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Banking Jobs in Oakland, CA

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Banking • oakland ca

Last updated: 4 days ago

Sr Analyst - Technology Banking

1872 ConsultingSan Francisco, CA, United States
Full-time

Senior Analyst - Technology Banking - 100% Wfh.Location: 100% Wfh - must be near SF, NYC, Boston, (also Austin, TX).A market leader in financial service advice to tech companies and investors - the... Show more

Investment Banking Associate Consumer

Piper SandlerSan Francisco, CA, United States
$135,000.00 yearly
Full-time

At Piper Sandler, we connect capital with opportunity to build a better future.We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions.This is ... Show more

Business Banking Relationship Manager

BmoSan Francisco, CA, United States
$69,000.00 yearly
Part-time

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share.Applies professional consultative sales ... Show more

Fund Banking Analyst

StifelSan Francisco, CA, US
Full-time

The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations.The Analyst will analyze financial data, prepare reports, and assist in the developm... Show more

Associate, Investment Banking

Financial Technology PartnersSan Francisco, CA, United States
Full-time

Position: Investment Banking Associate.Location: San Francisco, CA (Hybrid, 3 days in office).Company Overview: Financial Technology Partners (FT Partners) is a premier investment banking firm dedi... Show more

Vice President II, Corporate Banking Credit Solutions - Innovation Banking

First Citizens BankSan Francisco, CA, United States
$166,875.00 yearly
Full-time

Corporate Banking Credit Solutions.This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.Together, Silicon Valley Bank and F... Show more

Functional Lead, Commercial Banking

DeloitteSan Francisco, CA, United States
Full-time

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; lice... Show more

Banking Lawyer

OnHiresSan Francisco, California, .US
Full-time
Quick Apply

Remote (Europe) | Full-time | B2B Contract.Our client is a fast-growing fintech company providing liquidity and technology solutions in the crypto and FX industry.The company powers brokers, exchan... Show more

Investment Banking Analyst

Initio CapitalSan Francisco, CA, USA
Remote
Full-time
Quick Apply

Initio Capital is hiring for this role and related opportunities across strategy, finance, business operations, technology, market research, and growth.This is a remote, flexible role for candidate... Show more

Regional Commercial Banking Manager

MRINetworkSan Francisco, CA, United States
Full-time

SVP/Commercial Banking Manager.Excellent opportunity for an SVP/Commercial Banking Manager with a very successful regional financial institution.The Commercial Banking Manager will be instrumental ... Show more

Sr. Banking Advisor

Northern TrustSan Francisco, CA, United States
$158,010.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Fund Banking Analyst

Stifel FinancialSan Francisco, CA, United States
$70,000.00 yearly
Full-time

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers... Show more

Investment Banking Partner

Thunder.vcSan Francisco, CA, United States
Full-time +1

Thunder is a tech-enabled investment bank with a founder-first philosophy.We help growth-stage tech companies navigate capital strategy (equity, debt, and M&A transactions) by combining deep operat... Show more

Director Commercial Banking Marketing

Citizens Financial GroupSan Francisco, CA, United States
Full-time

Director Of Commercial Banking Marketing.At Citizens, we're so much more than a bank.Behind our products, services, branches, and technology, you'll find a collaborative group of colleagues from di... Show more

Director - Investment Banking

ComCapSan Francisco, CA, United States
Full-time

Director Mid-Market Origination.We are seeking a director to focus on mid-market origination.ComCap focuses on companies with $10m+ in SaaS revenue or $5m+ in EBITDA across our sectors of expertise... Show more

Global Corporate Banking - Subsidiary Banking (Greater China Corridor) - Analyst

ChaseSan Francisco, CA, United States
Full-time

As an Analyst on the Subsidiary Banking team you will have access to senior officers of the firm and senior clients.You will be expected to perform at a high level of excellence and will be recogni... Show more

Global Corporate Banking - Subsidiary Banking (Greater China Corridor) - Analyst

JPMorgan ChaseSan Francisco, CA, United States
Full-time

As an Analyst on the Subsidiary Banking team you will have access to senior officers of the firm and senior clients.You will be expected to perform at a high level of excellence and will be recogni... Show more

Relationship Manager Technology Banking

City National BankSan Francisco, California, United States
$92,114.00 yearly
Full-time

RELATIONSHIP MANAGER TECHNOLOGY.WHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas.Presents a variety of pro... Show more

Investment Banking Associate, Biopharma

Leerink PartnersSan Francisco, CA, United States
Full-time

The Associate will be a key member of an experienced team building a world-class investment banking practice focused on healthcare and life science companies.The successful candidate will participa... Show more

Associate, Investment Banking - Software

TD Securities (USA) LLCSan Francisco, California
Full-time

We are currently seeking Associates to join our Enterprise Software Investment Banking practice in New York and San Francisco.The day-to-day responsibilities of an Associate include: financial anal... Show more

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Sr Analyst - Technology Banking

Sr Analyst - Technology Banking

1872 ConsultingSan Francisco, CA, United States
15 days ago
Job type
  • Full-time
Job description

Senior Analyst - Technology Banking - 100% Wfh

Location: 100% Wfh - must be near SF, NYC, Boston, (also Austin, TX)

Company Summary:

A market leader in financial service advice to tech companies and investors - they possess the most valuable dataset in venture capital. Through analytics and Sales Ops they are a data driven org that works with clients to maximize decision making.

Role Summary:

In this role, you will partner closely with Technology Banking leaders to help them execute their initiatives and growth strategies. You will shape the way we work, through operational cadence, go-to-market initiatives, insights and reporting.

This position offers the opportunity to join a team of talented Sales Operations professionals, and to collaborate with sales, operations, product, marketing, legal and finance to translate go-to-market strategies into operations that sustain and accelerate growth.

What You'll Be Doing:

  • Partner with the business leaders and cross-functional teams to execute go-to-market operations.
  • Provide monthly reporting with actionable insights on business performance and core performance metrics.
  • Use data and research to influence and drive change, meaningfully impacting core performance results.
  • Develop and improve scalable processes, tools, and dashboards to drive operational and business efficiency
  • Actively engage with the broader Sales Operations team, to share knowledge, learn new skills and contribute to a positive and engaged team dynamic.

Requirements:

  • 3 years of experience with a focus on analytics, operations or strategy
  • Bachelor's degree in a relevant discipline
  • Aptitude for framing business questions in analytic terms and translating business requirements into useful datasets and analyses with actionable insights
  • Experience using and developing reports, metrics, and dashboards with data analytics, data visualization, and presentation tools (e.g., Excel, PowerPoint, SQL, Tableau)
  • Client service oriented and able to partner with individuals at all levels
  • Effective, clear, and concise communication skills, verbal and written
  • Some experience within the innovation economy is preferred