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Investment Analyst

2 months ago

san francisco, United States Selby Jennings Full time

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