Last updated: 2025-05-22

19 Investment Finance jobs in San Jose.

Hiring now: Investment Team Member @ Bertram Ca, Sr Associate @ The Cherni, Head Of Investor Relation @ Machinefi , Mgr Investor Relations @ Meta, Investment Mgr @ Samsung Ve, Sr Analyst Treasury Capit @ Lucid Moto, Sr Real Estate Analyst @ Roofstock, Asst Asset Mgr @ Real Estat, Entrylevel Commercial Rea @ Nai Northe, Dir Investor Relations @ Hippo.Explore more at at kaamvaam.com

🔥 Skills

financial modeling (6) portfolio management (5) private equity (4) deal execution (4) analytical skills (4) due diligence (4) investment banking (3) financial statements (3) Investor Relations (3) financial analysis (3)

📍 Locations

Foster City (3) Menlo Park (3) Oakland (3) Newark (2) Palo Alto (2) Sunnyvale (2) Mountain View (1) San Jose (1) San Mateo (1) Santa Clara (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.

Machinefi Lab

Head of Investor Relations Menlo Park
Skills & Focus: Investor Relations, Blockchain, Decentralized Physical Infrastructure Networks, Investor Community, Strategic Positioning, Communication Skills, Interpersonal Skills, Equity Research, Stakeholder Management, Compelling Roadmap
About the Company: MachineFi Lab is at the forefront of building a new reward economy through the Internet of Things (IoT) with a focus on Decentralized Physical Infrastructure N…

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.

Samsung Ventures America

Investment Manager Mountain View
Skills & Focus: venture capital, investment thesis, due diligence, AI, Cyber Security, Blockchain, Health-tech, Digital Infrastructure, market analysis, financial modeling
About the Company: Samsung Ventures America (SVA) represents the U.S. arm of Samsung's venture investment operations, with over $2.8B assets under management. The team's core man…
Experience: 2+ years of professional experience in venture capital, corporate VC, consulting, banking, or engineering
Salary: $126,200 – $173,450 USD
Type: Full-time
Benefits: Comprehensive compensation package with annual bonus eligibility and generous benefits.

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…

Real Estate Investment Company

Assistant Asset Manager Oakland
Skills & Focus: asset management, property management, tenant improvement, leasing evaluation, budgeting, financial analysis, acquisitions, dispositions, investor communications, portfolio management
About the Company: Focused on multi-family, mixed-use, retail, and office assets.

Nai Northern California

Entry-Level Commercial Real Estate Sales Professional Oakland
Skills & Focus: Commercial Real Estate, Sales, High-producing team, Mission-driven, Licensed advisors, Inclusive culture, Tools, Training, Support, Investor service
About the Company: NAI Northern California is a commercial real estate brokerage aiming to partner with mission-driven real estate sales professionals while growing the firm, com…
Experience: Entry-level candidates
Type: Entry-Level
Benefits: Tools, training, and support for those who perform.

Hippo

Director, Investor Relations Palo Alto
Skills & Focus: Investor Relations, Financial Performance, Corporate Finance, Investor Targeting, Earnings Releases, Market Trends, SEC Compliance, Strategic Insights, Relationship Management, Valuation Models
About the Company: Hippo built the world’s first home protection platform. We believe that insurance should protect your home and the things you treasure with policies designed f…
Experience: 10+ years of prior investor relations or equity research experience
Salary: $220,000 - $280,000
Type: Hybrid
Benefits: Multiple medical plans, 100% employer covered dental & vision plans, 401(k), short & long-term disability, employer-pai…

Marcus & Millichap Capital Corporation

Originator Palo Alto
Skills & Focus: sourcing, debt, equity, permanent loans, bridge loans, construction loans, capital sources, commercial banks, CMBS lenders, private equity
About the Company: a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Salary: $66,560 plus commission

A10 Networks

Global Credit Manager San Jose
Skills & Focus: Credit Risk Assessment, Cash Flow Management, Risk Analysis, Financial Markets, Financial Strategies, Communication Skills, Analytical Skills, Leadership Experience, Foreign Currency Management, Complex Financial Data
About the Company: A10 Networks is seeking an experienced Credit Manager to strategically oversee financial resources and planning, focusing on cash flow management, credit, coll…
Experience: 7+ years of treasury leadership experience
Salary: Up to $215K USD
Type: Full-time
Benefits: Equal opportunity employer, VEVRAA federal subcontractor.

Sony Interactive Entertainment

Director of Portfolio Strategy and Planning San Mateo
Skills & Focus: portfolio strategy, investment mix, game concepts, market fit, portfolio planning, roadmap development, risks assessment, senior leadership, high-performing team, emerging market opportunities
About the Company: PlayStation isn’t just the Best Place to Play — it’s also the Best Place to Work. Today, we’re recognized as a global leader in entertainment producing The Pla…
Experience: 10+ years of experience in corporate strategy, portfolio management, or strategic planning, ideally within gaming or entertainment.

Palo Alto Networks

Treasury Manager Santa Clara
Skills & Focus: capital markets, foreign exchange, portfolio management, financial modeling, risk management, cash flow, currency hedge, investment strategy, team leadership, strategic initiatives
About the Company: Palo Alto Networks is a global cybersecurity leader that offers a comprehensive suite of products and services designed to protect organizations from cyber thr…
Experience: 5+ years in finance or treasury, including management experience.
Type: Full-time

Natcast

Chief of Staff Sunnyvale
Skills & Focus: investment operations, stakeholder engagement, strategic initiatives, portfolio tracking, CRM, due diligence, relationship management, investment team, capital deployment, financial analysis
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: 2+ years experience in venture capital, investment banking, or management consulting
Type: Full time
Investment Analyst Sunnyvale
Skills & Focus: quantitative analysis, financial models, market data, research, valuation frameworks, due diligence, technology trends, industry metrics, analytical presentations, emerging opportunities
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: 2+ years experience in quantitative analysis (academic experience and internships will be considered)
Type: Full time