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Investment Services Analyst

2 months ago


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

Position Overview

The 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 Administrative Support. The primary objective of this division is to deliver essential middle-office operational, performance, and compliance assistance for both internal and external portfolio activities, while collaborating with asset classes to ensure the effective execution of investment strategies.

Reporting to the Portfolio Manager in the Investment Data Solutions area, the Analyst will engage in a range of consultative and analytical tasks that require a moderate level of expertise. The role also includes providing general analytical and administrative support. The incumbent will be tasked with executing responsibilities that necessitate independent judgment and discretion, all while adhering to established policies and procedures.

Organizational Information

The Association of Asian American Investment Managers is dedicated to promoting diversity and inclusion within the investment sector. We strive to foster innovative practices and build collaborative relationships across a wide network of investment managers, portfolio companies, and industry organizations to enhance returns and create opportunities for positive change.

We offer a comprehensive benefits package, flexible working hours, and hybrid work arrangements. Our commitment extends to cultivating a workplace where all team members can excel and thrive.