Investment Services Analyst

2 weeks 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 join the Investment Services team as a Staff Services Analyst.

About Investment Services

This division encompasses various critical areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of Investment Services is to deliver essential middle-office operational, performance, and compliance assistance for both internal and external portfolio activities. This is achieved through collaboration with asset classes to ensure the effective execution of investment strategies.

Key Responsibilities

Under the guidance of the Portfolio Manager within the Investment Data Solutions team, the Staff Services Analyst will engage in a range of consultative and analytical tasks that are of moderate complexity. The role also includes providing general analytical and administrative support. The incumbent will be tasked with:

  • Utilizing independent judgment and discretion while adhering to established policies and procedures.
  • Conducting various analytical tasks to support the Investment Data Solutions group.
  • Collaborating with team members to enhance operational efficiency.

Organizational Context

The Association of Asian American Investment Managers is dedicated to promoting diversity and inclusion within the investment sector. We strive to set industry standards, implement innovative practices, and foster positive change in investment markets. Our approach involves building collaborative relationships with a wide array of investment managers, portfolio companies, and industry associations to optimize returns and create opportunities for impactful change.

Employee Benefits

We provide a range of amenities designed to support our employees, including wellness and sustainability initiatives, a recognized employee recognition program, and continuous training and development opportunities. Our benefits package is competitive, and we offer flexible working hours along with hybrid work arrangements. We are committed to fostering a workplace environment where our team members can excel.



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