Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
Investment Analyst (2027) Turn/RiverInvestment Analyst (2027)San Francisco, CaliforniaThe annual base salary range for this role is $145,000-$155,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements. Ideal candidates will have high energy, provide thoughtful insights, excel in prioritization, and take creative approaches to identifying and getting in front of top prospects, all while working effectively within a team.
NewInvestment Analyst PathstoneInvestment AnalystWalnut Creek, New YorkPosition Summary: The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and, as they grow in the role, contributing directly to the firm's codebase and tools that drive our investment process. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients.
Investment Analyst Emergence SoftwareInvestment AnalystSan Francisco, New YorkWe combine permanent capital with a growth equity mindset - partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes. Execute the investment diligence cycle end to end, from initial target evaluation through IC memo, supporting multiple deals per quarter.
Investment Analyst, Venture Capital Cambridge Associates LLCInvestment Analyst, Venture CapitalSan Francisco, CADue diligence responsibilities include attending and participating in on-site meetings; analyzing a manager's organization, investment strategy, investment performance, and fund legal terms; conducting reference calls with portfolio company CEOs and senior-level professionals; and preparing materials for committee meetings. Job Description Summary: Investment Analysts on the Venture Capital team assist Investment Directors (IDs) in the evaluation of venture capital and growth equity firms and the monitoring of current market conditions for the benefit of Cambridge Associates and its clients.
Investment Analyst, Teachers' Venture Growth Ontario Teachers Pension Plan (OTPP)Investment Analyst, Teachers' Venture GrowthSan Francisco, CA$110,000–$150,000 / yearTVG's 30+ investors work from offices in San Francisco, Toronto, London, Singapore, and Mumbai, backing high-growth technology companies at the frontier of AI, enterprise software, climate/energy transition, and financial services. OTPP manages US$200+ billion in net assets with a 9.2% annualized total-fund net return since inception in 1990, investing to deliver retirement income for 340,000 working members and pensioners.
Experienced Analyst, Investment Banking Financial Technology PartnersExperienced Analyst, Investment BankingSan Francisco, CaliforniaFounded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers.
Investment Banking Analyst III Corporate Finance - Technology (San Francisco) Citizens Financial Group IncInvestment Banking Analyst III Corporate Finance - Technology (San Francisco)San Francisco, CA$120,000–$130,000 / yearThe Investment Banking Analyst III will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the group with a specific focus on technology. Citizens offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within Citizens' coverage universe, such as, though not exclusively, healthcare, technology, and real estate/gaming & lodging.
Investment Analyst - Valuation Expert MercorInvestment Analyst - Valuation ExpertSan Francisco, CaliforniaRemote$80–$120 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Apply deep subject-matter expertise to grade outputs in Investment analysis , valuation , and credit .
Analyst, Investments Tricon Residential Inc.Analyst, InvestmentsSan Francisco, CA$100,000–$120,000 / yearPrepare and deliver investment materials, analyses, and presentations used in portfolio reviews, internal governance and investment committee processes, and institutional partner discussions - work that routinely reaches senior management and executive leadership. The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for one of the largest vertically integrated single-family rental platforms in the United States.
2027 Investment Banking Analyst – Technology Piper Sandler2027 Investment Banking Analyst – TechnologySan Francisco, CaliforniaOur analysts work closely with senior bankers to make a real impact on our clients’ businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceSan Francisco, CA$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
NewInvestment Banking Analyst | Tech Boutique, SF Selby Jennings LtdInvestment Banking Analyst | Tech Boutique, SFSan Francisco, CAWith a reputation for high-quality execution, a collaborative culture, and deep industry expertise, the firm offers Analysts the opportunity to gain meaningful responsibility early in their careers while working directly with senior bankers, founders, and management teams. This role is ideal for candidates seeking a highly entrepreneurial environment with significant exposure to live transactions, direct mentorship, and long-term career development within a growing platform.
Analyst, Investments Tricon Residential IncAnalyst, InvestmentsSan Francisco, CA$100,000–$120,000 / yearPrepare and deliver investment materials, analyses, and presentations used in portfolio reviews, internal governance and investment committee processes, and institutional partner discussions - work that routinely reaches senior management and executive leadership. The Analyst, Investments is a high-visibility junior investment role supporting institutional-scale underwriting, portfolio analytics, and strategic forecasting for one of the largest vertically integrated single-family rental platforms in the United States.
Investment Operations Analyst KKR & Co IncInvestment Operations AnalystSan Francisco, CA$70,000–$85,000 / yearKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR is seeking a Loan Operations Analyst with interest in loan operations, asset management, and fund/GAV reporting to join its Asset Liability Portfolio Services (ALPS) team based in San Francisco, California.
Associate, Equity Investments & Asset Management Berkshire Residential InvestmentsAssociate, Equity Investments & Asset ManagementSan Francisco, CaliforniaThe Associate, Equity Investments & Asset Management will assist and support the Senior level acquisition and asset management team members (SVP/VP/AVP) in the Western Region in overseeing, sourcing, underwriting, due diligence, and closing core, core plus, and value add multifamily property acquisitions, debt investments, and equity joint venture investments for development, with the primary goals of researching, analyzing and underwriting prospective investments to ensure outperformance against proforma and coordinating and processing due diligence in a timely and responsive manner. Develop, maintain, update and analyze comprehensive financial models, integrating both historical and current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings.
2027 Investment Banking Analyst - Technology Piper Sandler Companies2027 Investment Banking Analyst - TechnologySan Francisco, CAOur analysts work closely with senior bankers to make a real impact on our clients' businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, mergers and acquisitions, leveraged buyouts and strategic advisory work. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
Analyst, Investment Banking - Healthcare Wedbush Morgan SecuritiesAnalyst, Investment Banking - HealthcareSan Francisco, CAp>Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
Investment Banking Analyst | Technology Houlihan LokeyInvestment Banking Analyst | TechnologySan Francisco, New YorkWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.
Analyst, Investment Banking - Healthcare Life Sciences (San Francisco) Moelis & CoAnalyst, Investment Banking - Healthcare Life Sciences (San Francisco)San Francisco, CA$110,000–$135,000 / yearPrimary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.