Investment Research Jobs in Santa Rosa
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Search Results - Investment Research Jobs in Santa Rosa
Jefferies-Santa Rosa-
pitches, confidential offering memoranda and management presentations
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis
• Perform complex financial modeling and valuation...
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Hunter SF-Santa Rosa-
financial models to assess investment opportunities and valuations
• Portfolio Reporting: Write update reports on funds and portfolio companies quarterly
• Market Research: Track industry trends, emerging technologies, and competitive dynamics across focus...
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Jefferies-Santa Rosa-
memoranda and management presentations
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis
• Perform complex financial modeling and valuation analysis
• Mentor and train...
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Augustine Talent Group-Santa Rosa-
Lead quantitative and qualitative research and due diligence on private market funds and co-investments.
• GP Relationship Management: Cultivate and manage deep relationships with top-tier GPs, including deal structuring and securing access...
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Confidential Careers-Santa Rosa-
conference call scripts, Q&A documents, and investor presentations.
• Investor Engagement: Proactively engage with institutional investors and sell-side research analysts through roadshows, conferences, site visits, and one-on-one meetings. Manage all inbound...
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Alexander Chapman-Santa Rosa-
research, thesis development, and portfolio support.
This position offers meaningful exposure to founders, deal evaluation, and strategic portfolio work from day one.
Key Responsibilities
• Source new investment opportunities across SaaS, software, AI...
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Sora Investors-Santa Rosa-
Conduct primary research and review public filings
• Develop long-term relationships through dialog with management teams of corporate issuers
• Contribute alpha generating investment ideas to the portfolio
Qualifications...
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LifeSci Search-Santa Rosa-
of potential and current investments
Qualifications
• Either clinical training (MD or equivalent) or scientific research (PhD) background needed.
• 1-4 years of experience in venture investing within the Healthcare space. Open to applicants coming with public...
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Hunter SF-Santa Rosa-
models to assess investment opportunities and valuations
• Portfolio Reporting: Write update reports on funds and portfolio companies quarterly
• Market Research: Track industry trends, emerging technologies, and competitive dynamics across focus...
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Talent Focus Executive Search and Consulting-Santa Rosa-
private client platforms, providing bespoke financial strategies to affluent individuals and families.
What You’ll Do
✔ Serve as a trusted financial partner to high-net-worth clients
✔ Deliver tailored wealth, investment, and estate planning advice...
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Augustine Talent Group-Santa Rosa-
This is an ideal role for someone who thrives in a fast-paced, cross-functional environment and wants to help build the next generation of private markets infrastructure.
Key Responsibilities
• Investment Diligence: Lead quantitative and qualitative research...
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WestWater Research-Santa Rosa-
Job Description
Water Consulting Senior Associate
Position Summary
WestWater Research seeks a Water Consulting Senior Associate to support and lead water resource initiatives in California. This role focuses on water supply planning, transaction...
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Russell Tobin-Santa Rosa-
plays a crucial role in growing the firm's UHNW clientele base and connecting them with the firm's investment and advisory solutions.
As a Senior Analyst on the Client Development team, you’ll help drive growth by turning research and market...
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Buckminster Fuller Institute-Santa Rosa-
communities.
The Regeneration Projects Manager will advance efforts by We Can’t Wait (WeCW) to encourage and inspire people to commit their time and talents now, and donate and invest more. WeCW is a fiscally-sponsored project of The Buckminster Fuller...
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Alexander Chapman-Santa Rosa-
The investment team is backing founders from early to late-stage across North America’s most innovative tech categories.
As an Associate, you will play a key role across the full investment lifecycle—including sourcing, diligence, market research, thesis...
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