Investment Banking Financial Sponsors Senior Associate - San Francisco
$175k - $225kPowerToFly
Our San Francisco office is looking for an Investment Banking Senior Associate to join the Financial Sponsors Group. Our Financial Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital-raising, investment, and exit strategies for companies.Responsibilities include financial analysis, deal execution (M&A, debt, equity), drafting pitch books and client materials, managing junior analysts, and developing client relationships. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors Experience in the financial sponsors industry is preferred, but not required Commercial instinct and ability to perform under pressure and tight deadlines Comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Strong written and verbal communication skills Bachelor’s degree required; an MBA, CA and/or CFA designation would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rates for the role will be between $175,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: #J-18808-Ljbffr
$175k - $225k
...Our San Francisco office is looking for an Investment Banking Senior Associate to join the Financial Sponsors Group. The group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital‑raising, investment, and exit strategies for companies...FinancialSeniorWork at office$175k - $225k
PowerToFly is seeking an Investment Banking Senior Associate to join their Financial Sponsors Group in San Francisco. The role involves financial analysis, deal execution, and managing junior analysts while working closely with top-tier clients on various transactions....FinancialSenior$175k - $225k
16 MS & Co., LLC in San Francisco is seeking an Investment Banking Senior Associate to join the Financial Sponsors Group. In this role, you'll perform financial analysis, manage deal execution for M&A, and liaise with clients on complex transactions. Candidates should...FinancialSenior- Associate / Senior Associate Location: San Francisco / Hybrid The Role We are looking for an energetic... ...-starter to join our investment team! This person will... ...new markets, financial modeling, and networking... ...(AI, Blockchain, Open Banking, etc.) Ability to utilize...FinancialSenior
- ...The firm is actively investing out of its oversubscribed... ...full‑time Investment Senior Associate / Principal to join... ...analysis, financial review, and reference... ...consulting, investment banking, or strategic roles within... ...will be based in the San Francisco Bay Area. Compensation...FinancialSeniorFull time
$120k - $160k
...Technology Ventures, a venture investment arm of LG Group... ..., experienced investment associate in Santa Clara, CA (San Francisco Bay Area) to help lead early... ...thesis, investment memos, and financial models for investment... ...technology company, investment bank. Experience in an...FinancialSeniorWork experience placementWork at officeLocal area3 days per week$175k
Senior Associate Overview Blackstone Capital Partners (BCP)... ...agnostic, the team in San Francisco is exclusively... ...opportunity to join the small investment team based in San... ...Perform comprehensive financial analysis, including valuation... ...in investment banking or private equity...FinancialSeniorApprenticeshipSummer workLocal area- ...Founders Future is a global investment platform backing the... ..., Lydia, Alma, Memo Bank, Taster, and Neat in... ...We are looking for a Senior VC Associate to join our US... ...depth due diligence, financial modeling (P&L, cap table... ...exposure or network in San Francisco, New York or Austin...FinancialSeniorShift work
$175k - $225k
...The Role: We are hiring an investment associate to focus on the rapidly evolving... .... Due diligence - lead financial analysis and diligence on... ...receive mentorship from other senior partners and team members... ...026 (flexible). Location: San Francisco, CA About You: AI native:...FinancialSeniorWork at officeFlexible hours3 days per week$110k - $120k
...Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within... ...element of their balance sheet, investment strategy, and long-term plan is managed... ...to work onsite in our New York or San Francisco office in accordance with our...FinancialSeniorWork at office$195k
Evergreen Services Group is a San Francisco-based holding company that... ...We are looking to add an Associate to our Investing team. The perfect... ...investors Construct detailed financial models and returns analyses... ...attributes: 2 years of investment banking or private equity...Financial- ...business of the firm. From global financial centers to important... ...Management Compliance is seeking an Associate to join our team and be based out of our San Francisco office. As part of this team,... ...869, we are a leading global investment banking, securities and investment...FinancialWork at office
- A leading investment banking firm in San Francisco is seeking an Executive Assistant/Office Manager to join their team. This role involves providing... ...experience in a corporate environment, particularly in financial services. A proactive attitude and strong organizational...FinancialSeniorWork at office
$24k
...Description - Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4052) (220000BD) Wealth Management... ...Educate clients on our diverse financial products and services,... ...successful completion of company‑sponsored required FINRA licenses and registrations...FinancialWork experience placementLocal areaRemote workFlexible hours- ...their real estate investment knowledge while... ...driven firm. The Associate is a key member of... ...with strong financial and analytical modeling... ...directly with senior investment professionals... .... Liaise with sponsors, consultants, and... ...Capital’s San Francisco office, currently...FinancialFull timeWork at officeRemote workShift work1 day per week
$120k - $140k
...functional leaders, and produce the financial insights that inform our... ...reshaping how we work.As a Senior FP&A Analyst, you will be a... ...company or experience in Investment Banking or Consulting* Strong... ...tools to work smarterBased in San Francisco, CA, with the ability to...FinancialSeniorWork at officeFlexible hours2 days per week- ...global mobility firm HQ’d in Asia is hiring an Associate / Senior Associate to help lead early-stage investments and oversee strategic partnerships with high-growth... ...a Fortune Global 100 company — focused not on financial return, but on investing for long‑term strategic...FinancialSenior
- ...an early‑stage venture firm investing in the next generation of fintech... .... The Role We’re hiring an Associate/Senior Associate to join our core... ...You have a deep interest in financial technology, whether consumer... ..., ideally in VC, investment banking, consulting, or a high‑...FinancialSenior
$184k - $276k
As a Senior Manager, you will be responsible for teams that consult with Grant Thornton... ...the separation of the business — for financial sponsors and corporate clients Supporting SEC... ...salary range for this position in San Francisco, CA only is between $184,000 and $276,...FinancialSeniorWork at officeRemote work$130k - $200k
...innovation for HubSpot and our customers by investing in world‑class startups within our... ...investments, including competitive research, financial analysis, and memo composition Research... ...within venture capital, investment banking, strategy consulting, or a high‑growth startup...FinancialSeniorShift work$150k - $200k
The Senior Associate - Wix Ventures (Bay Area) will play a key role in expanding our network... ...generating deal flow, evaluating early-stage investment opportunities, and fostering... ...internal teams to assess strategic fit and financial potential of target companies. Work...FinancialSeniorLocal areaShift work$150k - $170k
...talented and highly motivated Senior Associate to support the Investment Analytics group. This... ...our New York City or San Francisco office. Responsibilities... ...and development of a financial model to be used by all... ...project valuation (investment banking, project finance, or...FinancialSeniorWork at office3 days per week$120k - $270k
The Emerging Technologies (ET) team mandate is to invest in deep-tech innovation and development opportunities, which have the potential... ...develop the value proposition/business plan and build detailed financial analysis for these opportunities. Perform techno-economics...FinancialSeniorWork experience placement$80.8k - $143k
...acquisitions and strategic investments to support our corporate and... ...Development & Ventures Senior Associate will be an essential member... ...execution end-to-end: Lead financial modeling & analysis for transactions... ...experience in investment banking, private equity, management...FinancialSeniorWork experience placement$116.1k
Sr. Associate, Corporate Finance job at Chime. San Francisco, CA. About the role We’re seeking a Senior Associate to support the Corporate Finance... ...shaping our business and financial strategy while driving... ...finance, FP&A, investment banking, or consulting; prior experience...FinancialSeniorFull timeWork at officeLocal areaRemote workNight shift- ...who are shaping the future of financial services. With $400 million... ...assets under management, Mouro invests at the intersection of... ...motivated and intellectually curious Associate to join our investment team.... ...of experience in investment banking, management consulting, private...Financial
$90k
About Us Rho is the modern banking platform built for startups.... ...About the Role We’re seeking San Francisco-based sales professionals with... ...and attending Rho-sponsored events throughout the market... ...other software products, and/or financial services products. Experience...FinancialSeniorFor contractors$91k - $135k
...Description Job Duties: Associate, Banker-Industry... ...& Co. LLC in San Francisco, California. (... ...). Create financial models and valuation... ..., financial sponsors, and private clients... ...with senior and junior bankers... ...and train junior investment banking analysts. Meet with...Financial- Senior Accountant - Heising, San Francisco, CA The Heising-Simons Foundation’s Finance team seeks a Senior Accountant to manage day‑to‑day financial operations and support a variety of complex accounting activities. The Finance team ensures scalable, effective, and efficient...FinancialSeniorFull time
$325k - $375k
...recognized, privately held boutique investment bank focused exclusively on the... ..., partnering closely with senior management teams and boards... ...leaders. Headquartered in San Francisco, the firm operates with a... ...Valley's most respected financial institutions....FinancialSeniorTemporary workWork at office3 days per week
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