Investment Analyst

Jobot; Pasadena (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobot is seeking an Investment Analyst for a top wealth management firm in Pasadena, CA. The role focuses on rigorous financial analysis, portfolio support, and client-centered wealth solutions within a high-touch environment.

You will work with a team to deliver disciplined investment strategies and rigorous research to help families deploy their wealth with purpose. The ideal candidate holds a Bachelor’s Degree, is pursuing the CFA track, and aims to attain Series 65.

Qualifications

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

Education

Bachelor’s Degree

CFA Track

Series 65

Job description

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Job details: Investment Analyst - Top Wealth Management Firm

This Jobot Job is hosted by: Josh Forth

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

Job Details

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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