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67 investment analyst jobs at 45 companies in Upland, CA

1mo
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Senior Investment Analyst
Boston or Wilmington or Aliso Viejo
$100k-$130k/yr HybridFull Time
Great Gray
Great Gray: Provides trustee and administrative services for collective investment trusts.
6+ YOEBachelor’s in finance/economics/business, 6+ years in investment management or financial services, advanced Excel, CFA designation preferred, experience with private markets, strong communication and research skills.
Microsoft Excel
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3mo
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Investment Banking Analyst
Los Angeles or Nashville or Charlotte or New York
$100k/yr HybridFull Time
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
1+ YOE1+ years sellside M&A advisory/investment banking; strong academics; team player; strong communications; entrepreneurial mindset; knowledge of accounting and corporate finance.
Excel, PowerPoint, Financial Modeling, Valuation
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1w
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Investment Banking - Small-Cap Investment Banking - Analyst
New York or Los Angeles or Dallas or Chicago or Atlanta
$115k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1–3 years of investment banking or related M&A experience, a bachelor's degree in finance, economics, business administration, or related field, and strong accounting, finance, quantitative, writing, and communication skills.
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2mo
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Investment Banking Senior Analyst | Industrials
Los Angeles, California, United States
$130k/yr OnsiteFull Time
Houlihan Lokey
Houlihan LokeyNYSE: HLI: Global investment bank providing financial advisory and restructuring services.
2+ YOE2+ years investment banking experience, coursework in accounting and finance, strong analytical and communication skills, valuation knowledge, and proficiency with Microsoft Excel, Word, and PowerPoint.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2d
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Investment Banking Analyst
Newport Beach, California, United States
$75k/yr OnsiteFull Time
Roth Capital Partners
Roth Capital Partners: Investment banking and research services for growth companies
0+ YOEBachelor’s degree in business, finance, economics, or accounting; 0–2 years of relevant experience; strong Excel, PowerPoint, financial modeling, accounting, finance, valuation, and communication skills.
Microsoft Excel, Microsoft PowerPoint, DCF, data room
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2d
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Investment Performance Analyst
Upland, California, United States
$75k-$84k/yr OnsiteFull Time
Lewis Group of Companies
Lewis Group of Companies: Develops and manages residential and commercial real estate properties.
Bachelor's degree in finance, accounting, economics, real estate, or related field; strong financial and analytical skills; real estate valuation knowledge; attention to detail; and effective cross-functional communication.
LandVision, CoStar, Microsoft Excel, JDE, TM1, Power BI
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1w
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INVESTMENT REPORTING ANALYST - IRVINE
Irvine, California, United States
$75k-$95k/yr OnsiteFull Time
Pathway Capital Management
Pathway Capital Management: Manages private market investment portfolios for institutional investors.
0+ YOERequires 0–2 years of analytical experience, a bachelor's degree in business, finance, economics, or related field, strong quantitative and communication skills, and proficiency in MS Office Suite.
Microsoft Office Suite
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2mo
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Alternative Investment Analyst - Irvine, CA
Irvine, California, United States
OnsiteFull Time
In-N-Out Burger
In-N-Out Burger: Family-owned fast-food chain serving fresh, made-to-order hamburgers.
N/A
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6d
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2027 CIB Investment Banking Analyst Program - Early Careers (CA)
San Francisco or Los Angeles
$90k-$150k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Provides banking, investment, mortgage, and consumer finance products.
0.5+ YOERequires 6+ months of investment banking program experience or equivalent through work, training, military experience, or education. Bachelor’s degree and Microsoft Office proficiency preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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2w
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Investment Banking Analyst II, Advisory, Consumer & Retail/Restaurant
Los Angeles, California, United States
$115k-$120k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
1+ YOEBachelor's degree and 1–2 years of experience in investment banking, transaction advisory, accounting, or similar work. Requires financial modeling, valuation, due diligence, client communication, and project management skills.
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1d
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Investment Banking Analyst - Los Angeles - Intrepid (Full-Time 2027)
Los Angeles, California, United States
$100k/yr HybridFull Time
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial GroupTokyo Stock Exchange: 8306: Provides global commercial banking, investment, and asset management services.
Top-tier academic credentials, preferred GPA of 3.5+, strong written and oral communication, teamwork, maturity, accounting and corporate finance knowledge, and financial statement analysis familiarity.
LBO, DCF
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2027 Truist Securities - Energy Investment Banking - Summer Analyst Program - Houston, TX
Houston or Atlanta or Boston or Charlotte or Chicago or Dallas or Los Angeles or Miami or Nashville or Orlando or New York or San Francisco or Washington
$48/hr OnsiteMultiple Commitments Available
Truist Financial
Truist FinancialNYSE: TFC: Provides banking, investment, insurance, and lending services.
Graduation between December 2027 and June 2028, analytical ability, attention to detail, leadership, interpersonal, written and oral communication skills, and ability to work in fast-paced teams.
Financial models, Microsoft Excel
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1mo
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Analyst, Capital Markets & Finance
Los Angeles, California, United States
$101k-$130k/yr OnsiteFull Time
Lendistry
Lendistry: Technology-enabled lender providing capital to small businesses.
1+ YOEBachelor's in Finance/Econ/Business, 1+ year relevant experience in credit investing/investment banking/consulting, advanced Microsoft Excel and financial modeling, capital markets knowledge; must be located in Los Angeles.
Microsoft Excel
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Sr. Analyst, Acquisitions
Los Angeles or Kansas or Oklahoma or Texas or Missouri or Nebraska or Indiana or United States
RemoteFull Time
Saban Music Group
Saban Music Group: Global independent music entertainment focused on artist development.
2+ YOERequires 2–5 years in real estate acquisitions, finance, investment banking, or principal investing; a bachelor's degree; advanced Excel and financial modeling skills; cash-flowing real estate underwriting experience; and willingness to travel.
Microsoft Excel, Microsoft Office, ARGUS
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2mo
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Analyst, Deals Office
Los Angeles, California, United States
$89k-$110k/yr OnsiteFull Time
Warner Music Group
Warner Music GroupNASDAQ: WMG: A global music entertainment producing and publishing music.
3+ YOEBachelor’s in Finance, Accounting, or related field; 3–5 years analytics/investment banking; strong SQL; Excel; data visualization; familiarity with music industry finances preferred.
SQL, Tableau, Python, Excel, Google Sheets, PowerPoint, Plotly Dash, Streamlit
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1w
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Financial Analyst
Los Angeles, California, United States
$98k-$133k/yr OnsiteFull Time
Hermeus
Hermeus: Develops high-speed and hypersonic aircraft for defense and transportation.
2+ YOERequires 2–4 years in FP&A, strategic finance, investment banking, consulting, or related finance; advanced Excel and financial modeling; budgeting, forecasting, financial statements, variance analysis, and strong communication skills.
Microsoft Excel, Workday Adaptive Planning, NetSuite, Power BI
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2mo
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Market Analyst
Vancouver or Toronto or Los Angeles or Seattle or Phoenix or Chicago
$120k-$250k/yr OnsiteFull Time
Onni Group
Onni Group: Develops, constructs, and manages residential and commercial real estate.
5+ YOE5+ years equity research or investment analysis experience, bachelor’s in finance/economics/accounting, strong mining/commodities knowledge, financial modeling and valuation skills, proficiency with Excel/Bloomberg/Capital IQ, CFA preferred.
Microsoft Excel, Bloomberg, Capital IQ
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Analyst, Portfolio Management (Equities)
Santa Monica, California, United States
$83k-$105k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree required; comfort with large data sets; knowledge of SQL, VBA, and/or Excel helpful; strong quantitative, analytic, time-management, and communication skills; alignment with firm's investment strategy.
SQL, VBA, Microsoft Excel
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2mo
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Analyst, Private Strategies (Resi)
Newport Beach, California, United States
$110k-$125k/yr OnsiteFull Time
PIMCO
PIMCO: Global investment management firm specializing in fixed income strategies.
0+ YOE0–3 years experience in investment banking, asset management, structured finance, or private credit; strong analytical and financial modeling skills; excellent communication and writing; degree preferred in quantitative or finance fields.
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2mo
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Fund Banking Analyst
Irvine, California, United States
$70k-$100k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
1+ YOEBachelor's degree in finance or related field; 1+ year experience in commercial banking, finance, accounting, investment banking, or alternative investments; strong analytical and Excel skills; knowledge of financial principles; ability to work independently and with executives; venture funding/ private equity understanding.
Microsoft 365, Microsoft Excel
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