Investment Banking M&A Expert
5 days ago
Job Summary
We are seeking a highly skilled Investment Banking M&A Expert to join our team. The ideal candidate will have a solid understanding of capital markets and spreadsheet modeling, as well as outstanding quantitative and qualitative analytical skills.
Responsibilities:
- Transaction execution, new business presentations, and meetings.
- Working with Analysts in the development of pitch books and related client materials.
- Proactively identifying operational risks and control deficiencies in the business.
- Reviewing and complying with Firm Policies applicable to your business activities.
- Escalating operational risk loss events, control deficiencies, and risks to your line manager and the relevant risk and control functions on a timely basis.
Requirements:
- Bachelor's degree and an MBA, MA or MS or equivalent with emphasis in finance/accounting.
- Minimum of one year of Investment Banking experience and previous experience in the M&A space is highly desired.
- Solid understanding of capital markets and spreadsheet modeling.
- Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
- Highly motivated with demonstrated ability to manage conflicting priorities and requests.
- Ability to take initiative and function independently, balanced with strong teaming skills.
- Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization.
- Must maintain high standards of professional and ethical conduct.
- Series 79 & 63 licensed.
-
San Francisco, California, United States Aeris Partners Full timeAbout the OpportunityAeris Partners is a market-leading M&A investment bank specializing in software, SaaS, and high-growth technology markets.We advise world-class technology-focused private equity and venture capital firms, as well as leading-edge entrepreneur-owned companies, on strategic mergers and acquisitions.Aeris is renowned for its best-in-class...
-
Key Account Manager for Investment Banking
6 days ago
San Francisco, California, United States SS&C Technologies Full timeJob OverviewSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. With 27,000+ employees in 35 countries, the company serves 20,000 financial services and healthcare organizations worldwide.About the RoleWe are seeking a skilled Key Account Manager to join our North America Investment Banks sales...
-
Strategic Investment Banking Leader
15 hours ago
San Francisco, California, United States RBC Capital Markets, LLC Full timeJob OverviewAs a Strategic Investment Banking Leader at RBC Capital Markets, LLC, you will be responsible for driving business growth and delivering exceptional results in the M&A space. This role requires strong leadership skills, a deep understanding of capital markets, and the ability to build and maintain relationships with clients.Key...
-
San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full timeAbout the RoleGrowthPoint Technology Partners is a leading boutique technology investment bank in San Francisco seeking a talented individual to join their team as an Investment Banking Analyst. This role offers an excellent opportunity for recent college graduates with strong academic credentials, a passion for technology, and a desire to join a...
-
Dynamic Technology Investment Banking Leader
5 days ago
San Francisco, California, United States Wedbush Securities Full timeSenior Technology Investment Banking Role at Wedbush SecuritiesWedbush Securities, a leading securities firm and investment bank in the nation, is seeking an experienced Managing Director to take on a key leadership role in transaction origination within its Technology Investment Banking group. Located in our San Francisco office, this opportunity will...
-
San Francisco, California, United States RBC Capital Markets, LLC Full timeAbout RBC Capital Markets, LLC">RBC Capital Markets, LLC is a leading provider of investment banking services to clients around the world. Our team of experienced professionals provides advice and solutions to help our clients achieve their goals.">Salary Information">The estimated salary for this position is between $175,000-$225,000 per year, depending on...
-
Innovative Investment Banking Professional
1 week ago
San Francisco, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co.Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. The company offers a wide range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust...
-
San Francisco, California, United States Two95 International Inc. Full timeAbout Two95 International Inc.We are a leading investment banking firm with a strong presence in the technology industry. Our team of experts provides top-notch services to clients across various sectors.
-
Technology Investment Banking Professional
5 days ago
San Francisco, California, United States GrowthPoint Technology Partners, Inc. Full timeGrowthPoint Technology Partners, Inc. is a leading boutique technology investment bank in San Francisco seeking a talented individual to join us as a Technology Investment Banking Professional.This role offers an excellent opportunity for a recent college graduate with strong academic credentials who is passionate about technology and wants to join a...
-
Dynamic Investment Banking Analyst
7 days ago
San Francisco, California, United States Goldman Sachs Group, Inc. Full timeInvestment Banking Career PathWe are seeking a highly motivated and detail-oriented Analyst to join our Investment Banking team in San Francisco. This role is an excellent opportunity for recent graduates or individuals looking to transition into a career in investment banking.In this position, you will work closely with experienced bankers to provide...
-
San Francisco, California, United States Oppenheimer & Co. Inc. Full timeAbout Our FirmOppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, boasts a rich history dating back to 1881. We offer a wide range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity...
-
San Francisco, California, United States The Harrison-Rush Group Full timeAbout the RoleThe Harrison-Rush Group seeks a seasoned professional to lead our Cyber Security investment banking division as a Managing Director. This is an exceptional opportunity to drive revenue growth and develop relationships with key stakeholders in the sector.Job DescriptionWe are looking for a highly skilled and experienced individual who can source...
-
High-Level Investment Banking Executive
4 days ago
San Francisco, California, United States JPMorganChase Full timeJob OverviewWe are seeking a seasoned Vice President to join our industry-leading team at JPMorganChase.Compensation PackageThe base salary for this role is $200,000 - $275,000 per year, with the potential for additional discretionary incentive compensation based on firm performance and individual achievements.Job ResponsibilitiesThis position involves...
-
Investment Relations Expert
3 weeks ago
San Francisco, California, United States Carmel Partners, Inc. Full timeAbout Carmel PartnersCarmel Partners is a leading specialist in real estate investment management, with expertise in the investment, development, and construction of multifamily properties. We're seeking an experienced Investment Relations Expert to join our San Francisco Corporate Office.Job Summary:The successful candidate will support the daily operations...
-
Senior Investment Officer
5 days ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timeLACERA – Senior Investment Officer (Private Equity)The Senior Investment Officer plays a key role in overseeing the management of one of LACERA's primary asset classes, including risk management, asset allocation, and performance reporting.Key Responsibilities:Supervise staff who assist in the management of these categoriesDevelop and implement strategies...
-
Enterprise Business Development Manager
5 days ago
San Francisco, California, United States Culture Amp Full timeUnlock New OpportunitiesCulture Amp is a world-leading employee experience platform, empowering companies to transform engagement, drive performance management, and develop high-performing teams. As an Enterprise Business Development Manager, you will play a pivotal role in securing new business, driving significant revenue, and shaping the experience of...
-
San Diego, California, United States Selby Jennings Full timeSelby Jennings, a leading recruitment agency, is partnering with a prominent Family Office in Southern California to find an Investment Banking Associate/Vice President for their Investment Management team.This opportunity involves working closely with deal teams, C-Suites, and other stakeholders on global investments and international portfolio management....
-
San Francisco, California, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. This individual will partner with Wealth associates to manage high net worth clients, providing exceptional investment expertise and portfolio management services.Key Responsibilities- Develop and implement customized investment strategies for...
-
Commercial Banking Relationship Manager
4 days ago
San Francisco, California, United States BankTalent HQ Full timeCalifornia Bank & Trust is a premier California-focused financial services company dedicated to serving its communities, families, and businesses. We are seeking a Commercial Banking Relationship Manager - Business Development Expert to join our team in California.As a relationship-centered organization, we provide our associates with the tools, training,...
-
Corporate Banking Expert
5 days ago
San Francisco, California, United States Comerica Bank Full timeOverview:The Private Banking Associate II role at Comerica Bank is centered around delivering exceptional client experiences. This involves providing full-service banking operations to support the Wealth Management and Banking team.Salary:We offer a competitive salary for this position, estimated to be between $28.85 and $54.09 per hour, depending on factors...