33 investment analytics analyst jobs at 28 companies in Millbrae, CA
3d
Save
Mark Applied
Hide
3d
Investment Operations Analyst
San Francisco, California, United States
$70k-$85k/yrOnsiteFull Time
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
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.
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.
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
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.
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.
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%.
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
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: 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.
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.
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.
Point72 Academy Investment Analyst Program for Upcoming Graduates (2026 – US)
Chicago or Florida or New York or San Francisco
$125k/yrOnsiteFull Time
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.
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/yrOnsiteFull Time
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.
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
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/hrOnsiteMultiple Commitments Available
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.
Analyst, Investment Banking – Healthcare Life Sciences (San Francisco)
San Francisco, California, United States
$110k-$135k/yrOnsiteFull Time
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.
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
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.
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/hrOnsiteMultiple Commitments Available
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.
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