Collecting information
Organizing data
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).
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
Wealth Management, Business Development Manager Silicon Valley & South Bay - Vice President.. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Wealth Management National Sales organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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)
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.
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 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 Vice President of Finance & Controller will lead all accounting, tax, and treasury functions globally.. The focus of the Vice President includes regulatory compliance and practices, financial risk management, management of day-to-day accounting responsibilities, audit management, and collaborating with the CFO on the development and execution of financial strategies.. Lead accounting department through direct reports: general ledger, month-end closes, accounts payable, payroll, fixed assets, 401K administration, clinical trial expenses, treasury, cash management, taxes, stock administration, and technical accounting. Risk management through analysis of corporate insurance and forecasting of business needs. Knowledge of Netsuite, Floqast, Management Reporter, Equity Edge, ADP Workforce Now
The platform supports success stories across both continents, including Veesion, Omi.so, Raidium, Waterdrop, Lydia, Alma, Memo Bank, Taster, and Neat in Europe, as well as Databricks, Pinterest, Perplexity, and Function Health in the United States. develop a strong network with founders, VCs, angels, accelerators, operators, and universities. Actively participate in the fundraising process for US and global funds by engaging LPs (family offices, fund of funds, institutional investors) and supporting investor relations activities. 3–5 years of experience in venture capital, growth equity, investment banking, private equity, consulting, or tech/startups. Deep interest in early-stage technology investing with strong market knowledge across AI, Fintech, SAAS or Healthcare.
Mechanics Bank is currently searching for a Treasury Sales Officer to join our team. The Treasury Management Sales Officer is an assertive sales focused individual whose emphasis is in the acquisition of deposits and operating business through cultivating prospects into new client relationships and generating new business from existing clients. The Treasury Management Sales Officer works closely with the Commercial Bankers, Relationship Managers, Retail Banking Center Personnel and Business Banking Lending staff to deliver Mechanics Bank’s suite of Treasury Management solutions to clients and prospects and manage the Treasury Management relationship within an assigned portfolio. Partners across the Mechanics Bank organization to target and build opportunities for Treasury Services solutions and depository business. Provides client support and product knowledge in relation to treasury management services.
JCW has partnered with a leading private credit shop in their search for a VP level Credit Underwriter.. Lead underwriting efforts for new platform investments, add-on facilities, and loan modifications.. Prepare detailed monthly portfolio analysis reports and quarterly client updates for the recurring revenue loan portfolio.. Conduct thorough due diligence on new investment opportunities.. Bachelor’s degree in finance and/or economics with 3-9 years of experience in private credit or investment banking.
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.
Driving lasting impact and building long-term capabilities with our clients is not easy work.. Tim Koller, a world-class expert in the field and the lead author of Valuation and Value, is our group founder.. Conducting outside-in valuation diagnostics using discounted cash flows (DCF) and valuation multiples. Conducting qualitative and quantitative research on Strategy & Corporate Finance topics and synthesizing the results. Undergraduate degree; postgraduate degree in business administration, accounting, finance, or related fields preferred
As a finance business partner, this person will cultivate operational partnerships to drive strategic and financial thought leadership and successfully complete the financial planning, budgeting, forecasting, and month-end reporting processes. 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD).. At least 2 years of relevant financial analysis work experience in FP&A, corporate finance, investment banking, or management consulting.. Advanced skills in MS Excel, strong skills in PowerPoint, and experience in business intelligence platforms (e.g., Tableau, Power BI).. Strong curiosity to connect the dots and tell the story through the financials
Banking Specialist: This position will support Sterling Bank & Trust a division of EverBank, N.A. The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. Performs cash vault and/or other financial center operational responsibilities as directed. No Experience Required; 2+ Years Preferred.. 3+ years of retail banking and/or financial services experience.