Top Tech Jobs & Startup Jobs

Leads ongoing and initial due diligence for hedge funds and liquid alternative investment products. Reviews product materials, prepares research reports and investment committee memoranda, conducts meetings with product management teams, maintains detailed records and website materials, and coordinates cross-departmental product initiatives. Requires expertise in hedge fund strategies, private placements, financial markets, and investment risks, along with strong communication and analytical skills.

Reviews and approves account-opening and account-update documents across various account types. Identifies required documentation, ensures accurate account coding, prepares reports, escalates issues, and collaborates with branch personnel and internal teams. Provides customer service through written and verbal communication while managing department emails, hotline calls, document coding, account updates, and other assigned projects. Requires strong organization, multitasking, financial-services systems knowledge, and attention to detail.

Supports senior equity research analysts covering the semiconductor sector through financial modeling, valuation, data gathering, industry analysis, comp sheets, and written research. Defends investment theses, responds to institutional clients and sales teams, manages financial databases, develops external sources, and contributes to presentations and special projects. Requires a bachelor's degree, 2–4 years of relevant experience, FINRA SIE, Series 86 and Series 87 licenses, and up to 20% travel.

Manage investment banking project teams and transaction processes from origination through closing. Build integrated financial models, valuation analyses, and transaction materials for M&A, debt, equity, private placement, and restructuring assignments. Support due diligence and offering documentation, manage client relationships, mentor analysts, and oversee multiple concurrent transactions.

Sources, evaluates, monitors, and conducts due diligence on hedge funds, liquid alternatives, private funds, and tax-efficient investment products. Prepares investment memoranda, quantitative analyses, research reports, strategy highlights, proposals, and presentations for internal teams and financial advisors. Maintains databases and product information, engages with investment managers, supports product onboarding, and contributes to cross-departmental initiatives.

Leads venture debt syndication strategy and transaction execution, including structuring, lender outreach, pricing, allocation, negotiation, documentation, and closing. Builds and scales the Venture Banking Syndications platform through systems, processes, team development, and strategic partnerships. Manages institutional and lending relationships, optimizes balance sheet utilization, provides market intelligence, and collaborates with Relationship Management, Credit, Treasury, Legal, Finance, and Operations.

Processes vendor invoices, prepares accounting allocations, monitors missing or delayed invoices, produces spend and credit-program reports, and tracks vendor pricing and structural changes. Maintains market data management records, supports service orders and changes, and manages user and vendor information. Requires analytical, mathematical, and problem-solving skills, proficiency with Microsoft Office, and familiarity with market data management systems.

Manages high-net-worth client relationships, assesses financial planning and investment needs, develops comprehensive financial plans, and coordinates investment strategies with portfolio managers. Reviews plans, advises on estate, tax, cash flow, and philanthropic matters, supports business development through referrals and presentations, and ensures compliance with firm procedures. Requires proficiency with Money Guide Pro, eMoney, Microsoft Office, and CRM systems.

Conducts industry research, builds financial models, analyzes company projections and transactions, drafts offering memorandums and client presentations, and supports financing and merger transactions. Requires strong finance, accounting, analytical, communication, organizational, and time-management skills, along with proficiency in Microsoft Office. The role involves up to 10% local, regional, or national travel.

Investment Banking Associate managing M&A, debt, equity, and restructuring transactions from origination through execution. Acts as project manager on deal teams, oversees analyst deliverables, supports client requests, manages transaction processes, and mentors junior staff. Requires strong financial analysis, accounting knowledge, communication, prioritization, and client relationship skills, along with a finance-related bachelor’s degree, investment banking experience, and FINRA securities licenses.