Top 109 Investment analyst Jobs in Walnut Creek Ca

Credit Risk Analyst
CAI International —San Francisco, CA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst - AI Trainer
DataAnnotation —Walnut Creek, CA
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
Quick Apply
11d
Actuarial Analyst IV, Pricing Design - Remote
CSAA Insurance Group —Walnut Creek, CA
- $122,850 - $136,500 a year
- Full-time
- Remote
- Bachelor of Science
- 3 years
- Analysis skills
- 401(k) matching
Senior Financial Analyst, Products & Technology
Okta —San Francisco, CA
- $117,000 - $161,000 a year
- Hybrid work
- Office
- 3 years
- Finance
Quick Apply
Investment Analyst, Teachers’ Venture Growth
Ontario Teachers' Pension Plan —San Francisco, CA
- $110,000 - $150,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Strategic Finance Analyst (Remote)
Integrated Pain Management Medical Group, Inc. —Walnut Creek, CA
- $80,000 - $138,000 a year
- Full-time
- Remote
- Contracts
- Senior level
- Paid holidays
- Health insurance
Quick Apply
Energy Analyst, New Transactions
Meta —San Francisco, CA
- $132,000 - $188,000 a year
- 5 years
- Finance
- SQL
6d
Senior Treasury Analyst
Oura —San Francisco, CA
- $99,450 - $140,000 a year
- Remote
- Microsoft Excel
- Oracle
- Office
- Paid holidays
- Health insurance
13d
Equity Financial Analyst - San Francisco
Point72 —San Francisco, CA
- $150,000 - $240,000 a year
- Office
- Fair chance
- 1 year
- Tuition reimbursement
- Family leave
Analyst
Hines —San Francisco, CA
- $107,100 - $123,200 a year
- Microsoft Excel
- Mid-level
- Databases
Financial Analyst
University of California San Francisco —San Francisco, CA
- Writing skills
- Mid-level
- Office
Land Acquisition Analyst
KB Home —San Ramon, CA
- $85,000 - $100,000 a year
- 8 hour shift
- Research
- Mid-level
- Office
- Wellness program
- Paid holidays
14d
Venture Banking Credit Analyst (Summer 2026 Start)
Stifel —San Francisco, CA
- $80,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Strategic Financial Analyst - Velora
Velora —San Francisco, CA
- $100,000 - $130,000 a year
- Email
- Remote
- Mid-level
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
Real Estate Analyst - San Francisco, CA
California Bank & Trust —San Francisco, CA
- $93,000 - $110,000 a year
- Computer literacy
- Research
- Mid-level
- Profit sharing
- Paid training
20h
Energy Analyst, Portfolio
Meta —San Francisco, CA
- $104,000 - $155,000 a year
- Mid-level
- 3 years
- Finance
6d
Portfolio Analyst
Allspring Global Investments Holdings, LLC —San Francisco, CA
- $108,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
Structured Credit Investment Analyst / Associate
Kohlberg Kravis Roberts & Co. —San Francisco, CA
- $120,000 - $165,000 a year
- Email
- Computer science
- Computer Science
- Research
Investment Data Operations Analyst
Kohlberg Kravis Roberts & Co. —San Francisco, CA
- $80,000 - $105,000 a year
- Email
- Mid-level
- Office
- SQL

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investment analyst jobs near walnut creek ca

Credit Risk Analyst

CAI International -
San Francisco, CA

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Excel
Research
Analysis skills
Bachelor's degree
Attention to detail
Business

Full Job Description

Company Overview:
Headquartered in a major global logistics hub and established in 1989, our company is a leading provider of transportation operations and financial services within the shipping and logistics industry. As part of a prominent international group, we manage a vast fleet of assets and serve a diverse network of clients worldwide, including shipping lines, container operators, and logistics providers.

Job Title: Credit Risk Analyst

Department: Risk

Reports To: Sr. Director, Global Risk Management

Location: San Francisco, CA

Purpose: The purpose of the Credit Risk Analyst is to support the credit risk team, working closely with all members to manage customer credit profiles, review credit risk data, maintain documentation, and assist with compliance processes.

Responsibilities:

Order and track third party credit reports for new activity and annual reviews.
Review credit reports, update tracking and take appropriate actions for financial health indicators (e.g., negative equity), rating downgrades (with summary of reasons), ownership information and changes vs. KYC documentation.
Contribute to risk analysis process, including identification of accounts requiring credit reviews or additional documentation due to ownership or structural changes.
Manage KYC compliance processes, including; screening execution, flag resolution, form completion & approvals, and documenting final approvals for audit and compliance purposes.
Assist with collections activities for a designated portfolio of customers, ensuring timely follow-up on outstanding balances and payment commitments.
Assist in the credit application process, including reporting to the broader team of application status.
Own and maintain customer credit profiles in internal systems.
Maintain obligor ratings for lease customers, ensuring accuracy and timely updates.
Update tracking system credit profiles upon approval, ensuring proper documentation and linkage to related accounts (lease, sales, depot, etc.).
Contribute to the preparation of credit forms as needed.
Log and monitor outstanding credit report requests for timely follow-up
Support ad hoc projects and research assignments for the Credit Risk team.

Preferred Qualifications and Skills:

Bachelor’s degree in Finance, Business, Economics, Accounting, or related field; or equivalent work experience
Minimum of 2 years of experience in analysis, finance, or operations roles. Exposure to credit risk, financial analysis, or data management preferred.
Familiarity with corporate structures, KYC, or compliance processes preferred.
Excellent attention to detail and analytical skills.
Strong Excel skills (Pivot Tables, lookups, formatting, basic formulas).
Experienced in Microsoft tools.
Skilled in communicating effectively verbally and in writing.
Ability to establish and maintain effective working relationships.
Ability to effectively manage projects that may vary in nature and scope.
Driven, proactive, and eager to learn.Bachelor’s degree in Finance, Business, Economics, Accounting, or related field; or equivalent work experience.
Minimum of 2 years of experience in analysis, finance, or operations roles. Exposure to credit risk, financial analysis, or data management preferred.
Familiarity with corporate structures, KYC, or compliance processes preferred.
Excellent attention to detail and analytical skills.
Strong Excel skills (Pivot Tables, lookups, formatting, basic formulas).
Experienced in Microsoft tools.
Skilled in communicating effectively verbally and in writing.
Ability to establish and maintain effective working relationships.
Ability to effectively manage projects that may vary in nature and scope.
Driven, proactive, and eager to learn.

CAI International, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Vision insurance

Application Question(s):

Will you require sponsorship for employment visa status now or in the future?
We are on a hybrid schedule with three days in the office. Will this work for you?
The salary range for this position is $65,000.00 to $80,000.00. Does this fall within your expectations?

Ability to Commute:

San Francisco, CA 94105 (Required)

Work Location: Hybrid remote in San Francisco, CA 94105

Quick Apply

Refine Your Search

investment analyst jobs in walnut creek ca

Credit Risk Analyst

Financial Analyst - AI Trainer

Investment Analyst - AI Trainer

Actuarial Analyst IV, Pricing Design - Remote

Senior Financial Analyst, Products & Technology

Investment Analyst, Teachers’ Venture Growth

Strategic Finance Analyst (Remote)

Energy Analyst, New Transactions

Senior Treasury Analyst

Equity Financial Analyst - San Francisco

Analyst

Financial Analyst

Land Acquisition Analyst

Venture Banking Credit Analyst (Summer 2026 Start)

Strategic Financial Analyst - Velora

Real Estate Analyst - San Francisco, CA

Energy Analyst, Portfolio

Portfolio Analyst

Structured Credit Investment Analyst / Associate

Investment Data Operations Analyst

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