Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate, Investment Banking

CG/ CRC-IB

As an Associate, this candidate will work directly with mid to senior level management and report to a VP and Director on typical deal teams as assigned. The Associate will take the lead on assigned deal and supervise the work produced by Analysts. Additional responsibilities will include participation in financial and business due diligence; serve as the Engagement Lead on specific client accounts; pre-engagement planning and executionand with final deliverable development. Responsibilities Create, maintain and review complex financial models and valuation analyses, including DCF, trading comparables, tax equity structures and debt financing Manage day-to-day deal execution, interacting with senior deal team members, client managementteams, transaction counterparties and other advisors Assist clients in due diligence by coordinating the information flow, supervising calls and meetingsbetween the parties, as well as reviewing and analyzing company information Work independently, producing high-quality deliverables such as Confidential Investment Memorandums, board materials and other presentation materials for use in tax equityfinancing and M&A transactions or client pitches Design and analyze tax equity structures Due diligence support, including management of the virtual data room Provide leadership, mentorship and supervision to Analysts Qualifications Bachelor’s degree in an analytical field; Master’s degree with emphasis in Finance, Engineering, Math or Economics preferred Must pass SIE, Series 79, and 63 exams within the first four months of onboarding with firm Minimum 2+ years of strategic business consulting, valuation, and/or investment banking experience Minimum 2+ years of renewable energy industry experience Minimum 2+ years of experience with tax equity structuring and transactions Strong Microsoft Excel skills Financial modeling experience required Passion for renewable energy Excellent verbal and written communication skills Solid organizational skills and attention to detail with a demonstrated ability to multitask CG/ CRC-IB is an equal opportunity employer with a focus on a diverse workforce. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate, Investment Banking in San Francisco, CA vacancy
  • $175k - $225k

    Mizuho | Greenhill Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products... 
    Suggested
    Full time
    H1b

    Mizuho Financial Group

    San Francisco, CA
    4 days ago
  • $123.43k - $164.58k

     ...to maximize profitability across the portfolio.As the Senior Associate, Strategic Pricing, you will lead the development and...  ...financial services, renewable energy finance, commercial strategy, investment banking, corporate finance, or management consulting.Functional &... 
    Suggested
    Full time

    Sunrun

    San Francisco, CA
    11 hours ago
  • $80k - $110k

     ...operations role. Technical Strategic Projects Associates work directly with the founding team on...  ...to traditional entry-level consulting, banking, or tech rotational programs.What You'll...  ...-track alternative to entry-level investment banking and consulting roles higher ceiling... 
    Suggested
    Rotational program
    Internship

    Affinity Executive Search

    San Francisco, CA
    3 days ago
  • $95k - $160k

     ...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial...  ...AFR) practice is excitingly growing. We are looking for a new associate.Our AFR advisory team works closely with clients through their... 
    Suggested
    Full time
    Worldwide

    Houlihan Lokey

    San Francisco, CA
    4 days ago
  • $150k - $225k

    INVESTMENT BANKINGInvestment banking works on some of the most complex financial challenges and transactions in the market today. Whether advising...  ...electronics and hardwareHOW YOU WILL FULFILL YOUR POTENTIAL Associates at Goldman Sachs play an important role in developing... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    San Francisco, CA
    4 days ago
  •  ...finance and tax equity financing and is looking for a first-year Associate to support transaction management and deal structuring for...  ...client is looking for a first-year Associate - who will be Investment Banking trained, but doesn't need prior energy deal exposure,... 
    Full time

    The Green Recruitment Company

    San Francisco, CA
    2 days ago
  •  ...Investment Banking Associate San Francisco, CA (Hybrid, 3 days in office) Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. FT Partners has recently been honored with the "Dealmaker... 
    Full time
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    Financial Technology Partners

    San Francisco, CA
    2 days ago
  •  ...Asset Wealth Management Credit Risk Senior Associate , you will support lending activities...  ...Experience supporting wealth management, private banking, or high net worth lending...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  • A leading global financial services firm is seeking an Associate in their Healthcare Investment Banking team. This role involves participation in full transactional execution, developing strategic meeting content for clients, and providing leadership to junior team members... 

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  • $151.24k - $196.8k

     ...learn more about working at Coinbase. We're hiring a Senior Associate to join the Business Development team. This team is responsible...  ...roles such as business development, corporate development, investment banking, consulting, or strategy with demonstrated experience... 
    Contract work
    Local area

    Coinbase

    San Francisco, CA
    1 day ago
  • $195k

     ...industries with $16B+ in AUM. The Role We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the...  ...will have the following attributes: 2 years of investment banking or private equity investing experience Outstanding... 

    VC Stack

    San Francisco, CA
    1 day ago
  • $175k

    2027 Full-Time Associates, Investment Banking (SF) Position Financial Technology Partners is seeking Full-Time Investment Banking Associate to begin in July 2027 in San Francisco. Firm Overview Financial Technology Partners is one of the most successful boutique investment... 
    Full time
    Summer work
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    Financial Technology Partners / FT Partners

    San Francisco, CA
    11 hours ago
  • $150k - $200k

    A leading investment banking firm in San Francisco is seeking an experienced professional to support senior bankers in transaction advisory and execution. The ideal candidate will have 3-5 years of relevant experience and a Bachelor's degree. Responsibilities include conducting... 
    Full time

    Jefferies

    San Francisco, CA
    2 days ago
  • $150k - $200k

     ...analysis Mentor and train Analysts Required Background: ~ Bachelor's Degree with strong academic record ~3-5 years investment banking transaction advisory execution experience ~ Highly motivated, confident and passionate ~ Lives in San Francisco or willing... 
    Full time
    Part time
    Local area
    Relocation

    Jefferies Financial Group

    San Francisco, CA
    4 days ago
  • $150k - $225k

    Associate, Investment Banking- Technology This range is provided by Cantor Fitzgerald. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $225,000.00/yr Job Title: Associate, Technology Investment... 
    Full time
    Temporary work
    Work at office

    Cantor Fitzgerald

    San Francisco, CA
    2 days ago
  • A leading multi-billion-dollar long/short equity investment firm is seeking an exceptional Investment Associate to join its Technology team in San Francisco. The...  ...candidates coming from top-tier Investment Banking or Equity Research backgrounds, particularly those... 

    Undisclosed

    San Francisco, CA
    1 day ago
  •  ...sponsorship for this position. HSBC Innovation Banking provides debt solutions to early stage,...  ...well-rounded banking platform including investment and corporate banking solutions. We are...  ...’s debt portfolio. As our Venture Debt Associate , you will: Meet with clients &... 

    HSBC

    San Francisco, CA
    2 days ago
  •  ...million in assets under management, Mouro invests at the intersection of technology and...  ...a motivated and intellectually curious Associate to join our investment team. As an Associate...  ...2-4 years of experience in investment banking, management consulting, private equity,... 

    VC Stack

    San Francisco, CA
    11 hours ago
  • $115k - $145k

     ...Healthcare, Higher Education and Not for Profit Associate Banker is for you. As an...  ...and Not for Profit - Middle Market Banking and Specialized Industries team, you will...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    2 days ago
  •  ...best-in-class.As a Control Room Senior Associate working within the Compliance, Conduct and...  ...-side businesses. You will track global banking projects throughout the transaction...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 
    Work at office
    Flexible hours

    JP Morgan Chase

    San Francisco, CA
    2 days ago
  •  ...Global Private Bank Full-time Advisor Program Launch your career in private banking...  ...we have the role for you. Joining our Associate Advisor Training Program means you will...  ...solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and... 
    Full time
    Work experience placement
    Immediate start
    Visa sponsorship

    JPMorgan Chase

    San Francisco, CA
    4 days ago
  •  ...Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and...  ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial... 
    Flexible hours

    Chase

    San Francisco, CA
    4 days ago
  •  ...Associate Vice President, Financial Planning & Analysis About the Company Growing private equity-backed healthcare organization...  ...and 7-10+ years of experience in FP&A, operational finance, investment banking, private equity, consulting, or a related finance discipline... 

    Confidential

    San Francisco, CA
    1 day ago
  • $70k - $100k

     ...regulatory compliance (IRC Section 409A), transaction support and financing opportunities. Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.... 
    Work experience placement
    Visa sponsorship
    Flexible hours

    VRC

    San Francisco, CA
    2 days ago
  • $100k - $150k

     ...leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management...  ...the role will be between $100,000 and $150,000 per year for Associate at the commencement of employment and between $140,000 and $... 
    Contract work
    Temporary work
    Worldwide

    Morgan Stanley

    San Francisco, CA
    2 days ago
  • $81.13k - $164.57k

     ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our...  ...we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... 
    Full time
    Local area

    KPMG

    San Francisco, CA
    more than 2 months ago
  • $85.03k - $172.62k

     ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our...  ...stand for as a firm. KPMG is currently seeking a BTS Senior Associate, Tax Accounting Methods to join our Accounting Methods and Credit... 
    Full time
    Local area

    KPMG

    San Francisco, CA
    5 days ago
  • $65.4k - $121.9k

     ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our...  ...what we stand for as a firm. KPMG is currently seeking an Associate to join our Tax practice. Responsibilities: Provide strategic... 
    Full time
    Work experience placement
    Work at office
    Local area

    KPMG

    San Francisco, CA
    10 days ago
  •  ...a premier global asset management firm investing across real estate, private equity, and...  ...are looking to hire an Investor Relations Associate to join the Investor Relations and Client...  ...within asset management, investment banking, or private markets. Familiarity with institutional... 

    Coda Search│Staffing

    San Francisco, CA
    2 days ago
  •  ...financial advice to your clients. A role as an Associate Banker is for you. Job Description You...  ...with product partners, Corporate Client Banking, Global Corporate Banking, and Core,...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 

    JPMorganChase

    San Francisco, CA
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate, Investment Banking. Be the first to apply!