Investment Banking Analyst Jobs in San Francisco, 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.
Private Markets Real Estate/Assets Investment Analyst
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 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...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
. ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Investment Banking ---------------...
The Investment Banking Associate also serves as an intermediary in trading for clients....
Investment banking experience needed....
Investment Consultant - San Ramon, CA
- San Ramon, CA (22 miles from San Francisco, CA)
- 10 days ago
- San Ramon, CA (22 miles from San Francisco, CA)
- 10 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
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 - VC Fund of Funds
- Alameda, CA (7 miles from San Francisco, CA)
- 13 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 13 days ago
Investment Analyst, Venture Capital Fund of Funds JOB DESCRIPTION: In this role, you'll wear multiple hats across all areas of our funds investment work, playing a vital role in: Meet with venture...
Investment Consultant - Burlingame, CA
- Burlingame, CA (14 miles from San Francisco, CA)
- 13 days ago
- Burlingame, CA (14 miles from San Francisco, CA)
- 13 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Portfolio & Asset Management Analyst - Real Estate
- San Francisco, CA
- 13 days ago
- San Francisco, CA
- 13 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...
- San Mateo, CA (15 miles from San Francisco, CA)
- 17 days ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 17 days ago
Familiarity with financial modeling, market sizing, and valuation. Self-starter with high attention to detail and a collaborative mindset....
Investment Consultant - San Francisco, CA
- San Francisco, CA
- 19 days ago
- San Francisco, CA
- 19 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Investment Banking Associate (TMT)
- Hayward, CA (19 miles from San Francisco, CA)
- 21 days ago
- Hayward, CA (19 miles from San Francisco, CA)
- 21 days ago
Ideal Profile: 2-3 years of experience in M&A execution at a leading investment banking group....
Do you have expertise and interest in Alternative Investments Sales?...
- Mill Valley, CA (11 miles from San Francisco, CA)
- 30+ days ago
- Mill Valley, CA (11 miles from San Francisco, CA)
- 30+ days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in San Francisco, CA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in San Francisco, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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