with opportunity to build a better future. Our mission is to recruit, develop, retain and engage a diverse team of professionals who share our values.Our ApproachWe believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our...


  • San Francisco, California, United States Jobs Malaysia - Two95 HR HUB Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Investment Banking Manager to join our team at Jobs Malaysia - Two95 HR HUB. The successful candidate will be responsible for overseeing a wide range of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition...

  • Investment Analyst

    6 days ago


    San Francisco, California, United States Pinnacle Group Full time

    Position Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic...


  • San Francisco, California, United States Wedbush Securities Full time

    Job DescriptionWedbush Securities is a leading securities firm and investment bank that provides innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent offices, our commitment to...