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Banker Analyst Jobs in California (NOW HIRING)

Roth

Investment Banking Analyst

Newport Beach, CA · On-site

$75K/yr

Roth is looking to add an Investment Banking Analyst to our Consumer Team. Our entrepreneurial culture provides Analysts with the opportunity to make significant contributions to engagements with ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K/yr

What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and ...

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K/yr

What You'll Be Doing The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and ...

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All JobsBanker Analyst JobsBanker Analyst Jobs in California

Banker Analyst information

See California salary details

$36K

$96.4K

$225.5K

How much do banker analyst jobs pay per year?

As of Aug 25, 2026, the average yearly pay for banker analyst in California is $96,381.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $109,500.00 per year, depending on experience, location, and employer.

What are the typical career progression opportunities for a banker analyst within an investment bank?

As a Banker Analyst, you typically begin your career supporting senior bankers with financial modeling, pitch book preparation, and market research. After gaining experience and demonstrating strong analytical and teamwork skills, you may advance to an Associate position, where you'll take on greater responsibility, manage portions of client relationships, and oversee Analysts. Many investment banks offer structured promotion tracks and mentorship programs to support your growth. Career advancement is often performance-driven, and networking within your team and across the bank can open doors to both vertical and lateral opportunities.

What are the key skills and qualifications needed to thrive as a banker analyst, and why are they important?

To excel as a Banker Analyst, you need strong analytical abilities, quantitative skills, and a background in finance, economics, or a related field, often supported by a relevant degree. Familiarity with financial modeling software, Excel, Bloomberg terminals, and sometimes certifications like CFA or FINRA licenses are common requirements. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies enable analysts to provide accurate financial insights, support decision-making, and maintain high standards in a demanding financial environment.

What is the difference between Banker Analyst vs Investment Analyst?

AspectBanker AnalystInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; often CFA or similar certificationsBachelor's degree in finance, economics, or related; CFA preferred
Work EnvironmentBanking institutions, financial services firmsAsset management firms, investment banks, financial advisory firms
Employer & Industry UsagePrimarily in banking and commercial financePrimarily in investment management and securities
Common Search & ComparisonYesYes

Banker Analysts focus on banking operations, credit analysis, and client financial services within banks. Investment Analysts analyze securities, market trends, and investment opportunities. While both roles require finance knowledge and certifications like CFA, Banker Analysts are more involved in banking services, whereas Investment Analysts concentrate on investment portfolios and market analysis.

Do you need a degree to be a banking analyst?

A degree is typically required to become a banking analyst, with a bachelor's degree in finance, economics, or related fields being common. Some employers may prefer candidates with relevant certifications or experience in financial analysis and proficiency with tools like Excel or financial modeling software.

What does a banker analyst do?

A banker analyst evaluates financial data, market trends, and credit information to support banking decisions and investment strategies. They often prepare reports, analyze risk, and use financial modeling tools to advise clients or internal teams. Strong analytical skills and knowledge of financial regulations are essential for this role.

What are popular job titles related to Banker Analyst jobs in California?

For Banker Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Banker Analyst jobs in California look for?

The top searched job categories for Banker Analyst jobs in California are:

What cities in California are hiring for Banker Analyst jobs?

Cities in California with the most Banker Analyst job openings:

Banker Analyst jobs near you

Investment Banking Analyst

Santa Monica, CA • Hybrid

Leerink Partners
Investment Banking and Securities Dealing • 201 - 500 employees
Learn more about Leerink Partnersexternal

$110K - $135K/yr

Full-time

Posted 4 days ago

Job description

Job Title: Investment Banking Analyst
Reports to: Head of Investment Banking
Department: Investment Banking, Medical Devices & Diagnostics
Location: Santa Monica, CA
Salary Range: $110,000-$135,000

The Investment Banking Analyst will be a key member of an experienced team of investment bankers focused on healthcare companies. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical. This position offers direct CEO, CFO and Board level contact, as well as significant responsibility and opportunity for advancement.
Primary Duties and Responsibilities:
Serve an integral team leader in client transactions, projects, or assignments as an Investment Banking Analyst
Advise with clients and interact with internal investment banking team & product teams
Assist in preparation of presentations and marketing materials (e.g. CIM, Management Presentations, etc.) for current and prospective clients
Prepare valuation analyses and other financial modeling analysis of clients and targets
Review business plans, conduct research and analyze financial statements
Review and manage due diligence process, including virtual data room preparation and counterparty Q&A

Experience and Qualifications Required:
+1 year of investment banking experience, healthcare related transactions preferred
Strong financial modeling and analytical skills, including knowledge of financial accounting
Qualified candidates with a BS or BA in finance or similar field of study and a demonstrated exemplary academic record
Outstanding written and oral communication skills
Highly motivated, energetic, personable and capable of managing multiple tasks in a dynamic, meritocratic, team-oriented work environment
Proficient in Microsoft Office

Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm's strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority.

Equal Employment Opportunity
Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.

Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

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