2 results for Finance Associate Venture Capital Firm Sf Hybrid in San Francisco, CA
Client Service Associate - Wealth Mangement Firm<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco- Hybrid</p><p><strong>Comp</strong>: $90-$125k + Bonus + Great Benefits</p><p> </p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p><br></p>Senior Associate - Due Diligence<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco (FiDi); Hybrid 3-4x in office</p><p><strong>Salary: </strong>$110-120k base + Bonus</p><p> </p><p>Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a <strong>Senior Associate</strong> to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals.</p><p> </p><p>As a <strong>Senior Associate</strong>, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul><p><br></p>
