29 banking analyst jobs at 23 companies in Capitola, CA
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Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
0+ YOEBachelor's degree, up to 1 year of investment banking or capital markets experience, strong analytical and communication skills, and Series licensing or willingness to obtain it.
Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
0+ YOEBachelor’s degree and up to 1 year of investment banking or capital markets experience required. Series licensing required or obtainable; technology industry experience preferred.
Menlo Park or New York City or London or Hong Kong
$110k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOERequires an undergraduate degree, 1+ year of investment banking experience, transaction execution and financial analysis skills, leverage finance knowledge, client skills, and team management experience.
NavanNasdaq: NAVN: Integrated platform for corporate travel and expense management.
1+ YOEBachelor's degree in finance/economics,1+ years experience in finance/investment banking/consulting/accounting,strong analytical and communication skills,experience with financial modeling and forecasting.
San Francisco or Alameda County or Contra Costa County or Marin County or Napa County or San Francisco County or San Mateo County or Santa Clara County or Solano County or Sonoma County or California
$116k-$131k/yrOnsiteFull Time
Discord: A platform providing voice, video, and text communication services.
3+ YOE3+ years in investment banking, consulting, or high-growth FP&A with heavy financial-modeling ownership; strong Excel and modeling, SQL, subscription modeling, and experience with automation and AI agents.
Microsoft Excel, Pigment, Looker, Claude Code, Codex, SQL
Waymo: Autonomous driving technology for ride-hailing and logistics.
7+ YOE7+ years in investment banking/private equity/corporate development or similar with advanced financial modeling, deal execution, valuation, and cross-functional collaboration.
Belgrade or Serbia or Milpitas or Seattle or Princeton or Cape Town or London or Zurich or Singapore or Mexico City
RemoteFull Time
ZensarNational Stock Exchange of India: ZENSARTECH: Global technology firm providing digital transformation and infrastructure services.
5+ YOEExpertise in cleared derivatives back‑office or banking risk/treasury systems, strong post‑trade/process knowledge, excellent stakeholder and communication skills, degree in economics/mathematics, 5+ years experience; Agile and relevant certifications preferred.
FormFactorNASDAQ: FORM: Manufacturer of semiconductor test and measurement equipment.
2+ YOEPerform bank account administration, credit and collections analysis, insurance and SOX support, online banking portal administration, Excel modeling, and assist with investment portfolio reporting; BA/BS and 2+ years in treasury/finance preferred.
Austin or Los Angeles or Menlo Park or Minneapolis or Seattle
$175k-$185k/yrOnsiteFull Time
Cascadia Capital: Independent investment bank providing advisory services to middle-market businesses.
3+ YOERequires 3–5 years of middle-market investment banking experience, financial modeling and accounting skills, analyst management experience, M&A and capital raising experience, Series 79 and 63, and a finance-related bachelor's degree.
VisaNYSE: V: Global payment technology facilitating electronic funds transfers.
2+ YOE2+ years in software development, pricing analysis, corporate strategy, investment banking, or FP&A; Bachelor's degree in Finance/Business Administration/Statistics/MIS; SQL with large data sets; BI tools (Salesforce Reporting, Power BI, Tableau); programming languages (Python, Java, VB.NET); version control (GitHub, Bitbucket).
SQL, Python, Java, VB.NET, GitHub, Bitbucket, Salesforce, Power BI, Tableau
CoreWeaveNASDAQ: CRWV: Cloud platform providing GPU-accelerated infrastructure for AI workloads.
2+ YOE2-3 years in investment banking, private equity/VC, or management consulting; strong financial modeling, forecasting, budgeting; advanced Excel and PowerPoint; strong analytical and communication skills.
Electric Hydrogen: Manufactures industrial-scale electrolyzers for cost-effective green hydrogen production.
1+ YOE1–3 years in investment banking, consulting, corporate development, or related fields; Bachelor's in Finance/Engineering/Science/Business/Economics; strong Excel/PowerPoint; financial analysis skills.
Fremont Bank: Family-owned community bank providing retail and commercial financial services.
2+ YOESome college in business/finance/accounting, minimum 2 years banking experience, strong verbal/written communication, ability to analyze credit, spread tax returns and financial statements, and deliver accurate work in a fast-paced environment.
RobloxNYSE: RBLX: Platform for creating and playing user-generated 3D digital experiences.
2+ YOE2+ years experience in banking/consulting/ops, bachelor's in quantitative field, advanced Excel/Sheets and financial modeling, experience with Python/SQL/Tableau a plus, strong analytical and communication skills.
Microsoft Excel, Google Sheets, Python, SQL, Tableau
IntuitNASDAQ: INTU: Provides financial software for accounting, tax, and personal finance.
7+ YOEBA/BS or equivalent, 7+ years treasury operations experience, experience with payment processing, bank administration, LCs, unclaimed property, PO management; CTP a plus; strong Excel and analytical, communication skills.
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
5+ YOE5–7 years compliance experience in consumer banking or card products, strong knowledge of Reg Z/Reg E/UDAAP/FCRA/ECOA, experience with audits and complaint management, excellent communication and analytical skills.
Lambda: Provides high-performance GPU cloud infrastructure for AI development.
4+ YOEBachelor's degree in finance, accounting, economics, or related field; 4–7 years in FP&A, corporate finance, investment banking, or consulting; advanced modeling, Excel, communication, and analytical skills.
Sr. Credit Analyst (San Jose, California, United States)
San Jose, California, United States
$98k-$109k/yrOnsiteFull Time
SupermicroNASDAQ: SMCI: Designs and manufactures high-performance server and storage solutions.
8+ YOEBachelors preferred; 8+ years high-tech corporate credit or bank experience preferred; strong financial statement and credit risk analysis, analytical and communication skills, and advanced Microsoft Office proficiency.