22 Investment Finance Jobs in San Jose, CA, United States

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• As an Associate Investment Analyst on the Investment Management team, you’ll play a pivotal role in supporting senior investment leaders…
• This is a hands-on analytical role with significant exposure to senior decision-makers and an opportunity to influence how investment insig…

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• Collaborates with other members of the investment team to review investment research and conduct due diligence of mutual funds, stocks,…
• Set Investment Policy Statements for client portfolios, monitors and manages portfolio to ensure asset allocations meet investment objectiv…

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• Manage capital planning, forecasting, budgeting, and financial accountability for the portfolio.
• Drive multi-year planning for the region's real estate portfolio, including strategy, business, financial and operational planning in align…

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• Preferred Qualifications Advanced degree (MBA or equivalent) in Real Estate, Finance, or Business Administration Unsurpassed customer focus…
• Partner with Real Estate Transactions Managers & leadership to support portfolio strategy, negotiations, and lease execution.

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• Bachelor's degree in Business Management, Real Estate, Project Management, or related field AND 5+ years portfolio management, real estate,…
• Serve as a subject matter specialist in the development of real estate business cases for select business groups.

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• Role Summary Title: Associate (2027): Investment Team Who we are At Summit Partners, our mission is to be the investment…
• Associate responsibilities include: Driving research, idea generation, and thematic sourcing across Summit’s sectors of focus to identify t…

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• We're looking for a project finance professional to join a small, high-leverage team and own the economic analysis and underwriting…
• Own economic analysis and underwriting for an active and growing pipeline, providing critical modeling bandwidth to the Project Finance tea…

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• Reporting to and partnering closely with the Vice President of Investor Relations, this role works across Finance, FP&A, Capital Markets…
• Partner with Capital Markets and Corporate Development.

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• Job Summary: We are seeking an Operations Support Specialist to assist with the post-investment management of our CVC investment portfolio.
• This role will support the ongoing administration of completed startup and fund investments by regularly requesting required materials, org…

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• Partner with FP&A, corporate strategy, finance, and communications leadership on high-priority initiatives and press releases where externa…
• To be successful in this role, the candidate should have: 7-10 years of relevant experience in Investor Relations, Capital Markets,…

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• The analyst will support investment diligence, market and competitive analysis, financial modeling, startup evaluation, and executive-level…
• Develop financial models, valuation analyses, scenario analyses, and investment summaries to support diligence and decision-making.

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• Experience/Qualifications: 8 to 10+ years of experience in computing or technology industry with a focus on investor relations, finance, eq…
• Play a leading role in fundraising processes, including preparing materials, coordinating diligence, and supporting investor outreach.

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• Conducts rigorous, data focused analyses and manages all aspects of financial analyses including development of pro-forma operating models,…
• Education and Experience Bachelor's degree required Consistently demonstrated strong academic performance throughout university studies Typ…

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• Bachelor’s Degree in Engineering, Computer Science, or related fields with an MBA OR Bachelor’s Degree in Business Administration, Finance,…
• Financial Modeling & Analysis: Develop and maintain complex financial models to analyze the financial viability and potential returns of in…

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• Preferred Experience: Progressive experience in top-tier investment banking, private equity, or corporate development roles, with a focus o…
• Partner with cross-functional teams to execute deals and lead due diligence efforts.

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• As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office servi…
• At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive…

Role highlights

• The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire…
• The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range…

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• You 4-5 years of M&A experience in investment banking, private equity, or corporate development, with a specific focus on data…
• We are seeking a Corporate Development Associate to play a key role in managing and executing the company’s end-to-end acquisition…

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• Prior experience in management consulting, investment banking, or healthcare investing (VC/PE) preferred Skills Exceptional problem-solving…
• The position is designed for an individual who can operate at the intersection of science, strategy, and finance, and translate…

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• Palo Alto, CA office preferred, OR NYC office (~ 3 days a week in office) What you will do: As…
• Corporate Development or Private Equity Analysts may also be considered.

Role highlights

• This role will be instrumental in executing equity-related capital markets activity, supporting investor engagement, and partnering closely…
• What You'll Do: The Corporate Development Associate will support our Equity Capital Markets (ECM) and Investor Relations (IR) efforts as…