Emergence Software: Thematic holding acquiring and scaling enterprise software businesses.
1+ YOE1–6+ years investing or relevant startup experience preferred; strong investment judgment in enterprise software, due diligence, deal structuring, and exceptional communication skills.
Kamehameha Schools: Private school system and land trust serving Native Hawaiians.
2+ YOEBachelor's in finance/economics/math, minimum 2 years finance experience, strong quantitative and modeling skills, attention to detail, communication skills, demonstrated interest in investing.
Syufy Enterprises: Owns and operates athletic clubs, drive-ins, and retail properties.
3+ YOE3-7 years relevant experience; bachelor’s in finance/economics/business; strong Excel/PowerPoint/Word skills; experience with performance measurement, manager research, and investment operations.
Microsoft Excel, PowerPoint, Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment
VillaSport: Operates resort-style athletic clubs and spas for families.
3+ YOEBachelor's in finance/economics/business, typically 3+ years investment or family office experience; strong Excel/PowerPoint/communication skills; familiarity with portfolio and manager research; comfortable with AI tools.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment
KKRNYSE: KKR: Global investment firm providing alternative asset management and insurance.
1+ YOEBachelor's degree required; 1–3 years of investment operations or related experience, including internships. Requires analytical, quantitative, communication, Excel, and investment lifecycle skills.
Geneva, Wall Street Office, OMS, EMS, Microsoft Excel, VBA, Visio
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree or equivalent training and experience; three years of related financial services or investment operations experience preferred. CFA completion or progress preferred.
Ontario Teachers' Pension Plan: Provides retirement benefits and investment management for Ontario teachers.
1+ YOE1+ year investment or deal experience; bachelor's degree or equivalent; strong financial modeling and Excel/PowerPoint; strong communication; independent; passion for disruptive technology; willing to use AI tools.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years relevant experience, undergraduate degree in finance/economics/accounting, strong financial modeling, analytical and communication skills, experience in investment or corporate banking.
Houlihan LokeyNYSE: HLI: Global investment bank providing financial advisory and restructuring services.
1+ YOEAt least 1 year of investment banking experience, strong academics in finance, accounting, business, or economics, advanced Excel and PowerPoint knowledge, analytical ability, attention to detail, and communication skills.
Cambridge Associates: Provides global investment advisory and portfolio management services.
Bachelor's degree with 3.3+ GPA, strong written/verbal skills, interest in investments, proficiency with Microsoft Excel and PowerPoint, eligible to work in the US without sponsorship.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
Ridgeline: Cloud-native platform for investment management operations.
3+ YOEBachelor's degree,3–5 years investment operations or middle/back-office experience,knowledge of portfolio accounting,reconciliation,performance reporting,attention to detail,analytical and communication skills.
ChatGPT, Google Apps, Microsoft Office, Slack, JIRA, Confluence, Kantata, APIs, AWS
Cresset: Cresset provides personalized wealth management and family office services.
4+ YOEBachelor's degree required; Series 65 required (or obtain within 120 days); 4+ years experience preferred; CFA/CFP preferred; proficient in Microsoft Office; familiarity with eMoney, Salesforce, Addepar; strong communication and analytical skills.
Microsoft Office Suite, eMoney, Salesforce, Addepar
Cresset: Independent multi-family office and private investment firm.
4+ YOEBachelor's degree required; Series 65 required (or obtained within 120 days); 4+ years financial services experience preferred; CFA/CFP preferred or on track; strong communication, problem-solving, and organizational skills; proficiency with Microsoft Office.
Microsoft Office Suite, eMoney, Salesforce, Addepar
Cambridge Associates: Provides investment management and consulting services to institutional clients.
BA/BS (min GPA 3.3) required or expected; strong analytical, writing, and Excel skills; interest in venture capital; ability to travel domestically and work under tight deadlines.
PrologisNYSE: PLD: Develops and leases global industrial and logistics real estate.
5+ YOE5+ years experience in talent development, investment management, real estate, financial services, or related fields; strong analytical skills; experience leading early-career development programs; ability to travel up to 30%.
Investment Banking Analyst - Business & Financial Services
Charlotte or Los Angeles or San Francisco or New York City or Chicago
$100k/yrHybridFull Time
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
1+ YOERequires 1+ year of full-time sell-side M&A advisory or investment banking experience, strong academics, communication skills, accounting and corporate finance knowledge, and financial statement analysis experience.
2+ YOEBachelors in economics/finance (or related), 2+ years investment-industry analytical experience (or MBA), Bloomberg and Microsoft Excel proficiency, strong written and oral communication, macroeconomic and market analysis skills.
Warsaw or Berlin or Boston or Copenhagen or Frankfurt or Hamburg or London or Munich or Paris or San Francisco or Stockholm or Vancouver
OnsiteFull Time
Carlsquare: Independent technology investment bank providing M&A and financial advisory.
University degree in finance, accounting, or a quantitative discipline; up to 2 years of relevant experience; Excel and PowerPoint proficiency; fluent Polish and English; strong analytical and communication skills.