Current jobs related to Lead Venture Investment Analyst - San Mateo, California - Franklin Templeton
-
Director, Venture Growth Investment
1 week ago
San Francisco, California, United States Ontario Teachers' Pension Plan Full timeThe OpportunityOntario Teachers' Pension Plan (OTPP) is seeking a seasoned investment professional to join its Teachers' Venture Growth (TVG) team in San Francisco as a Director. TVG is the division of OTPP focused on investing in high-growth technology companies.Key ResponsibilitiesDevelop and articulate investment theses that align with TVG's investment...
-
Venture Capital Investment Accountant
2 weeks ago
San Francisco, California, United States Liberty Staffing LLC Full timeJob Title: Venture Capital Investment AccountantThis is an exciting opportunity to work in a dynamic and successful venture capital/investment firm where you will learn from industry-leading executives/professionals who are well-connected and in the process of building a world-class organization. You will learn and be mentored from experienced professionals...
-
Investment Analyst
2 days ago
San Francisco, California, United States Goldman Sachs Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Markets Investment team. As an Investment Analyst, you will be responsible for supporting the team in sourcing and investment due diligence of third-party funds and co-investments. You will also provide support to the Imprint team as needed, including...
-
Data Analyst Venture Capital
2 weeks ago
San Francisco, California, United States Krah Full timeAbout KrahWe're an early-stage venture capital firm based in San Francisco, with a focus on investing in enterprise software companies with a strong emphasis on AI, analytics, and data.Our TeamWe're a tight-knit team of 6 investors, with a close network of founders and top executives through our Ridge Revenue Network.Your RoleWe're looking for a talented...
-
Investment Analyst
2 weeks ago
San Francisco, California, United States Goldman Sachs Full timeAbout This RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Markets Investment team in San Francisco. As an Investment Analyst, you will play a critical role in supporting the team in sourcing and investment due diligence of third-party funds and co-investments.ResponsibilitiesSupport the Private Markets...
-
Investment Analyst
7 days ago
San Francisco, California, United States Goldman Sachs Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Markets Investment team. As an Investment Analyst, you will play a key role in supporting the team in its sourcing and investment due diligence of third-party funds and co-investments. You will also provide support to the Imprint team as needed,...
-
Investment Banking Analyst
2 weeks ago
San Francisco, California, United States Piper Sandler Companies Full timeAbout Piper SandlerPiper Sandler is a leading international middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, and institutional investors. With headquarters in Minneapolis, Minnesota, the firm has additional investment banking offices in Boston, Charlotte,...
-
Strategic Venture Partner
2 days ago
San Francisco, California, United States i1x Venture Studio Full timeAbout the Role:We are seeking a highly experienced professional to join our team as a Venture Partner. As a key member of our investment team, you will be responsible for identifying and investing in promising early-stage startups with high growth potential.Key Responsibilities:Assist with the management of the VC firm and be on track to become a partner in...
-
Director, Venture Lending
1 month ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a seasoned professional to lead our Venture Banking team as Director, Venture Lending. This role will be responsible for driving business growth, building relationships, and implementing technology solutions to support our clients.Key ResponsibilitiesClient Development and RetentionDevelop and maintain strong relationships with Tier...
-
Investment Analyst
2 days ago
San Francisco, California, United States Evolve Talent Partners Full timeJob OverviewEvolving the future of investment management, Evolve Talent Partners is seeking a skilled Investment Analyst to join their dynamic Investor Relations Team in San Francisco.This is an exceptional opportunity for a detail-oriented and analytical professional to contribute to the production of marketing and investor materials, while providing timely...
-
Director of Private Equity Investments
4 weeks ago
San Francisco, California, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly skilled and experienced Private Equity Investment Manager to join our team at Fidelity Investments. As a key member of our Private Equity Investments team, you will be responsible for recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital...
-
Private Equity Investments Director
2 weeks ago
San Francisco, California, United States Fidelity TalentSource LLC Full timeJob Title: Private Equity Investments DirectorWe are seeking a highly skilled Private Equity Investments Director to join our team at Fidelity Investments. As a key member of our investment team, you will be responsible for recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and the Fidelity Venture Capital...
-
Financial Analyst
1 month ago
San Francisco, California, United States Venture Capital Full timeFinance ManagerWe are seeking a highly skilled Finance Manager to join our team at a Venture Capital firm. The successful candidate will be responsible for driving the portfolio company analytics process, supporting investment decisions, and providing valuable insights to the firm.Key Responsibilities:Review company data submissions and board decks to...
-
Middle-Office Investment Analyst
2 months ago
San Diego, California, United States Voy Ventures Full timeVoy Ventures is collaborating with a distinguished private markets investment firm to establish a newly formed Investment Operations / Middle-Office Team.**This role is entirely remote with occasional travel requirements**This team will facilitate the firm's investment endeavors by consolidating and analyzing data, enhancing transactional processes,...
-
Investment Analyst
4 weeks ago
San Francisco, California, United States CFA Institute Full timeJoin Our Investment TeamOsborne Partners Capital Management is a leading investment management firm with a rich history of delivering exceptional results. Our team of experienced professionals is dedicated to providing innovative investment solutions to our clients.About the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join...
-
Director, Venture Lending Specialist
1 month ago
San Francisco, California, United States Stifel Financial Full timeJob Title: Director, Venture LendingStifel Financial is seeking a seasoned professional to fill the role of Director, Venture Lending. As a key member of our team, you will be responsible for driving business growth and developing strategic relationships with venture capital firms and corporate partners.Key Responsibilities:Develop and retain VLB clients,...
-
Investment Management Specialist
2 days ago
San Mateo, California, United States Bertram Capital Management Full timeAbout 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...
-
Fintech Investment Analyst
6 days ago
San Francisco, California, United States Selby Jennings Full timeInvestment Analyst PositionWe are seeking a highly skilled Investment Analyst to join our U.S. Investment Team in San Francisco. The successful candidate will contribute to all aspects of our work, establishing us as a leading credit provider for fintech lending products and platforms in our target markets.The ideal candidate will have a passion for impact...
-
Investment Banking Analyst
4 weeks ago
San Francisco, California, United States Piper Sandler Companies Full timeAbout Piper SandlerPiper Sandler is a leading international middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, and institutional investors. Headquartered in Minneapolis, Minnesota, the firm has additional investment banking offices in Boston, Charlotte,...
-
Investment Banking Analyst
2 weeks ago
San Francisco, California, United States Colorado Mountain College Full timeJob Title: 2025 Investment Banking Full-Time Analyst Program Job Summary: We are seeking highly motivated and talented individuals to join our Technology Investment Banking Team in San Francisco, CA as part of TD Securities' 2025 Investment Banking Full-Time Analyst Program. Key Responsibilities: * Assist in the analysis of clients' financial situations,...
Lead Venture Investment Analyst
2 months ago
At Franklin Templeton, we are at the forefront of the investment industry, innovating to help our clients achieve their financial aspirations. Our diverse firm encompasses asset management, wealth management, and fintech, providing various avenues for investors to progress toward their objectives. Our global teams bring a unique blend of expertise, fostering a welcoming and inclusive culture that empowers you to reach your potential while contributing to our clients' successes.
Join us in enhancing outcomes for clients worldwide
What does the Franklin Strategic Ventures group do?
Franklin Strategic Ventures is a premier corporate venture capital team focused on investing in groundbreaking startups and high-growth enterprises that aim to improve financial results for our clients. We are dedicated to empowering entrepreneurs and advancing technological innovations within the industry.
If you are an experienced venture analyst with a keen interest in identifying and nurturing innovative startups, and possess the skills to drive successful investment results, we encourage you to consider this exciting opportunity. Join us in redefining the landscape of venture capital and fostering technological progress in the sector.
What are the responsibilities of a Senior Venture Analyst?
We are looking for a seasoned Senior Venture Analyst with 5-7 years of relevant experience to join our dynamic team. The successful candidate will be instrumental in conducting research on technological advancements impacting the wealth management sector, aiding in due diligence processes, evaluating investment prospects, and providing strategic insights to facilitate informed investment decisions.
Key Responsibilities of a Senior Venture Analyst:
- Engage in meetings and evaluations of startups to assess their business models, market positioning, and growth potential.
- Collaborate with the investment team to execute thorough due diligence for potential investments, including comprehensive market analysis, financial evaluations, and competitive assessments.
- Review financial statements, business plans, and forecasts to gauge the financial viability and growth prospects of target firms.
- Draft detailed investment memoranda, reports, and presentations for senior management and investment committee discussions.
- Work closely with the investment team to evaluate and structure investment agreements, negotiate terms, and support portfolio companies post-investment.
- Monitor and assess the performance of portfolio companies, providing regular updates to the investment team.
- Manage the fintech deal flow pipeline and facilitate knowledge sharing within the investment team.
- Support partnerships and events as required.
- Build and maintain strong relationships with business sponsors and the venture ecosystem.
- Bachelor's Degree in Finance, Business Administration, or a related field.
- 5-7 years of experience in financial services, including venture capital, private equity, investment banking, or asset management.
- Demonstrated success in evaluating and executing venture investments.
- Exemplary integrity, leadership, and relationship-building capabilities.
- Strong analytical abilities, financial insight, and meticulous attention to detail.
- Exceptional communication, presentation, and interpersonal skills.
- Capacity to work independently, lead initiatives, and thrive in a fast-paced, collaborative environment.
- MBA or CFA designation is preferred.
- Willingness to work on-site to actively support the FinTech Incubator.
When applying, please ensure to attach your resume/CV. Applications without a resume file attachment will not be reviewed.
#MID_SENIOR_LEVEL
#LI-Hybrid
Experience our inclusive culture and reach your professional and personal potential
Our culture is shaped by our diverse global workforce and core values. Regardless of your interests or background, there is a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to excel in their careers and personal lives.
By joining us, you will be part of a culture that prioritizes employee well-being and offers multidimensional support for a healthy lifestyle. We recognize that benefits are central to employee well-being and may vary based on individual needs. Whether you seek support for your physical and mental health, saving for life's milestones, or making a positive impact in your community, we strive to meet your needs. Learn more about the extensive benefits we offer at Franklin Templeton.
Highlights of our benefits include:
- Three weeks of paid time off in the first year.
- Medical, dental, and vision insurance.
- 401(k) Retirement Plan with company matching on your contributions, up to IRS limits.
- Employee Stock Investment Program.
- Learning and Education Assistance Program (LEAP).
- Purchase of company funds with no sales charge.
- Onsite fitness and recreation facilities.
- Onsite cafeteria services.
Learn more about the wide range of benefits we offer at Franklin Templeton.
Franklin Templeton is an Equal Opportunity Employer, committed to providing equal employment opportunities to all applicants and employees, evaluating qualified candidates without regard to various protected characteristics. We are dedicated to fostering a diverse and inclusive environment. If you require accommodation to search for or apply for one of our positions, please reach out to us. Please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
