Portfolio Analyst

Portfolio Analyst

Wealth Management Firm

San Francisco, California

Established wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of direct experience and possess a deep understanding of investment strategies. Strong attention to detail, the ability to be proactive and self-directed, and prioritization of high-touch client service will lead to success in the position.

RESPONSIBILITES:

• Participate in portfolio management activities for Balanced multi-asset class portfolios; such as management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate.
• Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
• Develop investment strategies for clients in coordination with the Portfolio Management team and the Investment Solutions Group
• Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Client Service and Marketing.
• Maintain strong ties to the various investment teams at the firm and participate actively in the analysis of new strategies.

QUALIFICATIONS:

• Bachelor's degree in Finance, Economics, Business Administration, Accounting or related subject
• 1-4 years of experience preferred
• Strong quantitative, analytical, and interpersonal skills
• Proficiency in Microsoft Office Suite (especially Excel); Moxy and APX strongly preferred
• Ability to multi-task and establish priorities
• Ability to handle confidential material with utmost discretion
• A passion for financial markets
• Progress towards or completion of MBA, CFA and/or Equity Analyst experience preferred
• Desire to learn and the ability to learn quickly

SALARY:

• $70k-110k base + bonus, depending on experience. Exceptional benefits.