29 investment analyst jobs at 21 companies in Tracy, CA

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Direct Indexing Investment Analyst, Specialist
Oakland, California, United States
$60k-$96k/yr HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree or equivalent training and experience; three years of related financial services or investment operations experience preferred. CFA completion or progress preferred.
portfolio management operational procedures, investment platforms
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Investment Operations Analyst - Trade Support
Reno or San Ramon
$93k-$116k/yr HybridFull Time
Ridgeline
Ridgeline: Cloud-native platform for investment management operations.
3+ YOEBachelor's degree,3–5 years investment operations or middle/back-office experience,knowledge of portfolio accounting,reconciliation,performance reporting,attention to detail,analytical and communication skills.
ChatGPT, Google Apps, Microsoft Office, Slack, JIRA, Confluence, Kantata, APIs, AWS
2d
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Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yr OnsiteFull Time
Morgan Stanley
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.
2d
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Investment Banking Technology Analyst - New York OR Menlo Park
New York City or Menlo Park
$110k-$125k/yr OnsiteFull Time
Morgan Stanley
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.
2mo
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Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
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Financial Analyst
Palo Alto or San Francisco
$62k-$139k/yr OnsiteFull Time
Navan
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.
Anaplan, Pigment, Netsuite, SQL
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Wealth Analyst
Menlo Park, California, United States
$66k-$106k/yr HybridFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
0+ YOEBachelor's degree in a related field, 0–3 years of experience, financial planning and investment knowledge, custodian experience, strong communication, accuracy, professionalism, and confidentiality; pursuing 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
Discord
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
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Senior Analyst - Deals Finance
Mountain View or San Francisco
$168k-$207k/yr HybridFull Time
Waymo
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.
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Senior Financial Analyst
Redwood City, California, United States
$40-$48/hr OnsiteFull Time
Provident Credit Union
Provident Credit Union: Member-owned financial cooperative providing banking and lending services.
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
3w
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Corporate Finance Analyst
Menlo Park or New York City or Chicago
$70k-$105k/yr OnsiteFull Time
Robinhood
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
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
CoreWeave
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.
Excel, PowerPoint
2mo
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Corporate Development Analyst
New York or San Jose
$110k-$120k/yr HybridFull Time
Electric Hydrogen
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.
Excel, PowerPoint
3d
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Financial Analyst, GenAI, DeepMind
Mountain View, California, United States
$155k-$166k/yr OnsiteFull Time
Google
GoogleNASDAQ: GOOGL: Provides online search, advertising, cloud computing, and consumer electronics.
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
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Staff Financial Analyst, Technology Ecosystem
Mountain View, California, United States
$154k-$209k/yr OnsiteFull Time
Intuit
IntuitNASDAQ: INTU: Provides financial software for accounting, tax, and personal finance.
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
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Senior Financial Analyst, GTM Finance
Santa Clara, California, United States
$116k-$192k/yr OnsiteFull Time
ServiceNow
ServiceNowNYSE: NOW: Provides a cloud platform for automating enterprise digital workflows.
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
2mo
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US Sales Financial Analyst, Demand Forecasting & Analysis
Cupertino, California, United States
OnsiteFull Time
Apple
AppleNASDAQ: AAPL: Designs and sells consumer electronics, software, and online services.
Perform financial analysis and demand forecasting to support sales; collaborate with cross-functional teams to inform investment and risk decisions.
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Treasury Analyst (Temporary - 6 months)
Livermore, California, United States
$71k-$94k/yr OnsiteFull Time
FormFactor
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.
Microsoft Excel
2d
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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
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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)