Finance Consultant Jobs in Newark, CA

Radiate Ventures is an investment firm that focuses on disruptive technologies using a Barbell Strategy, with a specific emphasis on Early Stage and Growth/Late Stage Secondary and Special Situation opportunities. Role Description This is a full-time Investment Professional role located in the San Francisco Bay Area. The Investment Professional will be responsible for analyzing investment opportunities, managing investments, developing investment strategies, and overseeing investment management activities. Qualifications Analytical Skills Prior Deeptech investment experience Experience in Investments and Finance (7+ years) Knowledge of Investment Strategies and Investment Management Strong quantitative and qualitative analysis skills Ability to make informed investment decisions Bachelor's or Master's degree in Finance, Economics, Business, or a related field

About the Firm We are partnering with a high-growth investment bank that is seeking to add an Associate to its collaborative and dynamic team. The firm specializes in middle-market M&A (sell-side) transactions, offering a clear path to promotion and exposure to high-profile deals. The firm has a strong deal pipeline and a tight-knit culture focused on long-term retention and career growth. Key Responsibilities Lead the execution of sell-side M&A transactions in the middle market. Conduct financial modeling, valuation analysis, and due diligence. Support deal execution by working closely with senior bankers, clients, and investors. Develop industry research and prepare client presentations. Engage with CEOs, founders, and private equity firms throughout the deal process. Qualifications 2-4 years of Investment Banking experience, preferably from middle-market-focused groups Strong technical skill set, including financial modeling and valuation. Ability to thrive in a fast-paced, high-expectation environment. Strong communication and analytical problem-solving skills. Self-starter with the ability to manage multiple workstreams in a lean team environment. Why Join? Tight-knit, high-performance team - Daily collaboration and mentorship. Work-life balance focus - Open PTO, no weekend work, Friday flex schedule. Long-term career growth - Team is organically built with a track record of internal promotion. Market comp - Top of market compensation

Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region. Applicants should have the following credentials: Qualifications Bachelor's Degree required; 2+ years of technology investment banking experience with transaction execution experience; Tech/Software M&A experience; Authorized to work in the U.S. without sponsorship of work visa; Experience building financial models, valuations, pitchbooks, CIMs etc. Demonstrated aptitude for quantitative and qualitative analysis; Exceptional communication skills and executive presence, both verbal and written; Strong work ethic, attention to detail, and a passion for excellence.

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, San Francisco, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Associate to join its Private Capital Advisory team in San Francisco, focused on GP-led secondary transactions in the venture capital and growth equity space. The PCA team is focused on executing GP-led and LP-led secondary transactions across private markets (e.g., private equity, venture capital, private credit, infrastructure, energy and real estate). GP-led secondary transaction mandates include continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for investment firms and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private markets investors and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $75B in 2024, representing a 27% CAGR. Venture capital and growth equity transactions have become an increasingly important part of the GP-led secondary market. Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading venture / growth sponsors. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., investor roadshows, management team meetings, on-site office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Technology investment banking or secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at venture / growth firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across the venture capital and growth equity ecosystem Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

La Honda Advisors is a Silicon Valley-based investment bank founded by experienced bankers whose passion is to work with growth companies as their trusted advisors. We provide independent strategic advice to technology and other growth companies seeking capital raising and M&A services. Our firm is seeking to hire an Investment Banking Analyst to be an integral part of our team. The analyst will have a broad range of responsibilities, communicate directly with clients, and see tangible results of his or her work. Ours is truly a unique opportunity for someone to gain in-depth exposure to our clients and their businesses through close collaboration and touching all aspects of the transactions themselves. The candidate needs to be based in the Bay area as we work in-person in our office in Menlo Park. Please do not apply if you are living outside of the Bay Area or do not have ties to the Bay Area. Opportunity: - Investment banking advisory firm based in Menlo Park, California seeking to hire experienced analyst - Firm founded by two experienced investment banking veterans in Silicon Valley - Direct client interaction and opportunity to work on live engagements immediately - Looking for a candidate who is interested in a long-term situation with an opportunity to be promoted to Associate Job Description: - Prepare client presentation materials; - Conduct client and market analysis in context of prospective and existing engagements; - Perform comparable analysis, DCFs, valuation, and create financial forecast models; - Write management presentations for transactions and other transaction marketing documents; - Assist in transaction execution and management; - Conduct new business prospecting and research; and - Write short blogs/research reports Requirements/Skills: - At least 1 year of full-time work experience in Accounting, Valuation, Investment Banking, Financial Planning or Corporate Development, Private Equity, or other relevant positions. Please do not apply without this level of relevant experience. - Adept at foundational tools of the business - Excel, PowerPoint and industry data sources - Strong analytical/financial skills - Strong writing and communication skills - Self starter, entrepreneurial, highly motivated, resourceful and desirous of learning investment banking in Silicon Valley - Sincere interest in technology sector - Strong interpersonal skills, work ethic and team player - Excellent verbal communication skills - able to comfortably speak with clients independently - Must have had at least a 3.4 GPA in college - Must be a resident of the U.S. or have a current work visa to work in the U.S. Compensation: - Competitive base salary plus bonus based on individual and firm performance If interested, please do not send information through LinkedIn; please email cover letters and resumes directly to Julie Levenson at *************************.

Job Title: Associate, Technology Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Position Overview: The Technology Investment Banking team of Cantor Fitzgerald is seeking highly motivated, successful candidates with direct investment banking experience for an Associate position in San Francisco. Cantor Technology Investment Banking offers Associates the exceptional opportunity to gain direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking an active role in the coverage and execution of a broad range of transactions for our clients. Responsibilities: Financial Analysis: Conduct in-depth financial analysis, including modeling, to assess investment opportunities and target company performance in the Technology sector Market Research: Stay updated on Technology industry trends and market dynamics, providing valuable insights and recommendations to clients Deal Support: Assist in M&A advisory, equity, and debt capital market transactions by preparing pitch materials, conducting due diligence, and contributing to deal structuring Valuation: Create and maintain complex financial models for company and asset valuations using various methodologies Managing and Mentoring Analysts Preferred Qualifications: 3+ years of Investment Banking experience (Analyst to Associate promotes or MBA Associates with 1+ years of experience) Experience in the technology industry Superb oral and written communication skills Takes ownership of work and can perform under pressure Attention to detail Educational Qualifications: Bachelor's degree Completion of the following Exams: SIE, Series 63, Series 79 Salary Details: Salary: $150,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

We help build companies by investing junior capital alongside strong, entrepreneurial management teams with significant equity ownership and ensure that they have the resources they need to grow. We are now searching for a Private Equity Analyst who wants to help us in our office in San Francisco, California. As an Analyst, you will get first-hand experience in all aspects of principal investing, including evaluating companies, doing extensive financial analysis to assess, structure and price investments, conducting due diligence, and helping manage the portfolio. We are a small team and operate as a flat, inclusive organization, and you will play a key role in the success of our portfolio companies and our firm. Over our 30 years in business, we have managed over $1 billion across five funds and are now actively deploying capital out of our fifth fund. Job Location: San Francisco, California Role and Responsibilities: The Private Equity Analyst position is a 2 to 3 year, pre-MBA role, and we are looking for someone to start right away. Our Analysts have a broad range of responsibilities, including analyzing companies, evaluating how best to invest combinations of structured equity and subordinated debt to support the target company's strategy and maximize risk-adjusted returns, and supporting the deal teams by: Analyzing companies' fundamentals and cash flows to structure and price investments appropriately; Conducting due diligence on new investment opportunities; Preparing formal investment memos for presentation to our investment committee; Building financial and operational models to help evaluate new investment opportunities; Monitoring and supporting portfolio companies; Assisting with preparing regular investor reports outlining the performance of our portfolio; Assisting in the preparation of fundraising materials and responses to investor diligence; and Assisting with ad hoc requests from time to time. Qualifications: We seek self-starting candidates with excellent critical reasoning ability, strong written and verbal communication skills and an eye for detail. In addition, the role requires: 1 to 2 years of relevant professional experience in a related field, such as public or private markets investing, investment banking, lending, accounting, transaction advisory services, management or strategic consulting, or similar roles in a corporate setting and/or other similar financial services roles; Bachelor's degree with outstanding academic credentials; Strong analytical skills with an understanding of financial statements; Proven expertise in financial modeling and valuation is a plus; Strong initiative and self-direction, as well as the ability to build positive relationships with team members across the firm; Excellent organizational and time management skills with the ability to handle competing priorities in a deadline-oriented environment; Ability to project a positive, professional image both with internal and external constituents; Exceptional critical writing skills (a writing sample will be required as part of the evaluation process); Strong Microsoft Excel and PowerPoint skills; and Light to moderate domestic travel. Compensation will be competitive and commensurate with experience. About Us: We invest non-control capital in privately held businesses led by strong, entrepreneurial management teams with significant equity ownership. We invest in high-quality U.S. businesses that are market leaders in our target industry sectors of specialty manufacturing, value-added distribution, commercial and consumer services, environmental services, logistics and infrastructure services, health and wellness, and consumer, among others. We look for businesses with a durable and sustainable competitive advantage in their respective industry. Our investment considerations include evaluating the perspectives of the various business stakeholders. We believe that each of our investments reflects on our firm, our investors and our team - something that our Analysts have the direct ability to influence. With offices in Boston and San Francisco, we have developed a national footprint that enables us to evaluate a broad range of deal opportunities across all geographies in the United States. We are managing our third and fourth funds and deploying capital out of our recently raised fifth fund. For additional information, please see ************************ To apply, please attach your 1) resume and 2) brief letter describing your interest in private equity and send to **************************. Your resume and cover letter should be in PDF format and the file should be in the format: [last name], [first name] [cover letter/resume].pdf Applications must be submitted by Monday March 17, 2025 at 5PM PT. Applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Job Title: Investment Banking Associate We are collaborating with a prestigious global elite boutique investment bank in San Francisco that is actively expanding its Technology team by adding a highly skilled Associate. This team is known for its deep industry expertise, strong execution capabilities, and an impressive track record of advising on high-profile transactions across the technology landscape. The firm offers a dynamic and entrepreneurial environment, providing Associates with significant exposure to complex M&A transactions. With a strong pipeline of deals and access to top-tier clients, this opportunity is ideal for candidates looking to take their investment banking career to the next level while working alongside some of the most respected professionals in the industry. To be considered for this role, you need the following: Qualifications: +1 year of Investment Banking M&A experience Experience building financial models, valuations, pitchbooks, CIMs etc. Strong accounting skills Excellent communication skills, both verbal and written Able to work in a fast-paced environment and multi-task If you meet the above qualifications and are interested in learning more, please don't hesitate to apply.

Our client, a leading investment bank with a rapidly growing TMT/Tech M&A team, is seeking associates to be focused on M&A (buy side and sell side transactions), equity, and debt transactions, coverage areas would vary. The ideal level is senior analyst/associate to senior associate. but will entertain senior analysts or VP-level candidates looking to execute, not coverage. Investment Banking Technical Associate Location: San Francisco, CA The TMT Investment Banking Group focuses on all of the major sub-verticals in tech, with expertise in public capital market financing, private financings, M&A advisory, and restructuring. The TMT Investment Banking Group is seeking highly motivated, successful candidates with investment banking experience for the analyst/associate position in New York. The Investment Banking Group offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring, and executing a broad range of advisory assignments and financial transactions for our clients. Responsibilities Develop and manage client manage relationships Advanced financial modeling Perform client due diligence Take an active role in developing, structuring, and executing transactions Perform valuation analysis Prepare client presentations and deliverables Manage and develop junior talent within the group Company Requirements: Basic Qualifications Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst position or prior experience as an investment banking associate; OR MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent TMT investment banking industry experience Preferred Qualifications Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Demonstrated interest in the Tech/TMT field through professional and/or academic experience Series 63 and 79 certified

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: Build a client base by growing relationships with your network Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Title: Financial Analyst III Duration: 6 Months Note: Required to be the hybrid schedule; 3 days onsite, and 2 days WFH. Collaborate as a trusted advisor and business partner within the Real Estate and other Operations team, including interacting with senior executives and their respective management teams Manage all aspects of spending for the organization, including but not limited to, expense, headcount and capital management, forecast, monthly re-commit, variance analysis, monthly close and management reporting Consolidate and provide input and analysis on key expense trends and metrics to identify risks and opportunities while ensuring a high degree of accuracy Conduct qualitative analysis to trend present and future operational performance Prepare executive presentations to review results and forecasts with management and business partners Support ad hoc initiatives and business cases Skills: Ability to build and cultivate strong relationships and be seen as a valued business partner Ability to work autonomously and collaboratively across different functions, managing aggressive deadlines while maintaining a high level of accuracy and attention to detail Strong financial analysis, financial modeling, variance analysis, communication (written and verbal), and presentation skills are a must Team focused with excellent interpersonal skills Systems and tools skills required: SmartView, Oracle Cloud, Excel and other Microsoft Suite Applications Education: Bachelor's degree in Finance or Accounting with 5-7 years of relevant experience MBA preferred but not required

Radiate Ventures is an investment firm that focuses on disruptive technologies using a Barbell Strategy, with a specific emphasis on Early Stage and Growth/Late Stage Secondary and Special Situation opportunities. Role Description This is a full-time Investment Professional role located in the San Francisco Bay Area. The Investment Professional will be responsible for analyzing investment opportunities, managing investments, developing investment strategies, and overseeing investment management activities. Qualifications Analytical Skills Prior Deeptech investment experience Experience in Investments and Finance (7+ years) Knowledge of Investment Strategies and Investment Management Strong quantitative and qualitative analysis skills Ability to make informed investment decisions Bachelor's or Master's degree in Finance, Economics, Business, or a related field

About the Firm We are partnering with a high-growth investment bank that is seeking to add an Associate to its collaborative and dynamic team. The firm specializes in middle-market M&A (sell-side) transactions, offering a clear path to promotion and exposure to high-profile deals. The firm has a strong deal pipeline and a tight-knit culture focused on long-term retention and career growth. Key Responsibilities Lead the execution of sell-side M&A transactions in the middle market. Conduct financial modeling, valuation analysis, and due diligence. Support deal execution by working closely with senior bankers, clients, and investors. Develop industry research and prepare client presentations. Engage with CEOs, founders, and private equity firms throughout the deal process. Qualifications 2-4 years of Investment Banking experience, preferably from middle-market-focused groups Strong technical skill set, including financial modeling and valuation. Ability to thrive in a fast-paced, high-expectation environment. Strong communication and analytical problem-solving skills. Self-starter with the ability to manage multiple workstreams in a lean team environment. Why Join? Tight-knit, high-performance team - Daily collaboration and mentorship. Work-life balance focus - Open PTO, no weekend work, Friday flex schedule. Long-term career growth - Team is organically built with a track record of internal promotion. Market comp - Top of market compensation

Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region. Applicants should have the following credentials: Qualifications Bachelor's Degree required; 2+ years of technology investment banking experience with transaction execution experience; Tech/Software M&A experience; Authorized to work in the U.S. without sponsorship of work visa; Experience building financial models, valuations, pitchbooks, CIMs etc. Demonstrated aptitude for quantitative and qualitative analysis; Exceptional communication skills and executive presence, both verbal and written; Strong work ethic, attention to detail, and a passion for excellence.

Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. GROUP DESCRIPTION: The Jefferies Technology Group provides a full suite of advisory and capital markets capabilities to clients across a few sectors, including software, internet, communications technology, semiconductors, etc. The Global Technology Group consists of a team of over 100 professionals focused on providing services to clients in these industries in North America, Europe and Asia. POSITION: The Global Technology team is actively looking for an experienced Analyst for our San Francisco office to help support the technology coverage efforts there. This position will support senior bankers across all sectors and will work on a variety of transactions including M&A, leveraged finance, public equities and other advisory services. PRIMARY RESPONSIBILITIES: As an Analyst in the Technology Group, you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following: Preparing and participating in the delivery of client presentations Compiling a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models Analyzing business plans and participating in due diligence sessions Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s Participating actively in drafting sessions These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Analysts in the Global Technology Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. REQUIRED BACKGROUND: 1+ years of investment banking experience Strong technical, written and verbal communication skills Strong valuation skills and significant valuation experience Live in San Francisco, or willing to relocate to either of these locations Familiarity with investment banking transaction processes Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player Helpful but not required: A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field The class of 2024 or later are not eligible The salary range for this role is $110,000 - $150,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 policy, which is subject to change. Your acceptance of an offer means that you will comply with the COVID-19 policy. Jefferies expects that you will work in-person in the office on a schedule set by your manager or the firm.

Job Title: Investment Banking Analyst I or II We are working with a leading tech boutique in San Francisco that is looking to add an Analyst I or II to its Tech Team. The firm specializes in sell-side M&A within the Software & Internet space and has built a strong reputation among founders seeking acquisitions by top strategic and private equity buyers. Renowned for its supportive culture and emphasis on work-life balance, this opportunity offers a chance to join a highly regarded team with a strong presence in the tech sector. To be considered for this role, you need the following: Qualifications: +1 year of Investment Banking experience Experience building financial models, valuations, pitchbooks, CIMs etc. Strong accounting skills Excellent communication skills, both verbal and written Able to work in a fast-paced environment and multi-task If you meet the above qualifications and are interested in learning more, please don't hesitate to apply.

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: Build a client base by growing relationships with your network Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

About the Firm We are partnering with a high-growth investment bank that is seeking to add an Associate to its collaborative and dynamic team. The firm specializes in middle-market M&A (sell-side) transactions, offering a clear path to promotion and exposure to high-profile deals. The firm has a strong deal pipeline and a tight-knit culture focused on long-term retention and career growth. Key Responsibilities Lead the execution of sell-side M&A transactions in the middle market. Conduct financial modeling, valuation analysis, and due diligence. Support deal execution by working closely with senior bankers, clients, and investors. Develop industry research and prepare client presentations. Engage with CEOs, founders, and private equity firms throughout the deal process. Qualifications 2-4 years of Investment Banking experience, preferably from middle-market-focused groups Strong technical skill set, including financial modeling and valuation. Ability to thrive in a fast-paced, high-expectation environment. Strong communication and analytical problem-solving skills. Self-starter with the ability to manage multiple workstreams in a lean team environment. Why Join? Tight-knit, high-performance team - Daily collaboration and mentorship. Work-life balance focus - Open PTO, no weekend work, Friday flex schedule. Long-term career growth - Team is organically built with a track record of internal promotion. Market comp - Top of market compensation

Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region. Applicants should have the following credentials: Qualifications Bachelor's Degree required; 2+ years of technology investment banking experience with transaction execution experience; Tech/Software M&A experience; Authorized to work in the U.S. without sponsorship of work visa; Experience building financial models, valuations, pitchbooks, CIMs etc. Demonstrated aptitude for quantitative and qualitative analysis; Exceptional communication skills and executive presence, both verbal and written; Strong work ethic, attention to detail, and a passion for excellence.