Investment Associate jobs in California

Now available 36 results are consistent

Sort by:relevance - date

INVESTMENT ASSOCIATE, HEALTHCARE (PRE

Develop market research and investment theses to guide sourcing efforts. Source new investment opportunities based on investment themes and research. Evaluate and assess the viability of investment materials we receive from potent...

CompanyB Capital Group
AddressSan Francisco, CA
CategoryInformation Technology
Salary$126K - $159K a year
Date Posted 2 weeks ago See detail

Investment Associate, Healthcare (Pre

B Capital Group

San Francisco, CA

$126K - $159K a year

Develop market research and investment theses to guide sourcing efforts. Source new investment opportunities based on investment themes and research. Evaluate and assess the viability of investment materials we receive from potent...

Investment Associate

Loomis Sayles

Orinda, CA

$72.5K - $91.8K a year

Provide analysis to assist PMs in their research and relative value work. Over time, hone skills to spot opportunities and suggest potential investments. Prepare reports for weekly team meetings. Prepare analysis and develop/execu...

2025 Summer Associate - Investment Management I...

A Global Law Firm

San Francisco, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Costa Mesa, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

2025 Summer Associate - Investment Management I...

A Global Law Firm

Los Angeles, CA

A paid Summer Associate position in a sponsoring A Global Law Firm US office following the second year of law school. The final two weeks of the summer program will be spent in one of the following international offices: Abu Dhabi...

Investment Associate

Laird Norton Wetherby

San Francisco, CA

Participate in preparation of investment research materials and presentations and maintenance of investment policies and procedures. Contribute to the idea generation process for designing innovative investment solutions for clien...

Investment Associate, Healthcare (Pre-MBA)

B Capital

San Francisco, CA

Develop market research and investment theses to guide sourcing efforts. Source new investment opportunities based on investment themes and research. Evaluate and assess the viability of investment materials we receive from potent...

J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

Jpmorgan Chase & Co

Santa Clara, CA

$26.49 - $37.50 an hour

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

Investment Associate Intern

Evolver Inc

San Francisco, CA

$6,000 - $6,500 a month

Collect and analyze financial and industry data and metrics. Build and maintain financial models and databases. Attend meetings with senior management teams and sell-side analysts. Participate in weekly training sessions. An excel...

Investment Associate

Northern Trust

Pasadena, CA

Continue to develop fundamental investment knowledge, through a combination of on the job training, online Northern educational seminars, formal graduate program or pursuance of the CFA, CFP, or similar designation.Qualifications1...

Investment Associate

Bank Of Montreal

Los Angeles, CA

Experience working within the Private Bank / Wealth Management / Family Office or Brokerage assisting with High Net Worth / Ultra Affluent customers and working in a team environment collaborating with Trust Officers, Senior Priva...

Investment Associate

Groupm Investment

San Francisco, CA

$71.7K - $90.7K a year

Visibility to some of the worlds most prolific ad platforms, technology, and experiences. Your role explores the nuts and bolts of these offerings and their relevance to our brands Partner to deliver success for our brands and or...

Investment Banking, Associate 2, Tech M&A (Prestigious Boutique) (SF)

Prospect Rock Partners

San Francisco, CA

Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and tra...

Investment Services Associate

Navy Federal Credit Union

San Diego, CA

United States, California, San Diego

Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.). Assist in responding to c...

Alternative Investments Loan Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Processing trade file transmitted by the Fund daily on trade-date. Verifying loan trades to LMA/LSTA documentation and processing trade settlement based on funding memos. Verifying and processing of loan lifecycle such as Interest...

Core Ops Tax Associate Sr - Invest Ops

Capital Group

Irvine, CA

Prepare information and supporting documentation to ensure accounting and tax records are accurate prior to review and approval by more senior associates. Gather and analyze information for preparation of supporting tax documentat...

Investment Banking Associate

Aq Technology Partners

Redwood City, CA

Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes. Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution. Responsible f...

Associate Investment Advisor

Centennial Advisers

Long Beach, CA

Provide financial liabilities, opportunities & risks to clients to ensure that they understand the consequences of their investments. Assist senior investment managers with their clients, preparation, review &modification of finan...

Investment Banking Associate-Technology

Piper Sandler Companies

San Francisco, CA

Bachelors degree at 3 years of Investment Banking experience; MBA degree at 1 year of Investment Banking or closely related experience. M&A transaction experience. Excellent written and verbal communication skills, including abili...

Investment Banking Associate - Los Angeles

Moelis & Company

Los Angeles, CA

Excellent analytical and presentation skills. Knowledge of basic accounting and financial concepts; ability to analyze and value businesses. Experience in Investment Banking (corporate finance/M&A) or equivalent. A drive for resul...

Investment Banking Associate - Los Angeles

Ducera Partners - Experienced Hires

Los Angeles, CA

Financial analysis and modeling. Drafting of client presentations. Preparation of memoranda for internal and external use. Conducting financial and other business related research. Coordinating complex and often time-sensitive pro...

Investment Banking Associate / Vice President - Renewable Energy, Power, Utilities

Keybank

San Francisco, CA

Location:1 California Street - San Francisco, California 94111Investment Banking Associate / Vice President - Renewable Energy, Power, UtilitiesLocation: San Francisco, Cleveland, New York CityAbout the Job Associates/VPs in KBCM...

Real Estate Agent / Associate (Investment Sales)

Greysteel Company Llc

Los Angeles, CA

$103K - $130K a year

Leverage Greysteels collaborative platform to advise clients on their commercial Real Estate transactions. Become an expert in your market by staying up to date on industry trends and activity. Prospect, cultivate, and maintain c...

Investment Banking / M&A / Financing / Restructuring - Associate

Armory Group Llc

El Segundo, CA

Bachelor's degree with 2-3+ years of Investment Banking, financial advisory or consulting experience, or MBA with relevant experience. Strong interest in M&A and restructuring Investment Banking transactions. Experience in restruc...

Sr. Analyst/ Associate, Investments

Divcore

Los Angeles, CA

Participate in the creation of monthly, quarterly, and annual reporting for investors and senior management.. Participate in the valuation process of each asset on a quarterly basis, working with analytics team and consultants.....

Real Estate Agent/ Senior Associate, Investment Sales (ENC)

Matthews Real Estate Investment Services

Encino, CA

$83.2K - $105K a year

Secures new and expanded business opportunities. Maintains accurate and upto date information in company database. Attending networking and industry events. Accompany prospective clients to property sites and discuss property fea...

Real Estate Agent/ Associate, Investment Sales (ELS)

Matthews Real Estate Investment Services

El Segundo, CA

$71.6K - $90.7K a year

Complete Matthews intensive, in-depth training program. Become an expert in commercial Real Estate analysis/brokerage. Relentlessly and proactively reach out to owners of commercial Real Estate. Be confident and comfortable with...

Investment Banking - Consumer, Retail & Business Services - Senior Analyst/Junior Associate

Jpmorgan Chase & Co

Los Angeles, CA

$110,000 - $135,000 a year

Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc). Working with J.P. Morgan product and sector teams. Bu...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower

San Ramon, CA

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm - advisory, financial planning, operations,...

Private Markets Investment Due Diligence Associate Analyst (US LBO)

Albourne

San Francisco, CA

The Fund Investment Due Diligence process includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative Due Diligence; and participating in in...