Investment Analyst Associate
7 days ago
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- Develop a deep understanding of our trading software and research databases.
- Assist in the execution of trades and rebalancing of portfolios.
- Analyze bonds, compare pricing, and provide fixed income market updates to the investment team.
- Prepare statistical reports for the CFP and Sales teams.
- Identify and forward relevant news on holdings to the investment team.
- Support analyst team's ad hoc research projects.
- 4-year college degree in economics, business, finance, math, or accounting.
- Strong knowledge and interest in capital markets.
- Strong work ethic, passion for investing, and eagerness to learn from top CFA Charterholders.
- CFA preferred but not required.
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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Investment Services Analyst
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe 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...
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Investment Services Analyst
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various critical areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of...
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Investment Analyst
3 weeks ago
San Francisco, California, United States Pinnacle Group Full timePosition Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic...
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Investment Analyst
3 weeks ago
San Francisco, California, United States Pinnacle Group Full timePosition Title: Investment Analyst/Associate at Pinnacle GroupCompany Overview: Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates with its main office in San Francisco and additional locations across various cities.Role...
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Investment Operations Support Analyst
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various operational areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The core responsibility of...
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Investment Operations Support Analyst
3 weeks ago
San Francisco, California, United States The Association of Asian American Investment Managers Full timePosition OverviewThe Association of Asian American Investment Managers is in search of a qualified individual to fill the role of an Analyst within the Investment Services division.This division encompasses various operational sectors, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of Investment...
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Investment Banking Analyst
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Investment Banking Analyst
3 weeks ago
San Francisco, California, United States Green Recruitment Company Full timePosition: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions made by Analysts or other Associates.Company Overview:This organization specializes in strategic advisory services for clients within the entire...
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Investment Banking Analyst
3 weeks ago
San Francisco, California, United States Green Recruitment Company Full timeJob Title: Investment Banking AssociateLocation: San Francisco Bay Area (Hybrid)Green Recruitment Company is seeking an Investment Banking Associate to lead designated transactions and oversee the contributions of Analysts or Associates.Company Overview:This organization specializes in strategic advisory services for clients across the entire renewable...
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Investment Director
1 week ago
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Property Investment Analyst
3 weeks ago
San Francisco, California, United States Bailard Full timeJob OverviewBailard, Inc., a distinguished asset and wealth management firm established in 1969, is committed to fostering a culture of trust and professional growth. We are seeking a dedicated individual to join our Real Estate team as a Property Investment Analyst.Position Summary:The Property Investment Analyst plays a crucial role within the Real Estate...
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Investment Analyst
2 weeks ago
San Francisco, California, United States Tricon Residential Full timeJob DescriptionWe are seeking a highly motivated and detail-oriented individual to join our Investment Team at Tricon Residential. As an Investment Analyst, you will play a critical role in driving our corporate growth, acquisition, and asset/portfolio management efforts.Key Responsibilities:Conduct in-depth financial modeling and analysis to inform...
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Investment Banking Analyst
1 week ago
San Francisco, California, United States Ducera Partners LLC Full time{"Job Title": "Investment Banking Analyst", "Company": "Ducera Partners LLC", "Location": "San Francisco", "Job Type": "Full-time", "Industry": "Financial Services", "Job Description": "Job SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team in San Francisco. As an Analyst, you will work on a wide range of...
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Investment Services Analyst
3 weeks ago
San Francisco, California, United States Evolve Talent Partners Full timeJob OverviewOur client, a prominent investment management firm, specializes in a diverse range of funds that emphasize primary commitments to venture capital, limited partnerships, direct secondaries, and direct investments. With over 160 global investments, this firm is dedicated to supporting leading investors and innovators.Position Summary:The Investor...
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Investment Analyst
2 weeks ago
San Francisco, California, United States Tricon Residential Full timeAbout Tricon ResidentialTricon Residential is a leading owner and operator of a growing portfolio of single-family rental homes and multi-family apartments in the United States and Canada. Our commitment to enriching the lives of our employees, residents, and local communities underpins our culture and business philosophy. We provide high-quality rental...
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Private Equity Investment Analyst
2 weeks ago
San Francisco, California, United States Peek Law Group Full timeAbout the RoleWe are seeking a highly skilled Private Equity Investment Analyst to join our team at Peek Law Group. As a Private Equity Investment Analyst, you will play a critical role in supporting our investment decisions and driving business growth.Key ResponsibilitiesStrategic Decision Making: Provide rigorous data analysis to inform strategic decisions...
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Investment Banking Analyst
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San Francisco, California, United States MERCY COLLEGE Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Analyst to join our Investment Banking team in Consumer. As an Analyst, you will work closely with senior officers to analyze clients' financial situations, industry and market data, and M&A opportunities.Key ResponsibilitiesAssist in the analysis of clients' financial situations, industry and...
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Technology Investment Analyst
3 weeks ago
San Francisco, California, United States Oppenheimer & Co. Full timeAbout Us: Oppenheimer & Co. (NYSE: OPY) is a comprehensive financial services firm, providing a diverse array of investment banking, securities, investment management, and wealth management solutions from 89 offices located in key financial hubs across the United States, along with Investment Banking and Trading Desks in London, Hong Kong, and Tel Aviv. Our...
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Investment Banking Analyst
2 days ago
San Francisco, California, United States Citibank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team in San Francisco. As a key member of our Institutional Banking group, you will play a critical role in assisting clients with raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other...
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Private Equity Investment Analyst
3 days ago
San Francisco, California, United States Audax Group Full timeAbout Audax GroupAudax Group is a leading alternative investment manager with a strong presence in the North American middle market. With a history dating back to 1999, the firm has established itself as a trusted capital partner for companies seeking growth and expansion.Job SummaryWe are seeking a highly motivated and detail-oriented Summer Analyst to join...