33 investment analytics analyst jobs at 28 companies in Millbrae, CA

3d
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Investment Operations Analyst
San Francisco, California, United States
$70k-$85k/yr OnsiteFull Time
KKR
KKRNYSE: KKR: Global investment firm providing alternative asset management and insurance.
1+ YOEBachelor's degree required; 1–3 years of investment operations or related experience, including internships. Requires analytical, quantitative, communication, Excel, and investment lifecycle skills.
Geneva, Wall Street Office, OMS, EMS, Microsoft Excel, VBA, Visio
2w
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Investment Banking Analyst, Technology
San Francisco, California, United States
$110k-$135k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years relevant experience, undergraduate degree in finance/economics/accounting, strong financial modeling, analytical and communication skills, experience in investment or corporate banking.
3d
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Investment Banking Analyst | Technology
San Francisco, California, United States
$110k-$120k/yr OnsiteFull Time
Houlihan Lokey
Houlihan LokeyNYSE: HLI: Global investment bank providing financial advisory and restructuring services.
1+ YOEAt least 1 year of investment banking experience, strong academics in finance, accounting, business, or economics, advanced Excel and PowerPoint knowledge, analytical ability, attention to detail, and communication skills.
Microsoft Excel, Microsoft PowerPoint
3w
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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
2w
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Investment Analyst, Venture Capital
Boston or San Francisco
$80k-$89k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides investment management and consulting services to institutional clients.
BA/BS (min GPA 3.3) required or expected; strong analytical, writing, and Excel skills; interest in venture capital; ability to travel domestically and work under tight deadlines.
Microsoft Word, Microsoft Excel
2w
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Investment Analyst, Venture Capital
Boston or San Francisco
$80k-$89k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides global investment advisory and portfolio management services.
BA/BS required or expected (min GPA 3.3), interest in venture capital/growth equity, strong writing, analytical and quantitative skills, MS Word and Excel proficiency, project management, and willingness to travel.
Microsoft Word, Microsoft Excel
2mo
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Director, Investment Analyst Program
San Francisco, California, United States
$155k-$213k/yr OnsiteFull Time
Prologis
PrologisNYSE: PLD: Develops and leases global industrial and logistics real estate.
5+ YOE5+ years experience in talent development, investment management, real estate, financial services, or related fields; strong analytical skills; experience leading early-career development programs; ability to travel up to 30%.
Microsoft Excel, ARGUS
2mo
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ASSOCIATE DIRECTOR, INVESTMENT ANALYST
San Francisco, California, United States
$120k-$150k/yr OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
4+ YOEBachelor's degree required; Series 65 required (or obtain within 120 days); 4+ years experience preferred; CFA/CFP preferred; proficient in Microsoft Office; familiarity with eMoney, Salesforce, Addepar; strong communication and analytical skills.
Microsoft Office Suite, eMoney, Salesforce, Addepar
1w
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Investment Banking Analyst | Warsaw
Warsaw or Berlin or Boston or Copenhagen or Frankfurt or Hamburg or London or Munich or Paris or San Francisco or Stockholm or Vancouver
OnsiteFull Time
Carlsquare
Carlsquare: Independent technology investment bank providing M&A and financial advisory.
University degree in finance, accounting, or a quantitative discipline; up to 2 years of relevant experience; Excel and PowerPoint proficiency; fluent Polish and English; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint
1mo
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Associate Investment Analyst (Santa Clara, CA Hybrid)
Santa Clara, California, United States
$112k-$150k/yr HybridFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
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
5d
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Analyst, Investment Research
San Francisco, California, United States
$85k-$90k/yr OnsiteFull Time, Internship
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
Current undergraduate student completing a bachelor's degree by summer 2027, with strong analytical, communication, organizational, ethical, collaborative, and problem-solving skills and an interest in investment research.
AI, Chat GPT
3mo
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Point72 Academy Investment Analyst Program for Upcoming Graduates (2026 – US)
Chicago or Florida or New York or San Francisco
$125k/yr OnsiteFull Time
Point72
Point72: Global multi-strategy asset management and investment advisory firm.
Current students graduating between Dec 2026 and Jul 2027; strong communication, analytical, and problem-solving skills; interest in finance and investing; self-motivated and professional.
5d
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Point72 Academy Investment Analyst Program for Upcoming Graduates (US) 2027
New York City or San Francisco or Chicago or West Palm Beach or Miami
$125k/yr OnsiteFull Time
Point72
Point72: Global alternative investment firm managing capital and venture investments.
Current university student graduating December 2026-July 2027 with strong communication, analytical, problem-solving, collaboration, integrity, curiosity, motivation, and interest in financial markets.
coding
1mo
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Analyst, Investment Banking - Healthcare
San Francisco, California, United States
$100k/yr OnsiteFull Time
Wedbush Securities
Wedbush Securities: Full-service investment firm and financial services provider.
1+ YOEBachelor's degree preferred, 1+ years financial industry experience, Series 63 & 79 preferred, proficiency in Microsoft Word/Excel/PowerPoint, strong quantitative, analytical, writing and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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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
3w
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Analyst, Investment Banking – Healthcare Life Sciences (San Francisco)
San Francisco, California, United States
$110k-$135k/yr OnsiteFull Time
Moelis & Company
Moelis & CompanyNYSE: MC: Global investment bank providing strategic and financial advisory services.
Undergraduate degree preferred in finance/business/accounting/economics/math; strong analytical, financial modeling, research, and Microsoft Excel skills; ability to work under pressure and meet tight deadlines.
Microsoft Excel, Microsoft Office
3mo
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Analyst, Global Interchange Compliance
Foster City or San Francisco
$105k-$163k/yr OnsiteFull Time
Visa
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
1w
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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
1w
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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 City or San Francisco or Washington
$48/hr OnsiteMultiple Commitments Available
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Scheduled graduation between December 2027 and June 2028; analytical ability, attention to detail, leadership, communication, teamwork, and fast-paced work capability required. Business, Economics, or STEM major preferred.
financial models
2w
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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