Analyst, Investment Strategy

Growth Equity Interview Guide; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited PTO

Education reimbursement

Collaborative team environment

HNWI exposure

Job summary

Baker Street Advisors, a leading San Francisco wealth management firm, is seeking an Investment Analyst to join the Investment Strategy Group. You’ll build portfolio allocation proposals and conduct client analyses to support investment decisions.

You’ll collaborate with senior staff, prepare portfolio reviews and memos, and contribute to research and due diligence on investment managers. This role suits someone passionate about financial markets and ready to grow toward professional

Qualifications

• 1-2 years of relevant experience, including internships.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Strong research and analytical skills.
• Ability to work under pressure and manage multiple projects.
• Progress toward CFA or CAIA designation is a plus.

Responsibilities

• Conduct asset allocation modeling and analysis for clients.
• Update marketing materials and create customized content.
• Respond to new business proposals and produce portfolio analyses.
• Manage the new business pipeline and prepare reports.
• Record investment meeting content and distribute memos.
• Support research and due diligence of investment managers.
• Generate portfolio review presentations for clients.

Skills

Asset allocation

Financial modeling

Research

Communication

Time management

Education

CFA/CAIA in progress

Job description

Baker Street Advisors is looking for an Investment Analyst to join their Investment Strategy Group. In this role, you’ll work closely with team members to create portfolio allocation proposals and conduct analyses for clients. This is a great opportunity for someone passionate about financial markets and eager to contribute to a reputable wealth management firm.

What You’ll Do

• Conduct asset allocation modeling and analysis for clients
• Update marketing materials and create customized content
• Respond to new business proposals and produce portfolio analyses
• Manage the new business pipeline and prepare reports
• Record investment meeting content and distribute memos
• Support research and due diligence of investment managers
• Generate portfolio review presentations for clients

What You Need

• 1-2 years of relevant experience, including internships
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Strong research and analytical skills
• Ability to work under pressure and manage multiple projects
• Progress toward CFA or CAIA designation is a plus

What You’ll Love

• Competitive salary with full benefits
• Unlimited paid time off to recharge
• Professional education reimbursement for further learning
• Collaborative and supportive team environment
• Opportunity to work with high-net-worth clients
• Engagement in meaningful investment strategies

About the Firm

• Baker Street Advisors is a leading wealth management firm based in San Francisco
• They manage over $20 billion in client assets
• Founded in 2003, they focus on customized wealth management solutions
• The firm values trust, integrity, and unparalleled service
• They have a dedicated team of experienced investment professionals