28 Investment Finance jobs in San Jose.

Hiring now: Investment Associate @ Bertram Ca, Private Equity Venture Ca @ Citizens, Sr Associate @ The Cherni, Sr Mgr Of Capital Markets @ Robinhood , Head Of Investor Relation @ Machinefi , Mgr Investor Relations @ Meta, Investment Mgr @ Samsung Ve, Ma Associate @ Earnin, Asst Asset Mgr @ Real Estat, Entrylevel Commercial Rea @ Nai Northe.Explore more at jobswithgpt.com.

🔥 Skills

analytical skills (9) financial statements (6) portfolio management (5) deal execution (5) due diligence (5) private equity (4) financial modeling (4) financial analysis (4) investment banking (3) capital structure (3)

đź“Ť Locations

Menlo Park (8) Foster City (4) Palo Alto (4) San Jose (4) Sunnyvale (3) Mountain View (2) Oakland (2) San Ramon (1)
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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.

Citizens

Sr Private Banker Menlo Park
Skills & Focus: Private Banker, Wealth Management, Asset Management, Client Relations, Investment Strategies, Financial Planning, Risk Assessment, Portfolio Management, Financial Advisory, Customer Service
About the Company: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Type: Full Time
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…

Machinefi Lab

Head of Investor Relations Menlo Park
Skills & Focus: Investor Relations, Blockchain, Decentralized Physical Infrastructure Networks, Investor Community, Strategic Positioning, Communication Skills, Interpersonal Skills, Equity Research, Stakeholder Management, Compelling Roadmap
About the Company: 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…

Citizens

SR Private Banker Menlo Park
Skills & Focus: wealth management, financial services, private banking, customer service, investment strategy, relationship management, client portfolio, financial planning, risk assessment, credit analysis
About the Company: Citizens is a financial institution focused on providing banking services and building inclusive communities.
Type: Full-time

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.

Samsung Ventures America

Investment Manager Mountain View
Skills & Focus: venture capital, investment thesis, due diligence, AI, Cyber Security, Blockchain, Health-tech, Digital Infrastructure, market analysis, financial modeling
About the Company: Samsung Ventures America (SVA) represents the U.S. arm of Samsung's venture investment operations, with over $2.8B assets under management. The team's core man…
Experience: 2+ years of professional experience in venture capital, corporate VC, consulting, banking, or engineering
Salary: $126,200 – $173,450 USD
Type: Full-time
Benefits: Comprehensive compensation package with annual bonus eligibility and generous benefits.

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

Real Estate Investment Company

Assistant Asset Manager Oakland
Skills & Focus: asset management, property management, tenant improvement, leasing evaluation, budgeting, financial analysis, acquisitions, dispositions, investor communications, portfolio management
About the Company: Focused on multi-family, mixed-use, retail, and office assets.

Nai Northern California

Entry-Level Commercial Real Estate Sales Professional Oakland
Skills & Focus: Commercial Real Estate, Sales, High-producing team, Mission-driven, Licensed advisors, Inclusive culture, Tools, Training, Support, Investor service
About the Company: NAI Northern California is a commercial real estate brokerage aiming to partner with mission-driven real estate sales professionals while growing the firm, com…
Experience: Entry-level candidates
Type: Entry-Level
Benefits: Tools, training, and support for those who perform.

Hippo

Director, Investor Relations Palo Alto
Skills & Focus: Investor Relations, Financial Performance, Corporate Finance, Investor Targeting, Earnings Releases, Market Trends, SEC Compliance, Strategic Insights, Relationship Management, Valuation Models
About the Company: 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…
Experience: 10+ years of prior investor relations or equity research experience
Salary: $220,000 - $280,000
Type: Hybrid
Benefits: Multiple medical plans, 100% employer covered dental & vision plans, 401(k), short & long-term disability, employer-pai…

Marcus & Millichap Capital Corporation

Originator Palo Alto
Skills & Focus: sourcing, debt, equity, permanent loans, bridge loans, construction loans, capital sources, commercial banks, CMBS lenders, private equity
About the Company: a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Salary: $66,560 plus commission

Palantir

Real Estate Transaction Analyst Palo Alto
Skills & Focus: real estate, commercial leases, construction agreements, purchase agreements, strategic expansion, data-driven decisions, negotiating, master of drafting, multi-stepped projects, business and law
About the Company: Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empo…
Type: Full-time

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 …

Banner Bank

Affordable Housing CRE Portfolio Manager San Jose
Skills & Focus: Affordable Housing, CRE Portfolio Management, commercial real estate, credit information, underwriting, loan funding, credit offerings, portfolio quality, covenant compliance, borrower financial monitoring
About the Company: Banner Bank is a financial institution with a strong emphasis on values and community support, recognized for its financial strength and stability.

A10 Networks

Global Credit Manager San Jose
Skills & Focus: Credit Risk Assessment, Cash Flow Management, Risk Analysis, Financial Markets, Financial Strategies, Communication Skills, Analytical Skills, Leadership Experience, Foreign Currency Management, Complex Financial Data
About the Company: A10 Networks is seeking an experienced Credit Manager to strategically oversee financial resources and planning, focusing on cash flow management, credit, coll…
Experience: 7+ years of treasury leadership experience
Salary: Up to $215K USD
Type: Full-time
Benefits: Equal opportunity employer, VEVRAA federal subcontractor.

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.

Ameriprise Financial

Registered Client Service Associate San Jose
Skills & Focus: financial planning, client service, portfolio materials, analytical skills, client interactions, administrative duties, investment research, new business paperwork, marketing events, communication
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years relevant experience required
Salary: $31.58 - $42.64 / hour
Type: Full-time
Benefits: Comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life insurances.

Ridgeline

Performance Measurement & Attribution Engineer San Ramon
Skills & Focus: performance measurement, quantitative analysis, GIPS, AWS, attribution models, investment data management, automation, TWR, IRR, derivatives
About the Company: Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft …
Experience: 5+ years of experience in software engineering
Salary: $200,000 - $232,500
Type: Full-time
Benefits: Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans

Natcast

Investment Analyst Sunnyvale
Skills & Focus: quantitative analysis, financial models, market data, research, valuation frameworks, due diligence, technology trends, industry metrics, analytical presentations, emerging opportunities
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: 2+ years experience in quantitative analysis (academic experience and internships will be considered)
Type: Full time
Chief of Staff Sunnyvale
Skills & Focus: investment operations, stakeholder engagement, strategic initiatives, portfolio tracking, CRM, due diligence, relationship management, investment team, capital deployment, financial analysis
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: 2+ years experience in venture capital, investment banking, or management consulting
Type: Full time

Intuitive Surgical

Sr. Financial Analyst - Investor Relations Sunnyvale
Skills & Focus: analytical skills, communication skills, financial models, investment analysis, ESG communications, sell-side inquiries, investor relations, quantitative work, Excel, Tableau
About the Company: At Intuitive, we are united behind our mission: we believe that minimally invasive care is life-enhancing care. Through ingenuity and intelligent technology, w…
Experience: Minimum 5+ years of Investor Relations, FP&A, Competitive Intelligence, or equity research
Salary: $127,800 USD - $183,800 USD
Type: Full-time
Benefits: Market-competitive compensation packages, inclusive of base pay, incentives, benefits, and equity.