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Needham & Company is seeking a research associate to work with its San Francisco based Senior Semiconductor Equipment Equity Research Analyst to help support coverage of 20+ stocks.. Build strong industry knowledge of the Semiconductor and Semiconductor Equipment sectors;. Develop, maintain and forecast detailed earnings models (revenue model, income statement, balance sheets, cash flow);. of experience in finance or accounting, preferably Equity Research or Investment Banking experience; and/or Semiconductor industry experience.. Securities Industry Essentials, Series, 63, 86 and 87 is a plus;
You will be focused on due diligence and execution – leading workstreams for new deal opportunities, including financial analysis, commercial diligence, valuation, and debt-financing processes across all stages of our Investment Committee process.. 1+ years of deal-related experience in private equity, corporate development, investment banking, or management consulting. Prior experience with financial modeling, due diligence, and debt-financing processes, with the ability to work independently across these workstreams. Passionate about investing, with a strong understanding of fundamental business analysis, and an outstanding academic and professional record. Embodies our core values: hunger, humility, and high standards
The Head of Investor Relations will lead all aspects of the company's investor communications and capital markets strategy.. This role involves shaping a strong investment narrative, maintaining relationships with current and potential investors, supporting fundraising efforts, and driving strategic positioning in the energy and cleantech sectors.. Collaborate with the CFO and executive team on capital-raising strategies (venture, growth equity, or strategic investors).. 8+ years of experience in investor relations, investment banking, equity research, or corporate finance in cleantech, energy storage, or hardware-based technology sectors.. Bachelor's degree in finance, economics, business, or a related field (MBA or CFA preferred).
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors.. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries.. Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance.. The Senior Managing Director leads large-scale teams in Tech & Healthcare Banking, focusing on acquiring, growing, and managing client and ecosystem relationships.
The Subscription Finance Director is responsible for leading day-to-day execution of subscription finance transactions, bank partner engagement, sourcing participation opportunities, product development and management, investor (LP) oversight, and supporting client engagement and origination.. Interface with legal, operations, and compliance teams to manage timelines and deliverables.. Compliance and Operational Risk Management. Minimum experience required: 10+ Years of experience in Capital Markets, Investment Banking, or Structured Finance.. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing.
Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables. FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire.. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Senior Managing Director, Technology & Healthcare Banking. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries.. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.. Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance.. Sign in to set job alerts for “Managing Director Technology” roles.
Backed by Sequoia Capital and Salesforce Ventures, Front has raised $204M from leading venture capital firms and independent investors including top executives at Atlassian, Okta, Qualtrics, Zoom, and PagerDuty. own company-wide financial planning, lead board and investor reporting , and deliver insightful, actionable recommendations to drive our strategic decision-making. board and investor reporting materials , including performance dashboards, KPIs, financial summaries, and scenario analyses. 5–7+ years of experience in FP&A, strategic finance, investment banking, or private equity, preferably in a.. Experience with modern finance tools such as Pigment and Netsuite.
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.. Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments).. Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools. Minimum of 15 years of investment experience, ideally with a focus on public equities or private equity (including buyout, growth equity and/or venture capital). SIE, Series 7 and Series 63 required (must obtain within 3 months)
Studio Management is a data-driven asset manager investing across public equities and venture capital. Prior to Studio, our Managing Partner, Alap Shah founded Sentieo, an AI driven Bloomberg terminal replacement, as a way to leverage alternative data to gain alpha in the public markets. Private equity, investment management, investment banking, or consulting with a strong focus on startups is acceptable. Mid-Market Customer Success Manager (Spanish-Speaking).. Sales Development Representative (Ecommerce - Outbound SDR)
The Treasury Capital Strategy (TCS) function within the Treasury Corporate Finance Org assesses the regulatory capital adequacy of The Charles Schwab Corporation and various subsidiaries and performs capital analysis on strategic initiatives.. Through collaboration and partnership with critical business partners, stakeholders, and subject matter experts (e.g., liquidity, capital management, credit, interest rate risk, stress testing, controllers, 2nd line of defense, etc.. Develop related narratives and analytics for key forums such as ALCO. Talk with your Talent Advisor to learn more.. Treasury Manager, Product and Payments Enablement Director of Operations & Chief Compliance Officer Senior Director - GTM Finance & Strategy Managing Director, Strategic Capital Management (U.S. Commercial Banking) San Francisco, CA $153,600.00-$285,600.00 2 weeks ago
The Strategic Finance team is focused on solving some of Figma’s most pressing business issues.. We are currently hiring for a few roles across our Strategic Finance team.. This role will focus on our International Sales business.. Prepare and deliver presentations for the Executive Team, including the CFO, CRO, and CMO. 3+ years of relevant experience in investment banking, private equity, Strategic Finance, Business Operations, or related fields
The Senior Director, Treasury and Capital Markets will be tasked with helping to manage a global portfolio of financings, help lead the execution of new corporate and joint venture financings, including project finance/CMBS, and assist in identifying and implementing foreign exchange and interest rate risk mitigation strategies. Experience with global capital markets and project finance/CMBS. Real estate experience is highly desirable. PlatformDIGITAL, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Investment Banking - Equity Capital Markets, TMT - Vice President.. VP - Equity Capital Markets (ECM) Banking - SAN FRANCISCO
This role will be a jack of all trades within Finance, Accounting, Tax, Investor relations and Treasury.. Lead cross-functional special projects that span finance, accounting, operations, corporate development, treasury, tax and investor relations.. 8+ years of progressive experience in finance, consulting, corporate strategy, or related roles.. Experience in Tech, AdTech, investment banking, management consulting is highly preferred.. An active duty wartime or campaign badge veteran means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
We are 100% focused on B2B software, specializing in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of technology, web, and SaaS companies.. Project manage operational due diligence work with Turn/River's COO and CFO. Manage compliance review of external materials with CCO and Compliance Consultant. 3+ years of experience in Alternatives (private equity, venture capital, real estate, hedge funds) or Investment Banking. Product specialist capability (eager to learn how to speak in depth about the portfolio)
As an Associate in Equity Research covering Enterprise Software in San Francisco, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. As an Associate in Equity Research covering Enterprise Software, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. We seek candidates with strong accounting, finance, quantitative, and business writing skills, as well as modeling, forecasting, and valuation experience. Two to three years of experience in equity research or investment banking.. J.P. Morgan, with over 200 years of history, is a leader in various financial services, including investment banking, banking, and asset management.
The Bank provides robust depository and cash management services to hundreds of Bay Area nonprofit organizations and offers specialized lending and financial services to dental and veterinary practices, including SBA loans, real estate and working capital financing, and practice acquisition funding.. Furthermore, Heritage Bank has a dedicated HOA banking team focused on delivering loan, deposit, and treasury management solutions designed to improve the operational efficiency of local homeowner associations.. Reporting directly to the Chief Financial Officer (CFO), the CAO is responsible for a wide array of essential tasks, including financial reporting, accounting operations, internal controls, regulatory compliance, and policy development.. Lead all accounting functions, including general ledger, accounts payable, accounts receivable, fixed assets, and regulatory reporting.. Job related laws and regulations include but are not limited to the following : Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis.. Bachelor's degree and 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.. Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
As seen on TechCrunch, Forbes, and Bloomberg, join one of fastest growing areas in FinTech by taking on the credit system.. We are seeking a highly motivated and detail-oriented Business Analyst, Strategic Finance, to join our growing team.. As part of the Strategic Finance team, you will play a key role in ensuring our financial targets are met, exceeded, and optimized for long-term success.. 2-4 years of experience in Investment Banking, Venture Capital (VC) / Private Equity (PE), or Corporate Finance at a top-tier technology company.. At TomoCredit, you’ll collaborate with seasoned FinTech executives from Square, Lending Club, and American Express.
Needham & Company is seeking a research associate to work with its San Francisco based Senior Semiconductor Equipment Equity Research Analyst to help support coverage of 20+ stocks.. Build strong industry knowledge of the Semiconductor and Semiconductor Equipment sectors;. Develop, maintain and forecast detailed earnings models (revenue model, income statement, balance sheets, cash flow);. of experience in finance or accounting, preferably Equity Research or Investment Banking experience; and/or Semiconductor industry experience.. Securities Industry Essentials, Series, 63, 86 and 87 is a plus;