Finance Associate Jobs in California
Finance Associate jobs in California are among the most active in the country, concentrated in financial services, private equity, corporate treasury, and technology finance across a broad range from entry-level analyst positions through senior associate roles. Los Angeles, San Francisco, and San Jose account for the largest share of openings, where established employers such as Wells Fargo, BlackRock, and Apple maintain significant finance teams. Demand is especially strong in financial planning and analysis, investment operations, and corporate accounting support. Find a role that fits below and apply directly.
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INTRODUCTION
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with \~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
ABOUT THE JOB
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
We are currently seeking an Associate within the Syndicated and Leveraged Finance Group to join our team in Los Angeles (El Segundo), California.
ESSENTIAL FUNCTIONS
- Assist senior members of the Syndicated and Leveraged Finance Group with all aspects of originating and executing debt capital raising transactions for syndicated financings.
- Draft pitch books for prospective and existing bank clients, outlining Zions Capital Markets’ capabilities and proposing tailored debt solutions.
- Prepare confidential information memoranda and lender presentations, including detailed analysis of the client’s business, industry, and financial outlook.
- Build and maintain financial models related to transaction execution, including cash flow forecasting and covenant modeling/testing based on client and bank assumptions.
- Support the preparation and negotiation of legal documentation, including fee letters, non-disclosure agreements, term sheets, mandate letters, commitment letters, and credit agreements.
- Review recent transactions and assist in developing market comparables; support senior team members in identifying potential investors.
- Prepare and review internal memoranda required to support syndicated transactions (e.g., syndication opinions, fee accounting, and credit presentations).
- Maintain relationships with investors and manage an internal database of participating financial institutions.
- Attend off-site meetings with borrowers and third-party lenders, and coordinate follow-up activities (e.g., documenting lender feedback and tracking market data).
- Support the development, oversight, and training of junior staff.
- Travel may be required.
- Perform other duties as assigned.
QUALIFICATIONS
- Bachelor’s degree in finance, business, accounting, or a related field, plus 4+ years of relevant experience (a combination of education and experience may be considered).
- Prior experience in Investment Banking, Private Credit, or Commercial Banking is required.
- Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.
- Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.
COMPENSATION
This position is eligible for a base salary ranging from $117,000 to $150,000 annually, depending on job-related factors such as experience and qualifications.
In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.
BENEFITS
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
INTRODUCTION
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with \~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
ABOUT THE JOB
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
We are currently seeking an Associate within the Syndicated and Leveraged Finance Group to join our team in Los Angeles (El Segundo), California.
ESSENTIAL FUNCTIONS
- Assist senior members of the Syndicated and Leveraged Finance Group with all aspects of originating and executing debt capital raising transactions for syndicated financings.
- Draft pitch books for prospective and existing bank clients, outlining Zions Capital Markets’ capabilities and proposing tailored debt solutions.
- Prepare confidential information memoranda and lender presentations, including detailed analysis of the client’s business, industry, and financial outlook.
- Build and maintain financial models related to transaction execution, including cash flow forecasting and covenant modeling/testing based on client and bank assumptions.
- Support the preparation and negotiation of legal documentation, including fee letters, non-disclosure agreements, term sheets, mandate letters, commitment letters, and credit agreements.
- Review recent transactions and assist in developing market comparables; support senior team members in identifying potential investors.
- Prepare and review internal memoranda required to support syndicated transactions (e.g., syndication opinions, fee accounting, and credit presentations).
- Maintain relationships with investors and manage an internal database of participating financial institutions.
- Attend off-site meetings with borrowers and third-party lenders, and coordinate follow-up activities (e.g., documenting lender feedback and tracking market data).
- Support the development, oversight, and training of junior staff.
- Travel may be required.
- Perform other duties as assigned.
QUALIFICATIONS
- Bachelor’s degree in finance, business, accounting, or a related field, plus 4+ years of relevant experience (a combination of education and experience may be considered).
- Prior experience in Investment Banking, Private Credit, or Commercial Banking is required.
- Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.
- Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.
COMPENSATION
This position is eligible for a base salary ranging from $117,000 to $150,000 annually, depending on job-related factors such as experience and qualifications.
In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.
BENEFITS
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
See All 555+ Finance Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Finance Associate JobsFinance Associate Jobs by City in California
Where California roles are concentrated, by current openings.
Finance Associate Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- KPMG36
- State Street17
- Ascend Partners Services15
- JPMorganChase14
- Alvarez & Marsal12
Top Industries Hiring
- Accounting & Auditing113
- Investment & Asset Management88
- Banking & Financial Services79
- Technology & Software62
- Consulting & Professional Services41
What California Employers Look For
The qualifications that appear most often in finance associate jobs across California.
- Bachelor's degree in finance, accounting, economics, or a closely related field required
- Proficiency in Excel financial modeling and at least one ERP or planning system such as SAP or Workday
- One to three years of experience in financial analysis, accounting, or a related corporate finance function
- Strong knowledge of GAAP and familiarity with California-specific reporting and regulatory requirements
- Experience preparing budgets, forecasts, and variance analyses for business units or leadership
- CFA candidacy or progress toward a CPA license recognized in California is a common differentiator
Finance Associate Jobs in California: Frequently Asked Questions
How do you become a finance associate in California?
Most finance associate roles in California require a bachelor's degree in finance, accounting, or economics as the baseline. While there is no state-issued license required to work as a finance associate, candidates pursuing investment advisory work may need to register with the California Department of Financial Protection and Innovation. Progress toward the CFA designation or CPA licensure through the California Board of Accountancy strengthens competitiveness considerably with major employers in the state.
Which companies hire finance associates in California?
Employers hiring finance associates in California right now include KPMG, State Street, and Ascend Partners Services, based on current listings on Migrate Mate as of June 2026. California's dense concentration of technology headquarters, asset managers, and large regional banks means hiring activity is distributed across both corporate and financial-services employers throughout the state.
Which California cities have the most finance associate jobs?
San Francisco, Los Angeles, and Irvine have the most finance associate openings in California. San Francisco leads because of its concentration of asset management firms and fintech companies, Los Angeles draws volume from entertainment finance and large corporate headquarters, and San Jose reflects the deep corporate treasury and FP&A functions embedded in Silicon Valley technology companies.
Are there remote finance associate jobs in California?
Yes, and more than many comparable roles. About 21% of finance associate openings tied to California are remote or hybrid as of June 2026, reflecting how much of the work involves spreadsheet modeling, reporting, and system-based analysis rather than on-site tasks. FP&A and financial reporting roles tend to be the most remote-eligible, while roles involving treasury operations or direct client interaction are more likely to require office presence.
How can I get hired as a finance associate in California with little or no experience?
The most realistic entry path is a corporate finance rotational or associate development program, which large California employers such as Wells Fargo, Apple, and Pacific Life run specifically for recent graduates. Lateral moves from accounting coordinator, accounts payable analyst, or junior auditor roles are a common bridge. Building proficiency in Excel modeling and earning progress toward CPA licensure through the California Board of Accountancy or CFA candidacy gives candidates a concrete edge even without direct finance associate experience.
Where can I find and apply to finance associate jobs in California?
You can find and apply to finance associate jobs in California on Migrate Mate, which lists current openings across the state. Find roles that fit your background and apply directly to the employers posting them.
See All 555+ Finance Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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