Investment Banking Analyst Jobs in California
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.
Banking or ECM related positions such as Institutional Equity Research or Capital Markets experience **PHYSICAL DEMANDS** The physical demands described herein are representative of those that must...
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...
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 Analyst Vaco $70,000.00 - $115,000.00 / yr 401(k), retirement plan United States, California, port Beach Jun 10, 2025 ROLES & RESPONSIBILITIES: * Primary responsibilities include...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
and Duties In addition to completing your online job application, the hiring manager is requesting that you complete a Statement ofQualifications for the hiring manager's review. Please see...
. ------------------------------------------------------ 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....
Senior Investment Analyst Endeavor Agency Irvine, CA Endeavor (www.endeavorCRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout...
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...
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
- Los Angeles, CA
- 10 days ago
- Los Angeles, CA
- 10 days ago
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property...
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, 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...
Private Wealth Strategist - Private Wealth Management
- Los Angeles, CA
- 11 days ago
- Los Angeles, CA
- 11 days ago
Focus on interacting with financial advisors and investment banking colleagues on their business owner corporate executive and corporate executive clients....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Investment Banking Analyst Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Analyst Jobs in California
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in California 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
- 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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