Top Finance Jobs in San Francisco, CA

Lead and execute complex healthcare investment banking transactions, including M&A, divestitures, restructurings, recapitalizations, leveraged buyouts, strategic advisory assignments, and public or private capital markets transactions. Advise regional and international clients, collaborate with senior professionals across the firm, develop client relationships, and deliver creative, high-quality financial advice under demanding deadlines.

Supports Financial Advisors and Private Wealth Advisors with client service, account administration, financial planning, portfolio and proposal reporting, research, and business development activities. Responsibilities include preparing client meetings, tracking follow-ups, supporting money movement and order entry, executing digital and in-person marketing activities, preparing financial plans and reports, researching client needs, and participating in client meetings and firm initiatives.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movements and orders, maintaining client accounts, answering account inquiries, onboarding clients, supporting digital tools, coordinating calendars and meetings, preparing expense reports, handling office tasks, and assisting with team marketing and business plans. Requires financial services knowledge, active securities licenses, strong organization, communication, and Microsoft Office skills.

Provides client service and administrative support to financial and private wealth advisors. Responsibilities include processing money movement and orders, maintaining client accounts, answering account questions, onboarding clients, coordinating calendars and meetings, managing travel and expenses, supporting marketing activities, and completing clerical and office tasks. Requires active securities licenses, financial services knowledge, strong organizational and interpersonal skills, and advanced Microsoft Office proficiency.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movements and orders, maintaining client accounts, answering account inquiries, onboarding clients, supporting digital tools, managing calendars and travel logistics, preparing expense reports, and assisting with marketing and business-plan execution. Requires financial services knowledge, active securities licenses, strong organization, communication, and client-service skills.

Directs investment management for private wealth clients by developing asset allocation models, overseeing investment managers, monitoring performance and benchmarks, implementing investment strategies, and supporting client meetings. The role analyzes portfolios, addresses client investment questions, maintains investment policies and procedures, and collaborates with Financial Advisors and Private Wealth Advisors. Requires extensive financial industry experience, securities licenses, strong analytical and communication skills, and knowledge of compliance requirements.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio reporting, research, and business development activities. The role also assists with digital and in-person marketing, client communications, seminars, and firm initiatives while maintaining compliance with policies and platforms.

Lead end-to-end management of Morgan Stanleys affordable housing private equity portfolio, including sourcing, underwriting, approvals, closings, asset and portfolio management, governance, risk monitoring, performance reporting, and exits. Act as senior product owner and relationship manager with fund managers, sponsors, legal and risk partners, present to governance forums, and lead a team to ensure disciplined execution and strong portfolio performance aligned with community development objectives.

As an Associate, you'll provide investment banking services, prepare transactions, execute analyses, and respond to client inquiries, supporting public sector financing initiatives.

The Branch Examiner conducts independent risk-based examinations, evaluates compliance at retail branches, and collaborates with management on corrective action plans.