Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.
Conducts research on investment opportunities to define risk and return profiles.
Assesses valuations for clients and upper management using various methods.
Provides expertise to help broker mergers and acquisitions.
Recruits investors for client IPOs.
Assembles financial models to value debt and equity and assist in investment and financial planning decisions.
Creates and gives presentations for existing and prospective client portfolios.
Assists in preparing quarterly reports and letters to clients.
Manages all stages of client interaction, from the sales pitch to the investment contract.
Conducts industry research and develops relationships to help acquire new clients.
Contributes to team effort by accomplishing related results as needed.
Investment Banker • 95117 San Jose, CA, US
Investment Services Associate Opportunity at Stanford Federal Credit Union!.We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual yearn...Show more
At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.We apply deep tec...Show more
Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver.Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on buildin...Show more
We're in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry.Here, you lead with innovative thinking, grow along with us, and join the smartest team in t...Show more
The Investment Associate is a key member of the Private Advisor team, with a focus on analyzing potential investments across both public and private markets.The role is heavily focused on trade exe...Show more
Join one of the nation's most established seed-stage firms, managing over $1.B and boasting a portfolio with $59B+ in enterprise value.You will work directly with Partners to source, evaluate, and ...Show more
Job Title: Venture Investment Analyst Office Location: San Jose, CA Job Type: Full-Time Work Model: Onsite About SK hynix America At SK hynix America, we're at the forefront of semiconductor innova...Show more
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and deliver...Show more
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers.Services relationships in the assign...Show more
This position can be filled in either the Pleasanton, Greater Bay or Sacramento, CA areas.The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversati...Show more
A family-owned impact investment firm in Mountain View, CA, seeks an experienced professional to facilitate impact investments across diverse sectors such as microfinance and ocean health.The role ...Show more
A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice.The role requires over six years of experience...Show more
Board Member, Finance & Investment Strategy.Well-established organization providing social services to the local community.Non-Profit Organization Management.The Company is in search of a Board Mem...Show more
Founded in 1964 by David and Lucile Packard, the Packard Foundation is a family philanthropy dedicated to supporting leaders and organizations around the world working to invest in children and fam...Show more
Bay Area based investment firm seeks an Operations Associate to support the.Finance Head with daily investment operations and administrative duties including downloading investor statements from th...Show more
Head of Strategic Banking Partnerships (Fractional).Rapid-growing financial technology (FinTech) & property technology (PropTech) firm.Information Technology & Services.The Company is in search of ...Show more
Samsung Ventures America (SVA) represents the U.Samsung's venture investment operations, with offices in Mountain View, CA, and Boston, MA.B assets under management (AUM), the team's core mandate i...Show more
