My client, a boutique investment management firm based in San Francisco, California with over $2bn assets under management is looking to add an Analyst to their Investments team.
Responsibilities:
Conduct in-depth financial analysis and market research to identify investment opportunities and trends.
Develop and maintain financial models to evaluate investment performance and risk.
Write concise research reports and present investment ideas to the investment team.
Monitor team investment ideas and watch list.
Act as a liaison between the portfolio manager and clients, both existing and new.
Qualifications:
Bachelor's degree in finance, math, economics, or a related field
CFA required
Experience writing and presenting thorough research reports to investment team
...School Diploma or GED (required) Proven experience in data entry or administrative roles (1... ...and organizational skills Ability to work independently and meet deadlines Preferred... ...Work Environment Office or remote work setting May involve repetitive tasks...
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