3 results for Senior Finance Associate Venture Capital in San Francisco, CA
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>Senior Client Service Associate<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.</p><p><strong>Responsibilities: </strong></p><ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Senior Client Service Associate - Wealth Management<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.</p><p><strong>Responsibilities: </strong></p><ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
