Entry Level Investment Advisor Jobs in San Jose, CA
xAI
$45 - $100
Palo Alto, CA
We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world ECM dynamics.
xAI
$45 - $100
Palo Alto, CA
Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes. In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.
xAI
$45 - $100
Palo Alto, CA
Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions. In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.
Pacific Urban Investors
Palo Alto, CA
Create and prepare valuations for potential multifamily acquisitions utilizing Microsoft Excel – using our internal models to incorporate market data and property operating history into each valuation. Conduct and coordinate due diligence activities involving the audit of leases and financial operations, analysis of market competitors, synthesis of third-party reports, assessment of physical deficiencies, and renovation opportunities.
BlackLine
Pleasanton, California
Blackline
Pleasanton, CA
Our vision is to modernize the finance and accounting function to enable greater operational effectiveness and agility, and we are committed to delivering innovative solutions and services to empower accounting and finance leaders around the world to achieve Modern Finance. The ideal candidate is a proactive, forward-thinking leader who excels at translating complex financial data into actionable strategies and thrives on building strong, collaborative relationships with senior executives.
JPMorgan Chase
$130000 - $200000
Palo Alto, CA
As a Vice President within Business Development in Merchant Services, you will focus primarily on generating new business from prospective clients of JPMorgan Chase in the Technology Segment, which can include Merchants, Marketplaces, and Payment Facilitators. + Protect the firm by following sound risk management protocols and adhering to regulatory requirements; works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations.
Bitdeer Technologies Group
$200000 - $250000
San Jose, CA
Oversee and maintain secure access to tax authority portals and official tax websites to retrieve tax-related documents, official correspondence, updates on new tax developments and compliance record. Liaise with the Tax Office and/or State Authorities to address complex tax issues and manage all matters related to tax abatement programs on behalf of Group Tax team.
Antora Energy
$115000 - $125000
San Jose, CA
Antora Energy is seeking a highly analytical and driven Financial Analyst to own and operate the company's core financial model, deliver mission-critical insights that guide strategic decisions, and support capital markets engagement. The ideal candidate thrives in complexity, is comfortable operating independently, loves solving new problems, and brings the rigor of an investment banking background to the challenge of scaling a climate-tech company.
Advanced Micro Devices, Inc
Santa Clara, California
This high-impact position focuses on building and assessing partnerships across enterprises, verticals, and ecosystems—including vendor evaluations, market assessments, business model analysis, and competitive intelligence. Join AMD’s Strategy and Partnerships team as a Senior Analyst and play a key role in developing and executing strategic initiatives that drive AMD’s growth in emerging technologies, markets, and ecosystems.
Beacon Pointe Advisors LLC
San Jose, CA
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.