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Banking analyst Jobs in Berkeley, CA

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Banking analyst • berkeley ca

Last updated: 15 hours ago

Seasonal Analyst

Syon CapitalSan Francisco, California, United States, 94111
Part-time
Quick Apply

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients.Our firm offers a comprehensive range of financial service... Show more

Banking Academy at UC Berkeley

River City BankBerkeley, CA, United States
Full-time

Banking Academy at UC Berkeley.Are you interested in finance, accounting, and economics? River City Bank will host a ten-week program called Banking Academy this January at UC Berkeley!.Banking Aca... Show more

Accounting Analyst

SEIU 1021Oakland, CA, United States
$76,054.81 yearly
Full-time

Under the supervision of the Finance Director or designee the Accounting Analyst performs at the professional accounting level.The position is responsible for assisting Finance Management, conducti... Show more

Business Analyst

Insight GlobalOakland, CA, United States
Full-time

Business Analyst, Project Coordinator, Project Analyst, or related experience.Experience supporting large-scale programs or infrastructure projects.Strong organizational, documentation, and communi... Show more

Epic ClinDoc Analyst

ClinDCast LLCAlbany, AL, US
Full-time

Job Title: Epic ClinDoc Analyst.The Epic ClinDoc Analyst is responsible for the design, build, implementation, optimization, and support of clinical documentation workflows within Epic.This role su... Show more

FP&A Analyst

SilaAlameda, CA, United States
$136,000.00–$172,000.00 yearly
Full-time

We are Sila, a next-generation battery materials company.Our mission is to power the world's transition to clean energy.To create this future, our team is building a better lithium-ion battery from... Show more

Financial Analyst

TradeJobsWorkForce94707 Berkeley, CA, US
Full-time

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements.Imput... Show more

 • Promoted

Business Analyst

SamprasoftOakland, CA, United States
Full-time

Clinical Data Expertise Project & Management Coordination.San Francisco Bay Area Candidates ONLY!.Digital Intelligence Systems (DISYS) has an exciting long-term opportunity in the Healthcare Inform... Show more

Financial Analyst

GlydwaysEl Sobrante, CA, United States
Full-time

Glydways is reimagining what public transit can be.By making transportation more accessible, affordable, and sustainable, we empower communities to thrive and unlock economic and social prosperity.... Show more

Business Analyst

Axelon Services CorporationOakland, CA, United States
$60.00 hourly
Full-time

Location: Oakland, CA Duration: 12 Months Work Mode: Hybrid, at least 2 days per week onsite at Oakland General Office.Perform analysis on moderately complex data models using a variety of reportin... Show more

Director, Banking, Payments & Wallet - Credit Karma

IntuitOakland, CA, United States
Full-time

Director, Banking, Payments & Wallet.Intuit is a global financial technology platform powering prosperity for consumers and small and mid-market businesses around the world.Across TurboTax, Credit ... Show more

Advisory Analyst

TRC Companies, Inc.Berkeley, CA, United States
Full-time +1

TRC Companies' Integrated Planning & Advisory (IP&A) division is seeking candidates in these locations: Boston, MA, Berkley, CA, Chapel Hill, NC, Austin, TX, University Park, PA, Atlanta, GA, and C... Show more

 • New!

Tax Analyst

Treasury DepartmentOakland, CA, United States
Full-time

The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Show more

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANKOAKLAND, California, United States of America
Full-time

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team.This role will support customers.Learn more about the career... Show more

Business Analyst

Omni InclusiveAlameda, CA, United States
Full-time

The Business Systems Analyst will partner with the Sr.IT BRM and Product Owner and key business functional leads to analyze and synthesize information, understand the project context and deliverabl... Show more

Supervisory Tax Analyst

US Government JobsOakland, CA, United States
Full-time

Taxpayer Services - Customer Account Service (Ts-Cas).A description of the business units can be found at:. Show more

Analyst

TradeJobsWorkforce94137 San Francisco, CA, US
Full-time

ESSENTIAL JOB FUNCTIONS Analyzes global markets for IT Services, servers, storage, backup, IT security, productivity software, remote monitoring services, hyperconvergence and IoT.Studies SMB and m... Show more

 • Promoted

Business Analyst

Global Technical TalentOakland, CA, United States
$55.00 hourly
Full-time

Onsite Flexibility: Hybrid local candidates (Bay Area) work hybrid with monthly in-person meetings required; non-local/remote candidates are required to attend quarterly in-person meetings in Oakl... Show more

Development Analyst

Holland Partner GroupOakland, CA, United States
$90,000.00–$110,000.00 yearly
Full-time

Salary range: $90,000 - $110,000 annually, plus potential bonus.Holland is seeking a collaborative and eager multi-family real estate development professional to join our dedicated Northern Califor... Show more

 • New!

Compliance Analyst

inSync StaffingOakland, CA, United States
$50.00–$53.00 hourly
Temporary

Duration: 6 month contract Pay range: $50.Location: Hybrid - onsite in Oakland 1-2 days per week.TOP THINGS Excel skills, Data Analysis, Cross Collaboration, Engineering a plus.The Compliance Analy... Show more

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The cities near Berkeley, CA that boast the highest number of banking analyst jobs are:
Seasonal Analyst

Seasonal Analyst

Syon CapitalSan Francisco, California, United States, 94111
1 day ago
Job type
  • Part-time
  • Quick Apply
Job description

About Us

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.

Syon Capital is an SEC-registered investment advisor.


Who we're looking for

We are looking for a motivated part-time seasonal analyst to join our client service team and help us deliver the kind of best-in-class service our clients have come to expect. This is a true hands-on opportunity where you’ll partner directly with our relationship managers and advisors on real client work, gaining invaluable exposure for anyone pursuing a career in wealth management.

Program details:

  • Duration: 8 to 10 weeks
  • Schedule: Part-time Monday through Thursday, in office, 10:00 AM to 4:00 PM
  • Compensation: $25/hour
  • Location: San Francisco, in-office

What you'll do

  • Initiate wires, transfers, and checks for money movements in Schwab Advisor Center
  • Open new accounts by collecting client information, completing forms, and routing to client for signature
  • Manage client account maintenance by updating client contact information as needed
  • Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM
  • Complete subscription documents for alternative investments in CAIS/iCapital
  • Partner with the Investment team on new cash deployments and portfolio creation
  • Perform ad hoc tasks and projects assigned

What you have

  • Currently pursuing a bachelor’s degree, with a minimum 3.0 GPA and an anticipated graduation date of December 2026
  • A high degree of thoroughness with careful and deliberate attention to detail
  • Exceptional verbal and written communication skills
  • A mindset that values every task, big or small

Equal Employment Opportunity

Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.





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