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.
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...
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...
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
- 6 days ago
- San Francisco, 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 (6 miles from San Francisco, CA)
- 8 days ago
- Daly City, CA (6 miles from San Francisco, 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...
Private Markets Real Estate/Assets Investment Analyst
- San Francisco, CA
- 19 days ago
- San Francisco, CA
- 19 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 ---------------...
Investment Banking Associate - Healthcare
- San Francisco, CA
- 22 days ago
- San Francisco, CA
- 22 days ago
The Investment Banking Associate also serves as an intermediary in trading for clients....
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...
Portfolio & Asset Management Analyst - Real Estate
- San Francisco, CA
- 29 days ago
- San Francisco, CA
- 29 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...
POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients....
Do you have expertise and interest in Alternative Investments Sales?...
- Mill Valley, CA (11 miles from San Francisco, CA)
- 45+ days ago
- Mill Valley, CA (11 miles from San Francisco, CA)
- 45+ 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...
Municipal Finance, Investment Banking (Analyst/Associate)
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
RBCCM's West Coast Municipal Finance Group is seeking an experienced municipal finance investment banking associate who is eager to join an established market....
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
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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
- 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
- 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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