Investment Banking Analyst Jobs in San Mateo, 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.
Sr. Wealth Strategist/Client Business Development Executive
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
As an Investment Banking Analyst at Societe Generale, you will play a crucial role in supporting our technology investment banking team in executing financial transactions and advising clients on strategic...
- Redwood City, CA (8 miles from San Mateo, CA)
- 4 days ago
- Redwood City, CA (8 miles from San Mateo, CA)
- 4 days ago
Asset Management Analyst Job Overview LOCATION United States, Redwood City, California JOB SKILLS Maintenance, Instrumentation and control systems TYPE Contract JOB ID 163504 SALARY Negotiable...
Remote WorkInvestment Analyst. Private Equity
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
Position Overview: The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds....
Investment Consultant - San Ramon, CA
- San Ramon, CA (22 miles from San Mateo, CA)
- 9 days ago
- San Ramon, CA (22 miles from San Mateo, CA)
- 9 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...
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372
- Berkeley, CA (20 miles from San Mateo, CA)
- 10 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 10 days ago
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372 University of California-Berkeley The Financial Aid and Scholarships Office (FASO) directly awards or coordinates the awarding...
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372
- Berkeley, CA (20 miles from San Mateo, CA)
- 10 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 10 days ago
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $33.52 - $38.51 an hour 12 hours ago Qualifications...
Investment Consultant -Cupertino
- Cupertino, CA (22 miles from San Mateo, CA)
- 11 days ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 11 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...
Investment Consultant -Presidio Heights
- San Francisco, CA (15 miles from San Mateo, CA)
- 11 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 11 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...
Investment Banking Associate Technology (Software)
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
Responsibilities As an Associate, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare...
Investment Banking Analyst Technology (Software)
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
Responsibilities As a Senior Analyst, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
PGIM Private Capital (Prudential): 2026 Summer Investment Analyst Program
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited bachelor's program...
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Equity)
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
Contribute to financial modeling efforts, including cash flow projections, sensitivity analyses, and rent roll reviews, under the guidance of experienced analysts and managers....
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Investment Banking Analyst Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Analyst Jobs in San Mateo, CA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in San Mateo, 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
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Flexibility
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Analyst Related Career Advice Articles
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »