Investment Banking Analyst Jobs in Oakland, CA

An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.

Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.

1-15 of 30 Jobs

Associate Investment Director

  • San Francisco, CA (11 miles from Oakland, CA)
  • 2 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 2 days ago

Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...

Associate Director - Wealth Management

  • San Francisco, CA (11 miles from Oakland, CA)
  • 3 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 3 days ago

investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional...

Investment Banking Associate

  • San Francisco, CA (11 miles from Oakland, CA)
  • 5 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 5 days ago

Banking experience Outstanding academic qualifications; strong GPA Prior investment banking experience; bulge bracket or boutique program training a plus Passion for the business opportunities created...

2026 Private Equity Analyst - San Francisco, CA

  • San Francisco, CA (11 miles from Oakland, CA)
  • 6 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 6 days ago

Job Summary 2026 Private Equity Analyst San Francisco, CA Private Equity Analyst Program Vista's Analyst Program offers immersive training, real deal exposure, and access to industry-leading...

Private Markets Due Diligence Analyst

  • Daly City, CA (13 miles from Oakland, CA)
  • 8 days ago
  • Daly City, CA (13 miles from Oakland, CA)
  • 8 days ago

Private Markets Due Diligence Analyst Daly City, CA - $118,700 - $169,700 Full Time Posted by: Bank of America Posted: Sunday, 22 June 2025 Job Description: The Chief Investment Office (CIO) is...

Vice President, Investment Banker

  • Palo Alto, CA (23 miles from Oakland, CA)
  • 12 days ago
  • Palo Alto, CA (23 miles from Oakland, CA)
  • 12 days ago

Prepare financial analysis, including detailed valuation analysis including LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum...

Private Markets Real Estate/Assets Investment Analyst

  • San Francisco, CA (11 miles from Oakland, CA)
  • 18 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 18 days ago

Aon is looking for Private Markets Real Estate/Assets Investment Analyst in our San Francisco office. As part of an industry-leading team, you will help empower results for our clients by...

Wealth Strategist

  • San Francisco, CA (11 miles from Oakland, CA)
  • 19 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 19 days ago

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...

VP Investment Banker - Software

  • San Francisco, CA (11 miles from Oakland, CA)
  • 21 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 21 days ago

. ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Investment Banking ---------------...

Investment Banking Associate - Healthcare

  • San Francisco, CA (11 miles from Oakland, CA)
  • 21 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 21 days ago

The Investment Banking Associate also serves as an intermediary in trading for clients....

Wealth Strategist

  • San Francisco, CA (11 miles from Oakland, CA)
  • 25 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 25 days ago

modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...

Investment Analyst Intern 105571

  • Palo Alto, CA (23 miles from Oakland, CA)
  • 26 days ago
  • Palo Alto, CA (23 miles from Oakland, CA)
  • 26 days ago

Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...

Investment Analyst Intern

  • Palo Alto, CA (23 miles from Oakland, CA)
  • 27 days ago
  • Palo Alto, CA (23 miles from Oakland, CA)
  • 27 days ago

Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...

Portfolio & Asset Management Analyst - Real Estate

  • San Francisco, CA (11 miles from Oakland, CA)
  • 28 days ago
  • San Francisco, CA (11 miles from Oakland, CA)
  • 28 days ago

Employer: DWS Group Title: Analyst Real Estate Location: San Francisco, CA Job Code: #LI-LV2 #LI-01 About DWS: Today, markets face a whole new set of pressures but also a whole lot of opportunity...

Business & Investment Analyst

  • Palo Alto, CA (23 miles from Oakland, CA)
  • 30+ days ago
  • Palo Alto, CA (23 miles from Oakland, CA)
  • 30+ days ago

Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...

Demographic Data for Oakland, CA

Moving to Oakland, CA? Find some basic demographic data about Oakland, CA below.


Local
National
429,527
10,158
Large

Investment Banking Analyst Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

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Salary for Investment Banking Analyst Jobs in Oakland, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Analyst positions.



Highest Education Level

Investment Banking Analysts in Oakland, CA offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.7%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


Other Career Titles

Here are some other career titles that require similar skills



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