Analyst, Investment Management
On-site (San Francisco)
Who We Are
Dynamic and highly regarded multi-family office, headquartered in San Francisco, serving ultra-high net worth clients. We provide a wide range of financial services for our clients including investment, financial and retirement planning, lending strategy and management, and family office services. Our modern and collaborative approach to serving our clients starts with our highly valued team. We foster a creative environment where our team members contribute their ideas, build relationships, and effectively apply technology.
We offer comprehensive benefits including medical, dental, and vision insurance, and a 401k matching plan. We value the importance of work/life balance and consider hybrid work schedules, offer flexible vacation and other paid time off options including a sabbatical program. We provide robust training and career path opportunities to enable you to grow with us.
Equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.
The firm is a SEC registered investment advisor.
Who We’re Looking For
Our culture thrives on the team environment and dedication to serving our clients. Join us if you:
- Are analytical and embrace working with numbers
- Possess a natural interest in current market trends and economic forecasts
- Strive for problem prevention and are a natural problem solver
- Follow through and complete tasks with minimal supervision
- Seek challenges and enjoy finding innovative solutions
- Focus on detail and accuracy
- Are highly organized and multitask with ease
- Are resourceful and pursue inquiries until clear and logical answers are attained
- Desire to learn and grow within the investment management team
- Are committed to promoting a friendly and supportive work environment
Primary Responsibilities
- Assist senior members of the Investment Management team with custom portfolio construction and implementation, strategy changes and deployment schedules
- Develop a deep understanding of proprietary portfolio models, asset classes, investment products and process
- Prepare client balance sheets and performance reports
- Provide security level or company level analysis of investments as requested by clients and internal teams
- Manage performance reporting for external private investments
- Perform ad hoc analyses for clients’ financial and estate planning needs
- Participate in client-directed equity, fixed income, and option trading
- Prepare subscription agreements for alternative investments
- Work with Client Service teams on client-directed cash raises and new cash deployments
- Monitor client portfolios for cash drag and tax-loss harvesting opportunities
- Review proprietary portfolio holdings for enhancement opportunities and present ideas to senior Investment Management associates
Requirements
- Bachelor’s degree and 2+ years of professional work experience
- Working knowledge of Microsoft Excel
- Strong interest in investments and portfolio management
- Detail-oriented and analytical
- Responds to client communications within 24 hours with most responses within the same day, if possible
- All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by offer date. Reasonable accommodations will be provided for employees with religious or medical exemptions. Per CDC Guidance, individuals are considered fully vaccinated for COVID-19 two weeks (or later) after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or two weeks after they have received a single-dose vaccine (Johnson & Johnson/Janssen).
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