Job Description
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
Secondary Responsibilities
Requirements
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