Collecting information
Organizing data
While providing support in select origination activities, the VP's core focus is to ensure quality and effective collaboration.. Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.. Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.. Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution.. FINRA SIE, Series 63 and 79
Title : Investment Banking Analyst, Technology Banking. Chardan is an independent global investment bank specializing in healthcare, technology, SPACs and emerging growth companies.. Our range of services include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access, and institutional trading.. Headquartered in New York City, Chardan is a registered broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: FINRA, SIPC, and NASDAQ. Perform comparable company analysis, complex financial modeling (including merger modeling) and run valuation analysis as part of client/industry evaluations
A growing alternative asset manager is looking to add an Investment Banking Associate based out of its Midtown Manhattan office. Crucial role on deal teams across M&A, debt, equity, structured financings, and more.. Heavily involved in relevant financial modeling methodologies (DCF, LBO, CCA, etc. 2-6 years of relevant experience in investment banking, FIG preferred.. Bachelor's degree in Finance, Business, Economics, Mathematics, Statistics, or related field
+ Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments. + Research prospects and participate in 'discovery' to determine the banking tools they need to power their business while also identifying opportunities for strategic partnerships. + Ability to leverage established relationships within venture capital and private equity ecosystem to drive new business. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking Associate, Healthcare Life Sciences - San Francisco.. We are currently seeking an experienced Associate to join our Healthcare Life Sciences financial advisory practice in San Francisco. Experience in Investment Banking (corporate finance/M&A) or equivalent.. Exceptional Microsoft Office suite (Excel a must) and financial reporting skills.. Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Title: Audit Director, Investment Banking.. A global investment bank is seeking an experienced Audit Director to oversee audit coverage for Front Office and related support functions, including Sales, Trading, Risk Management, and Operations. The ideal candidate will have a strong background in capital markets and securitized products. Assess risks and controls related to trading activities, electronic trading, and securitized products. Strong knowledge of capital markets, securitized products (ECM, DCM, ABS, CLO), and trading activities.
Within our broader Research team, the Private Equity and Real Estate team manages the Firm’s investment program and external manager relationships across buyouts, growth equity, venture capital, and real estate and infrastructure. Investment Diligence: Support rigorous and comprehensive due diligence of private equity, venture capital, growth equity, and real estate primary fund investments. Investment Research: Lead and support research and analysis on investment opportunities, industry trends, and market dynamics across the private equity asset class. Two to three years of prior work experience in a professional services role (e.g., asset management, investment banking, management consulting, accounting, corporate development). Experience in private equity investing (venture capital, buyouts, or real estate) is strongly preferred.
Investment Banking Intern. Seeking a hardworking undergraduate or recent graduate passionate about investment banking.. You may get involved with analysing markets, creating complex financial models, producing prospectuses and performing valuation.. Calculate financial metrics, assisting with the annual business plan and budgeting process. A dedicated mentor will be offered to guide you as you progress through your investment banking journey
Title: Vice President, Investment Banking – Technology.. Location: SFO, CA. Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis, and credit analysis for client and investor presentations. Leverages the firm's capital markets, proprietary research, and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition, and capital markets services. Applies fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting, and marketing at a high level.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The department's responsibilities include community development lending, investing and grant making; community relations; regulatory relations; and regulatory compliance. Provide analytic, operating, and administrative support to transaction officers, with focus on affordable housing construction lending, tax equity and private equity investment products. Assist with originations and due diligence, financial analysis, and assembling submissions for credit review or presentation to investment committee. Liaise with Credit Risk Management and Operations department.
The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding.. Proficiency in project management software including but not limited to MS Project, Smartsheet, and Jira .. Experience leading projects related to mergers and acquisitions (M&A), corporate re-organizations, and/or legal operations or procurement
Ability to leverage established relationships within venture capital and private equity ecosystem to drive new business. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.. Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President. VP, Relationship Manager - Healthcare Commercial Banking
Investment Banking Associate - Technology. You will be working in the Global Banking Technology, Media & Telecom (TMT) Investment Banking Team, based in San Francisco, CA, or New York, NY. We provide clients with M&A advisory, capital raising, and financial advice through qualitative and quantitative analysis.. We are committed to fostering diversity, equity, and inclusion, which helps us grow and brings value to our clients.. Prior experience in TMT Investment Banking, M&A execution, or related fields.. UBS is the world’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. With over 70,000 employees in more than 50 countries, we are present in all major financial centers.
Investment Banking Analyst | Video Games. Equity Research Associate - Brokers, Asset Managers & Exchanges. Investment Banking Sr Analyst - Equity Capital Markets (ECM). Investment Banking Analyst – Technology Group (San Francisco, CA). Equity Research Analyst - (Industrials Sector)
BG Strategic Advisors (BGSA) is the leading investment banking advisor for supply chain CEOs and companies. In addition, we have an affiliated private equity firm, Cambridge Capital, in which we make targeted principal investments. Cambridge was an original investor in XPO (which grew 50x), and has a broad portfolio of outstanding companies. You will be responsible for confidential information memoranda, financial modeling, due diligence, pitches, buyer/seller negotiations, and all other activities leading to successful outcomes with BGSA's investment banking team. 5-7 years of experience in M&A, at either a bulge bracket or boutique investment banking firm
About the job Investment Banking Associate 1/2 Restructuring Advisory (Elite Boutique).. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies. Transaction Execution: Work with cross-functional teams to execute restructuring transactions, including debt negotiations, refinancing, asset sales, mergers, and acquisitions. Previous experience in investment banking (leveraged finance or M&A), restructuring, or related fields, ideally with exposure to distressed situations.
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.. 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. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
We are currently seeking a dedicated and experienced Capital Markets Compliance Officer to join our Compliance team who will be responsible for providing compliance advice and building a compliance program to support our growing investment banking offering. As a Capital Markets Compliance Officer, you will play a critical role in supporting the regulatory compliance infrastructure of our Investment Banking and Equity Research divisions. Conduct compliance reviews, surveillance and monitoring of investment banking transactions to monitor for compliance for SEC, FINRA and other applicable rules and regulations. Oversee the restricted list, watch list and other control room processes. Coordinate with Legal and the CCO on compliance issues that impact investment banking, research or corporate access.
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
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