Last updated: 2025-07-22

12 Investment Finance jobs in San Jose.

Filters: Categories: Investment Finance | Locations: San Jose

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
  • Level: mid
  • Type: full_time

MachineFi Lab

MachineFi Lab is at the forefront of building a new reward economy through the Internet of Things (IoT) with a focus on Decentralized Physical Infrastructure N…

Head of Investor Relations

Menlo Park

  • Skills: Investor Relations, Blockchain, Decentralized Physical Infrastructure Networks, Investor Community, Strategic Positioning, Communication Skills, Interpersonal Skills, Equity Research, Stakeholder Management, Compelling Roadmap
  • Level: mid
  • Type: full_time

NAI Northern California

NAI Northern California is a commercial real estate brokerage aiming to partner with mission-driven real estate sales professionals while growing the firm, com…

Entry-Level Commercial Real Estate Sales Professional

Oakland

  • Skills: Commercial Real Estate, Sales, High-producing team, Mission-driven, Licensed advisors, Inclusive culture, Tools, Training, Support, Investor service
  • Level: mid
  • Type: full_time

Voleon

Voleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For more than a decade, we have led…

Investor Relations and Business Development Associate

Berkeley

  • Skills: machine learning, investment management, institutional investors, business development, relationship management, quantitative investment, sales professionals, non-correlated returns, business development opportunities, financial strategies
  • Level: mid
  • Type: full_time

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
  • Level: entry
  • Type: full_time

Blackstone

Blackstone is the world’s largest alternative asset manager that seeks to create positive economic impact and long-term value for investors, companies, and com…

[Position Title Not Specified]

San Francisco

  • Skills: alternative asset management, investment vehicles, private equity, real estate, public equity, infrastructure, life sciences, growth equity, non-investment grade credit, client facing roles
  • Level: mid
  • Type: full_time

WorldQuant

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predi…

Independent Portfolio Manager

San Francisco

  • Skills: quantitative portfolio management, systematic strategies, statistical signals, asset classes, investment portfolio, research pipeline, programming skills, Python, C++, performance-based compensation
  • Level: mid
  • Type: full_time

Nomura Holdings, inc.

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomu…

Investment Banking Associate

San Francisco

  • Skills: Investment Banking, Mergers & Acquisitions, Client Relationship Management, New Business Development, Financial Analysis, Risk Analysis, Team Management, Deal Execution, Sustainable Infrastructure, Microsoft Excel
  • Level: mid
  • Type: full_time

Citizens

Middle Market Relationship Manager II

San Francisco

  • Skills: Middle Market, Relationship Manager, Commercial Banking, Professional Services, Banking, Finance, Client Relations, Market Analysis, Portfolio Management, Sales Strategy
  • Level: mid
  • Type: full_time

Hippo

Hippo built the world’s first home protection platform. We believe that insurance should protect your home and the things you treasure with policies designed f…

Director, Investor Relations

Palo Alto

  • Skills: Investor Relations, Financial Performance, Corporate Finance, Investor Targeting, Earnings Releases, Market Trends, SEC Compliance, Strategic Insights, Relationship Management, Valuation Models
  • Level: senior
  • Type: full_time

Financial Technology Partners (FT Partners)

FT Partners is a premier investment banking firm dedicated exclusively to the financial technology sector, recognized with the 'Dealmaker of the Year' and 'Inv…

Investment Banking Associate

San Francisco

  • Skills: financial modeling, company valuation, corporate and industry research, strategic analysis, business development, due diligence, client presentation materials, mentoring, deal activities, investment banking
  • Level: mid
  • Type: full_time

Dolby Laboratories, Inc.

Join the leader in entertainment innovation and help us design the future. At Dolby, science meets art, and high tech means more than computer code.

Sr. Analyst Corp Strategy & Development

San Francisco

  • Skills: corporate strategy, strategic consulting, investment banking, market research, competitive analysis, M&A opportunities, financial models, valuation analyses, presentation skills, communication
  • Level: mid
  • Type: full_time

Citizens

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

Financial Advisor

San Francisco

  • Skills: Wealth Management, Financial Advisor, Client Management, Investment, Asset Management, Financial Planning, Risk Management, Business Oversight, Client Services, Professional Development
  • Level: mid
  • Type: full_time

Figma

Figma is growing our team of passionate people on a mission to make design accessible to all. Figma helps entire product teams brainstorm, design and build bet…

Investment Analyst at Figma Ventures

San Francisco

  • Skills: investment opportunities, due diligence, relationships with founders, operationalize, portfolio companies, venture capital, strategic lever, team collaboration, investment memo, process improvement
  • Level: senior
  • Type: full_time

Unison Investment Management

Unison is a San Francisco-based company pioneering a smarter, better way to own your home. Through the Unison Agreement, we help homeowners access their equity…

Sales Strategist

San Francisco

  • Skills: Sales Strategist, client presentations, quantitative analysis, investment strategy, cross-functional collaboration, process improvement, financial markets, data analysis, investment management, project timelines
  • Level: entry
  • Type: full_time

Real Estate Investment Company

Focused on multi-family, mixed-use, retail, and office assets.

Assistant Asset Manager

Oakland

  • Skills: asset management, property management, tenant improvement, leasing evaluation, budgeting, financial analysis, acquisitions, dispositions, investor communications, portfolio management
  • Level: mid
  • Type: full_time

Umpqua Bank

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.

Trust Portfolio Manager

Walnut Creek

  • Skills: trust management, investment management, fiduciary objectives, business development, financial analysis, compliance regulations, team player, communication skills, asset allocation, project management
  • Level: mid
  • Type: full_time

Voleon

Voleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For more than a decade, we have led…

Fund Operations Associate

Berkeley

  • Skills: machine learning, finance, asset management, reconciliations, internal reports, accounting tasks, Fund Operations, Fund Accounting, middle office operations, fund launches
  • Level: mid
  • Type: full_time

Crusoe

Crusoe is building the World’s Favorite AI-first Cloud infrastructure company. We’re pioneering vertically integrated, purpose-built AI infrastructure solution…

Vice President, Real Estate and Data Center Capital Markets

San Francisco

  • Skills: capital markets, real estate, data center, equity partnerships, debt financing, joint ventures, financial modeling, negotiation skills, strategic analysis, investment banking
  • Level: senior
  • Type: full_time

Palo Alto Networks

Palo Alto Networks is a global cybersecurity leader that offers a comprehensive suite of products and services designed to protect organizations from cyber thr…

Treasury Manager

Santa Clara

  • Skills: capital markets, foreign exchange, portfolio management, financial modeling, risk management, cash flow, currency hedge, investment strategy, team leadership, strategic initiatives
  • Level: mid
  • Type: full_time