Investment Analyst Jobs in San Francisco, CA
Investment Analyst jobs in San Francisco are in strong demand, concentrated in the Financial District, SoMa, and Mission Bay across venture capital, private equity, asset management, and fintech. Employers hiring right now include Airwallex, Citi, and JPMorganChase. See the openings below and apply to the ones that match your experience.
Find Investment Analyst JobsOverview
Showing 5 of 216+ Investment Analyst jobs











Location:
1301 Avenue of the Americas, New York New York
Job Summary
KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role offers a dynamic, team-oriented environment with significant responsibility and client exposure.
Essential Functions
- Collaborate in office with investment bankers and product partners on M&A, corporate finance, and capital raising transactions through hands on engagement and real time strategy sessions.
- Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals.
- Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses.
- Prepare client presentations, pitch books, confidential information memoranda, and other transaction-related materials.
- Conduct industry and company-specific research to support business development and transaction execution.
- Participate in due diligence, client meetings, negotiations, and transaction closings.
- Contribute to the development and training of Analysts and interns.
- Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
- Bachelor's Degree Finance, Economics, or equivalent experience (preferred)
- Master's Degree MBA or other advanced degree (preferred)
Work Experience
- 3+ years of experience in investment banking, corporate finance, or a related financial services role (preferred)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) (preferred)
- FINRA License S7 (preferred)
- FINRA License S79 (preferred)
- FINRA License S63 (preferred)
Skills
- Advanced proficiency in financial modeling, valuation, and financial statement analysis.
- Experience supporting M&A, capital raising, and strategic advisory transactions.
- Ability to interact professionally with clients and contribute to relationship development.
- Strong written and verbal communication skills, including presentation development.
- Proven ability to work effectively in a fast-paced, team-oriented environment.
- Understanding of capital markets trends, deal structures, and regulatory considerations.
- High level of accuracy and thoroughness in deliverables.
- Ability to manage multiple projects and meet tight deadlines.
- Skilled in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg, Capital IQ, and FactSet.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
- Occasional travel to include overnight stay.
Work Location Category
- Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/01/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
See All 216+ Investment Analyst Jobs in San Francisco
Find roles in San Francisco that match your experience and apply in just a few clicks.
Find Investment Analyst JobsInvestment Analyst Job Market in San Francisco
Who's Hiring
- Airwallex11

- Citi10

- JPMorganChase8

- University of California - San Francisco7

- OpenAI6

Top Industries Hiring
- Technology & Software90
- Banking & Financial Services55
- Investment & Asset Management45
- Construction & Real Estate14
- Fintech10
Investment Analyst Jobs in San Francisco: Frequently Asked Questions
How do I get an investment analyst job in San Francisco?
Focus your search on the Financial District and SoMa, where venture capital firms, hedge funds, asset managers, and fintech companies concentrate their analyst hiring. Candidates with CFA progress, financial modeling proficiency, and familiarity with growth-stage or technology-sector deal flow stand out in this market. Networking through local finance events and targeting boutique investment firms alongside larger institutions gives you the broadest exposure to open roles.
Which companies hire investment analysts in San Francisco?
Employers hiring investment analysts in San Francisco right now include Airwallex, Citi, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. San Francisco's mix of established asset managers, venture-backed fintech firms, and growth-equity shops means analyst openings appear across a wide range of employer sizes and investment strategies.
Are there remote investment analyst jobs in San Francisco?
Yes, though remote availability depends heavily on the role: research and quantitative analyst positions tend to offer more flexibility, while deal-support and client-facing roles typically require in-office presence. About 37% of investment analyst openings tied to San Francisco are remote or hybrid as of June 2026, with hybrid arrangements most common among fintech and asset management employers in SoMa and the Financial District.
How can I get an investment analyst job in San Francisco with little or no experience?
The most realistic entry path in San Francisco is targeting junior analyst or research associate roles at mid-size fintech companies and boutique investment firms in SoMa, which hire more entry-level candidates than large institutional shops. Building financial modeling skills, pursuing CFA Level I, and completing internships with Bay Area-based venture or private equity firms signals seriousness to local hiring managers. University alumni networks tied to UC Berkeley and Stanford also connect candidates directly to San Francisco finance employers.
Which industries hire the most investment analysts in San Francisco?
Most investment analyst openings in San Francisco sit in Technology & Software, Banking & Financial Services, and Investment & Asset Management, per current listings on Migrate Mate as of June 2026. San Francisco's dense concentration of venture capital, fintech platforms, and technology-sector asset managers drives sustained analyst demand across these fields year-round.
Related Jobs in California
See All 216+ Investment Analyst Jobs in San Francisco
Find roles in San Francisco that match your experience and apply in just a few clicks.
Find Investment Analyst Jobs