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.
Investment Banker - Healthcare Biopharma - Vice President
- JP Morgan
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible...
In PersonWealth at Work, Managing Director, Investment Counselor Team Lead, West Region
- Citigroup
- San Francisco, CA
- 5 days ago
- San Francisco, CA
- 5 days ago
investments....
In PersonAsset Management Analyst (Foster City)
- MidPen Housing Corporation
- Foster City, CA (17 miles from San Francisco, CA)
- 13 days ago
- Foster City, CA (17 miles from San Francisco, CA)
- 13 days ago
About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish...
In Person- Turn/River Capital
- San Francisco, CA
- 19 days ago
- San Francisco, CA
- 19 days ago
About Turn/River Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build...
RemoteAbout BRIDGE Housing BRIDGE Housing strengthens communities by developing, owning, and managing highquality, affordable homes for working families and seniors. BRIDGE's portfolio of housing...
In PersonFinancial Services Analyst (5184C) Haas School of Business 86170
- University of California Berkeley
- Berkeley, CA (10 miles from San Francisco, CA)
- 22 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 22 days ago
Financial Services Analyst (5184C) Haas School of Business 86170 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $74,700 - $107,000 a year 8 hours ago Qualifications...
In PersonPoint72 Academy Investment Analyst Program for Upcoming Graduates (2026 US)
- Point72
- San Francisco, CA
- 23 days ago
- San Francisco, CA
- 23 days ago
About Point72 Point72 is a leading global alternative investment firm led by Steven A. Cohen....
In PersonRETS Associates on behalf of our client, a privately owned real estate investor operator, is seeking an Investment Analyst in San Francisco, CA. The Analyst provides analytic and transaction...
In Person- Abacus Wealth Partners
- San Carlos, CA (21 miles from San Francisco, CA)
- 30+ days ago
- San Carlos, CA (21 miles from San Francisco, CA)
- 30+ days ago
A background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial...
In PersonThe Investments Analyst will be responsible for building financial models, assisting with due diligence and closings, preparing market research, and supporting investor reporting....
In PersonInvestment Banking Associate - Consumer
- Piper Sandler Companies
- San Francisco, CA
- 30+ days ago
- San Francisco, CA
- 30+ days ago
modeling Motivated, team player with an interest and ability to learn in an energetic and challenging environment As a leading investment bank, we enable growth and success for our clients through...
In PersonInvestment Banking Associate - Healthcare Services & IT
- Piper Sandler Companies
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
modeling Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients...
In Person3M Ventures Investment Director
- 3M Companies
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
Job Description: 3M Ventures Investment Director Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and...
In PersonData Center Asset Management Analyst
- Roblox
- San Mateo, CA (15 miles from San Francisco, CA)
- 60+ days ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 60+ days ago
Every day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences- all created by our global community of...
In PersonStrong understanding of index construction, benchmarking, asset allocation, portfolio attribution, and the practical uses of indexes in investment decision-making....
In PersonDemographic 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
- FactSet
- Equity Research
- Financial Statements
- Asset Allocation
- Financial Planning
- Alternative Investments
- Financial Statement Analysis
- Mutual Funds
- Financial Modeling
- Wealth Management
- Investment Analysis
- Hedge Funds
- Investment Banking
- Derivatives
- Valuation
- Restructuring
- Corporate Finance
- Fixed Income
- Estate Planning
- Capital Markets
- Balance Sheets
- Investment Management
- Private Equity
- Financial Analysis
- Client Relationships
- Portfolio Management
- Mergers & Acquisitions
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Acquisitions
- Finance
- Accounting
- Strategy Development
- Business Development
- Presentation
- Consulting
- Documentation
- Verbal Communication
- Reporting
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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