Private Equity Analyst
Alan Biller and Associates
Senior Private Equity AnalystAs a member of the Research Team, Senior Private Equity Analysts conduct due diligence and oversight on Private Equity and Private Debt investment funds and prepare materials for investment decisions. They sit in on our Investment and Portfolio Review Committees and are actively involved in investment decisions.Responsibilities:Assist in underwriting new and established Private Equity investment managers with superior skills and competitive advantages.Work on restructuring existing portfolios including secondary sales.Conduct due diligence including data analysis, manager conference calls, on-site visits, background, regulatory and reference checks, and documentation.Evaluate the drivers of risk, return, strategy robustness and quartile ranking.Willingness to take initiative, exercise independent judgment and to act decisively while working collaboratively with other Analysts and Consultants.Exhibit self-sufficiency, organizational abilities, good team communications and a strong work ethic.Make clear presentations and recommendations to internal committees and to non-technical clients.Requirements:Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future.Master's Degree in Economics, Finance or Business and CFA. CAIA a plus.Ability to communicate and present ideas effectively, both verbally and in writing. Writing memos documenting our investment decisions is a key part of this role.Demonstrated qualitative and quantitative analytic skills assessing private market strategies and opportunities.Familiarity with top tier private equity and private debt managers. Manage ongoing relationships with existing and potential investment managers.Capable of multi-tasking with strong attention to detail and promoting team-oriented attitude with desire to work on various projects.Attend client meetings with our client-facing team as needed.Five years (or more) of relevant experience and a minimum of three years in Private Equity and Private Debt manager research.Advanced Excel skills and financial information systems e.g., Preqin, HFR.Experience in portfolio analytics/attribution with Barclays Point, Factset or Bloomberg.Travel approximately 20% of the time.
$110k - $125k
...City and Menlo Park offices are looking for an Investment Banking Analyst to join the Technology Group. The successful candidate will... ...attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will...PrivateTemporary work$250k
## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26969813The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and...PrivateFull timeCitibank (Switzerland) AG
Palo Alto, CA1 day ago$67.14k - $133.26k
...for the most competitive deals in the market. The Investment Analyst supports deal execution, market analysis, and competitor analysis... ..., corporate development, consulting, investment banking, or private equity Strong financial modeling and analytical skills Able to...Privatearamcoservices
Palo Alto, CA4 days ago$250k
...Job ID: 96027628336Posted: 2026-07-13Location: Palo Alto, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest...PrivateFull timeLocal area- Investment Banking Analyst Responsibilities Two-year investment banking financial analyst position based in Menlo Park, CA. Work... ...accounting/financial due diligence, valuation, investment banking, private equity, or other relevant positions. Adept at foundational tools of...PrivateFull timeWork experience placementBank staffWork at officeImmediate startWork visa
$200k - $300k
...financial matters. Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full...PrivateFull time- ...and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development...PrivateWork at office
AQ Technology Partners
Redwood City, CA5 days ago $200k - $300k
...Vice President, Portfolio ManagerWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing... ...compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.This...PrivateWork at officeWhittier Trust
Menlo Park, CA3 days ago- ...A reputable Private Equity Firm in Palo Alto is hiring a Fund Accounting Manager to oversee fund reporting and accounting processes. The successful candidate will have a background in VC/PE firms, strong attention to detail, and proficiency in Excel. Responsibilities...Private
Beyer & Kelley LLC
Palo Alto, CA3 days ago $150k - $170k
...years of professional accounting experience, ideally with 4 years or more of direct experience in fund accounting at a VC firm, private equity manager, or alternative investment firm. Technical Proficiency: Advanced expertise in Google Workspace and Excel is...PrivateFull timeLocal areaRemote work- ...Financial Analyst The main functions of a financial analyst are to gather and analyze financial information; will typically conduct... ...analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for...Private
PRI Global, Inc.
Menlo Park, CA2 days ago $100k - $275k
...skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services....Private$160k - $185k
...Financial Analyst Xage Security August 21, 2026 Location: Palo Alto, CA About Xage Security... ...critical infrastructure, government, and private enterprises are increasing in scale,... ...Salary Range: $160,000 – $185,000 p/yr + equity Full health, dental, vision insurance Work...PrivateContract workRemote workXage
Palo Alto, CA4 days ago$147.6k - $197.6k
...Ascendion. About the Role: The main functions of a Financial Analyst are to gather and analyze financial information; will typically... ...of information affecting investment programs of public or private institutions. A typical Financial Analyst is responsible for...PrivateTemporary workRemote workAscendion
Menlo Park, CA3 days ago- ...equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development... ...their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We're committed...PrivateLocal areaWorldwideFlexible hours
Calculatrice
Palo Alto, CA3 days ago $160k - $200k
...operations — revenue, AR/collections, AP, payroll accounting, equity, leases, fixed assets, and treasury accounting. Technical Accounting... ...Asia-Pacific. Experience at a high-growth, venture- or private-equity-backed company, and experience preparing an accounting...PrivateFull timeLocal areaImmediate start- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on... ...in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements...PrivateWork experience placement
Chase
Palo Alto, CA3 days ago - ...Overview Fund Accounting Manager with reputable Private Equity Firm. Job Description In this role, you will be responsible for the Fund reporting function in the Finance department. You will manage the day-to-day review and maintenance of accounting records for the investment...Private
Beyer & Kelley LLC
Palo Alto, CA4 days ago - ...support on corporate maintenance and complex transactions for both private and public company clients. This role is ideal for a detail-... ...required.5+ years of transactional experience in Private Equity, Capital Markets, or M&A preferred.Strong attention to detail,...PrivateWork at office
SourcePro Search, LLC
Palo Alto, CA4 days ago $109.12k - $163.68k
...(or obtained within 120 days) Education: ~ Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location: Palo Alto California...PrivateFull timeCitigroup Inc
Palo Alto, CA4 days ago- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought...Private
Citi
Palo Alto, CA2 days ago - ...mid-to-senior level Mergers & Acquisitions Associates with 3+ years of experience to join its national practice, advising public and private companies, strategic investors and PE sponsors on domestic and cross-border deals. Ideal candidates will draft and negotiate...Private
- ...&A Associates with 3+ years of experience to join its national M&A practice. They will advise public and private companies, strategic investors, and private equity sponsors on complex domestic and cross-border deals. Ideal candidates will draft and negotiate transaction...Private
- ...coordinating due diligence with cross-functional teams. Ideal candidates have 2-3 years in investment banking, corporate development, or private equity, with strong Excel/PowerPoint skills and a degree in business or finance. A competitive, full-time role located in the United...PrivateFull time
- ...associate in our Silicon Valley office to support a Transactions Practice Group. The role focuses on venture capital financing, M&A, private equity, and general corporate counseling for public and private companies and investors. The ideal candidate will have 2-5 years of...PrivateWork at office
$120k - $150k
...entrepreneurs and backed by top-tier investors across venture capital, private equity, and strategic partners. We’ve built a fast-paced,... ...endovascular therapy. Position Overview The Commercial Operations Analyst will play a key role in building Jupiter’s commercial...PrivateTemporary workWork experience placementWork at officeLocal areaJupiter Endovascular
Menlo Park, CA2 days ago$175k - $225k
...provided DM Estate Staffing is a domestic staffing firm headquartered in Silicon Valley, dedicated to connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more than a decade on referrals...PrivateFull timePart timeFor contractorsWork at officeLocal areaImmediate startWork from homeMonday to FridayFlexible hoursShift workWeekend workAfternoon shiftDM Estate Staffing
Menlo Park, CA4 days ago$50 per hour
...Overview Overnight Housekeeper A private family in Atherton with a 2nd home in Sonoma is seeking a dependable, detail-oriented, and professional Housekeeper to join their household team. This full-time, long-term role is ideal for someone who takes pride in maintaining...PrivateHourly payFull timeLocal areaFlexible hoursNight shiftDm Estate Staffing
Atherton, CA2 days ago- ...I.The library and archives have grown to be among the largest private repositories of documents on twentieth-century political and economic... ...to current public policy challenges. The Financial Analyst 3 / Senior Financial Analyst is a key member of the Hoover Institution...PrivateFixed term contract
- ...Business Administration, Financial Mathematics, Econometrics or related quantitative field and 2 years of analytical experience in private equity, leveraged finance, project finance and/or investment banking. Hybrid position; part-time telecommuting (at least 3 days per...PrivatePart timeWork at officeRemote work3 days per week
Wilder Wealthy & Wise
Menlo Park, CA4 days ago
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