Investment Analyst

LeoForce; Pasadena (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

LeoForce is seeking an Investment Analyst to join our client-focused team in Pasadena, CA. The role targets candidates with a Bachelor’s degree and CFA track, and who aim to obtain Series 65. You will analyze investment opportunities and support senior analysts in portfolio decisions.

We value detail orientation, curiosity, disciplined execution, collaboration, and a proactive, solution-driven mindset to move work forward in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• CFA track in progress or completed.
• Series 65 certification or plan to attain.

Education

Bachelor’s Degree

CFA Track

Series 65 (or intent to attain)

Job description

Investment Analyst

Experience

Manager

Salary

$90,000 - $110,000 per year

Job Details

• Bachelor’s Degree
• CFA Track
• Series 65 (or clear intention to attain)

A bit about us

We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us

• Detail-Oriented — You produce consistently accurate, high-quality work
• Curious — You ask smart questions and actively seek feedback
• Disciplined — You rely on systems and processes to execute reliably
• Collaborative — You build strong relationships across teams
• Solution-Focused — You approach challenges with optimism and creativity
• Self-Driven — You take initiative and move work forward independently