Last updated: 2025-06-06

31 Investment Banking And Corporate Finance jobs in San Jose.

Hiring now: Investment Team Member @ Bertram Ca, Commercial Real Estate Investment Adviso @ Nai Northe, Manager Investor Relations @ Meta, Sr Associate Corporate Strategy @ Nutanix, Strategy Manager @ Earnin, Investment Partner @ Natcast, Head Of Corporate Development @ Verkada, Sr Counsel Transactions And Marketing @ Intuit, Sr Manager Investor Relations @ Lucid Moto, Sr Director Of Corporate Development @ Oklo. Explore more at at jobswithgpt.com

🔥 Skills

financial modeling (10) analytical skills (9) portfolio management (7) deal execution (6) investment banking (6) private equity (4) growth strategy (4) project management (4) due diligence (4) communication skills (3)

📍 Locations

Menlo Park (8) San Jose (6) Oakland (4) Foster City (3) Mountain View (2) Sunnyvale (2) Santa Clara (2) San Mateo (1) Newark (1) Palo Alto (1)

Bertram Capital

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…

Investment Team Member

Foster City

  • Skills: private equity, investment, capital, portfolio management, deal execution, analytical skills, organizational skills, communication skills, Diversity, Equity and Inclusion
  • Experience: Personable, intelligent, self-starters with exceptional analytical, organizational and communication skills.
  • Type: Full-time

NAI Northern California

NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose.

Commercial Real Estate Investment Advisor

San Jose

  • Skills: Commercial Real Estate, Investment Advisors, technology-enabled, growth strategy, collaboration, mentorship, coaching, structured training program, transparency, tech stack
  • Type: Full-time
  • Salary: high 6 to 7 figures

Bertram Capital

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…

Associate

Foster City

  • Skills: private equity, investment banking, financial statements, capital structure, portfolio management, deal execution, business strategy, analytical skills, MS Office, team collaboration
  • Experience: 1-3 years investment banking experience
  • Type: Full-time
  • Salary: $220,000- $250,000 total annual compensation plus additional annual bonus after 1 year

Meta

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…

Manager, Investor Relations

Menlo Park

  • Skills: Investor Relations, financial results, investor targeting, financial statements, communication skills, relationship-building, SEC disclosure rules, analytical skills, project management, technology trends
  • Experience: 12+ years of combined Wall Street (buy-side and/or sell-side) and Investor Relations experience
  • Type: Full Time
  • Salary: $169,000/year to $241,000/year + bonus + equity + benefits

Nutanix

Nutanix is a leader in enterprise cloud computing, helping organizations to simplify their IT infrastructure and transform the way they deliver and consume app…

Sr. Associate, Corporate Strategy

San Jose

  • Skills: strategic thinker, problem-solving skills, enterprise software, SaaS, growth strategy, business model transformation, go-to-market initiatives, operational efficiency, collaborative working relationships, analytical skills
  • Experience: 3+ years of work experience
  • Type: Hybrid
  • Salary: USD $103,760 - $207,960

EarnIn

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 …

Strategy Manager

Mountain View

  • Skills: strategic initiatives, financial modeling, market research, competitive analysis, business cases, TAM/SAM analysis, cross-functional, communication skills, analytical skills, FinTech
  • Experience: 6+ years experience in management consulting, strategy, or corporate development
  • Type: Full-time
  • Salary: $146,000-179,300 + equity + benefits

Natcast

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…

Investment Partner

Sunnyvale

  • Skills: semiconductor, investment, startups, venture capital, due diligence, investment theses, co-investment, portfolio management, market dynamics, technical writing
  • Experience: 5+ years semiconductor industry experience
  • Type: Full time

Nutanix

Sr. Associate, Corporate Strategy

San Jose

  • Skills: 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
  • Type: Hybrid
  • Salary: USD $103,760 - USD $207,960

Verkada

Verkada is a leader in cloud-based B2B physical security. Verkada offers six product lines — video security cameras, access control, environmental sensors, ala…

Head of Corporate Development

San Mateo

  • Skills: Corporate Development, M&A, sourcing, execution, business acumen, start-up ecosystem, investment banking, technology, high growth, strategic acquisition
  • Experience: 10+ years
  • Type: Full-time
  • Salary: $180,000 - $300,000 USD

Intuit

Intuit is a financial software company that develops products to manage financial health for individual consumers and for small businesses.

Senior Counsel - Transactions and Marketing

Mountain View

  • Skills: legal, compliance, marketing, transactions, financial technology, hiring, inclusion, diversity, hybrid work, strategic accounts
  • Type: Full-time
  • Salary: $203,000 - 275,000

Lucid Motors

Lucid Motors is an automotive company focused on luxury electric vehicles, aiming to elevate the human experience through innovative design and technology.

Sr. Manager, Investor Relations

Newark

  • Skills: investor relations, analytical, communication, financial modeling, project management, competitive analysis, strategic relationships, data analytics, reporting, presentation skills
  • Experience: 7+ years of investor relations experience
  • Type: Full-time
  • Salary: $164,400 - $241,120 USD

Oklo Inc.

Oklo Inc. is a fast fission clean power technology and nuclear fuel recycling company developing fast fission power plants to provide clean, reliable, and affo…

Sr. Director of Corporate Development

Santa Clara

  • Skills: strategic partnerships, mergers and acquisitions, financial modeling, due diligence, negotiation, deal execution, business cases, evaluations, post-close integration, team collaboration
  • Experience: 10+ years of experience across corporate development, strategic partnerships, consulting, investment banking, or related fields, including 3+ years in an in-house corporate development or strategy role.
  • Type: Full-time
  • Salary: $250,000-$300,000

Mainspring Energy

Mainspring Energy is revolutionizing power generation with the world’s most flexible and adaptable onsite power generator, the Mainspring Linear Generator. Com…

Head of Project Finance

Menlo Park

  • Skills: project finance, equipment leasing, market outreach, financing solutions, negotiation, deal execution, risk management, commercial skills, networking, team leadership
  • Experience: 15+ years of relevant experience, including leading origination of significant project finance transactions
  • Type: Hybrid
  • Salary: $200,000 - $250,000 a year

Meta

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect.

Finance Associate - Infrastructure, Strategic Modeling & Planning

Menlo Park

  • Skills: financial models, strategic recommendations, infrastructure investment, data-driven analysis, forecasting, budgeting, variance analysis, cross-functional collaboration, investment banking, AI technologies
  • Experience: 3+ years of professional experience in investment banking, strategy consulting, or corporate finance or a Master's degree or PhD with 2+ years of professional work experience
  • Type: Full Time
  • Salary: $92,000/year to $135,000/year + bonus + equity + benefits

Western Digital

Managing Director, Corporate Venture Capital

San Jose

  • Skills: corporate venture capital, investment strategy, financial modeling, startup ecosystem, deal structuring, portfolio management, technology trends, strategic leadership, venture investment, ecosystem engagement

Lead Bank

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…

Credit Analyst III - Fintech & BaaS Focus

Sunnyvale

  • Skills: credit analysis, underwriting, fintech, BaaS, portfolio management, risk mitigation, compliance, regulatory exams, mentorship, analytical skills
  • Experience: 6+ years of experience in credit analysis, underwriting, or related areas
  • Type: Full-time
  • Salary: $137,630 - $167,143

Meta

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…

Vice President, Corporate Development

Menlo Park

  • Skills: Mergers and Acquisitions, Corporate Development, Strategic Transactions, Financial Modeling, Negotiation, Deal Team, Technology Industry, Analytical Skills, Growth Opportunities, Stakeholder Relationships
  • Experience: 15+ years experience in a mix of venture capital, consulting, investment banking, strategy or corporate development roles in the technology industry; 7+ years of Corporate Development deal experience.
  • Type: Full Time
  • Salary: $472,000/year + bonus + equity + benefits

Qlik

A Gartner® Magic Quadrant™ Leader for 15 years in a row, Qlik transforms complex data landscapes into actionable insights, driving strategic business outcomes.…

Senior Manager, Corporate Development

Palo Alto

  • Skills: corporate development, M&A transactions, financial modeling, valuation, strategic recommendations, cross-department collaboration, project management, strategic analysis, strong communication skills, technology focus
  • Experience: Minimum 10 years in corporate development, venture capital, private equity or investment banking with a technology focus.
  • Type: Full-time
  • Salary: $200,000 - $225,000 per year

Antheia

Antheia is a science and technology company developing next generation plant-inspired medicines. Applying synthetic biology, genomics, bioinformatics, data sci…

Sr. Manager/Associate Director, Strategy and Partnerships

Menlo Park

  • Skills: strategic assessment, business opportunities, market research, business analysis, corporate initiatives, market trends, financial planning, corporate development, analytical skills, teamwork
  • Experience: 6 - 8 years of experience in corporate strategy and/or partnership development; MBA degree or other advanced degree (e.g., JD) is also preferred

Charles River Associates

Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporati…

Senior Associate - Transfer Pricing

Oakland

  • Skills: financial modeling, economic analysis, consulting, audit defense, expert reports, client deliverables, data analysis, regulatory proceedings, team management, quantitative analysis
  • Experience: at least 6 years of relevant work experience (consulting experience preferred; CPA or CFA preferred)
  • Salary: $135,000-155,000

GoDaddy

GoDaddy is empowering everyday entrepreneurs around the world by providing the help and tools to succeed online, making opportunity more inclusive for all.

Corporate Development Leader

Santa Clara

  • Skills: strategic relationships, transaction teams, financial modeling, due diligence, negotiations, acquisitions, investment opportunities, portfolio reviews, post-merger integration, divestitures
  • Experience: 15+ years
  • Type: Full-time

Portage Point Partners

Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market.

Managing Director, Investment Banking

San Jose

  • Skills: investment banking, M&A, business development, client relationships, financial analysis, negotiation, transaction execution, project management, team management, performance improvement
  • Experience: 15 plus years of middle market investment banking experience
  • Type: Full-time
  • Salary: $1,200,000 - $3,000,000 a year

Bertram Capital

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of c…

Investment Associate

Foster City

  • Skills: private equity, investment banking, portfolio management, deal execution, financial modeling, analytical skills, strategic insight, entrepreneurial environment, digital marketing, e-commerce
  • Experience: 1-3 years investment banking experience
  • Type: Full-time
  • Salary: $220,000- $250,000 total annual compensation plus additional annual bonus

Citizens Bank

Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…

Private Bank Relationship Manager PE/VC

Menlo Park

  • Skills: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
  • Experience: 7+ years in relationship management within PE/VC sector
  • Type: Full-time
  • Salary: $150,000 - $225,000 per year, plus incentive earnings

Citizens

Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.

Private Bank Relationship Manager PE/VC

Menlo Park

  • Skills: Wealth Management, Private Banking, Relationship Manager, High-Performing Culture, Community Support, Diversity, Inclusion, Career Growth, Social Equity, Mentoring
  • Type: Full Time

BPM

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to inn…

Assurance Associate I

San Jose

  • Skills: audit, Blockchain, Financial Services, Real Estate, Nonprofit, public accounting, career development, team collaboration, coaching, innovation
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Roofstock

Leading end-to-end investment platform for single-family rental homes, making real estate investing radically accessible, cost-effective, and simple.

Strategic Finance & Corporate Development Associate

Oakland

  • Skills: strategic planning, market analysis, financial modeling, mergers and acquisitions, investment strategies, cross-functional collaboration, business valuation, presentations development, data analysis, dashboards
  • Type: full_time
  • Salary: {'min': 120000.0, 'max': 140000.0, 'period': 'annual', 'currency': 'USD'}