25 investment analyst jobs at 19 companies in Aptos, CA
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Associate Investment Analyst (Santa Clara, CA Hybrid)
Santa Clara, California, United States
$112k-$150k/yr HybridFull Time
2+ YOEBachelors in economics/finance (or related), 2+ years investment-industry analytical experience (or MBA), Bloomberg and Microsoft Excel proficiency, strong written and oral communication, macroeconomic and market analysis skills.
Bloomberg, Microsoft Excel
1d
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Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yr OnsiteFull Time
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.
1d
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Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yr OnsiteFull Time
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.
2w
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2027 Commercial & Investment Bank Innovation Development Full-Time Analyst Program
Chicago or Palo Alto or Plano or New York
$90k-$103k/yr OnsiteFull Time
Campus program for students graduating Dec 2026–Jun 2027 with minimum 3.2 GPA, US work authorization, strong communication, problem-solving, leadership, and intellectual curiosity.
Microsoft Excel, Microsoft PowerPoint, Python, Java, SQL
2w
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Financial Analyst
Palo Alto or San Francisco
$62k-$139k/yr OnsiteFull Time
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.
Anaplan, Pigment, Netsuite, SQL
2d
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Wealth Analyst
Menlo Park, California, United States
$66k-$106k/yr HybridFull Time
0+ YOEBachelor's degree in a related field, 0–3 years of experience, financial planning and investment knowledge, custodian experience, strong communication and attention to detail, and progress toward CFP credentials.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software, Planning & Investment Software
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Financial Analyst
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/yr OnsiteFull Time
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
1mo
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Senior Analyst - Deals Finance
Mountain View or San Francisco
$168k-$207k/yr HybridFull Time
7+ YOE7+ years in investment banking/private equity/corporate development or similar with advanced financial modeling, deal execution, valuation, and cross-functional collaboration.
2w
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Senior Financial Analyst
Redwood City, California, United States
$40-$48/hr OnsiteFull Time
7+ YOEBachelor's in finance-related field, 7+ years commercial/investment banking experience, strong financial modeling, Excel/PowerPoint proficiency, Python preferred, CFA/FRM/CTP preferred.
Microsoft Excel, Microsoft PowerPoint, Python
3mo
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Analyst, Global Interchange Compliance
Foster City or San Francisco
$105k-$163k/yr OnsiteFull Time
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
2w
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Corporate Finance Analyst
Menlo Park or New York City or Chicago
$70k-$105k/yr OnsiteFull Time
1+ YOEBachelor's degree,1+ years FP&A/investment banking/consulting experience,proficiency in Excel/Google Sheets,experience with financial systems,strong communication and analytical skills.
Microsoft Excel, Google Sheets, SQL, Looker, Oracle, Anaplan
2mo
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Strategic Finance Analyst
New York or Sunnyvale
$83k-$110k/yr OnsiteFull Time
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.
Excel, PowerPoint
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Corporate Development Analyst
New York or San Jose
$110k-$120k/yr HybridFull Time
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.
Excel, PowerPoint
1d
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Financial Analyst, GenAI, DeepMind
Mountain View, California, United States
$155k-$166k/yr OnsiteFull Time
4+ YOEBachelor's degree or equivalent experience, 4 years supporting AI/ML technical or R&D teams, financial modeling and uncertain-investment ROI experience, and SAP financial data or SQL dataset experience.
SAP, SQL
6d
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Senior Financial Analyst, GTM Finance
Santa Clara, California, United States
$116k-$192k/yr OnsiteFull Time
Analytical finance experience in SaaS FP&A, equity research, investment banking, consulting, or comparable work; strong Excel and PowerPoint skills; executive communication and multi-source financial analysis experience.
Microsoft Excel, Microsoft PowerPoint, Pigment, Anaplan, Power BI, Tableau
1mo
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Staff Financial Analyst, Technology Ecosystem
Mountain View, California, United States
$154k-$209k/yr OnsiteFull Time
8+ YOE8+ years FP&A experience, advanced Excel and financial modeling, investment/resource planning expertise, executive-facing presentation skills, degree in finance/accounting/business or equivalent; MBA preferred.
Microsoft Excel
2mo
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US Sales Financial Analyst, Demand Forecasting & Analysis
Cupertino, California, United States
OnsiteFull Time
Perform financial analysis and demand forecasting to support sales; collaborate with cross-functional teams to inform investment and risk decisions.
1mo
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
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.
Microsoft Excel
1d
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Operational Due Diligence Analyst
New York City or Redwood City or Norfolk or Austin or Sonoma or Baltimore or Cincinnati or Denver or Houston or San Francisco or Jackson or West Conshohocken or Los Altos or Boca Raton or Westfield or Indianapolis or Chicago or Boston or Grand Rapids or Louisville or United States or Europe
$150k-$175k/yr HybridFull Time
5+ YOERequires a bachelor's degree, 5+ years of operational due diligence experience, 7+ years overall work experience, investment-manager review expertise, financial-services knowledge, and strong analytical and communication skills.
Artificial Intelligence (AI)
1d
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Senior FP&A Analyst, Engineering & Product
San Francisco or San Jose
$169k-$200k/yr HybridFull Time
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.
Microsoft Excel, SQL
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