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Portfolio Analyst

5 months ago

San Francisco, United States Evolve Talent Partners Full time
Job DescriptionJob Description

Portfolio Analyst

Wealth Management Firm

San Francisco, California

Established wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of direct experience and possess a deep understanding of investment strategies. Strong attention to detail, the ability to be proactive and self-directed, and prioritization of high-touch client service will lead to success in the position.


RESPONSIBILITES:

  • Participate in portfolio management activities for Balanced multi-asset class portfolios; such as management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate.
  • Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
  • Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group
  • Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.
  • Maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies.

QUALIFICATIONS:

  • Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
  • 1-4 years of experience preferred
  • Strong quantitative, analytical, and interpersonal skills
  • Proficiency in Microsoft Office Suite (especially Excel); Moxy and APX strongly preferred
  • Ability to multi-task and establish priorities
  • Ability to handle confidential material with utmost discretion
  • A passion for financial markets
  • Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred
  • Desire to learn and the ability to learn quickly

SALARY:

  • $70k-110k base + bonus, depending on experience. Exceptional benefits.