Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Support senior institutional equity sales staff by managing client inquiries, synthesizing and distributing research, liaising with analysts and traders, marketing events and conferences, developing investment ideas, and building relationships with hedge fund, mutual fund, and pension clients.

Support Private Wealth Management compliance by monitoring surveillances, assessing product and transaction suitability, reviewing marketing materials, advising business teams on regulations and policies, coordinating with Divisional Compliance, Legal, and Operations, and participating in US and global compliance initiatives.

Participate in a full-time New Associate program for candidates with 2–5 years' experience and an advanced degree. Develop product- and function-specific wealth management skills, work closely with senior professionals and clients, build a professional network, and receive training and mentorship within Asset & Wealth Management.

Support sourcing, diligence, analysis, and execution of early-stage investments. Build financial models and memos, research market trends, monitor portfolio holdings, attend industry events, and assist with operational tasks to support deal teams and investment decisions.

Support Equity Research coverage within Business & Information Services: build and maintain three-statement financial models, conduct primary and secondary research, analyze earnings and industry trends, produce research reports and client materials, communicate findings to sales and investors, and serve as lead associate on assigned stocks while collaborating across the team.