Investment Analyst Jobs in San Francisco, CA

Join a dynamic wealth planning team to deliver personalized financial strategies. Partner closely with clients, advising on retirement, investment, and tax planning while mastering key technology and...

Support client-centric financial planning by collaborating closely with Wealth Advisors. In this role, develop personalized strategies across investments, tax, estate, and retirement planning for dive...

Elevate client relationships by crafting personalized wealth strategies, collaborating with Wealth Advisors to deliver comprehensive financial plans and ensuring excellent service in a dynamic, hybrid...

Engage as an experienced associate in Equity Research, focusing on technology, data, and analytics. Contribute insights through financial modeling and research reports while interacting with clients a...

Discover insights as a strategic partner in finance, enhancing decision-making and organizational performance through FP&A, risk management, and data analytics while leveraging innovative technology a...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Join our Analytics team as you analyze client data to identify trends, optimize reporting, and enhance dashboards. Collaborate across functions and present findings while developing your skills in a d...

Unlock potential by analyzing data and enhancing client relationship strategies. Collaborate with senior leaders to drive data-informed decision-making in equity sales, while managing Salesforce CRM a...

Unlock potential by joining a dedicated team to deliver high-quality investment banking solutions for technology clients, engaging in diverse complex transactions and providing strategic advisory serv...

Unlock potential by driving data-driven talent intelligence initiatives. Collaborate cross-functionally to enhance hiring efficiency, focusing on the engineering domain to identify and attract top can...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Join a team that's transforming financial performance through detailed analysis, and model creation to inform strategic growth initiatives. Support equity partnerships while managing diverse financial...

Join a team that's shaping financial success through strategic investment reporting. Lead and mentor your team while overseeing university accounting processes and tax compliance, ensuring transparenc...

Join a team that's redefining investment strategy in deep tech. Drive the entire investment process, collaborate with innovators, and develop tailored deal structures to foster growth across 3M’s exte...

Oversee counterparty credit risk management in securities financing, ensuring compliance with risk limits while optimizing exposure and collateral arrangements to support strategic initiatives and imp...

Lead transformative FP&A initiatives as a strategic finance partner, guiding enterprise-wide financial planning, forecasting, and performance management to optimize resource allocation and drive succe...

Pioneer exceptional client experiences by leveraging your expertise in private markets data. Collaborate cross-functionally to optimize workflows and drive adoption of our solutions, ensuring clients...

Join our fast-growing Global Transaction Analytics team to leverage your data analytics expertise in advising clients across the M&A lifecycle, ensuring actionable insights for successful investments...

Join a team that's dedicated to driving successful capital projects by managing cost reports, collaborating with project managers, and ensuring robust budget controls for engineering and construction...

Unlock potential by driving analytical insights and developing models to optimize Medicare Advantage strategies. Collaborate with experts, tackle complex datasets, and support financial performance th...

Support the management of a dairy loan portfolio by analyzing applications and providing credit recommendations, while collaborating with Relationship Managers to ensure compliance and address custome...

Shape the future of finance by leading revenue forecasting and performance management efforts. Collaborate across teams to analyze data, manage contractual margins, and streamline reporting processes...

Champion data-driven marketing strategies by leading analysis and reporting efforts that enhance performance. Collaborate with cross-functional teams, design impactful measurement frameworks, and tran...

Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...

Analyze channel performance and drive data-driven decisions by building models, validating vendor claims, and proactively answering business questions to enhance offline and direct mail strategies...