Financial Analyst Jobs in San Francisco, CA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24...
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
Requisition ID # 165812 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&E's Business...
- Oakland, CA (8 miles from San Francisco, CA)
- 4 days ago
- Oakland, CA (8 miles from San Francisco, CA)
- 4 days ago
Requisition ID # 165812 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&E's Business...
Job Description and Duties Individuals interested in applying for this vacancy must have eligibility. If you are new to state service or need to gain eligibility to these classifications, please...
Investment Analyst - VC Fund of Funds
- Hayward, CA (19 miles from San Francisco, CA)
- 5 days ago
- Hayward, CA (19 miles from San Francisco, CA)
- 5 days ago
Investment Analyst, Venture Capital Fund of Funds JOB DESCRIPTION: In this role, you'll wear multiple hats across all areas of our funds investment work, playing a vital role in: Meet with venture...
Portfolio & Asset Management Analyst - Real Estate
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
Employer: DWS Group Title: Analyst Real Estate Location: San Francisco, CA Job Code: #LI-LV2 #LI-01 About DWS: Today, markets face a whole new set of pressures but also a whole lot of opportunity...
and Duties Individuals interested in applying for this vacancy must have eligibility. If you are new to state service or need to gain eligibility to these classifications, please click ABA or SSA...
- San Mateo, CA (15 miles from San Francisco, CA)
- 10 days ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 10 days ago
Investment Analyst Location: San Francisco Bay Area (Hybrid: 2-3 days in-office) Compensation: $120,000-$140,000 + bonus & carry potential Company: 16VC Type: Full-time About 16VC 16VC is an...
Technology Investment Banking, Analyst 3/Associate 1,2,3
- Hayward, CA (19 miles from San Francisco, CA)
- 14 days ago
- Hayward, CA (19 miles from San Francisco, CA)
- 14 days ago
Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect...
- Oakland, CA (11 miles from San Francisco, CA)
- 14 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 14 days ago
The Financial Analyst position will report to the Senior Manager, Financial Planning and Analysis....
Remote WorkSenior Financial Planning Analyst
- San Mateo, CA (15 miles from San Francisco, CA)
- 15 days ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 15 days ago
WHO WE ARE We are LARQ. LARQ was started with a simple vision where innovative technology can be combined with inspirational design to help people access pristine drinking water easily and...
PRINCIPAL BUDGET ANALYST Fiscal Services Classification: Class Code 2250 / Level 3 / Exempt / Full-Time / Benefited Hiring Salary Range : $70,000 - $100,000 (commensurate with experience) THE ROLE...
- San Mateo, CA (15 miles from San Francisco, CA)
- 23 days ago
- San Mateo, CA (15 miles from San Francisco, CA)
- 23 days ago
We are seeking a highly motivated and analytical Senior Financial Analyst to support our Emerging Products organization-one of the most dynamic and fast-evolving areas of our business....
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: • Prepare review book materials for client presentations • Prepare IPS letters for new clients and...
Senior Business Finance Analyst
- Oakland, CA (11 miles from San Francisco, CA)
- 26 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 26 days ago
Requisition ID # 165693 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview The Business Finance...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in San Francisco, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in San Francisco, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Venture Capital
- Bloomberg Terminal
- Lease Accounting
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Variance Analysis
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Decision Making
- Accounting
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Reporting
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Analyst Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »