Senior Financial Research Analyst – Ibanker/Modeling

Category: Finance Location: San Francisco Job ID: 19910 Date Posted: May 18th, 2020

Our Client in San Francisco is looking for a top notch Financial Research Analyst who will report to a Vice President.

The Company offers a variety of employee perks and benefits including company lunches and events, reimbursement for monthly gym membership & cell phone, fitness and device discounts, paid medical leave, and more!


  • Conduct a variety financial research using proprietary and publicly available information.

  • Uncover obscured numbers and insights from public filings through reverse engineering, triangulation, or other means

  • Track corporate and financial happenings of key companies

  • Build, update, and maintain financial models

  • Document and codify findings to build Company's institutional knowledge

  • Prepare data visualizations

  • Assist in the preparation of PowerPoint presentations

  • Collaborate with other internal teams.


Education / Experience

  • Bachelor’s degree in Finance, Economics, Accounting or related field

  • MBA viewed favorably

  • Minimum of 3 years of relevant experience in corporate finance or investment banking with extensive financial modeling experience

Skills and Abilities

  • Strong understanding of accounting rules and principles

  • Exceptional analytical, mathematical, and problem-solving skills

  • Results-oriented and service-minded with ability to develop and foster relationships with key stakeholders

  • Collaborative work ethic and ability to work in a team-oriented culture

  • Motivated, self-directed, and proactive with a willingness to take on additional projects

  • Highly focused, organized, and detail-oriented

  • Strong interpersonal and communication skills with the proven ability to interact with various management levels

Technical Skills

  • Advanced-level experience with Excel

  • Aptitude for data and desire to build strong data skills

  • Experience with FactSet is a plus

  • Working knowledge of SQL is a plus

  • Strong proficiency with Microsoft Office360, including Word, Excel, PowerPoint, and Outlook

Preferred Competencies

  • Knowledge or experience with intellectual property or litigation a plus, but not required


Apply Now