business analyst i (intern) united states

financial analyst

real estate analyst Jobs in San Francisco

real estate analyst

analyst

analyst, solutions management Jobs in San Francisco

analyst, solutions management

business analyst i (intern) united states Jobs in San Francisco

investment analyst

Bailard

<div>About Bailard 
Join a Legacy of Values-Driven Excellence! 
Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we&rsquo;ve been honored among the nation&rsquo;s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team. 
 
The Opportunity: 
 
The Real Estate Analyst is a key member of the Bailard, Inc. Real Estate team and is an integral position for the organization, reporting to the Senior Vice President of Real Estate. The Real Estate Analyst will have a leading role in the property-level analytical activities for the Fund&rsquo;s investments. The position will provide support to both the acquisition and asset management disciplines, across all property types and geographies. The functions of the role include underwriting new investments, providing financial analysis for all investment- level decisions, assisting with quarterly valuations on existing investments, and working closely with the fund&rsquo;s portfolio managers. Additional responsibilities include support for Real Estate related projects and duties. 
 
The ideal candidate will be an energetic, hard-working, and enthusiastic individual seeking a growing team and craving the opportunity to work closely with experienced real estate professionals. 
 
Responsibilities:<ul><li>
Conducting financial analysis for potential acquisitions.</li><li>
Creating and modifying Argus models and Excel discounted cash flow and waterfall models.</li><li>
Performing financial analysis to support investment decisions including new leases, capital plans, financing, and exit strategies.</li><li>
Research necessary market data for prospective investments to determine underwriting assumptions.</li><li>
In partnership with the team, reviews and presents quarterly valuations of existing assets.</li><li>
Assists in the preparation of internal investment memos for acquisitions, dispositions, financing, and re-financings.</li><li>
Additional duties as required by the Real Estate team.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree required, preferably in Finance, Real Estate, or related field.</li><li>
2-3 years of work experience in commercial real estate.</li><li>
Ability to communicate effectively both orally and in writing with the ability to effectively adapt communication to multiple audiences.</li><li>
Strong proficiency in Argus and Excel with experience in discounted cash flow modeling and waterfall structures.</li><li>
Desire to work across real estate disciplines and learn all asset classes.</li><li>
Experience working within financial services or investment management industry.</li><li>
Intellectual curiosity and demonstrated ability to stay current with technological developments.</li><li>
Strong analytical thinking and problem-solving skills.</li><li>
Ability to work independently and as part of a team.</li></ul>
Preferred Qualifications:<ul><li>
Prior experience working in the Financial Services Industry, specifically in Real Estate.</li><li>
Knowledge and understanding of SEC regulatory requirements and the technology required to meet those requirements.</li></ul>
Location &amp; Travel<ul><li>
San Francisco, CA</li><li>
Travel as required</li></ul>
Note: If you have been employed by Charles Schwab &amp; Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment 
 
Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives and welcome candidates who bring their authentic selves to help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business need. Following a conditional offer, this role is subject to a legally compliant background screening process. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. 

vTryOdGZOq</div>

Real Estate Analyst

Bailard, Inc.

<div>
 
 About Bailard
 
 
 
 
 Join a Legacy of Values-Driven Excellence!
 
 
 
 Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we&rsquo;ve been honored among the nation&rsquo;s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team.
 
 
 
 The Opportunity:
 
 
 
 The Real Estate Analyst is a key member of the Bailard, Inc. Real Estate team and is an integral position for the organization, reporting to the Senior Vice President of Real Estate. The Real Estate Analyst will have a leading role in the property-level analytical activities for the Fund&rsquo;s investments. The position will provide support to both the acquisition and asset management disciplines, across all property types and geographies. The functions of the role include underwriting new investments, providing financial analysis for all investment- level decisions, assisting with quarterly valuations on existing investments, and working closely with the fund&rsquo;s portfolio managers. Additional responsibilities include support for Real Estate related projects and duties.
 
 
 The ideal candidate will be an energetic, hard-working, and enthusiastic individual seeking a growing team and craving the opportunity to work closely with experienced real estate professionals.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Conducting financial analysis for potential acquisitions.
 </li>
 <li>
 Creating and modifying Argus models and Excel discounted cash flow and waterfall models.
 </li>
 <li>
 Performing financial analysis to support investment decisions including new leases, capital plans, financing, and exit strategies.
 </li>
 <li>
 Research necessary market data for prospective investments to determine underwriting assumptions.
 </li>
 <li>
 In partnership with the team, reviews and presents quarterly valuations of existing assets.
 </li>
 <li>
 Assists in the preparation of internal investment memos for acquisitions, dispositions, financing, and re-financings.
 </li>
 <li>
 Additional duties as required by the Real Estate team.
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree required, preferably in Finance, Real Estate, or related field.
 </li>
 <li>
 2-3 years of work experience in commercial real estate.
 </li>
 <li>
 Ability to communicate effectively both orally and in writing with the ability to effectively adapt communication to multiple audiences.
 </li>
 <li>
 Strong proficiency in Argus and Excel with experience in discounted cash flow modeling and waterfall structures.
 </li>
 <li>
 Desire to work across real estate disciplines and learn all asset classes.
 </li>
 <li>
 Experience working within financial services or investment management industry.
 </li>
 <li>
 Intellectual curiosity and demonstrated ability to stay current with technological developments.
 </li>
 <li>
 Strong analytical thinking and problem-solving skills.
 </li>
 <li>
 Ability to work independently and as part of a team.
 
 
 </li>
 </ul>
 
 Preferred Qualifications:
 
 
 
 <ul>
 <li>
 Prior experience working in the Financial Services Industry, specifically in Real Estate.
 </li>
 <li>
 Knowledge and understanding of SEC regulatory requirements and the technology required to meet those requirements.
 
 
 </li>
 </ul>
 
 Location &amp; Travel
 
 
 
 <ul>
 <li>
 San Francisco, CA
 </li>
 <li>
 Travel as required
 
 
 </li>
 </ul>
 Note: If you have been employed by Charles Schwab &amp; Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment
 
 
 Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives and welcome candidates who bring their authentic selves to help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business need. Following a conditional offer, this role is subject to a legally compliant background screening process. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.
</div>

<div>
 
 Company Overview
 
 
 
 KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR&rsquo;s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR&rsquo;s investments may include the activities of its sponsored funds and insurance subsidiaries.
 
 
 
 Team Overview
 
 
 
 KKR Real Estate was founded in 2011 on the belief that a dedicated real estate team with access to KKR&rsquo;s global investment platform could create differentiated deal flow and compelling risk-adjusted returns for our investors. KKR Real Estate is a global solutions provider across the capital structure in the real estate industry, and we focus on opportunities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings that can benefit from KKR&rsquo;s operational expertise. The primary mandate of KKR Real Estate is to leverage the KKR brand, relationships, industry expertise, and proprietary knowledge of the Firm (where appropriate) together with the real estate expertise of the team to create differentiated deal flow for our investors.
 
 
 In January 2025, KKR announced the combination of its Real Estate, Infrastructure, and Energy Real Assets businesses into one Real Assets platform. This team is led globally by Raj Agrawal, Global Head of KKR Real Assets, and Ralph Rosenberg, Chairman of KKR Real Assets. The platform manages over $179 billion in assets and is comprised of approximately 260 investment professionals, as of June 30, 2025.
 
 
 
 KKR Real Estate Credit
 
 
 
 KKR Real Estate Credit was formed in 2015 to invest in real estate credit products and complement KKR Real Estate&rsquo;s private equity platforms in the U.S. and Western Europe. KKR Real Estate Credit is an integrated real estate credit business that invests in loans and securities across the risk spectrum, from core through opportunistic. KKR Real Estate Credit has approximately $43.7 billion of AUM as of October 7, 2025, and invests primarily through six main pools of capital.
 
 
 KKR Real Estate Credit&rsquo;s investment philosophy begins with the broader investment approach that KKR has employed for four decades. KKR is a long-term fundamental investor focused on value creation and producing attractive risk-adjusted returns. Within KKR Real Estate Credit, we seek opportunities where we have a sourcing, underwriting or execution advantage by leveraging KKR&rsquo;s brand, industry knowledge and relationships. Our experienced team is complemented by a deep bench of investment professionals in KKR&rsquo;s private equity, real assets, credit and capital markets businesses, among others, that allow us to employ a differentiated approach to investing.
 
 
 KKR has a dedicated investment services platform, K-Star Asset Management LLC to support loan origination and underwriting, securities investing, asset management, special servicing, risk management, and client experience for KKR Real Estate Credit.
 
 
 
 Position Overview
 
 
 
 KKR Real Estate Credit is seeking to hire an investment professional to join its industry-leading Direct Lending team focused on originations to help drive its continued growth and expansion.
 
 
 The primary responsibilities for the role include underwriting commercial loans across asset classes, geographies, and KKR investment vehicles, managing the due diligence process, and preparing investment memorandums.
 
 
 
 Responsibilities
 
 
 
 In addition to the above, the successful candidate will also:
 
 
 <ul>
 <li>
 Actively coordinate the investment process (bidding, due diligence, and closing)
 </li>
 <li>
 Participate in due diligence sessions, loan structuring negotiations, and closing processes
 </li>
 <li>
 Participate and present in pipeline meetings, deal screening sessions, and investment committees
 </li>
 <li>
 Conduct macro and micro level data analysis to inform investment decisions
 </li>
 <li>
 Assist with asset management, reporting requirements, and other fundraising/investor relations work streams
 </li>
 <li>
 Participate in strategic task force initiatives to further scale and institutionalize the KKR Real Estate Credit business
 </li>
 <li>
 Work collaboratively with colleagues in KKR Real Estate Credit and KKR Real Estate Equity as well as across the firm to &ldquo;connect the dots&rdquo; and support KKR&rsquo;s one-firm approach
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 1-2 years of relevant work experience, preferably in commercial real estate finance
 </li>
 <li>
 Superior analytical and financial modeling skills with demonstrated investment acumen, knowledge, and thoughtfulness as a credit-minded investor
 </li>
 <li>
 Strong knowledge of commercial real estate, fixed income, and financial concepts
 </li>
 <li>
 Exceptional written and presentation skills and strong executive presence
 
 
 </li>
 </ul>
 In addition to the above, we are looking for someone that is:
 
 
 <ul>
 <li>
 Collaborative and has strong relationship building skills
 </li>
 <li>
 Able to work independently and represent the Firm&rsquo;s culture and values in a professional manner
 </li>
 <li>
 Goal-oriented and has the ability to effectively multi-task, prioritize, and manage timelines
 </li>
 <li>
 Entrepreneurial, resourceful, and a self-starter
 </li>
 <li>
 Intellectually curious with a desire to continuously expand their knowledge base
 </li>
 <li>
 Committed to the highest level of integrity and professionalism
 
 
 </li>
 </ul>
 This is the expected annual base salary range for this San Francisco-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 
 
 Base Salary Range
 
 
 $120,000&mdash;$130,000 USD
 
 
 KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
 
 
 KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
 
 
 If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.
 
 
 
 Massachusetts Applicants:
 
 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.
</div>

Real Estate Credit Direct Lending Analyst

Toyota Research Institute

<div><div><div>Founded in 2017, Toyota Ventures is a San Francisco Bay Area-based venture capital firm with $800M+ AUM that invests in early-stage startups around the world in deep tech and climate solutions. We are on a mission to discover what&rsquo;s next for Toyota by helping startups bring groundbreaking technologies and business models to market quickly. We&rsquo;ve invested in over 100 companies to date, including AM Batteries, Apex Space, Axiom Math, Bipi (acquired), Blackmore (acquired), Efficient Computer, e-Zinc, Intuition Robotics, Joby Aviation (NYSE: Joby), Natura Resources, Pickle Robot, and Stoke Space.

Our firm is growing and we are looking for an analyst for the Toyota Ventures Frontier Fund(s) to help source and screen innovative companies in areas like AI, advanced materials, automation and robotics, and space tech. Along with a degree in a relevant field, we are seeking someone with a strong understanding of deep tech. The role also requires excellent written and verbal communication skills, an understanding of industry trends, and a knack for spotting the early stage startups that are defining those trends.

Our team values diversity, acting with integrity, being humble but bold, and &ldquo;keeping it weird.&rdquo; If this sounds like a good fit, and you&rsquo;re passionate about finding and funding innovative companies, we look forward to hearing from you!

This role is based in the San Francisco Bay Area (we have offices in both San Francisco and Los Altos, CA), but remote work within other U.S. cities is possible.
</div></div>
<div><div><h3 class="jobSectionHeader">Responsibilities</h3><div><div><div>
<ul>
<li>Network and take part in industry and VC events, organizations
</li>
<li>Help generate deal-flow and source high-potential target companies
</li>
<li>Meet with and evaluate companies to make recommendations on investing
</li>
<li>Perform research for due diligence, competitive analyses, and industry deep dives
</li>
<li>Draft investment memos for the Investment Committee
</li>
<li>Analyze latest industry trends and assist with market research briefings
</li>
</ul></div></div></div></div></div><div><div><h3 class="jobSectionHeader">Qualifications</h3><div><div><div>
<ul>
<li>1+ year of work experience in related role preferred
</li>
<li>Bachelor's degree in computer science, engineering or relevant field
</li>
<li>High level of integrity and professionalism, with ability to maintain strict confidentiality
</li>
<li>Excellent communication and interpersonal skills
</li>
<li>Proficiency in Excel and Google Suite, and the ability to quickly learn and master new software applications
</li>
<li>Comfortable with ambiguity and risk
</li>
<li>Ability to work collaboratively with team members
</li>
<li>Passion for learning about new technologies and understanding their business potential
</li>
</ul></div></div></div></div></div><div><div>The pay range for this position at the commencement of employment is expected to be between $89,000 and $120,000/year for California-based roles; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Note that TRI offers a generous benefits package (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave) and an annual cash bonus structure. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.</div>
<div></div>
<div><div>Please reference this Candidate Privacy Notice to inform you of the categories of personal information that we collect from individuals who inquire about and/or apply to work for Toyota Research Institute, Inc. or its subsidiaries, including Toyota A.I. Ventures GP, L.P., and the purposes for which we use such personal information.</div>
<div></div>
<div>TRI is fueled by a diverse and inclusive community of people with unique backgrounds, education and life experiences. We are dedicated to fostering an innovative and collaborative environment by living the values that are an essential part of our culture. We believe diversity makes us stronger and are proud to provide Equal Employment Opportunity for all, without regard to an applicant&rsquo;s race, color, creed, gender, gender identity or expression, sexual orientation, national origin, age, physical or mental disability, medical condition, religion, marital status, genetic information, veteran status, or any other status protected under federal, state or local laws.</div>
<div></div>
<div>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records for employment.</div>
</div></div><div><div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div></div></div>

Analyst

Forage

<div>
 
 About Us
 
 
 
 Forage is building the modern payments stack that powers inclusive commerce. Our technology enables grocers, delivery platforms, and point-of-sale systems to seamlessly accept EBT payments both online and in-store. Beyond infrastructure, we&rsquo;re helping SNAP EBT shoppers stretch their grocery budgets every week, making healthy food more affordable and accessible to the 42 million Americans on food assistance.
 
 
 Backed by leading fintech investors, Forage is a fast-growing startup with a clear vision and real-world impact, feeding tens of thousands of families daily. Our team is made up of kind, driven individuals who take ownership, move quickly, and collaborate closely. We value humility, curiosity, and a shared commitment to making a difference.
 
 
 We&rsquo;re not just building payments infrastructure &mdash; we&rsquo;re helping feed tens of thousands of families each day, and transforming grocery access for millions more.
 
 Watch our story and see why we do what we do
 
 
 .
 
 
 
 
 What We Are Looking For
 
 
 
 We are hiring a Financial Analyst to support the scaling of Finance as Forage expands across multiple business lines (Core EBT, Consumer, HSA/FSA, WIC) and transitions toward GAAP-compliant reporting. This role will operate at the intersection of accounting and FP&amp;A. The ideal candidate is detail-oriented, analytically strong, and comfortable owning both execution and modeling in a fast-moving environment.
 
 
 This person will work directly with the Director of Finance and will have meaningful exposure to business strategy, pricing, and operating decisions.
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 3&ndash;5 years of experience in finance, accounting, or FP&amp;A
 </li>
 <li>
 Strong understanding of GAAP fundamentals
 </li>
 <li>
 Experience participating in month-end close (accruals, prepaids, reconciliations)
 </li>
 <li>
 Experience building and maintaining financial models and projections
 </li>
 <li>
 Advanced Excel or Google Sheets skills (comfortable building models from scratch)
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 High attention to detail and ownership mindset
 </li>
 <li>
 Ability to manage multiple workstreams in a fast-paced environment
 
 
 </li>
 </ul>
 
 Preferred But Not Required
 
 
 
 <ul>
 <li>
 Background in Big 4 audit or accounting advisory
 </li>
 <li>
 Experience at a high-growth startup or fintech company
 </li>
 <li>
 Exposure to revenue recognition (ASC 606)
 </li>
 <li>
 Experience building multi-scenario financial models
 </li>
 <li>
 Familiarity with transaction-based or payment processing revenue models
 </li>
 <li>
 Experience with stock-based compensation accounting
 </li>
 <li>
 Experience supporting audits or GAAP transition
 </li>
 <li>
 Familiarity with payment processing or transaction-based revenue models
 </li>
 <li>
 Experience with accounting systems (e.g., QuickBooks or similar ERP tools)
 
 
 </li>
 </ul>
 
 Key Responsibilities
 
 
 
 
 
 Accounting &amp; Operations
 
 
 
 
 <ul>
 <li>
 Support transition toward GAAP-compliant accounting
 </li>
 <li>
 Assist with month-end, quarter-end, and year-end close processes
 </li>
 <li>
 Prepare accruals, prepaids, and revenue-related schedules
 </li>
 <li>
 Perform balance sheet reconciliations
 </li>
 <li>
 Help improve and scale accounting operations and close discipline
 </li>
 <li>
 Support AR/AP process improvements and documentation
 </li>
 <li>
 Assist with compliance reporting, filings, and internal control development
 
 
 </li>
 </ul>
 
 
 FP&amp;A &amp; Strategic Finance
 
 
 
 
 <ul>
 <li>
 Build and maintain financial models across multiple business units (Core EBT, Consumer App, HSA/FSA, expansions)
 </li>
 <li>
 Support consolidated forecasting and re-forecasting
 </li>
 <li>
 Assist with pricing analysis and unit economics modeling
 </li>
 <li>
 Analyze gross margins and cost drivers across BUs
 </li>
 <li>
 Prepare reporting packages and variance analysis
 </li>
 <li>
 Support new business line launches from a financial modeling perspective
 </li>
 <li>
 Assist with board and investor reporting preparation
 </li>
 <li>
 Contribute to ad hoc analyses tied to growth initiatives and strategic decisions
 
 
 </li>
 </ul>
 
 Our Offer
 
 
 
 <ul>
 <li>
 Your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
 </li>
 <ul>
 <li>
 Financial Analyst: $115k-$135k, depending on experience and location.
 </li>
 </ul>
 <li>
 Meaningful work that makes a positive impact on our society.
 </li>
 <li>
 100% of Medical, Dental and Vision coverage for yourself and dependents.
 </li>
 <li>
 Enjoy regular team lunches at our San Francisco office, fostering collaboration and connection over great food.
 </li>
 <li>
 A fun and caring environment that prioritizes transparency, growth, and ownership.
 </li>
 <li>
 A talented, high-achieving, and humble team with diverse backgrounds and viewpoints.
 
 </li>
 </ul>
 Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries at our headquarters in San Francisco, California. Individual pay is determined by work location, job-related skills, experience, and relevant education or training.
 
 
 We aim to review every application within 4 business days of submission and provide feedback on each of your interviews within 2 business days of completion. If you don't hear from us, please reach out to your recruiter or careers[at]joinforage[dot]com directly to get an update on your candidacy.
 
 
 
 Integrity &amp; Fairness:
 
 To maintain a fair and equitable hiring process for all candidates, we require that interviews and exercises be completed without the use of AI-powered tools. We assess candidates based on their direct experience, judgment, and communication.
 
 
 
 Please note:
 
 We are not engaging with third-party recruiters or agencies for this role. We kindly ask that you refrain from contacting us regarding recruitment services. Fees will not be paid for unsolicited resumes sent to Forage.
 
 
 
 Please note:
 
 Forage is unable to provide visa sponsorship for this role. Applicants must have work authorization that does not require visa sponsorship now or in the future.
</div>

Financial Analyst

Air Apps

<div>About Air Apps
At Air Apps, we believe in thinking bigger and moving faster. We&rsquo;re a family-founded company on a mission to create the world&rsquo;s first AI-powered Personal &amp; Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018 and now with offices in both Lisbon and San Francisco we&rsquo;ve remained self-funded while reaching over 100 million downloads worldwide.
Our long-term focus drives us to challenge the status quo every day, pushing the boundaries of AI-driven solutions that truly make a difference. Here, you&rsquo;ll be a creative force, shaping products that empower people across the globe.
Join us on this journey to redefine resource management and change lives along the way.
The Role
As a Financial Analyst, you will join our finance team and support data-driven decision-making across the company. This is an excellent opportunity for an early-career finance professional who is eager to grow in a fast-paced, tech-driven environment.
You will work closely with senior finance team members and cross-functional stakeholders. This role focuses on accounting records, help with financial reporting, bank transactions and continuous improvement of financial processes, providing strong exposure to the financial operations of a global product company.
Responsibilities<ul><li>
Support the month-end closing activities and related reporting.</li><li>
Prepare recurring and ad-hoc financial reports to support decision-making.</li><li>
Performing accounting records, bank transactions and support tax compliance activities.</li><li>
Collaborate with teams such as Product, Marketing and Operations to gather data and align financial insights with business goals.</li><li>
Support the review and reconciliation of expense reports, bank statements, AR balances and AP balances.</li><li>
Support cash flow monitoring and cost analysis efforts.</li><li>
Contribute to the continuous improvement and automation of financial processes and tools, including ERP and expense management systems.</li><li>
Ensure accuracy and consistency of financial data through careful review and reconciliation activities.</li></ul>
Requirements<ul><li>
Approximately 1 year of experience in finance, financial analysis, accounting, or a related area.</li><li>
Degree in Finance, Management, Economics, Accounting, or a related field.</li><li>
Strong analytical skills with attention to detail and a structured approach to problem-solving.</li><li>
Comfort working with Excel or Google Sheets; experience with financial systems or ERPs (such as Netsuite, Payhawk, Ramp, or similar tools) is a plus.</li><li>
Basic understanding of financial statements (P&amp;L, balance sheet, cash flow).</li><li>
Ability to communicate financial information clearly to both financial and non-financial stakeholders.</li><li>
Proactive mindset with a willingness to learn and grow in a dynamic environment.</li><li>
Fluent in English, both written and verbal.</li></ul><h1 class="jobSectionHeader">
What benefits are we offering?</h1><ul><li>
Apple hardware ecosystem for work.</li><li>
Annual Bonus.</li><li>
Medical Insurance (including vision &amp; dental).</li><li>
Disability insurance - short and long-term.</li><li>
401k up to 4% contribution.</li><li>
Air Conference &ndash; an opportunity to meet the team, collaborate, and grow together.</li><li>
Transportation budget</li><li>
Free meals at the hub</li><li>
Gym membership</li></ul><h1 class="jobSectionHeader">
Diversity &amp; Inclusion</h1>
At Air Apps, we are committed to fostering a diverse, inclusive, and equitable workplace. We enthusiastically welcome applicants from all backgrounds, experiences, and perspectives. We celebrate diversity in all its forms and believe that varied voices and experiences make us stronger.<h1 class="jobSectionHeader">
Application Disclaimer</h1>
At Air Apps, we value transparency and integrity in our hiring process. Applicants must submit their own work without any AI-generated assistance. Any use of AI in application materials, assessments, or interviews will result in disqualification.
Compensation Range: &euro;20K - &euro;25K</div>

KeyBank

Location: 
1 California Street, San Francisco California
 
We are currently looking to add a Corporate Banking Analyst to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.
 
Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc. Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.
 
ESSENTIAL JOB FUNCTIONS: 
<ul>
<li>Work with corporate bankers and investment bankers and product partners on strategic corporate finance and capital raising transactions</li>
<li>Generate ideas and analytical materials in support of new client meetings</li>
<li>Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, and leveraged buy-out analysis</li>
<li>Develop presentation materials for topics such as company positioning and financing alternatives, and strawman acquisition scenarios</li>
<li>Develop knowledge of relevant information resources: Bloomberg, FactSet, Capital IQ, Thomson Financial</li>
<li>Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends.</li>
<li>Assist with attracting a quality workforce, i.e. college recruiting activities.</li>
<li>Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership.</li>
</ul>
REQUIRED QUALIFICATIONS: 
<ul>
<li>Undergraduate Degree in Business (Accounting, Finance, Economics.)</li>
<li>1+ years of relevant experience</li>
<li>Strong quantitative skills, including financial modeling and financial statement analysis</li>
<li>Strong quantitative and communication skills</li>
<li>Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment</li>
<li>Excellent organization and research skills</li>
<li>Exceptional critical thinking and problem-solving ability</li>
<li>Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)</li>
</ul>
Licenses and Certifications
 <ul>
<li>FINRA License S79 within 1-1/2 Yrs (required)</li>
<li>FINRA License S63 within 1-1/2 Yrs (required)</li>
<li>FINRA License S52 within 1-1/2 Yrs (required)</li>
</ul>
PREFERRED QUALIFICATIONS: 
<ul>
<li>Previous experience in investment and/or corporate banking, including internships</li>
<li>Formal Credit Training</li>
<li>MBA</li>
</ul>
COMPETENCIES: 
<ul>
<li>Financial Modeling</li>
<li>Analytical</li>
<li>Master of databases: research, building presentations, deeper analysis of meaning of data gathered.</li>
<li>Communication Skills – both verbal and written</li>
<li>Team Player</li>
<li>Strong detail orientation to compile pitch books.</li>
<li>Prioritize tasks.</li>
<li>Commitment to Excellence.</li>
<li>Credit knowledge</li>
</ul>
COMPENSATION AND BENEFITS
 This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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: 05/10/2026
 
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

Corporate Banking Analyst, Native American Gaming

Explore 78+ Investment analyst in San Francisco this May. Find roles across top companies and apply now to boost your career.

78 investment analyst jobs In San Francisco

Real Estate Analyst

Real Estate Analyst

Real Estate Credit Direct Lending Analyst

Analyst

Financial Analyst

Financial Analyst

Corporate Banking Analyst, Native American Gaming