Senior Investment Professional

4 weeks ago


San Mateo, California, United States Forgepoint Capital Full time

Join Forgepoint Capital as a Senior Associate and contribute to the investment process from initial meetings to final investments.

Key Responsibilities:

* Assist in the investment process, ensuring seamless execution from start to finish

* Collaborate with cross-functional teams to drive business growth and success

* Develop and maintain expertise in software tools such as Oracle, Host Analytics, and Tableau

* Leverage programming skills in SQL to drive data-driven decision making

* Travel domestically and internationally, up to 15% of the time

Requirements:

* Master's degree in Business, Management, or related field

* 12 months of experience as an Associate or Analyst at an investment bank or firm

* Proficiency in software tools and programming skills as mentioned above

* Ability to work in a fast-paced environment and adapt to changing priorities



  • San Francisco, California, United States Syon Capital Full time

    About Syon CapitalSyon Capital is a dynamic and highly regarded multi-family office, headquartered in San Francisco, serving ultra-high net worth clients. We provide a wide range of financial services, including investment, financial, and retirement planning, lending strategy and management, and family office services.Our modern and collaborative approach to...


  • San Francisco, California, United States Goldman Sachs Full time

    Job Title: Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our Alternative Investments & Manager Selection Group (AIMS). As a key member of our team, you will be responsible for conducting sourcing and due diligence of technology-focused private equity funds, including venture capital and growth equity funds, for...


  • San Mateo, California, United States Franklin Templeton Full time

    Investment Research SpecialistAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.Our talented teams...


  • San Diego, California, United States Voya Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. The ideal candidate will have a strong background in financial research, with a focus on fixed income and credit analysis.Key ResponsibilitiesConduct in-depth research on fixed income and credit markets to identify investment opportunities.Develop and maintain a...


  • San Francisco, California, United States SS&C Full time

    SS&C: A Leader in Investment and Financial ServicesSS&C is a renowned global provider of investment and financial services and software for the financial services and healthcare industries.As a top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut, with over 20,000 employees in more than 90 offices across 35 countries.Our products...


  • San Francisco, California, United States ICONIQ Capital Full time

    Job DescriptionThe Financial Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management, which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ...


  • San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Senior Investment Banker SAFE Act Expert is a seasoned professional role that requires in-depth knowledge of investments, banking, and credit products. The ideal candidate will have 5-8 years of experience and a strong understanding of the banking industry. The role involves assisting the Banker in creating sales and marketing strategies,...


  • San Mateo, California, United States Bertram Capital Management Full time

    About Bertram Capital ManagementBertram Capital Management is a private equity firm focused on investing in lower middle market companies. Our unique approach combines venture capital operating methodologies with private equity financial discipline to empower our portfolio companies to unlock their full business potential.We prioritize reinvestment and...

  • Senior Associate

    4 weeks ago


    San Mateo, California, United States Forgepoint Capital Full time

    Forgepoint Capital is seeking a highly skilled and experienced Senior Associate to join our team. The ideal candidate will have a Master's degree in Business, Management, or a related field, and at least 12 months of experience as an Associate or Analyst at an investment bank or firm. The successful candidate will have expertise in software tools such as...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingA leading technology-focused boutique investment bank is seeking an experienced Senior Associate or Vice President to join their M&A team.About the RoleThe successful candidate will work closely with senior leadership and clients, contributing to the execution of complex deals and enhancing the firm's...


  • San Francisco, California, United States Pivotal Full time

    Investment Analytics Senior Associate Job DescriptionPivotal Life Sciences, a global investment platform, is seeking a Senior Associate of Investment Analytics to join its dynamic investment team. This role involves assessing investment opportunities, analyzing market trends, and collaborating with the data science team to develop AI-driven tools that...


  • San Diego, California, United States Voya Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Researcher to join our team at Voya Financial. As a Senior Investment Researcher, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.The ideal candidate will...


  • San Francisco, California, United States Prospect Rock Partners Full time

    About the Role:We are seeking an experienced Associate to join our M&A team at Prospect Rock Partners. As an Associate in M&A, you will be a key player in our business strategy and execution.Key Responsibilities:Developing content for strategic meetings with clients regarding M&A transactionsInteracting with senior team members and client management teams on...


  • San Francisco, California, United States Pivotal Full time

    Job Title: Senior Associate of Investment AnalyticsPivotal Life SciencesPivotal Life Sciences, a global investment platform, focuses on the life sciences. Leveraging Nan Fung Group's strong capital base and long-term commitment, the company aims to become an ideal partner for scientists, entrepreneurs, corporations, and investors in the life science space....


  • San Francisco, California, United States Pivotal Full time

    Job Title: Senior Associate of Investment AnalyticsPivotal Life SciencesPivotal Life Sciences, a global investment platform, focuses on the life sciences. Leveraging Nan Fung Group's strong capital base, the company aims to become a partner for scientists, entrepreneurs, corporations, and investors in the life science space. Through direct investments via...


  • San Mateo, California, United States The Kostelic Agency Full time

    Job OpportunityOur client, a leading private equity firm, is seeking a Senior Business Development - Private Equity professional to join their team.Key Responsibilities:Source and qualify new investment opportunities across B2B software, tech-enabled services, managed services, and industrial technology.Conduct market research and analysis to identify...


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

    About the Role:We are seeking a highly skilled Senior Investment Research Analyst to join our team at Bank of America. As a key member of our research team, you will be responsible for conducting in-depth research and analysis of global financial markets, economic indicators, and geopolitical factors influencing investment decisions and stock performance.Key...

  • Senior Associate

    4 weeks ago


    San Francisco, California, United States SS&C Full time

    Job Title: Senior Associate - Investment Accounting SpecialistSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. As a Senior Associate - Investment Accounting Specialist, you will play a key role in preparing and processing transactions and financial reports, exercising sound...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Investment OpportunitiesAs a key member of our Investment Team, you will play a crucial role in identifying and executing strategic investment opportunities that drive growth and value for our portfolio companies.You will work closely with our leadership team to develop and implement investment strategies that align with our mission of creating lasting...


  • San Francisco, California, United States Prospect Rock Partners Full time

    Elite Investment Banking Boutique Seeks Experienced AssociateProspect Rock Partners, a leading investment banking boutique, is seeking a seasoned Associate to join their Mergers and Acquisitions team. This prestigious firm has a proven track record of advising on high-profile transactions across various industries.Key Responsibilities:Develop strategic...