Investment Analyst Jobs in San Francisco, CA

Join a dynamic Technology team to drive M&A projects, leveraging your banking expertise and analytical skills. Collaborate with stakeholders, manage junior team members, and contribute to business dev...

Shape capital solutions in renewable energy by leading tax/preferred equity transactions. Drive execution from screening to closing while mentoring team members and leveraging advanced modeling techni...

Transform advisor partnerships and drive ETF sales across various channels. Leverage significant industry experience to deepen relationships, enhance brand recognition, and provide tailored investment...

Analyze market trends and performance metrics to drive actionable insights across marketing, sales, and revenue operations. Collaborate with cross-functional teams to optimize strategies and enhance g...

Join a team that's shaping the future of financial management in R&D. Drive project budgets, forecasts, and insights while collaborating with cross-functional teams to ensure financial efficiency and...

Take ownership of core compliance functions, collaborating cross-functionally to ensure regulatory adherence. Drive compliance training, manage external consultants, and maintain essential operational...

Accelerate progress at the Compliance Team by owning regulatory needs, collaborating across functions, and managing sensitive compliance matters. This role is key in ensuring adherence to policies and...

Support our research initiatives by analyzing data, conducting qualitative studies, and developing insights to enhance patient-centered care in healthcare systems. Collaborate with a dynamic team on i...

Drive tax compliance and reporting excellence by preparing provisions, returns, and analyses. Collaborate with cross-functional teams to enhance internal controls and support tax authority inquiries w...

Lead data-driven insights to enhance business performance, collaborating across teams to support strategic initiatives. Utilize technical skills in SQL, Python, and data visualization to drive impactf...

Join us to manage large-scale, impactful projects and drive innovative financial solutions globally. Collaborate with cross-functional teams to create localized experiences that empower users in their...

Take ownership of complex mortgage loan evaluations, ensuring compliance with guidelines while assessing borrower risk. Collaborate with internal teams and vendors to facilitate loan approvals and mai...

Transform data insights by leading product adoption analysis and automating reporting processes. Collaborate with cross-functional teams to drive strategic initiatives and present findings to senior l...

Accelerate progress at the intersection of Treasury and Accounting, managing cash forecasting, customer collections, and disbursements. Collaborate with cross-functional teams to ensure financial inte...

Analyze and enhance financial planning capabilities for sophisticated clients, collaborating with Private Wealth Advisors to develop and execute comprehensive financial plans that drive client satisfa...

Elevate your career by contributing to financial statement preparation and client relationships in a dynamic real estate environment. Collaborate with a team to ensure accuracy and support audits whil...

Support a dynamic team in managing client relationships and delivering exceptional financial services. Contribute to financial statement preparation, general ledger accuracy, and year-end audits while...

Champion exceptional client services by leading financial statement preparation, managing client relationships, and mentoring junior staff in a dynamic real estate accounting environment...

Unlock potential by driving strategic investments and partnerships that enhance client solutions. Collaborate with cross-functional teams to identify opportunities, execute deals, and shape the future...

Elevate your career by transforming data into actionable insights. Lead BI products and analytics for major retailers, driving growth through automation and collaboration. Partner across teams to enha...

Join a team that's transforming data into actionable insights, enhancing customer partnerships, and driving business growth through innovative BI solutions and analytics for leading retailers like Wal...

Shape the future of retirement planning by partnering with advisors to drive growth in employer-sponsored plans. Utilize your expertise to provide consultative sales support, foster relationships, and...

Transform financial strategies in solar development by leading budgeting, forecasting, and performance analysis. Collaborate across teams to drive strategic decisions and enhance project funding, ensu...

Join us to drive impactful data analysis that enhances product performance and operational effectiveness. Collaborate with cross-functional teams to uncover insights, develop KPIs, and translate compl...

Join us to lead innovative marketing strategies that enhance brand equity and drive growth in investment banking. Collaborate with cross-functional teams to execute integrated plans and optimize perfo...