Finance Internship Jobs in Fremont, CA

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

About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: Our client, a global satellite manufacturer, is seeking an Interim Head of Finance to oversee its US finance function during a transitional period. This is a hybrid role required in the office 3 days a week in Concord, CA. Essential Duties: Oversee all financial operations, including month-end close, reconciliations, and reporting. Manage accounts receivable (AR) and payroll functions. Ensure compliance with accounting policies, internal controls, and financial regulations. Provide financial insights and support ad-hoc projects as needed. Collaborate with the global finance team to facilitate a smooth transition. Supervise and support accounting, AR, and payroll staff. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 7+ years of proven leadership experience leading accounting and finance operations. Strong expertise in month-end close, reconciliations, and financial reporting. Ability to work effectively in a transitioning and globalizing environment. Travel Requirements: No travel will be required unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $75 - 85. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.

Project Finance Associate - Clean Energy Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions. We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting. Key Responsibilities: Conduct detailed financial analysis and build project finance models Collaborate with project teams to prepare budgets, forecasts, and financial reports Manage financial databases, ensuring data integrity and accessibility Prepare and present financial insights to leadership, supporting strategic decisions Assist in corporate financial planning, budgeting, and forecasting Qualifications: Experience in solar asset finance modeling. Proven track record of raising asset-level financing. Familiarity with GAAP accounting principles is a plus. Benefits: Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses Comprehensive health, dental, and vision insurance coverage Generous vacation time and paid time off benefits If you are interested in this opportunity, please apply here or reach out to me directly, *************************

Responsibilities 1. Project Finance Analysis • Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives • Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports • Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams) • Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance 2. Data Management and Analysis • Collaborate cross-functionally to analyze renewable energy project economics • Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis • Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility 3. Reporting and Insights • Prepare monthly, quarterly, and annual financial reports for various stakeholders • Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making • Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members) • Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting) Basic Qualifications • Undergraduate degree • 2-4 years' experience in project finance, development finance, corporate finance, or related • Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis • Advanced Excel skills and demonstrated ability to create detailed financial reports and models • Understanding of the three financial statements • Excellent organizational skills and keen attention to details and accuracy • Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively • Excellent interpersonal, organizational, and communication skills • Proactiveness in identifying problems/opportunities and finding solutions • Located in (or willingness to relocate to) the Bay Area Preferred Qualifications • Experience modeling solar asset finance • Experience raising asset-level financing facilities • Understanding of GAAP accounting a plus Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities

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.

*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.

Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members! We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients' best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. At the same time, our fun-spirited team approach creates an amazing office for both clients and team members. Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for each client's personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients' dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options. We are currently looking for financial planners with their own clients to join our firm and be part of Brio's explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge. If you are interested in growing and being challenged in a job you'll love, please come talk to us. Specific Job Skills · The ideal candidate must be extremely trustworthy and handle confidential information · This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor · Self-motivated and proactive with an entrepreneurial spirit · Superior people and communication skills · Ability to make each client feel a true affinity to Brio Financial Group · Must be team player willing to assist others at all levels of the organization · Ability to carry oneself well in COI interactions, business conferences and client meetings · Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology Education and Experience · High School diploma or equivalent required; college preferred · Prefer 5+ years total work experience; experience in financial services and/or a client-facing role · All appropriate licenses as required by the SEC (Series 65) · Designations and/or board membership as appropriate and requested by the firm · CFP required OR a plan to sit for the exam within the first 2 years not required but recommended

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team-no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams. Salary: $115,000 - $225,000, DOE Please submit your resume for additional details and a full job description.

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities

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.).

Job Title: Financial Analyst V Duration: 12 Months Contract Pay : $60/hr- $62/hr on W2 without benefits. This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities: Job Responsibilities: Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers Assist with senior management business and financial planning, including presentations and key analysis requests Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes Skills: Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential. A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis Nice to Have Skills: Experience with Hyperion EPM/Essbase (or equivalent) SQL Experience Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets Opex Management/Forecasting: Experience in managing operational expenses (opex). Experience supporting Infrastructure business Education/Experience: BA/BS in Business, Finance, Economics, or equivalent 5 + years of finance or financial planning and analysis experience. Poster Name : Ammar Bin Anis Email : **************************** Internal ID : 25-34723 About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IMPORTANT NOTICE: For California Applicants: Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

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.

We need associates looking to jump from another bank or lateral into ibanking, background would ideally be a few years of banking but will entertain big four valuation gigs, corporate finance roles etc., anything relatable. As far as Ib backgrounds, doesn't need to be healthcare, we are hiring as generalists for now as we build out the other verticals i.e. Tech, power - they would be focused on m&a (buy side and sell side transactions), equity and debt transactions, coverage areas would vary as I mentioned. Ideal level is associate, but will entertain senior analysts or VP level candidate looking to execute, not coverage. Investment Banking Tech Associate/Analyst Location: New York, NY Develop and manage client manage relationships 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

Job Title: Financial Analyst V Duration: 12 Months Contract Pay : $60/hr- $62/hr on W2 without benefits. This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities: Job Responsibilities: Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers Assist with senior management business and financial planning, including presentations and key analysis requests Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes Skills: Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential. A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis Nice to Have Skills: Experience with Hyperion EPM/Essbase (or equivalent) SQL Experience Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets Opex Management/Forecasting: Experience in managing operational expenses (opex). Experience supporting Infrastructure business Education/Experience: BA/BS in Business, Finance, Economics, or equivalent 5 + years of finance or financial planning and analysis experience. Poster Name : Ammar Bin Anis Email : **************************** Internal ID : 25-34723 About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IMPORTANT NOTICE: For California Applicants: Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

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

Job Title: Financial Analyst V Duration: 12 Months Contract Pay : $60/hr- $62/hr on W2 without benefits. This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities: Job Responsibilities: Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers Assist with senior management business and financial planning, including presentations and key analysis requests Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes Skills: Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential. A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis Nice to Have Skills: Experience with Hyperion EPM/Essbase (or equivalent) SQL Experience Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets Opex Management/Forecasting: Experience in managing operational expenses (opex). Experience supporting Infrastructure business Education/Experience: BA/BS in Business, Finance, Economics, or equivalent 5 + years of finance or financial planning and analysis experience. Poster Name : Ammar Bin Anis Email : **************************** Internal ID : 25-34723 About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IMPORTANT NOTICE: For California Applicants: Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Full-time student; Sophomores and Juniors preferred Located in the Bay Area within commuting distance of Campbell, CA Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)