Last updated: 2025-05-22

25 Investment Banking And Corporate Finance jobs in San Jose.

Hiring now: Investment Team Member @ Bertram Ca, Sr Associate @ The Cherni, Private Bank Relationship @ Citizens B, Fin Associate Infrastruct @ Meta, Dir Of Corporate Developm @ Robinhood , Sr Mgrassociate Dir Strat @ Antheia, Strategy Mgr @ Earnin, Sr Counsel Transactions A @ Intuit, Sr Analyst Treasury Capit @ Lucid Moto, Sr Real Estate Analyst @ Roofstock.Explore more at at kaamvaam.com

🔥 Skills

financial modeling (8) portfolio management (7) analytical skills (7) investment banking (6) deal execution (5) private equity (4) financial statements (4) due diligence (4) corporate development (4) communication skills (3)

📍 Locations

Menlo Park (8) Foster City (3) Oakland (3) San Jose (3) Mountain View (2) Newark (2) Sunnyvale (2) Palo Alto (1) San Mateo (1)
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Bertram Capital

Investment Team Member Foster City
Skills & Focus: private equity, investment, capital, portfolio management, deal execution, analytical skills, organizational skills, communication skills, Diversity, Equity and Inclusion
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…
Experience: Personable, intelligent, self-starters with exceptional analytical, organizational and communication skills.
Type: Full-time
Benefits: Commitment to Diversity, Equity, and Inclusion (DEI)
Associate Foster City
Skills & Focus: private equity, investment banking, financial statements, capital structure, portfolio management, deal execution, business strategy, analytical skills, MS Office, team collaboration
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of…
Experience: 1-3 years investment banking experience
Salary: $220,000- $250,000 total annual compensation plus additional annual bonus after 1 year
Type: Full-time
Benefits: Comprehensive medical, dental, and vision benefits, generous 401K match, 'take what you need' PTO policy, cell phone st…
Investment Associate Foster City
Skills & Focus: private equity, investment banking, portfolio management, deal execution, financial modeling, analytical skills, strategic insight, entrepreneurial environment, digital marketing, e-commerce
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of c…
Experience: 1-3 years investment banking experience
Salary: $220,000- $250,000 total annual compensation plus additional annual bonus
Type: Full-time
Benefits: Comprehensive medical, dental, and vision benefits, generous 401K match, 'take what you need' PTO policy.

The Chernin Group (Tcg)

Senior Associate Menlo Park
Skills & Focus: financial modeling, due diligence, investment strategy, growth equity, capital markets, deal execution, financial statements, valuation analyses, market opportunities, team leadership
About the Company: Founded by Peter Chernin, Jesse Jacobs, and Mike Kerns, The Chernin Group (TCG) is a preeminent growth equity firm investing in sports, media, and passion-driv…
Experience: 4+ years in growth equity, private equity, investment banking, or a similar role
Salary: $200,000 - $230,000
Type: Full-time
Benefits: Additional compensation includes forms of compensation or benefits offered in connection with the advertised role.

Citizens Bank

Private Bank Relationship Manager PE/VC Menlo Park
Skills & Focus: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
About the Company: Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…
Experience: 7+ years in relationship management within PE/VC sector
Salary: $150,000 - $225,000 per year, plus incentive earnings
Type: Full-time
Benefits: Medical, dental, vision, retirement, paid time off, flexible work arrangements, education reimbursement, wellness progr…

Meta

Finance Associate - Infrastructure, Strategic Modeling & Planning Menlo Park
Skills & Focus: financial models, strategic recommendations, infrastructure investment, data-driven analysis, forecasting, budgeting, variance analysis, cross-functional collaboration, investment banking, AI technologies
About the Company: Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect.
Experience: 3+ years of professional experience in investment banking, strategy consulting, or corporate finance or a Master's degree or PhD with 2+ years of professional work experience
Salary: $92,000/year to $135,000/year + bonus + equity + benefits
Type: Full Time
Benefits: Meta offers benefits including equity and bonuses.
Corporate Development Manager Menlo Park
Skills & Focus: corporate development, mergers and acquisitions, due diligence, financial modeling, strategic initiatives, venture capital, investment banking, technology trends, deal execution, financial analysis
About the Company: Meta builds technologies that help people connect, find communities, and grow businesses. Apps like Messenger, Instagram and WhatsApp have empowered billions a…
Experience: 7+ years experience in a mix of venture capital, consulting, investment banking, strategy or corporate development roles in the technology industry
Salary: $190,000/year to $260,000/year + bonus + equity + benefits
Type: Full-time
Benefits: In addition to base compensation, Meta offers benefits.

Robinhood Markets

Director of Corporate Development Menlo Park
Skills & Focus: mergers and acquisitions, corporate development, strategic objectives, competitive industry intelligence, deal structuring, due diligence, valuation analysis, relationship management, digital business models, consumer technology
About the Company: Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood…
Experience: 10+ years experience in investing (hedge fund, private equity, family office, venture capital), corporate development, or finance
Salary: $169,150 — $255,000 USD
Type: Full-time
Benefits: 100% paid health insurance for employees with 90% coverage for dependents, Annual lifestyle wallet for personal wellnes…

Meta

Manager, Investor Relations Menlo Park
Skills & Focus: Investor Relations, financial results, investor targeting, financial statements, communication skills, relationship-building, SEC disclosure rules, analytical skills, project management, technology trends
About the Company: Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…
Experience: 12+ years of combined Wall Street (buy-side and/or sell-side) and Investor Relations experience
Salary: $169,000/year to $241,000/year + bonus + equity + benefits
Type: Full Time
Benefits: In addition to base compensation, Meta offers benefits. Learn more about benefits at Meta.

Antheia

Sr. Manager/Associate Director, Strategy and Partnerships Menlo Park
Skills & Focus: strategic assessment, business opportunities, market research, business analysis, corporate initiatives, market trends, financial planning, corporate development, analytical skills, teamwork
About the Company: Antheia is a science and technology company developing next generation plant-inspired medicines. Applying synthetic biology, genomics, bioinformatics, data sci…
Experience: 6 - 8 years of experience in corporate strategy and/or partnership development; MBA degree or other advanced degree (e.g., JD) is also preferred
Benefits: Comprehensive compensation package, which includes annual bonus potential and equity opportunities, Paid time off, in a…

Meta

Vice President, Corporate Development Menlo Park
Skills & Focus: Mergers and Acquisitions, Corporate Development, Strategic Transactions, Financial Modeling, Negotiation, Deal Team, Technology Industry, Analytical Skills, Growth Opportunities, Stakeholder Relationships
About the Company: Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…
Experience: 15+ years experience in a mix of venture capital, consulting, investment banking, strategy or corporate development roles in the technology industry; 7+ years of Corporate Development deal experience.
Salary: $472,000/year + bonus + equity + benefits
Type: Full Time
Benefits: Meta offers benefits.

Earnin

Strategy Manager Mountain View
Skills & Focus: strategic initiatives, financial modeling, market research, competitive analysis, business cases, TAM/SAM analysis, cross-functional, communication skills, analytical skills, FinTech
About the Company: As one of the first pioneers of earned wage access, our passion at EarnIn is building products that deliver real-time financial flexibility for those with the …
Experience: 6+ years experience in management consulting, strategy, or corporate development
Salary: $146,000-179,300 + equity + benefits
Type: Full-time
Benefits: equity + benefits

Intuit

Senior Counsel - Transactions and Marketing Mountain View
Skills & Focus: legal, compliance, marketing, transactions, financial technology, hiring, inclusion, diversity, hybrid work, strategic accounts
About the Company: Intuit is a financial software company that develops products to manage financial health for individual consumers and for small businesses.
Salary: $203,000 - 275,000
Type: Full-time
Benefits: Intuit supports its employees by offering benefits to ensure health, financial security, and peace of mind for families.

Lucid Motors

Senior Analyst, Treasury Capital Markets Newark
Skills & Focus: Treasury, Capital Markets, financial modeling, investment banking, deal structuring, financial risk management, covenant compliance, financial analysis, presentations, corporate financing
About the Company: Lucid Motors focuses on luxury electric vehicles that offer an elevated driving experience, emphasizing design, performance, and sustainability.
Experience: 3+ years in investment banking or 5+ years as a financial analyst with capital markets/M&A experience
Salary: $104,600 - $143,770 USD
Type: Full-time
Benefits: Medical, dental, vision, life insurance, disability insurance, vacation, 401k, equity program, annual incentive program
Sr. Manager, Investor Relations Newark
Skills & Focus: investor relations, analytical, communication, financial modeling, project management, competitive analysis, strategic relationships, data analytics, reporting, presentation skills
About the Company: Lucid Motors is an automotive company focused on luxury electric vehicles, aiming to elevate the human experience through innovative design and technology.
Experience: 7+ years of investor relations experience
Salary: $164,400 - $241,120 USD
Type: Full-time
Benefits: competitive benefits, including medical, dental, vision, life insurance, disability insurance, vacation, and 401k, equi…

Roofstock

Senior Real Estate Analyst Oakland
Skills & Focus: underwrite, asset management, portfolio, valuation, transaction, debt, market analysis, data analysis, stakeholder, investment decks
About the Company: Roofstock is a leading end-to-end investment platform for single-family rental homes (SFR), aiming to make real estate investing accessible and simple.
Experience: 2–4 years in real estate investment, private equity, investment banking, or institutional transactions
Salary: $95,000 - $140,000
Type: Full-time
Benefits: Generous PTO, 13 Paid Holidays, Volunteer Time Off, Paid Parental Leave, 401k, health/dental/vision insurance, wellness…

Nai Northern California

Senior Investment Associates / Multifamily VP Oakland
Skills & Focus: Senior Investment Associates, Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, Self-Storage, Multifamily VP, Collaboration, Transparency
About the Company: NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San…
Commercial Real Estate Investment Advisors Oakland
Skills & Focus: commercial real estate, investment advisor, brokerage, technology-enabled, collaboration, mentorship, coaching, training program, growth strategy, Bay Area
About the Company: NAI Northern California is a technology-enabled commercial real estate brokerage with an aggressive growth strategy, one of the fastest growing commercial brok…
Salary: high 6 to 7 figures
Type: Full-time
Benefits: structured training program, mentorship, and coaching

Qlik

Senior Manager, Corporate Development Palo Alto
Skills & Focus: corporate development, M&A transactions, financial modeling, valuation, strategic recommendations, cross-department collaboration, project management, strategic analysis, strong communication skills, technology focus
About the Company: A Gartner® Magic Quadrant™ Leader for 15 years in a row, Qlik transforms complex data landscapes into actionable insights, driving strategic business outcomes.…
Experience: Minimum 10 years in corporate development, venture capital, private equity or investment banking with a technology focus.
Salary: $200,000 - $225,000 per year
Type: Full-time
Benefits: Comprehensive benefits package, career progression pathways, flexible work environment.

Nai Northern California

Commercial Real Estate Investment Advisor San Jose
Skills & Focus: Commercial Real Estate, Investment Advisors, technology-enabled, growth strategy, collaboration, mentorship, coaching, structured training program, transparency, tech stack
About the Company: NAI Northern California is a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose.
Salary: high 6 to 7 figures
Type: Full-time
Benefits: structured training program, mentorship, and coaching

Bloom Energy

Director, Securities and Governance San Jose
Skills & Focus: SEC compliance, Sarbanes-Oxley, corporate governance, filings, financial statements, equity financing, international experience, policy implementation, legal advice, fast-paced environment
About the Company: Our team at Bloom Energy embraces the unprecedented opportunity to change the way companies utilize energy. Our technology empowers businesses and communities …
Experience: Minimum 8 years of directly related work experience with a Bachelor’s and associated Law degree from an accredited law school required, with at least 5 years at a law firm.
Salary: $192,700.00 - $277,300.00
Type: Full-time
Benefits: Standard company benefits, including fair and equitable compensation practices

Western Digital

Managing Director, Corporate Venture Capital San Jose
Skills & Focus: corporate venture capital, investment strategy, financial modeling, startup ecosystem, deal structuring, portfolio management, technology trends, strategic leadership, venture investment, ecosystem engagement

Verkada

Head of Corporate Development San Mateo
Skills & Focus: Corporate Development, M&A, sourcing, execution, business acumen, start-up ecosystem, investment banking, technology, high growth, strategic acquisition
About the Company: Verkada is a leader in cloud-based B2B physical security. Verkada offers six product lines — video security cameras, access control, environmental sensors, ala…
Experience: 10+ years
Salary: $180,000 - $300,000 USD
Type: Full-time
Benefits: Generous company paid medical, dental & vision insurance coverage, unlimited paid time off, 11 companywide paid holiday…

Natcast

Investment Partner Sunnyvale
Skills & Focus: semiconductor, investment, startups, venture capital, due diligence, investment theses, co-investment, portfolio management, market dynamics, technical writing
About the Company: Natcast (short for The National Center for the Advancement of Semiconductor Technology) is a new, purpose-built, non-profit entity created to operate the Natio…
Experience: 5+ years semiconductor industry experience
Type: Full time

Lead Bank

Credit Analyst III - Fintech & BaaS Focus Sunnyvale
Skills & Focus: credit analysis, underwriting, fintech, BaaS, portfolio management, risk mitigation, compliance, regulatory exams, mentorship, analytical skills
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…
Experience: 6+ years of experience in credit analysis, underwriting, or related areas
Salary: $137,630 - $167,143
Type: Full-time
Benefits: Competitive compensation based on experience, geographic location, and role; Medical, Dental, Vision, Life, 401k Matchi…