Investment Associate
Invictus Growth Partners
Invictus Growth Partners has more than doubled its AUM in the past year and we are looking for Investment Associates to help us press the advantage. With over $1.3B in AUM, we are actively deploying $30M–$100M+ equity checks into bootstrapped and capital-efficient cloud software, cybersecurity, and fintech companies. This is a high-impact, high-visibility role with meaningful responsibility from day one, direct access to senior leadership, equity participation, and a clear path for advancement. Responsibilities Source and cultivate relationships with founder-led software, cybersecurity, and fintech companies; manage deal flow and develop proprietary sourcing channels Develop and maintain investment theses and market maps across the firm's core verticals Lead financial modeling, valuation, and scenario analysis; conduct comprehensive due diligence Prepare investment memoranda and support Investment Committee review Support portfolio companies on strategic initiatives, board preparation, and operational improvements Contribute to LP communications, investor relations, and firm-wide initiatives Qualifications 2–4 years in investment banking, growth equity, private equity, management consulting, or a high-growth technology role Strong financial modeling skills including SaaS metrics and valuation methodologies Deep intellectual curiosity about software business models and emerging technology trends Excellent written and verbal communication skills; ability to synthesize complexity for IC and LP audiences Self-starter with strong ownership mentality and the ability to manage multiple workstreams Familiarity with AI-powered research and productivity tools; existing ecosystem network a plus Bachelor's degree required Compensation Competitive base salary, performance bonus, and equity participation Direct mentorship from Managing Partners and the Invictus Guild network of world-class operators Full investment lifecycle exposure in a lean, high-performance environment To apply, send your resume and a brief note on why Invictus to View email address on click.appcast.io . Learn more at . #J-18808-Ljbffr Invictus Growth Partners
$172k - $210k
...oriented Investor Relations professional to join our Finance team. Reporting to the VP of Investor Relations, you'll help shape how the investment community understands our business, growth strategy, and financial performance. This is a highly visible individual contributor...SuggestedFlexible hours$150k - $160k
...Associate (2027): Investment Team Who we are At Summit Partners, our mission is to be the investment partner of choice for the very best companies and executive talent. With a history spanning four decades, Summit invests across growth sectors of the economy and has invested...SuggestedWork at officeSummit Partners
Menlo Park, CA1 day ago$60k - $80k
...management services to their clients, and they currently have approximately $800M in assets under their care. They are an Investment Operations Associate to support investment operations, client service, and Advisor collaboration. This individual will play a critical role...SuggestedCMC Recruiting
Redwood City, CA1 day ago$60k - $80k
...Investment & Venture Associate (Class of 2026 – Entry Level) Full-Time | In-Office Required Location: 3000 Sand Hill Road, Menlo Park, California Silicon Valley Compensation: $60,000 – $80,000 Base + housing support For 2026 Graduates Ready to Start on Sand Hill Road...SuggestedFull timeWork at officeImmediate startRelocationRelocation packageTrademarkia
Menlo Park, CA2 days ago- U.S. Bank is seeking a Client Relationship Consultant 3 (Banker) in Foster City, CA. You will engage customers in-person, by appointment, and virtually to assess needs and offer deposit and loan solutions with a digital-first approach. The role requires NMLS registration...Suggested
U.S. Bank
Foster, CA1 day ago $27 - $35 per hour
...Branch Relationship Banker - San Mateo, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other....Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursZions Bancorporation
San Mateo, CA1 day ago$27 - $41 per hour
...benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once...Temporary workWork experience placementImmediate startWells Fargo
Belmont, CA1 day ago$49.5k - $82.5k
...that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework. Qualifications...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Burlingame, CA1 day ago- ...Full-time 401(k) 401(k) matching Health insurance Health savings account Life insurance Paid time off Vision insurance Education: Associate (Preferred) Experience: Banking: 5 years (Required) Ability to Relocate: San Mateo, CA 94402: Relocate before starting work (Required...Full timeRelocation
Southwestern National Bank
San Mateo, CA2 days ago $49.5k - $82.5k
...that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework....Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Burlingame, CA3 days ago$210k - $240k
Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!**Job Description: Director/Sr Director of Product Management – RBVM, ASM, CTEM – Risk Operation Center (ROC)****Date posted: April 2026****About the job*...Temporary workQualys
Foster, CA8 hours ago- Bank of America is seeking a Financial Advisor in Burlingame, California. This role involves providing comprehensive advice and customized solutions to clients for achieving their financial goals, including building financial plans and recommending brokerage products. The...
$24 - $25.5 per hour
Next Generation Relationship Banker Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...$49.5k - $82.5k
...that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework....Full timeTemporary workPart timeWork at officeShift work$24 - $25.5 per hour
...and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Since 1973, East West Bank... ...SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial...- ...Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative...Part timeImmediate startFlexible hours
Charles Schwab
San Mateo, CA9 hours ago - Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...Flexible hours
WizeHire
Burlingame, CA1 day ago $100k
...are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production. What's included at no cost: All lead generation and presentation...Full timeWork at officeTeacher's Pension and Insurance Services
Belmont, CA1 day ago- We specialize in Staffing, Consulting, Software Development, and Training along with IT services to small to medium size companies. AG's primary objective is to help companies maximize their IT resources and meet the ever-changing IT needs and challenges. In addition, ...Work at officeFlexible hours
Atria Group
Foster, CA2 days ago $25 - $30 per hour
Payrate: $25.00 - $30.00/hr. Summary: The Treasury Analyst joins a dedicated team who support a variety of critical responsibilities which ensures global financial settlement and reconciliations between Inc., its Clients and partner Networks are performed...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursAditi Consulting
San Mateo, CA5 days ago- Position Overview? The Institutional Giving Manager?is responsible for?securing and stewarding foundation and public grant funding that supports program sustainability, strategic growth, and long-term financial stability. This role focuses on building a?predictable,...Interim roleCasual workWork at officeLocal area
North Bay Children
Burlingame, CA9 hours ago - ...Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab ( At Schwab, you’re empowered to make an impact on your career. Here, innovative thought...Flexible hours
Charles Schwab
San Mateo, CA4 days ago $172k - $210k
...oriented Investor Relations professional to join our Finance team. Reporting to the VP of Investor Relations, you'll help shape how the investment community understands our business, growth strategy, and financial performance. This is a highly visible individual...Flexible hours- ...collaboration, and deal flow success. Whether you're an experienced agent or just breaking into real estate, if you're passionate about sales, love building relationships, and are hungry to learn the investment side of the businesswe want to meet you. Story Homes Inc.Work at office
$100k - $250k
...service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, servicing existing clients, demonstrating...$175k
...Investment Real Estate Agent Are you a driven professional, licensed real estate agent, or salesperson looking to build a high-earning... ...prospect for listings. Our teams of experienced Acquisitions Associates provide you with consistent inventory to sell Agents are...Weekly payFlexible hours- ...agent or just breaking into real estate, if you're passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you. Requirements Active California Real Estate License, or ability to get licensed quickly...Work at officeLocal area
$85k - $115k
Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees... ...1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of...Full timeLocal areaImmediate startFlexible hours$79.5k - $90k
...Job Summary The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through collaboration with our Co-Chiefs of Investments, financial advisors, and other...Work at officeLocal areaRemote workAbacus Wealth Partners
San Carlos, CA3 days ago- ...Investment Banking Analyst AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in... ...or formal training Analyst Career Path: ~ Top performers will have the opportunity for a direct promotion to Associate...Work at office
AQ Technology Partners
Redwood City, CA3 days ago
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