33 Investment Banking And Corporate Finance jobs in San Jose.

Hiring now: Investment Associate @ Bertram Ca, Private Equity Venture Ca @ Citizens, Sr Associate @ The Cherni, Dir Of Corporate Developm @ Robinhood , Mgr Investor Relations @ Meta, Lead Corporate Fin And St @ Intuit, Ma Associate @ Earnin, Financial Solutions Advis @ Merrill We, Sr Investment Associates @ Nai Northe, Financial Analyst @ Dell Techn.Explore more at jobswithgpt.com.

🔥 Skills

analytical skills (10) financial statements (7) portfolio management (7) deal execution (5) financial modeling (5) due diligence (5) investment banking (4) capital structure (4) growth strategy (4) private equity (3)

đź“Ť Locations

Menlo Park (6) Mountain View (6) San Jose (6) Foster City (4) San Mateo (4) Oakland (3) Palo Alto (1) Pleasanton (1) Santa Clara (1) Sunnyvale (1)
🔍 Go to full job search

Bertram Capital

Investment Associate Foster City
Skills & Focus: private equity, investment banking, financial statements, capital structure, portfolio management, deal execution, analytical skills, strategic insight, entrepreneurial environment, MS Office proficiency
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…
Experience: 1-3 years investment banking experience
Salary: $220,000- $250,000 total annual compensation plus additional annual bonus
Type: Full-time
Benefits: Comprehensive medical, dental, and vision benefits, generous 401K match, 'take what you need' PTO policy, cell phone st…
Investment Team Member Foster City
Skills & Focus: private equity, investment, capital, portfolio management, deal execution, analytical skills, organizational skills, communication skills, Diversity, Equity and Inclusion
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…
Experience: Personable, intelligent, self-starters with exceptional analytical, organizational and communication skills.
Type: Full-time
Benefits: Commitment to Diversity, Equity, and Inclusion (DEI)
Associate Foster City
Skills & Focus: private equity, investment banking, financial statements, capital structure, portfolio management, deal execution, business strategy, analytical skills, MS Office, team collaboration
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…
Experience: 1-3 years investment banking experience
Salary: $220,000- $250,000 total annual compensation plus additional annual bonus after 1 year
Type: Full-time
Benefits: Comprehensive medical, dental, and vision benefits, generous 401K match, 'take what you need' PTO policy, cell phone st…

Citizens

Private Equity & Venture Capital Credit Analyst Menlo Park
Skills & Focus: Private Equity, Venture Capital, Credit Analysis, Wealth Management, Investment Strategies, Risk Management, Financial Analysis, Portfolio Management, Market Research, Client Relations
About the Company: Citizens is a financial institution committed to providing diverse and inclusive banking services, focusing on community support and customer satisfaction.
Type: Full Time
Benefits: Comprehensive benefits program focused on supporting wellness and professional development.

The Chernin Group (Tcg)

Senior Associate Menlo Park
Skills & Focus: financial modeling, due diligence, investment strategy, growth equity, capital markets, deal execution, financial statements, valuation analyses, market opportunities, team leadership
About the Company: Founded by Peter Chernin, Jesse Jacobs, and Mike Kerns, The Chernin Group (TCG) is a preeminent growth equity firm investing in sports, media, and passion-driv…
Experience: 4+ years in growth equity, private equity, investment banking, or a similar role
Salary: $200,000 - $230,000
Type: Full-time
Benefits: Additional compensation includes forms of compensation or benefits offered in connection with the advertised role.

Robinhood Markets

Director of Corporate Development Menlo Park
Skills & Focus: mergers and acquisitions, corporate development, strategic objectives, competitive industry intelligence, deal structuring, due diligence, valuation analysis, relationship management, digital business models, consumer technology
About the Company: Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood…
Experience: 10+ years experience in investing (hedge fund, private equity, family office, venture capital), corporate development, or finance
Salary: $169,150 — $255,000 USD
Type: Full-time
Benefits: 100% paid health insurance for employees with 90% coverage for dependents, Annual lifestyle wallet for personal wellnes…

Citizens

Private Equity & Venture Capital Credit Analyst Menlo Park
Skills & Focus: Private Equity, Venture Capital, credit analyst, financial analysis, loan management, risk profile, underwriting, client services, regulatory compliance, KYC
About the Company: Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale its Business Banking, grow deposits, and expand in key growth markets.
Experience: 1-3 years of private banking or commercial banking experience
Salary: $75,000 - $85,000
Type: Full Time
Benefits: competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…

Robinhood Markets

Senior Manager of Capital Markets Menlo Park
Skills & Focus: capital markets, debt funding operations, financial resources, risk management, institutional investors, securitization, analytical skills, relationship management, regulatory requirements, consumer asset classes
About the Company: Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood…
Experience: 7+ years of experience in capital markets, corporate finance, or a related field
Salary: $149,000 — $175,000 USD (Zone 1)
Type: Full-time
Benefits: Market competitive and pay equity-focused compensation structure; 100% paid health insurance for employees with 90% cov…

Meta

Manager, Investor Relations Menlo Park
Skills & Focus: Investor Relations, financial results, investor targeting, financial statements, communication skills, relationship-building, SEC disclosure rules, analytical skills, project management, technology trends
About the Company: Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…
Experience: 12+ years of combined Wall Street (buy-side and/or sell-side) and Investor Relations experience
Salary: $169,000/year to $241,000/year + bonus + equity + benefits
Type: Full Time
Benefits: In addition to base compensation, Meta offers benefits. Learn more about benefits at Meta.

Intuit

Lead, Corporate Finance and Strategy Mountain View
Skills & Focus: Corporate Finance, Strategy, Growth opportunities, Investment allocation, Stakeholder management, Quantitative analysis, Financial planning, Market trends, Business trajectory, Consulting experience
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers wor…
Experience: 4-6 years, including at least 3 years at a top-tier strategy consulting firm or investment bank
Salary: $169,500 - $229,500
Type: Full-time
Benefits: Competitive compensation package with a strong pay for performance rewards approach, cash bonus, equity rewards, and be…
Corporate Strategy & Development Mountain View
Skills & Focus: Corporate Strategy, Development, Hybrid Work, Financial Technology, Data Mesh, SQL, Generative AI, Business Intelligence, Finance Strategy, Remote Tax Preparation
About the Company: Intuit is a financial technology company that offers products for accounting, finance, and personal finance, widely known for its tax preparation software.
Benefits: We support our employees by offering benefits you need to stay healthy, achieve financial security, and enjoy peace of …
Senior Counsel - Transactions and Marketing Mountain View
Skills & Focus: legal, compliance, marketing, transactions, financial technology, hiring, inclusion, diversity, hybrid work, strategic accounts
About the Company: Intuit is a financial software company that develops products to manage financial health for individual consumers and for small businesses.
Salary: $203,000 - 275,000
Type: Full-time
Benefits: Intuit supports its employees by offering benefits to ensure health, financial security, and peace of mind for families.

Earnin

M&A Associate Mountain View
Skills & Focus: M&A transactions, target screening, due diligence, financial modeling, valuation analysis, integration planning, investment recommendations, financial statements, analytical skills, project management
About the Company: EarnIn is a pioneer of earned wage access, providing real-time financial flexibility for those living paycheck to paycheck. Community members access their earn…
Experience: 2+ years in Investment Banking or equivalent experience
Salary: $130,000 - $165,000 + equity + benefits
Type: Full-time
Benefits: Equity, benefits, and salary based on role, level, and location
Strategy Manager Mountain View
Skills & Focus: strategic initiatives, financial modeling, market research, competitive analysis, business cases, TAM/SAM analysis, cross-functional, communication skills, analytical skills, FinTech
About the Company: As one of the first pioneers of earned wage access, our passion at EarnIn is building products that deliver real-time financial flexibility for those with the …
Experience: 6+ years experience in management consulting, strategy, or corporate development
Salary: $146,000-179,300 + equity + benefits
Type: Full-time
Benefits: equity + benefits

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Oakland
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

Nai Northern California

Senior Investment Associates / Multifamily VP Oakland
Skills & Focus: Senior Investment Associates, Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, Self-Storage, Multifamily VP, Collaboration, Transparency
About the Company: NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San…
Commercial Real Estate Investment Advisors Oakland
Skills & Focus: commercial real estate, investment advisor, brokerage, technology-enabled, collaboration, mentorship, coaching, training program, growth strategy, Bay Area
About the Company: NAI Northern California is a technology-enabled commercial real estate brokerage with an aggressive growth strategy, one of the fastest growing commercial brok…
Salary: high 6 to 7 figures
Type: Full-time
Benefits: structured training program, mentorship, and coaching

Dell Technologies Capital

Financial Analyst Palo Alto
Skills & Focus: financial analysis, valuation, market analysis, investment diligence, financial modeling, venture capital, startup analysis, competitive assessments, portfolio reporting, market intelligence
About the Company: Dell Technologies Capital invests in emerging startups and provides the resources, expertise, and scale to help them reach their full potential.
Experience: Experience with financial analysis, project/program/finance and business development experience.
Salary: $110,000 - $142,000
Type: Full-time
Benefits: Comprehensive Healthcare Programs, Award Winning Financial Wellness Tools and Resources, Generous Leave of Absence for …

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Pleasanton
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

Blue Owl

Market Leader - Private Wealth San Jose
Skills & Focus: Private Wealth, capital raising, RIAs, independent broker dealers, alternative investments, sales strategy, regulatory environments, client relationship, market trends, communication abilities
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives® with over $250 billion in assets under management. We provide businesses with …
Experience: 10+ years of total experience in capital raising.
Salary: $150,000 – 225,000
Type: Full-time
Benefits: Discretionary bonus based on individual and team performance.

Figure

Head of Investor Relations San Jose
Skills & Focus: capital raising, investor relationships, pre-marketing, financial models, engineering, AI policies, contract negotiation, technical information, datarooms, key partnerships
About the Company: Figure is an AI Robotics company developing a general purpose humanoid. Our humanoid robot, Figure 02, is designed for commercial tasks and the home.
Experience: Minimum of 7-10 years of capital raising experience
Salary: $225,000 - $350,000
Type: Full-time
Benefits: The total compensation package may also include additional components/benefits depending on the specific role.

Nutanix

Sr. Associate, Corporate Strategy San Jose
Skills & Focus: strategic thinker, problem-solving skills, enterprise software, SaaS, growth strategy, business model transformation, go-to-market initiatives, operational efficiency, collaborative working relationships, analytical skills
About the Company: Nutanix is a leader in enterprise cloud computing, helping organizations to simplify their IT infrastructure and transform the way they deliver and consume app…
Experience: 3+ years of work experience
Salary: USD $103,760 - $207,960
Type: Hybrid
Benefits: The total compensation package may include other elements like sign-on bonuses, restricted stock units, medical benefit…

Bloom Energy

Director, Securities and Governance San Jose
Skills & Focus: SEC compliance, Sarbanes-Oxley, corporate governance, filings, financial statements, equity financing, international experience, policy implementation, legal advice, fast-paced environment
About the Company: Our team at Bloom Energy embraces the unprecedented opportunity to change the way companies utilize energy. Our technology empowers businesses and communities …
Experience: Minimum 8 years of directly related work experience with a Bachelor’s and associated Law degree from an accredited law school required, with at least 5 years at a law firm.
Salary: $192,700.00 - $277,300.00
Type: Full-time
Benefits: Standard company benefits, including fair and equitable compensation practices

Nutanix

Sr. Associate, Corporate Strategy San Jose
Skills & Focus: Corporate Strategy, business insights, strategic initiatives, growth strategy, operational efficiency, problem-solving, consulting, enterprise software, analytical skills, collaboration
Experience: 3+ years of work experience, 2+ years in strategy consulting, investment banking, private equity or corporate strategy
Salary: USD $103,760 - USD $207,960
Type: Hybrid
Benefits: Full range of medical, financial, and/or other benefits including 401(k) eligibility and various paid time off benefits

Nai Northern California

Commercial Real Estate Investment Advisor San Jose
Skills & Focus: Commercial Real Estate, Investment Advisors, technology-enabled, growth strategy, collaboration, mentorship, coaching, structured training program, transparency, tech stack
About the Company: NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose.
Salary: high 6 to 7 figures
Type: Full-time
Benefits: structured training program, mentorship, and coaching

Sony Corporation Of America

Venture Research Intern San Mateo
Skills & Focus: Venture Capital, market research, technology analysis, Due Diligence, climate technology, portfolio management, investment activities, emerging companies, technology evaluation, finance/business acumen
About the Company: Located in New York, NY, Sony Corporation of America is the U.S. headquarters of Sony Group Corporation, based in Tokyo, Japan. Sony's principal U.S. businesse…
Experience: Internship-level; college student
Salary: $19.00 per hour
Type: Internship
Benefits: Paid hourly and eligible for overtime

Essex Property Trust

Development Associate San Mateo
Skills & Focus: financial analysis, development investments, project management, market research, zoning regulations, stakeholder communication, real estate trends, property management, due diligence, investment memoranda
About the Company: Essex Property Trust is a leading multifamily Real Estate Investment Trust (REIT) focused on the strategic acquisition, development and management of multifami…
Experience: 2+ years of experience in real estate investments or development
Salary: $98,000.00 - $146,000.00
Type: Regular
Benefits: medical, dental, vision, paid parental leave, 401k employer match, excellence rewards, wellness programs, housing disco…

Verkada

Head of Corporate Development San Mateo
Skills & Focus: Corporate Development, M&A, sourcing, execution, business acumen, start-up ecosystem, investment banking, technology, high growth, strategic acquisition
About the Company: Verkada is a leader in cloud-based B2B physical security. Verkada offers six product lines — video security cameras, access control, environmental sensors, ala…
Experience: 10+ years
Salary: $180,000 - $300,000 USD
Type: Full-time
Benefits: Generous company paid medical, dental & vision insurance coverage, unlimited paid time off, 11 companywide paid holiday…

Freshworks

Senior Director of Corporate Development San Mateo
Skills & Focus: Corporate Development, M&A, Strategic Investments, SaaS, Due Diligence, Market Research, Transaction Process, Integration Plans, Synergies, Financial Analysis
About the Company: Freshworks is a software company that provides businesses with a suite of tools for customer engagement, business management, and operational efficiency, focus…
Experience: Significant experience in M&A, strategic investments, and SaaS market understanding; proven track record of managing complex transactions.

Palo Alto Networks

Director, Capital Markets Santa Clara
Skills & Focus: capital structure, cash management, portfolio management, financial transactions, financial modeling, risk management, currency hedge, analysis, strategic initiatives, team leadership
About the Company: Palo Alto Networks is committed to protecting our digital way of life through cybersecurity.
Experience: 12+ years of experience in a complex global corporate environment and/or financial services; MBA/CFA candidates preferred.
Salary: $209,000 - $286,500/YR
Type: Full-time
Benefits: FLEXBenefits spending account, mental and financial health resources, personalized learning opportunities.

Natcast

Investment Partner Sunnyvale
Skills & Focus: semiconductor, investment, startups, venture capital, due diligence, investment theses, co-investment, portfolio management, market dynamics, technical writing
About the Company: Natcast (short for The National Center for the Advancement of Semiconductor Technology) is a new, purpose-built, non-profit entity created to operate the Natio…
Experience: 5+ years semiconductor industry experience
Type: Full time