Investment Analyst

INVESTMENT STRATEGY ANALYST Wealth Advisory San Francisco Overview Hiring company is a mission-aligned investment advisory firm, is seeking an Investment Analyst to join its Investment Strategy Group (ISG). The ISG is responsible for asset allocation strategy, investment manager selection, and investment communication across the firm’s client base. This is a two-year analyst role with the option of a one-year extension. The Investment Analyst will work closely with the client service team and senior partners to produce portfolio allocation proposals for prospective clients and conduct portfolio analyses for current clients. The Analyst will also assist with manager due diligence and contribute to overall asset allocation and investment guidance. Participation in Investment Committee and Advisory Board meetings, content preparation, and meeting minutes are also part of the role. Primary Responsibilities Perform asset allocation modeling and analysis using proprietary portfolio modeling tools Update firm marketing materials and collaborate on customized content Respond to RFPs, RFIs, and produce thoughtful portfolio analyses for prospective clients Develop, monitor, and update the new business pipeline and related reports for investment committee review Record investment meeting content and distribute written summaries Secondary Responsibilities Support sourcing, research, and due diligence of new investment managers Handle manager-specific projects and requests Generate portfolio review presentations and support ad hoc investment projects Requirements Bachelor’s degree required Enthusiasm and passion for financial markets 1-2 years relevant experience (may include internships) Exceptional attention to detail and organizational skills Top-notch verbal and written communication skills Strong research and analytical skills Ability to be a self-starter, drive to results, be a team player, with a friendly and positive personality Ability to handle pressure, deadlines, and several projects simultaneously Ability to think critically and anticipate issues Progress toward the CFA or CAIA designation is a plus

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