Financial Services Manager - Regulatory & Financial Risk

94103, California Deloitte

Posted 17 days ago

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Job Description

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Principal Data Scientist - Financial Risk Modeling

94105 San Francisco, California $155000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a leading fintech firm renowned for its innovative risk management solutions, is seeking a Principal Data Scientist to join their elite analytics team in San Francisco, California, US . This senior position is instrumental in developing and refining sophisticated quantitative models for financial risk assessment, regulatory compliance, and predictive analytics. You will leverage cutting-edge machine learning techniques, advanced statistical methods, and vast datasets to derive actionable insights that drive critical business decisions. The ideal candidate is a seasoned data scientist with a deep understanding of financial markets and a passion for solving complex, real-world problems.

Key Responsibilities:
  • Design, develop, validate, and deploy advanced statistical and machine learning models for credit risk, market risk, and operational risk.
  • Conduct in-depth data analysis on large, complex datasets to identify patterns, trends, and anomalies relevant to financial risk.
  • Collaborate with risk management, quantitative research, and technology teams to integrate models into production systems.
  • Stay abreast of the latest research and advancements in data science, machine learning, and financial modeling.
  • Develop and implement robust model validation frameworks and back-testing methodologies.
  • Communicate complex findings and model methodologies clearly and concisely to both technical and non-technical audiences.
  • Mentor junior data scientists and contribute to the team's technical growth and knowledge sharing.
  • Ensure compliance with regulatory requirements (e.g., Basel III, CCAR) in model development and implementation.
  • Contribute to the strategic direction of the data science function within the organization.
  • Evaluate and recommend new tools and technologies to enhance data science capabilities.

Qualifications:
  • Ph.D. or Master's degree in a quantitative field such as Statistics, Mathematics, Computer Science, Physics, Economics, or a related discipline.
  • 8+ years of hands-on experience in data science, with a strong focus on financial services, risk management, or quantitative finance.
  • Demonstrated expertise in developing and deploying machine learning algorithms (e.g., regression, classification, time series forecasting, deep learning).
  • Proficiency in programming languages such as Python (with libraries like scikit-learn, TensorFlow, PyTorch) and R.
  • Experience with SQL and working with large-scale databases.
  • Strong understanding of financial markets, instruments, and risk management principles.
  • Experience with cloud platforms (AWS, Azure, GCP) and big data technologies (Spark, Hadoop) is a plus.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Exceptional communication and presentation skills, with the ability to explain complex technical concepts effectively.

This is an exceptional opportunity to apply your expertise at the intersection of finance and data science, driving significant impact in a dynamic industry. Our client offers a highly competitive compensation package, comprehensive benefits, and a stimulating work environment.
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Investment Banking Analyst

94103 San Francisco, California $100000 annum (plus WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking a highly analytical and driven Investment Banking Analyst to join their elite team in **San Francisco, California, US**. This role offers unparalleled exposure to complex financial transactions, including mergers and acquisitions, capital raising, and corporate finance advisory. You will be responsible for conducting in-depth financial analysis, building sophisticated financial models, preparing client presentations, and supporting deal execution. The ideal candidate will possess a strong academic background, exceptional quantitative skills, and a keen interest in financial markets. Your responsibilities will include gathering and analyzing market data, conducting company valuations, performing due diligence, and assisting senior bankers in client meetings and negotiations. This position demands meticulous attention to detail, the ability to work under pressure in a demanding, fast-paced environment, and a strong work ethic. You will play a crucial role in developing compelling investment theses and supporting the origination and execution of strategic transactions. We are looking for an individual who is proactive, a quick learner, and dedicated to delivering high-quality work. This is a highly competitive opportunity for individuals seeking to build a successful career in investment banking, with significant potential for professional growth and development. Join a world-class team and contribute to shaping significant financial outcomes.

Responsibilities:
  • Conduct comprehensive financial analysis, including valuation modeling (DCF, precedent transactions, comparable companies).
  • Develop complex financial models for mergers, acquisitions, and capital raising transactions.
  • Prepare client presentations, pitch books, and marketing materials.
  • Perform due diligence, including reviewing financial statements and legal documents.
  • Gather and analyze market data and industry research.
  • Support senior bankers in deal execution and client management.
  • Assist with the origination of new business opportunities.
  • Monitor industry trends and identify potential transaction opportunities.
  • Liaise with legal counsel, auditors, and other advisors.
  • Maintain an organized and detailed record of all project-related work.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. GPA of 3.5 or higher preferred.
  • Previous internship experience in investment banking, private equity, or corporate finance is strongly preferred.
  • Exceptional quantitative and analytical skills.
  • Proficiency in financial modeling and valuation techniques.
  • Advanced knowledge of Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
  • Strong understanding of corporate finance principles and capital markets.
  • Excellent written and verbal communication skills.
  • Ability to work long hours and meet tight deadlines.
  • High level of integrity and attention to detail.
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Associate, Technology Investment Banking

94103, California BMO Financial Group

Posted 3 days ago

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Job Description

The Technology Investment Banking team is hiring an experienced Associate to join the team in either San Francisco, CA or New York, NY.
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
+ Participates in deal teams to develop, present, and win mandates for new opportunities.
+ Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
+ Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
+ Initiates contact with partners for new client sales.
+ Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
+ Reviews and continually monitors performance of existing accounts and client relationships.
+ Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).
+ Identifies opportunities to diversify client portfolios.
+ Identifies opportunities for increased efficiency and improved service to internal and external clients.
+ Provides analytical findings to deal teams.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Creates financial models to analyze client portfolios and anticipate client needs.
+ Uses financial analysis to proactively identify opportunities to cross-sell.
+ Generates updated financial models / analyses as dictated by business needs and industry requirements.
+ Analyzes/ assesses industry compilations.
+ Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
+ Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
+ Provides feedback on, and supports continuous improvement opportunities.
+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
+ Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
+ Delivers financial modeling to support strategic recommendations to clients.
+ Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ An undergraduate degree with academic coursework in finance, economics, or accounting
+ 3+ years of Technology investment banking experience is preferred
+ Knowledge of capital markets, investment banking products and applicable regulations.
+ Credit analysis experience/ understanding.
+ Good knowledge of the organizational portfolio management policies and objectives.
+ Demonstrates solid deal/transaction execution and/or project management skills.
+ Exceptional skills in quantitative analytics, financial modeling and credit analysis skills.
+ Expertise in financial computer applications and database management tools.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Base Salary Range**
$175,000.00 USD - $225,000.00 USD
**Salary:**
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Investment Banking - Healthcare - Associate

94103, California JPMorgan Chase

Posted 17 days ago

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Job Description

As an Associate in our Healthcare Investment Banking team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $175,000.00 - $225,000.00 / year
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Investment Banking - Technology - Analyst

94103, California JPMorgan Chase

Posted 17 days ago

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Job Description

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
**Job Summary**
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ 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
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
+ Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ Minimum 1 year work experience in investment banking and/or front-office related role
+ Bachelor's degree in Accounting, Economics, Finance or related field
+ Strong accounting, finance, quantitative and business writing skills
+ Understanding of the transaction cycle and the steps in the process and is execution oriented
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
+ Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $110,000.00 - $110,000.00 / year
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Investment Banking - Healthcare - Analyst

94103, California JPMorgan Chase

Posted 17 days ago

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Job Description

We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
**Job Summary**
As an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ 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
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
**Required qualifications, capabilities, and skills**
+ One year of prior work experience in an investment banking front office, or related, role.
+ Strong accounting, finance, quantitative and business writing skills.
+ Bachelors' degree in Finance, Economics, Business Administration, or a related field
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $110,000.00 - $135,000.00 / year
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Senior Investment Banking Analyst

94104 San Francisco, California $120000 Annually WhatJobs

Posted today

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Job Description

full-time
Our client, a prestigious global investment bank, is seeking a highly driven and analytical Senior Investment Banking Analyst to join their esteemed team in San Francisco, California, US . This role offers an unparalleled opportunity to work on complex financial transactions, develop sophisticated modeling skills, and build a strong network within the financial industry. The Senior Investment Banking Analyst will play a crucial role in supporting deal execution, including mergers and acquisitions (M&A), capital raising, and advisory services. Responsibilities include conducting in-depth financial analysis, building intricate financial models, preparing client presentations and marketing materials, and performing company and industry research. You will work closely with senior bankers, clients, and other advisors throughout the transaction process. The ideal candidate possesses a robust understanding of corporate finance, valuation methodologies, and capital markets. Exceptional quantitative and analytical skills are essential, along with meticulous attention to detail and the ability to work under pressure in a demanding environment. Strong communication and interpersonal skills are required to effectively interact with clients and internal teams. This position requires a proactive individual with a strong work ethic and a desire to excel in a high-performance culture. You will be an integral part of deal teams, contributing significantly to client success. Join our client in the heart of San Francisco, California, US and embark on a challenging and rewarding career path in investment banking. This role is ideal for individuals seeking to deepen their financial expertise and gain exposure to a wide array of strategic corporate finance initiatives.

Responsibilities:
  • Assist in the execution of M&A transactions, debt and equity financings, and strategic advisory assignments.
  • Develop complex financial models, including DCF, LBO, accretion/dilution, and comparable company analysis.
  • Prepare client presentations, pitch books, and other marketing materials.
  • Conduct thorough company and industry research to support transaction analysis.
  • Analyze financial statements and key performance indicators.
  • Support senior bankers in client meetings and negotiations.
  • Perform due diligence and transaction process management.
  • Monitor market trends and identify potential transaction opportunities.
  • Build and maintain relationships with clients and industry contacts.
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related quantitative field.
  • 2-4 years of relevant experience in investment banking, corporate development, or financial advisory.
  • Advanced financial modeling and valuation skills.
  • Strong understanding of corporate finance and capital markets.
  • Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
  • Excellent analytical, quantitative, and problem-solving abilities.
  • Exceptional written and verbal communication skills.
  • Ability to work effectively under pressure and meet tight deadlines.
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Senior Investment Banking Analyst

94103 San Francisco, California $95000 Annually WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client, a prominent financial institution, is seeking a highly motivated and analytical Senior Investment Banking Analyst to join their dynamic team in **San Francisco, California, US**. This role offers a hybrid work arrangement, blending the benefits of in-office collaboration with remote flexibility.

The successful candidate will play a crucial role in executing complex financial transactions, including mergers and acquisitions, initial public offerings, and debt financings. Responsibilities include conducting in-depth financial modeling, valuation analysis, market research, and preparing client presentations. You will be involved in all stages of the deal process, from origination and due diligence to closing.

Key duties will involve building sophisticated financial models to project future performance, assess company valuations using various methodologies such as DCF, precedent transactions, and comparable company analysis. You will also be responsible for conducting due diligence, analyzing financial statements, identifying key risks and opportunities, and preparing comprehensive investment memorandums and pitch books for clients and internal approval committees.

Furthermore, the Senior Investment Banking Analyst will support senior bankers in client relationship management, pitch development, and transaction execution. This includes gathering and analyzing relevant market data, industry trends, and competitor information to provide strategic insights. Effective communication with clients, legal counsel, accountants, and other advisors will be essential.

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related quantitative field. A Master's degree or MBA is a plus.
  • 3-5 years of experience in investment banking, corporate finance, private equity, or a related field.
  • Proven ability in financial modeling, valuation techniques, and financial statement analysis.
  • Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
  • Exceptional analytical, quantitative, and problem-solving skills.
  • Strong communication, presentation, and interpersonal skills, with the ability to articulate complex financial concepts clearly.
  • Ability to work effectively in a fast-paced, high-pressure environment and manage multiple projects simultaneously.
  • Demonstrated interest in financial markets and a strong work ethic.
This is an exceptional opportunity to advance your career in investment banking within a leading firm located in the heart of **San Francisco, California, US**. Join us and contribute to high-profile financial advisory services.
Apply Now

Financial Analyst, Investment Banking

94102 San Francisco, California $95000 Annually WhatJobs

Posted 3 days ago

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full-time
Our client, a prestigious financial institution, is actively recruiting a highly analytical and driven Financial Analyst to join their Investment Banking division in San Francisco, California, US . This role offers a dynamic environment where you will play a crucial part in supporting mergers and acquisitions, capital raising activities, and strategic financial advisory services. The ideal candidate possesses a strong understanding of corporate finance, valuation methodologies, and financial modeling. Responsibilities include conducting in-depth market research, preparing financial models and presentations for client engagements, performing due diligence, and assisting in deal execution. You will work closely with senior bankers, providing critical analytical support and contributing to the strategic direction of client projects. The role demands exceptional attention to detail, rigorous analytical skills, and the ability to manage multiple tasks in a fast-paced, deadline-driven setting. Proficiency in Excel, PowerPoint, and financial databases such as Bloomberg or Refinitiv is essential. A solid grasp of accounting principles and valuation techniques is a must. This hybrid position requires a commitment to in-office collaboration for team meetings, client presentations, and intensive project work, alongside the flexibility of remote work for individual analysis and research. We are seeking candidates with a Bachelor's degree in Finance, Economics, or a related field, and 2-4 years of relevant experience in investment banking, corporate finance, or a similar analytical role. An MBA or CFA designation is a plus. The ability to communicate complex financial information clearly and concisely, both verbally and in writing, is vital for success. This is an outstanding opportunity to gain significant exposure to high-profile transactions and develop expertise in a challenging and rewarding field. Continuous learning and professional development are strongly encouraged.
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