Investment Analyst Jobs in San Francisco, CA

Lead as a national technical resource in estate, gift, and trust matters, collaborating with teams to provide expert guidance, conduct research, and develop tailored solutions that enhance client stra...

Lead as a national technical resource in estate, gift, and trust matters, collaborating with teams to provide expert guidance, conduct research, and develop tailored solutions for clients while enhanc...

Join a team that's driving innovation in functional and technical solutions. Leverage your extensive experience to lead cross-functional teams, shape strategic goals, and enhance business processes th...

Join a dynamic team as you independently manage complex underwriting tasks, assess risks, and provide credit recommendations while coaching others. Your expertise will drive impactful decisions in a c...

Analyze complex financial data to provide strategic insights for mergers and acquisitions. Mentor junior team members while managing workstreams and delivering clear, actionable recommendations to cli...

Lead high-impact projects while architecting and scaling innovative trading and custody systems that enhance investment operations. Collaborate across teams to deliver effective solutions, ensuring co...

Champion innovative and scalable Trading & Custody systems by leading cross-functional projects and collaborating closely with product and compliance teams, while inspiring the engineering team with a...

Unlock potential by leading strategic partnerships and complex transactions. Drive high-impact deals from inception to execution, collaborating with senior leaders and cross-functional teams to suppor...

Champion the underwriting process by assessing risks, determining terms, and ensuring profitability while meeting customer needs. Leverage financial acumen and communication skills to drive strategic...

Elevate enterprise sales by driving complex deals with top venture capital firms. Shape private markets through innovative solutions, guiding clients in fund administration and strategic growth while...

Drive financial strategy and planning as a key partner in a dynamic, high-growth environment. Own financial models, manage budgets, and enhance cross-functional collaboration to support strategic deci...

Innovate financial strategies as a key partner in FP&A, driving insights and accountability across R&D and G&A. Own financial models, forecasts, and planning processes to support strategic decision-ma...

Tackle business development and technical collaboration for account growth in financial services. Manage engagements from introduction to expansion, partner with cross-functional teams, and deliver cu...

Lead strategic business initiatives by building relationships with senior executives to drive revenue growth in life sciences. Develop actionable plans to identify opportunities and enhance market pos...

Champion enterprise-wide financial analysis and forecasting, focusing on gross margin performance. Collaborate with cross-functional teams to translate complex data into actionable insights and suppor...

Drive the expansion of financial wellness solutions by establishing strategic partnerships and engaging with industry influencers to enhance employee benefits offerings and generate new business oppor...

Accelerate progress at the forefront of BI and analytics as you design and implement end-to-end solutions. Collaborate cross-functionally to enhance finance processes with robust data governance, repo...

Champion analytics initiatives across Scaled Engineering Operations, driving process improvements and strategic insights. Collaborate with teams to enhance operational efficiency and measure impact on...

Grow and transform annuity sales in the Bank/Wire and Edward Jones channel by developing strong advisor partnerships, executing strategic territory plans, and providing exceptional support for client...

Engage in structured renewable energy finance by supporting transaction screening, underwriting, and execution. Collaborate with senior team members to drive projects from intake to closing, leveragin...

Pioneer innovative solutions by leading client engagements with top firms. Drive discovery, connect needs to data insights, and collaborate across teams to deliver impactful results in a dynamic, remo...

Optimize lease administration processes by conducting detailed reconciliations and audits for large clients, ensuring compliance with lease terms while delivering accurate financial reporting and fost...

Shape strategic initiatives by analyzing market trends and financial data, translating priorities into actionable plans. Collaborate across functions to drive portfolio management and ensure effective...

Lead the charge in managing comprehensive accounting functions for self-insurance groups, ensuring accurate financial reporting, compliance with regulations, and effective budget management while coll...

Engage in comprehensive financial analysis and strategic advisory, leading due diligence and client presentations while collaborating with a dynamic deal team to drive impactful business insights and...