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Factset Jobs in California (NOW HIRING)

Pinnacle Group

Associate - Job #2003

San Diego, CA · On-site

Using platforms including Pitchbook and FactSet to conduct thorough market research and financial analysis, identifying potential investment opportunities and assessing industry trends * One year of ...

New

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

Experience with FactSet and Bloomberg desired but not essential. * Experience with Addepar desired but not essential. * Proven quantitative/analytical skills * Strong verbal and written communication ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

Experience with FactSet and Bloomberg desired but not essential. * Experience with Addepar desired but not essential. * Proven quantitative/analytical skills * Strong verbal and written communication ...

ECI

Field Services Engineer

San Diego, CA · On-site

... Factset * • Experience with Microsoft Server 2008R2-2016 * • Basic knowledge of e-mail and spam troubleshooting * • Understanding of IaaS, VDI and backup technologies * • Experience with ...

King and Spalding LLP

Research Specialist

Los Angeles, CA · On-site

$86K - $108K/yr

... FactSet, and Intelligize. * Excellent analytical, writing, editing, communication, and client service skills, with the ability to convert complex information into practical insights. * Sound ...

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$96.3K

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How much do factset jobs pay per year?

As of Sep 14, 2026, the average yearly pay for factset in California is $96,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,276.00 and $99,391.00 per year, depending on experience, location, and employer.

What is a FactSet?

A FactSet job typically refers to a role at FactSet, a global financial data and software company that provides analytical tools to investment professionals. Jobs at FactSet span various fields, including software engineering, data analysis, financial research, and client support. Employees work with financial data, develop analytics tools, and support clients in making informed investment decisions. FactSet values innovation, collaboration, and expertise in finance and technology.

What are some typical challenges FactSet employees may encounter in their day-to-day work?

FactSet employees often work with large quantities of complex financial data and are expected to deliver accurate analyses within tight deadlines, which can present challenges in prioritizing tasks and maintaining high attention to detail. Additionally, adapting quickly to new software features, changing client requirements, or evolving market conditions can require ongoing learning and flexibility. The collaborative nature of most FactSet teams means employees must frequently coordinate with colleagues and clients, balancing multiple projects at once. Overcoming these challenges helps build strong analytical, technical, and interpersonal skills, contributing to long-term career growth in the financial services sector.

What are the key skills and qualifications needed to thrive in the FactSet position, and why are they important?

To thrive in a FactSet role (such as a FactSet Research Analyst or FactSet Consultant), you need strong analytical abilities, a background in finance or economics, and an understanding of financial markets. Proficiency with FactSet software, Excel, and familiarity with data visualization tools or financial modeling certifications are highly valuable. Excellent communication, attention to detail, and problem-solving skills set candidates apart in client-facing or analytical capacities. These competencies are essential for delivering accurate insights, supporting clients, and navigating the fast-paced, data-driven environment at FactSet.

Does FactSet offer remote work options?

FactSet offers remote work options for many roles, including those in finance, data analysis, and software development. The availability of remote work depends on the specific position and team requirements, and the company often provides flexible schedules and tools for remote collaboration.

What are the most commonly searched types of Factset jobs in California?

The most popular types of Factset jobs in California are:

What are popular job titles related to Factset jobs in California?

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

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

The top searched job categories for Factset jobs in California are:

What cities in California are hiring for Factset jobs?

Cities in California with the most Factset job openings:

Factset jobs near you
Infographic showing various Factset job openings in California as of August 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 83% Physical, 11% Hybrid, and 6% Remote job distribution, with an average salary of $96,297 per year, or $46.3 per hour.

Investment Banking Associate

Newport Beach, CA • On-site

Roth Capital Partners
See more jobs at Roth Capital Partnersexternal

$80K - $85K/yr

Other

Posted 27 days ago

Job description

Roth Capital Partners, LLC is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.


Roth is looking to add an Investment Banking Associate to our Consumer Team. The Investment Banking Associate serves as a key member of deal teams, bridging execution and client management responsibilities. This role involves greater ownership of financial analysis, deal materials, and process management, with increasing exposure to direct client interaction and deal negotiation support. This in-person role will be in the firm’s Newport Beach, CA office.


Responsibilities include (but are not limited to):

  • Lead the development and quality control of complex financial models (DCF, LBO, merger consequences, accretion/dilution) and valuation analyses

  • Oversee preparation of pitch books, management presentations, offering memoranda, and other transaction materials, ensuring accuracy and consistency

  • Manage day-to-day workstreams on live transactions, coordinating across internal teams and external advisors (legal, accounting, tax)

  • Participate in client meetings and calls, contributing to strategic discussions and deal positioning

  • Support due diligence processes, including managing data rooms and identifying key risks or issues for senior banker review

  • Review and guide the work of Analysts, providing feedback on modeling, formatting, and analytical rigor

  • Assist in deal structuring, negotiation support, and drafting of transaction documentation

  • Conduct industry and company research to support origination efforts and new business development


Skills and Attributes:

  • Strong track record of financial modeling and valuation work in a banking, private equity, or related environment

  • Advanced proficiency in Excel, PowerPoint, and financial analysis tools

  • Deep understanding of accounting, corporate finance, and capital markets

  • Demonstrated ability to manage multiple workstreams and competing deadlines independently

  • Strong client-facing communication and presentation skills

  • Ability to supervise, review, and develop junior staff


Qualifications:

  • MBA or advanced degree with prior investment banking experience, or 3+ years as an investment banking Analyst

  • Securities Industry Essentials - SIE, Series 79, and 63

  • Experience with Bloomberg, Capital IQ, or FactSet

  • Prior experience in consumer investment banking preferred


Compensation:

$80,000-$85,000 base + Semi-annual discretionary bonus

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