Investment Analyst
3 weeks ago
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:
- 3-5 years of experience in Financial Services
- Bachelor's degree in finance, math, economics, or a related field
- CFA required
- Experience writing and presenting thorough research reports to investment team
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Investment Analyst
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Investment Analyst
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San Francisco, United States Community Investment Management Full timeCommunity Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...
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san francisco, United States Community Investment Management Full timeCommunity Investment Management (CIM) is looking for an Investment Analyst to join our team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers in the United States and emerging markets. Our work aims to advance financial inclusion by...
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