Investment Banking Vice President, Technology - San Francisco page is loaded.. Investment Banking Vice President, Technology - San Francisco.. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.. An MBA from a top-tier business school or equivalent investment banking experience.. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.
We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. 2-5 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity.. Experience with Netsuite, Workday, Zip, and planning tools
Connecticut based private equity firm is looking for a Chief Compliance Officer to oversee their compliance program. Ideal candidate holds a juris doctor and has held previous leadership positions at alternative asset management firms. Required: Juris Doctor (Candidates without a JD may be considered for a Deputy CCO position instead). Venture Capital and Private Equity Principals, Investment Management, and Investment Banking.. Get notified about new Compliance Officer jobs in Greenwich, CT.
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As an Audit Consultant, you will be responsible for conducting thorough audits of financial statements, operations, and compliance within the financial services sector. Your expertise will contribute to the reliability and accuracy of financial reporting and help clients achieve their financial and regulatory objectives. Evaluate the effectiveness of internal controls and risk management processes. Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) designation preferred. Financial Services, Investment Banking, and Capital Markets
As a Vice President (VP)/ S enior Vice President (SVP) on Stifel's Venture Banking team, you'll play a key role in growing and managing relationships with early- and growth-stage companies. Source and grow a portfolio of venture-backed clients by identifying new opportunities and building relationships with startup founders, executives, and key ecosystem players.. Engage with key venture capital firms, advisors, and accelerators to support client acquisition and deepen market presence.. Minimum Required: 8+ years' of related work experience in corporate/commercial lending, debt capital markets, finance, or accounting. We are a global wealth management and investment banking firm serious about innovation and fresh ideas.
Greenhill Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Job Summary Greenhill’s San Francisco based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team.. Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients.. Bachelor’s degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA in concentrating on Finance or Economics. #GHL Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally.. Get notified about new Investment Banking Associate jobs in San Francisco, CA.
KPMG is currently seeking a Managing Director to join our Corporate Finance organization.. Minimum fifteen years of recent experience at middle-market or boutique investment bank; ten years of experience in Software investment banking. Bachelors degree from an accredited college/university in Business, Finance or a similar discipline Licensed FINRA Series 7, 24, 63, 79 preferred. Established relationships and contacts with private equity firms, middle market businesses and referral sources. KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package.
Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles.. As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions.. In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies.. Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs and JP Morgan.. GreenSky’s $2.2 billion Sale to Goldman Sachs
Vice President – Investment Banking, Professional Services.. Stout is seeking an experienced Vice President to join our Investment Banking group, specifically within the Defense & Government team, a key practice area in our Professional Services division. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A), capital raising, employee stock ownership plans (ESOP), and special situation transactions. The Vice President will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. Partner closely with senior banking professionals on the Professional Services team to support business development through client coverage, prospecting, program management, and transaction execution.
Wells Fargo is seeking a Strategic Investment Associate- Venture Capital within the Principal Technology Investments group of Wells Fargo Strategic Capital.. Develop financial models related to assigned new and existing investment opportunities, as well as, restructuring and liquidity events. 2+ years' work experience in one or a combination of: venture capital, private equity, or investment banking. Familiarity with evaluating and executing transactions related to private equity, venture capital, or credit related transactions. 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.
About This Role Wells Fargo is seeking a Strategic Investment Associate- Venture Capital within the Principal Technology Investments group of Wells Fargo Strategic Capital.. 2+ years' work experience in one or a combination of: venture capital, private equity, or investment banking. Familiarity with evaluating and executing transactions related to private equity, venture capital, or credit related transactions. 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.. Get notified about new Investment Associate jobs in Palo Alto, CA.
KPMG is currently seeking a Managing Director to join our Corporate Finance organization.. Minimum fifteen years of recent experience at middle-market or boutique investment bank; ten years of experience in Software investment banking. Bachelors degree from an accredited college/university in Business, Finance or a similar discipline Licensed FINRA Series 7, 24, 63, 79 preferred. Established relationships and contacts with private equity firms, middle market businesses and referral sources. KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package.
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Liquidity & Working Capital Optimization.. Compile findings into cogent and digestible spreadsheet templates and presentation slides.. Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts.. 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Join to apply for the Vice President, Strategic Finance role at Affirm. We're looking for a smart, driven individual to lead our Strategic Finance (FP&A) function.. Strategic Finance owns the company's budget and financial planning, performs financial analyses, provides guidance for investments, and helps maximize impact in our largest cost centers.. 15+ years of experience in investment banking, private equity, venture capital, or corporate finance.. Understanding of lending P&L and debt capital markets.
Global Fund Finance - Private Equity - Associate Join to apply for the Global Fund Finance - Private Equity - Associate role at Blackstone. Join to apply for the Global Fund Finance - Private Equity - Associate role at Blackstone. Investment Bank - Equity Capital Markets - Associate - New York Morgan Stanley Investment Management – Strategy and Corporate Development – Associate New York City Metropolitan Area 1 week ago. Investment Banking - Private Capital Markets - Associate Senior Analyst / Junior Associate – Investment Banking, Leveraged Finance & Debt Advisory Associate – Infrastructure Private Equity - Renewables/Energy Transition Private Equity Associate / Sr. Associate Investment Banking Associate, Private Capital Markets, New York Investment Banking Associate, Technology New York City Metropolitan Area 3 weeks ago. Investment Banking Associate, Power & Utilities - New York Analyst, Apollo Capital Solutions - Private Equity Capital Markets New York City Metropolitan Area 1 week ago
The Private Equity Lending Associate is expected to lead loan pipeline oversight, and is experienced in credit analysis, loan structuring, legal documentation, credit policy, lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance. Manages end-to-end loan process with clients, internal/external partners from inquiry through post-closing (e.g., presents loan to Credit Officer for approval, locks & submits loans, collects conditions, assists with closing coordination and any post-closing requests). Proficient use of Moody's CreditLens or similar application to complete financial analysis and spreads. 3-5+ years of commercial credit analysis experience with private equity/venture capital (capital call lending, management company credit facilities). We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Associate, Investment Banking, Global Industrials Group - CITI Primary Location: United States,New York,New York. The Associate will be a key player in the execution of Citi’s Investment Banking business within the Diversified Industrials sector.. The individual will leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities and contribute to building Citi’s franchise.. Build credibility and establish trust with clients by identifying client needs and proactively providing strategic solutions on mergers and acquisitions, corporate finance issues, capital raising (issuance of equity and debt securities), risk management and other financial issues.. Must have 3+ years of experience in the financial services industry, ideally within Diversified Industrials Investment Banking
CPM actively manages the portfolio of GLBA to maximize profitability and contribute to investment banking idea generation across M&A, ECM and Leveraged Finance for new transactions. Why join usBusiness insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.
By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative soluti ons and considered thought leadership. Our clients include leading domestic and global corporates as well as prominent private equity funds. Lead role in Deal Execution: Work closely with clients and execution teams on live transactions, including mergers & acquisitions, divestitures, capital raisings, financings, and derivative transactions.. 4+ years of investment banking experience; bulge bracket or boutique program training required