and SEC. We are strategic thinkers, collaborators and organizers working to identify and evaluate partnership, acquisition and investment opportunities to drive growth for our clients. We firmly believe that the companie…
Investment Analyst jobs in San Francisco, CA
Investment analysts research securities, funds, or deals to support buy and sell decisions. They build valuation models, monitor markets and portfolios, and write up recommendations for portfolio managers.
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Open investment analyst roles
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CA | Monday-Thursday Onsite$115,000-$130,000 Base + 15-20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand…
and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and…
POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager c…
Agency: Customs and Border ProtectionDepartment: Department of Homeland SecuritySub agency: Office of Field OperationsSalary: Starting at $111,896 Per year (GS 12)Dates: Open 09/23/2026 to 09/29/2026Schedule: Full-timeWo…
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization... ...recommendations, improve reporting accuracy, and help guide investment…
out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Senior Financial Analyst | Investment Firm | San Francisco Join a high-growth private investment platform focuse…
Robert Half is partnering with a growing organization seeking a detail-orientedSr. Accounts Payable Analyst to join their accounting team. This is a high-volume processing environment ideal for someone who thrives on acc…
opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid s…
The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and... ...technology sector. Union Square Advisors is a technology-focused investment bank…
Description We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional... .... Job Summary As an Analyst in the Healthcare in the Investment Banking Division, you…
What investment analysts earn in San Francisco
Hourly first — that's how the offer arrives
| Experience | Hourly | Annual, full-time |
|---|---|---|
| Entry level | $47–$64 | $98k–$133k |
| Mid level | $64–$91 | $133k–$189k |
| Senior | $88–$128 | $182k–$266k |
Adjusted for the San Francisco market from national ranges.
What employers ask for
The skills these listings keep naming
Interview questions worth rehearsing
With the thing the interviewer is actually listening for
Pitch me a stock or investment idea.
Have one ready with a clear thesis, valuation support, catalysts, and the main risk to your view. Be prepared to defend it under pushback without getting rattled.
Walk me through a DCF.
Move cleanly through free cash flows, discount rate, and terminal value, then note the assumptions the output is most sensitive to. Fluency signals practice.
How do you evaluate whether a company's earnings are high quality?
Mention cash conversion, accruals, one-time items, and revenue recognition choices. Show you read the footnotes, not just the headline number.
Tell me about a call you got wrong.
Own it plainly: what your thesis missed, when you recognized it, and how it changed your process, such as adding a disconfirming-evidence check.
What is your view on the current market environment?
Have an informed, hedged view tied to data — rates, earnings trends, valuations — and acknowledge the counterargument. Curiosity beats bravado.
How do you monitor positions after the initial recommendation?
Describe tracking the thesis, not just the price: key metrics per position, alerts on filings and guidance, and predefined conditions for revisiting the call.
Why this asset class and this firm?
Connect your genuine interest to the firm's strategy and show you know what they hold or invest in. Specific research into the firm reads as seriousness.
Resume tips that move the needle
For investment analysts specifically — generic advice costs you here
Show real analysis output: number of companies covered, memos written, or models built, and the sectors involved.
If you can, cite a recommendation and its outcome with honest framing, including your role in the decision.
Name your data stack — Bloomberg, FactSet, Capital IQ, Python — since desks expect immediate tool fluency.
State CFA progress prominently; it is the most-screened credential in investment roles.
Include a personal research habit, like a tracked paper portfolio or published write-ups, if your professional record is thin.
Where this role goes
Typical progression
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