Investment Analyst Associate

7 days ago


San Francisco, California, United States CFA Institute Full time
Investment Team Expansion

Osborne Partners Capital Management is seeking a highly motivated and detail-oriented Associate Investment Analyst to join our team. As a key member of our investment team, you will work closely with our top-performing CFA Charterholders to manage multi-asset class portfolios.

Responsibilities
  1. Develop a deep understanding of our trading software and research databases.
  2. Assist in the execution of trades and rebalancing of portfolios.
  3. Analyze bonds, compare pricing, and provide fixed income market updates to the investment team.
  4. Prepare statistical reports for the CFP and Sales teams.
  5. Identify and forward relevant news on holdings to the investment team.
  6. Support analyst team's ad hoc research projects.
Requirements
  1. 4-year college degree in economics, business, finance, math, or accounting.
  2. Strong knowledge and interest in capital markets.
  3. Strong work ethic, passion for investing, and eagerness to learn from top CFA Charterholders.
  4. CFA preferred but not required.
What We Offer

Osborne Partners offers a competitive salary, multiple bonuses, and a comprehensive benefits package, including medical, dental, and vision, 401K matching, and a stock options plan.

We are committed to providing our employees with opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about investing, we encourage you to apply for this exciting opportunity.



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