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real estate analyst

administrative assistant - investment firm Jobs in San Francisco

analyst

banking specialist

investment banking analyst

KeyBank

Location: 
1 California Street, San Francisco California
 
We are currently looking to add a Corporate Banking Analyst to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.
 
Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc. Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.
 
ESSENTIAL JOB FUNCTIONS: 
<ul>
<li>Work with corporate bankers and investment bankers and product partners on strategic corporate finance and capital raising transactions</li>
<li>Generate ideas and analytical materials in support of new client meetings</li>
<li>Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, and leveraged buy-out analysis</li>
<li>Develop presentation materials for topics such as company positioning and financing alternatives, and strawman acquisition scenarios</li>
<li>Develop knowledge of relevant information resources: Bloomberg, FactSet, Capital IQ, Thomson Financial</li>
<li>Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends.</li>
<li>Assist with attracting a quality workforce, i.e. college recruiting activities.</li>
<li>Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership.</li>
</ul>
REQUIRED QUALIFICATIONS: 
<ul>
<li>Undergraduate Degree in Business (Accounting, Finance, Economics.)</li>
<li>1+ years of relevant experience</li>
<li>Strong quantitative skills, including financial modeling and financial statement analysis</li>
<li>Strong quantitative and communication skills</li>
<li>Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment</li>
<li>Excellent organization and research skills</li>
<li>Exceptional critical thinking and problem-solving ability</li>
<li>Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)</li>
</ul>
Licenses and Certifications
 <ul>
<li>FINRA License S79 within 1-1/2 Yrs (required)</li>
<li>FINRA License S63 within 1-1/2 Yrs (required)</li>
<li>FINRA License S52 within 1-1/2 Yrs (required)</li>
</ul>
PREFERRED QUALIFICATIONS: 
<ul>
<li>Previous experience in investment and/or corporate banking, including internships</li>
<li>Formal Credit Training</li>
<li>MBA</li>
</ul>
COMPETENCIES: 
<ul>
<li>Financial Modeling</li>
<li>Analytical</li>
<li>Master of databases: research, building presentations, deeper analysis of meaning of data gathered.</li>
<li>Communication Skills – both verbal and written</li>
<li>Team Player</li>
<li>Strong detail orientation to compile pitch books.</li>
<li>Prioritize tasks.</li>
<li>Commitment to Excellence.</li>
<li>Credit knowledge</li>
</ul>
COMPENSATION AND BENEFITS
 This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
 
Job Posting Expiration Date: 05/10/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Hybrid

Corporate Banking Analyst, Native American Gaming

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Job Title
 
 Investment Banking and Capital Markets, Investment Banker - Sponsors
 
 
 
 Corporate Title
 
 Analyst - Associate
 
 
 
 Location
 
 San Francisco, CA
 
 
 
 Overview
 
 
 
 Our Investment Banking and Capital Markets business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers &amp; acquisitions (M&amp;A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions.
 
 
 
 What We Offer You
 
 
 
 <ul>
 <li>
 A diverse and inclusive environment that embraces change, innovation, and collaboration
 </li>
 <li>
 A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
 </li>
 <li>
 Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
 </li>
 <li>
 Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
 </li>
 <li>
 Educational resources, matching gift, and volunteer programs
 
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Support execution of live transactions for Technology coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
 </li>
 <li>
 Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
 </li>
 <li>
 Develop and apply advanced financial analyses and models
 </li>
 <li>
 Issue final reports of client interactions and discussions to senior management and maintain ongoing communication
 
 
 
 </li>
 </ul>
 
 Skills You&rsquo;ll Need
 
 
 
 <ul>
 <li>
 Experience providing quantitative and analytical support for M&amp;A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Technology coverage space
 </li>
 <li>
 Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
 </li>
 <li>
 Background in the Technology sector (academic and/or work experience)
 </li>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 Series 79, 63 licensing preferred
 
 
 
 </li>
 </ul>
 
 Skills That Will Help You Excel
 
 
 
 <ul>
 <li>
 Performing detailed financial modeling and valuation analyses on public and private companies
 </li>
 <li>
 Performing in-depth company and industry research to support live deal execution and pitches
 
 
 
 </li>
 </ul>
 
 Expectations
 
 
 
 It is the Bank&rsquo;s expectation that employees hired into this role will work in the San Francisco, CA office in accordance with the Bank&rsquo;s hybrid working model.
 
 
 Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
 
 
 The salary range for this position in California is $110K to $225K. Actual salaries may be based on a number of factors including, but not limited to, a candidate&rsquo;s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
 
 
 
 Deutsche Bank Benefits
 
 
 
 At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That&rsquo;s why we are focused on providing benefits and perks that enable our colleagues to live authenti&shy;cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
 
 
 Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life
 
 
 The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank&rsquo;s California Privacy Notice, please email HR.Direct@DB.com .
 
 
 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
 
 
 Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
 
 
 We welcome applications from all people and promote a positive, fair and inclusive work environment.
 
 
 Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank&rsquo;s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
</div>

Investment Banking and Capital Markets: Investment Banker - Sponsors Associate

<div>We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You&rsquo;ll find an environment that inspires and empowers you to thrive both personally and professionally. There&rsquo;s no one like you and that&rsquo;s why there&rsquo;s nowhere like RSM.
RSMUS is currently seeking a Supervisor to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&amp;A solution set. We advise clients on strategic planning, financial planning and analysis (FP&amp;A), budgeting, and capital structure optimization throughout various stages of a company&rsquo;s life cycle via in-depth consulting and financial modeling.<div>
The ideal Supervisor candidate has 4-6+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&amp;A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&amp;A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.
Responsibilities:<ul><li>Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures</li><li>Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data</li><li>Study economic and business trends</li><li>Be current with business and economic issues relevant to the client's business.</li><li>Utilize technology and tools to provide innovative high value services</li><li>Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge</li></ul>
Qualifications:<ul><li>Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel</li><li>Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event</li><li>Proficiency and experience creating board level and management ready presentations in Power Point highlighting key</li><li>Client deliverables, findings, and solutions</li><li>Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches</li><li>Strong fundamental valuation skills including exceptional understanding of both the income and market approaches</li><li>Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,</li><li>Economics, Engineering, or a related field, plus five years of related work experience involving financial analysis</li><li>Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&amp;A team</li><li>Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx</li><li>Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements</li><li>Willingness to travel up to 25% to meet client needs</li></ul></div>
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life&rsquo;s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee&rsquo;s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500<div><div><div><div><div><div><div><div><div><div><div><div><div><div>
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Accounting and Finance Consulting - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling

Uber

<div>About the Role
 
 
The Global Community Operations organization provides support to Uber customers and various partners. As autonomous vehicles (AVs) become an increasingly important part of our offering, we are seeking a highly motivated and detail-oriented Senior Strategic Planning Associate to help manage the operational rhythm and planning efforts for AV Support. This role will be critical in leading key planning cadences, driving workforce and financial tracking, and informing agent strategy decisions.
 
 
You will partner closely with cross-functional stakeholders across Finance, Operations, Product, and Community Operations to build scalable mechanisms that guide investments, headcount strategy, and performance tracking across AV Support verticals including Rider/Eater Support, Remote Vehicle Assistance, and Field Support Operations.
 
 
This role sits at the intersection of financial rigor and strategic judgment - you will build and defend the operating plan, own headcount and budget forecasting, and advise on how our support network should evolve. This is not a traditional FP&amp;A role, the right candidate brings strong financial foundations alongside the ability to form and influence business strategy.
 
 
What You'll Do
<ul><li>Lead Strategic Planning Cadences: Act as the point of contact for AV Support's mid-year and annual planning cycles, owning financial and operational components such as headcount forecasts, OKRs, and investment asks. Lead ad hoc strategic investment decisions to inform high-impact decisions in a rapidly evolving space
</li><li>Workforce and Budget Management: Own headcount planning and forecasting across Mobility CX, Delivery CX, Remote Assistance, and Field Support Ops. Track actuals vs plan and proactively flag risks and actionable recommendations. Develop cost models across support functions, including labor, vendor spend, and infrastructure investments.
</li><li>Support Agent Network Strategy Projects: Manage our network strategy - leading initiatives focused on agent footprint strategy, channel mix, automation, and enablement priorities across key functions. Build our long-term roadmap, ensuring alignment between our network strategy and evolving AV operational needs.
</li><li>Define Performance Targets &amp; Enable Decisions: Set targets and measure performance across key support metrics - ensuring robust, defensible planning assumptions and methodologies. Build executive-ready narratives translating operational plans into clear business insights.
</li><li>Partner Cross-Functionally: Collaborate with Finance, Ops, and CommOps to align on headcount, budget, and operational strategy.
</li></ul>Basic Qualifications
<ul><li>4+ years of experience in strategic finance, FP&amp;A, investment banking, corporate strategy, or management consulting
</li><li>Bachelor's degree
</li></ul>Preferred Qualifications
<ul><li>High proficiency in Excel/Google Sheets and ability to work with large data sets
</li><li>Strong track record in customer experience strategy or sales
</li><li>Experience with financial and headcount planning, preferably in a support operations or tech environment
</li><li>Proven experience in working with diverse set of functions and stakeholders in complex organizational settings
</li><li>Strong analytical and organizational skills with experience managing planning or reporting processes
</li><li>Excellent communication and stakeholder management capabilities
</li><li>Strong critical thinking skills with the ability to use data to develop strategies and make decisions quickly
</li><li>Prior exposure to autonomous vehicle programs or similar high-innovation spaces
</li><li>Strong communication and presentation skills, including experience presenting data &amp; insights to senior audiences
</li>SQL proficiency is a plus 
<li>
</li></ul> 
 
For Chicago, IL-based roles: The base salary range for this role is USD$118,000 per year - USD$131,000 per year. For New York, NY-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For Washington, DC-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Senior Associate, AV Support Strategic Planning

Alpine SG

<div>COMPANY DESCRIPTION

ASG is an unconventional group of market-leading SaaS software companies, serving industries ranging from behavioral health to transportation to childcare. ASG believes deeply in the power of people and data to grow great organizations, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth. ASG has acquired over 50 businesses since its inception in August of 2016. We are backed by Alpine Investors and operated by world-class PeopleFirst&trade; leaders. Founders of leading SaaS companies continue to trust ASG to grow their businesses and build even stronger legacies for the future. To learn more, visit www.alpinesg.com.

JOB DESCRIPTION

We&rsquo;re looking for a driven, high-energy, team-first finance professional to join us as a Corporate Finance Associate. This role will be instrumental in driving due diligence, supporting new operating company onboarding, contributing to divestitures, and producing actionable financial analysis to inform strategic decision-making across ASG.

The Corporate Finance Associate will play a key role across the full deal lifecycle - from buy-side diligence through onboarding and, ultimately, exit. This individual will support concurrent deal workstreams (financial, tax, insurance, and related areas), coordinate closely with internal and external stakeholders, and ensure that findings are translated into clear insights and smooth handoffs to operating teams.

The ideal candidate has a strong foundation in financial due diligence and GAAP accounting, thrives in a fast-paced environment, and can context switch across multiple engagements while maintaining high attention to detail and strong communication. This is an exempt position reporting to the Director of Corporate Finance. The role is based in the San Francisco Bay Area, CA, with remote candidates considered; West Coast applicants are preferred.

You&rsquo;re Excited About This Opportunity Because You Will:
<ul>
<li>Drive day-to-day execution of financial, tax, insurance, and related diligence workstreams across multiple live transactions</li>
<li>Build and/or analyze core financial diligence components including Quality of Earnings, Net Working Capital, Indebtedness, MRR, and run-rate performance</li>
<li>Distill complex target company data into key risks and actionable insights for internal stakeholders</li>
<li>Partner cross-functionally with founders, legal, tax, HR, tech teams, bankers, and internal leadership throughout the deal lifecycle</li>
<li>Support purchase agreement mechanics including working capital, post-close adjustments, and earnouts</li>
<li>Prepare and organize diligence findings to enable seamless onboarding of newly acquired operating companies</li>
<li>Contribute to sell-side processes including dataroom preparation and responses to buyside diligence requests</li>
<li>Execute financial analyses that inform capital allocation, valuation, and broader strategic decision-making across ASG</li>
<li>Analyze key SaaS operating metrics including revenue and customer retention, Rule of 40, and other relevant key performance indicators (KPIs)</li>
<li>Manage multiple concurrent engagements in a fast-paced, deadline-driven environment</li>
</ul>
We&rsquo;re Excited About You Because:
<ul>
<li>You have 2-4+ years of experience in financial due diligence, transaction advisory, investment banking, private equity, consulting, or public accounting</li>
<li>You have a B.A. / B.S. in Accounting, Finance, Economics, or another quantitative field</li>
<li>You understand how to build and interpret Quality of Earnings, Net Working Capital, Indebtedness, MRR, and run-rate analyses</li>
<li>You have a strong grasp of GAAP accounting principles and financial statement mechanics, including cash-to-accrual conversion</li>
<li>You are highly proficient in Excel and comfortable synthesizing large datasets into clear conclusions</li>
<li>You can manage multiple deals or projects simultaneously while maintaining strong attention to detail</li>
<li>You communicate clearly and confidently with executives, founders, and external advisors</li>
<li>You exercise sound judgment and operate with a sense of urgency in deadline-driven environments</li>
<li>You are humble, coachable, self-aware, and embrace feedback as part of continuous growth</li>
<li>CPA is preferred but not required</li>
</ul>
Base Salary Range: The target salary range for this position is $130,000-$150,000 and is part of a competitive total rewards package including an annual bonus, employer-paid benefits, L&amp;D stipend and incentive pay for eligible roles. Individual pay may vary from the target range and is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all employee pay and compensation programs annually at minimum to ensure competitive and fair pay.</div>

CORPORATE FINANCE ASSOCIATE

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. 
Job Responsibilities<ul><li>
Conduct investment reviews with clients to validate the clients&rsquo; current investment objectives and prepare recommendations of appropriate investment products
</li><li>Develop investment policy statements and advise on asset allocation</li><li>
Closes sales of complex investment products</li><li>
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication</li><li>
Build excellent working relationships with internal clients</li><li>
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct</li><li>
Provide guidance to junior staff</li></ul>
Required Qualifications, Capabilities, and Skills<ul><li>
Bachelor&rsquo;s degree required</li><li>
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
</li><li>Seven plus years of experience in Private Banking or Financial Services industry
</li><li>Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul><li>
MBA or CFA preferred</li><li>
Prior experience providing complex investment solutions to individuals</li><li>
In depth experience and/or knowledge of hedge funds, private equity and alternative investments</li><li>
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity</li><li>
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Investment Specialist - Vice President

Doppel

<div>
 
 The Role
 
 
 
 We&rsquo;re seeking a highly analytical Senior FP&amp;A Analyst to drive financial planning, forecasting, and strategic decision-making across the business. This position is hybrid (2 days per week in SF or NY office) reporting to the Director of FP&amp;A. The role will play a critical part in building scalable financial models, delivering actionable insights, and supporting leadership with data-driven recommendations as we enter our next phase of growth. You&rsquo;ll partner cross-functionally with teams across the company to translate business performance into financial outcomes, improve forecasting accuracy, and help shape our long-term financial strategy.
 
 
 
 What You Will Do
 
 
 
 <ul>
 <li>
 Support the development and maintenance of company-wide financial models, including budgeting, forecasting, and long-range planning
 </li>
 <li>
 Maintain accurate headcount data to support planning and reporting
 </li>
 <li>
 Assist in the monthly and quarterly forecasting process, including variance analysis against budget and prior forecasts
 </li>
 <li>
 Help build and maintain dashboards and reporting to track key financial and operational metrics
 </li>
 <li>
 Collaborate cross-functionally (Sales, Marketing, Product, Operations, People) to align financial plans with business objectives
 </li>
 <li>
 Assist in preparing materials for executive leadership and board reporting, including financial narratives and KPI analysis
 </li>
 <li>
 Contribute to process improvements and help scale FP&amp;A systems and tools, including exploring AI-enabled workflows to automate and enhance analysis
 
 
 </li>
 </ul>
 
 What We Are Looking For
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field
 </li>
 <li>
 5+ years of experience in FP&amp;A, investment banking, consulting, or related finance roles
 </li>
 <li>
 Strong financial modeling and analytical skills with attention to detail
 </li>
 <li>
 Experience supporting forecasts, budgets, and operating models in a high-growth environment
 </li>
 <li>
 Advanced proficiency in Google Sheets
 </li>
 <li>
 Comfort using AI tools (e.g., ChatGPT, Excel Copilot, or similar) to improve productivity, automate workflows, and enhance analysis
 </li>
 <li>
 Ability to synthesize complex data into clear insights and communicate effectively to stakeholders
 
 
 </li>
 </ul>
 
 Traits That Set You Apart
 
 
 
 <ul>
 <li>
 Experience in a high-growth startup or SaaS environment
 </li>
 <li>
 Familiarity with financial systems (e.g., NetSuite) and HRIS platforms (e.g. Rippling)
 </li>
 <li>
 Experience supporting fundraising, board reporting, or strategic finance initiatives
 </li>
 <li>
 Exposure to building or implementing AI-driven workflows or automations in finance
 
 
 </li>
 </ul>
 
 Why Join Doppel
 
 
 
 <ul>
 <li>
 Competitive compensation (base + equity)
 </li>
 <li>
 Meaningful equity so you share in Doppel&rsquo;s success
 </li>
 <li>
 A hybrid working model with room for in-person collaboration and remote deep work
 </li>
 <li>
 Flexible PTO, comprehensive health benefits, parental leave, and more
 </li>
 <li>
 A high-growth environment where your work has immediate impact and visibility
 
 
 </li>
 </ul>
 Salary Range: $95,000 USD - $125,000 USD
</div>

FP&A Analyst

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