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.
- 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...
- 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...
- 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....
- 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...
- 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...
- 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.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Oakland, CA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Oakland, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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