Investment Analyst at Investment Firm (2+ years) Job at Robert Half, San Francisco, CA

K3NZTldYOUpVYjJUMHhiM1RKMmw4U0pqcVE9PQ==
  • Robert Half
  • San Francisco, CA

Job Description

Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule (3 days in). Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You'll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you'll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities: + Conduct due diligence on new and existing investments, with a focus on financial and credit analysis + Build and maintain financial models to evaluate performance under various scenarios + Monitor portfolio companies and provide actionable insights + Write clear, compelling investment memos + Support deal structuring, negotiations, and execution + Research new markets and fintech trends to help shape investment strategy + Collaborate with global teams on reporting, audits, and risk assessments *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + MUST HAVE 2+ years of FULL-TIME relevant experience (no exceptions) + 3-5 years of debt investing, credit analysis, at a fintech or capital market firm. + Strong financial modeling and analytical skills. + Clear communication and ability to simplify complex ideas. + Passion for using capital to drive social impact. + Self-starter with a global mindset and collaborative spirit. Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Full time, Contract work, Temporary work, Immediate start,

Similar Jobs

Extended Stay America Premier Suites Pensacola NAS Corry Sta...

Hotel Housekeeper Job at Extended Stay America Premier Suites Pensacola NAS Corry Sta...

 ...spotlessly clean sanctuaries? Were hiring a professional housekeeper to help us ensure our hotel guests have a wonderful stay with us. Youll perform...  ...Save more. discount will provide the ability to save on nightly rates the longer you stay. Whether you need temporary... 

Timeless

Timeless Brand Ambassador Job at Timeless

 ...building blocks of what we do at Timeless. We always have and will continue to work with local businesses, artists, charities, and dispensary partners to support the movements that we believe impact our industry and world for the better. About the role: Timeless... 

Amazon

Security Assurance Engineer II, Kuiper Security Job at Amazon

 ...broadband network connectivity to unserved and underserved communities around the world.Are you passionate about providing security engineering excellence? Do you excel in a fast- paced environment collaborating with world class technical leaders? Do you obsess over customers... 

Gulfshore Life

Assistant Editor Job at Gulfshore Life

 ...Assistant Editor Gulfshore Life seeks an Assistant Editor to join our team as we build and evolve our iconic magazine brand. O ur...  ...deep commitment to the highest-quality journalism and has strong editorial and organizational skills. This is the perfect career... 

The Reynolds and Reynolds Company

Junior Project Manager Job at The Reynolds and Reynolds Company

 ...Job Description As a Junior Project Manager, you will be responsible for writing designs, testing, and supporting software applications for the dealership. You will act as the liaison between several teams to take the project from ideation to implementation including...