Investment Analyst

Baker Street Advisors, LLC; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Life insurance

Profit sharing

MBA Degree Reimbursement

Professional Education Reimbursement

Unlimited Paid Time Off

Family Leave Benefits

Job summary

Baker Street Advisors, LLC in San Francisco, CA, seeks an Investment Analyst to join the Investment Strategy Group for a two-year program with potential extension. You will work closely with ISG teammates, client service, and senior partners to develop portfolio allocation proposals and perform analyses for current and prospective clients.

Ideal candidates have 1–2 years of relevant experience, strong communication and analytical skills, and a passion for financial markets.

Qualifications

• Strong academic background; experience in private wealth management or financial services is preferred.
• Excellent organizational and communication skills are required.
• Ability to work with multiple stakeholders and tight deadlines.

Responsibilities

• Perform asset allocation modeling and analysis using the firm’s modeling tool for clients.
• Oversee updates to marketing materials and develop content with ISG and Investment Committee.
• Respond to proposals (RFPs/RFIs) and produce portfolio analyses for prospective clients.
• Develop and update new business pipeline and related reports for Management Committee.
• Record meeting content and distribute memos synthesizing topics discussed.
• Support research and due diligence of new investment managers.
• Handle ad hoc client-specific investment projects.
• Generate portfolio review presentations for existing clients.

Skills

Enthusiasm for financial markets

Organizational skills

Verbal and written communication

Research and analytical skills

Self-starter; results-driven

Team player; positive personality

Ability to handle pressure and multi‑h

Education

Progress toward CFA or CAIA designation

Tools

BSaT

Job description

Baker Street Advisors, a multi-family wealth management firm, is looking for an Investment Analyst to join the firm’s Investment Strategy Group (ISG). Baker Street Advisors LLC is a leading wealth management firm based in San Francisco, CA, managing over $20 billion in client assets. Founded in 2003, we specialize in delivering customized wealth management solutions to financially successful families and individuals.

Our mission is to provide independent, unbiased advice built on trust, integrity, and unparalleled service. Our team of experienced investment and advisory professionals offers a level of personalized service that is second to none—helping clients navigate complex financial challenges with confidence. Our reputation and continued success are a direct reflection of the dedication and talent of the people who make up our team.

Baker Street’s Investment Strategy Group is responsible for asset allocation strategy, investment manager selection and investment communication across the firm’s entire client base. The position will be a two-year analyst role with the option of a one-year extension at the firm’s discretion. The Investment Analyst’s primary role is to work closely with ISG team members, the client service team and senior partners to produce portfolio allocation proposals to prospective clients. Responsibilities also include conducting portfolio analyses for current and existing clients. Additionally, the Analyst would assist with our manager due diligence efforts and contribute to overall capital allocation and investment guidance for Baker Street Advisors. The Investment Analyst will participate in Investment Committee and Advisory Board meetings.

Your resume should showcase your academic and employment experience. Our ideal candidate has a strong academic background with experience in private wealth management or financial services, strong organizational skills, and excellent communication skills. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Primary Responsibilities

• Perform asset allocation modeling and analysis through use of Baker Street’s proprietary portfolio modeling tool (“BSaT”) for current and prospective clients
• Oversee regular updates to firm marketing materials and collaborate with the other members of ISG and Investment Committee to develop customized content
• Respond to new business proposals (RFPs, RFIs, and other information requests) and work closely with others in ISG to produce thoughtful portfolio analyses (asset allocation, fee analysis, etc.) for prospective clients
• Develop, monitor, and update the new business pipeline and related business reports for Management Committee review
• Record investment meeting content and distribute written memos synthesizing topics discussed and follow-up

Secondary Responsibilities

• Support the research, and due diligence of new investment managers
• Handle additional manager-specific projects and requests as needed
• Generate portfolio review presentations for existing clients and tackle other ad hoc, client-specific investment projects as they come up

Requirements

• 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

Starting salary: $80-90k annually, based on experience. Full benefits include, health, dental, life insurance, 401(k) plan and profit sharing.

• 401k and Roth 401k Retirement Plans
• Health Savings Account with Employer Contributions
• Flexible Spending Plans for Health Care and Dependent Care
• Medical, Dental, Vision, and Life Insurance
• Short- & Long-Term Disability Insurance
• Group Paid Life and AD&D Insurance
• Professional Education Reimbursement
• MBA Degree Reimbursement
• Family Leave Benefits
• Unlimited Paid Time Off