Associate Investment Analyst

2 weeks ago


San Francisco, United States Osborne Partners Full time

Osborne Partners Capital Management offers a unique combination of sophisticated investment management and active financial planning. OPCM has an over 85 year history and manages over $2.4 billion in client assets as of 7/31/2023.

Osborne Partners is expanding our Investment Team. This is a great opportunity for a candidate who is hardworking and passionate about securities analysis, trading, investment management, and finance. The Associate Investment Analyst will work with a top-performing team of CFA’s who actively manage multi-asset class portfolios comprised of individual securities. The position reports to six CFA Charterholders who average 20 years of experience.

Initial Responsibilities Include:

Learn the firm’s trading software and research databases. Become the firm’s backup head trader - Learn processes to execute trades and rebalance portfolios. Deep dive into multiple asset classes – develop a deep knowledge within the fixed income asset class. Analyze bonds, compare pricing, and provide fixed income market updates to the investment team. Statistical reporting of the portfolio to the CFP and Sales teams. Discover and forward relevant news on holdings to the investment team. Support our analyst team’s ad hoc research projects.

The Associate Investment Analyst will be expected to start the CFA Charter program and earn the Charter within three years.  

This position is based in our San Francisco office. The position is in-office approximately four days per week and remote one day per week.

Qualifications include, but are not limited to:

4-year college degree with a preferred emphasis in economics, business, finance, math, or accounting. Strong knowledge and interest in capital markets. Traits - Strong work ethic, passion for investing, eager to learn from top CFA Charterholders. CFA preferred but not required.

Osborne Partners offers a strong compensation and benefits package. Compensation includes a competitive salary and multiple bonuses

Benefits include medical, dental, and vision, along with 401K matching and a stock options plan, and payment for the CFA Charter program.

To be considered for this position please include your resume and a cover letter summarizing your experience and why you should be our next Associate Investment Analyst.

Phone calls will not be taken for this position. Thank you for understanding.



  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to fill the role of an Investment Services Analyst within the Investment Services team.The Investment Services division encompasses various critical business functions, including Operations, Performance Measurement, Compliance, Data Solutions, and...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various critical areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of...

  • Investment Analyst

    4 days ago


    San Francisco, California, United States Pinnacle Group Full time

    Position Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic...

  • Investment Analyst

    4 days ago


    San Francisco, California, United States Pinnacle Group Full time

    Position Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates with its main office in San Francisco and additional locations across various cities.Role...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various operational areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The core responsibility of...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a qualified individual to fill the role of an Analyst within the Investment Services division.This division encompasses various operational sectors, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of Investment...


  • San Francisco, United States Stockbridge Corp Full time

    Analyst/Associate, Investment Team San Francisco, CA Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S....


  • San Francisco, United States The Association of Asian American Investment Managers Full time

    Cambridge Associates – Investment Director – Venture CapitalThe Investment Director’s primary responsibilities will be to identify and evaluate high-quality private investment managers, particularly in the venture capital and growth equity strategies. This role will focus on evaluating those investment opportunities primarily in support of CA’s...


  • San Francisco, United States James Campbell Company LLC Full time

    Position: Investment Analyst/AssociateJob Type: Full-TimeRequirements:Bachelor’s degree in real estate, finance or related field preferred.2 to 4 years of direct commercial real estate industry experience and/or finance experience preferred.Proficiency using Excel and Argus Enterprise to model real estate underwriting and investor returns.Understanding of...

  • Investment Analyst

    1 month ago


    San Francisco, United States Penn Foster Inc Full time

    Investment Analyst Role Role Description: We are actively hiring new Investment Analysts to join our team (multiple locations & funds) to focus on the following responsibilities: Sourcing: Conducting market analysis and opportunity identification via academic research, customer interviews, conferences, incubator and University demo days, and peers...


  • San Francisco, California, United States Green Recruitment Company Full time

    Job Title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions of Analysts or Associates.Company Overview:This organization specializes in strategic advisory services for clients across the entire renewable...


  • San Francisco, California, United States Green Recruitment Company Full time

    Job Title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to spearhead assigned transactions and oversee the output generated by Analysts or fellow Associates.Company Overview:This organization specializes in strategic consulting for clients across the entire renewable...


  • San Francisco, California, United States Green Recruitment Company Full time

    Position: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions made by Analysts or other Associates.Company Overview:This organization specializes in strategic advisory services for clients within the entire...


  • San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...


  • San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...


  • San Francisco, United States Vaquero Capital Full time

    Vaquero Capital, a leading technology investment bank in San Francisco, is looking for a high performing full time Investment Banking Analyst to start Summer 2025. The position involves working on a variety of transactions for leading technology companies, including mergers and acquisitions and capital raising transactions. The Analyst will be immediately...


  • San Francisco, United States Green Recruitment Company Full time

    Job title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)TGRC is looking for an Investment Banking Associate to take the lead on assigned deals and supervise the work produced by the Analysts or Associates.Company Overview:The business focuses on strategic advisory for clients across the full renewable energy spectrum; leveraging...

  • Investment Analyst

    4 weeks ago


    San Francisco, United States Selby Jennings Full time

    My client, a California-based hedge fund and venture capital firm (~5 billion AUM) focused on digital assets is looking to add an Investment Analyst to their team. This role involves conducting thorough research, assessing market trends, and providing actionable insights to inform investment strategies and decisions. The ideal candidate will have a deep...


  • San Francisco, California, United States Bailard Full time

    Job OverviewBailard, Inc., a distinguished asset and wealth management firm established in 1969, is committed to fostering a culture of trust and professional growth. We are seeking a dedicated individual to join our Real Estate team as a Property Investment Analyst.Position Summary:The Property Investment Analyst plays a crucial role within the Real Estate...

  • Investment Analyst

    2 days ago


    San Francisco, California, United States Tricon Residential Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our Investment Team at Tricon Residential. As an Investment Analyst, you will play a critical role in driving our corporate growth, acquisition, and asset/portfolio management efforts.Key Responsibilities:Conduct in-depth financial modeling and analysis to inform...