Investment Analyst
2 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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