Investment Banking Analyst Jobs in San Rafael, 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 (14 miles from San Rafael, CA)
- 8 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 8 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 (14 miles from San Rafael, CA)
- 8 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 8 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...
Investment Analyst. Private Equity
- San Francisco, CA (14 miles from San Rafael, CA)
- 9 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 9 days ago
Position Overview: The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds....
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372
- Berkeley, CA (14 miles from San Rafael, CA)
- 14 days ago
- Berkeley, CA (14 miles from San Rafael, CA)
- 14 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 (14 miles from San Rafael, CA)
- 14 days ago
- Berkeley, CA (14 miles from San Rafael, CA)
- 14 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 -Presidio Heights
- San Francisco, CA (14 miles from San Rafael, CA)
- 15 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 15 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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 (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 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....
PGIM: 2026 Real Estate, Investment Analyst Program (Originations)
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 days ago
Job Classification: Investment Management - Investments PGIM: 2026 Real Estate, Investment Analyst Program (Originations) This position is only available in the following locations: New York, NY;...
PGIM: 2026 Real Estate, Investment Analyst Program (Equity)
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 16 days ago
modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios....
- Berkeley, CA (14 miles from San Rafael, CA)
- 16 days ago
- Berkeley, CA (14 miles from San Rafael, CA)
- 16 days ago
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome...
Demographic Data for San Rafael, CA
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Salary for Investment Banking Analyst Jobs in San Rafael, CA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in San Rafael, 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 Modeling
- Equities
- Derivatives
- Hedge Funds
- Corporate Finance
- Investment Analysis
- Wealth Management
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Credit Analysis
- 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
- Risk Management
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Documentation
- Flexibility
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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