Investment Analyst

InforCapital, partnership; Walnut Creek (CA); Híbrido; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Concentric Innovation, affiliated with Pathstone Family Office, seeks an Investment Analyst to join its investment team in Walnut Creek, CA. The role focuses on hands-on portfolio rebalancing, workflow improvements, and contributing to automation via Python-based tools.

Ideal candidates have a technical degree and 0–3 years of experience, with strong Excel skills and an interest in developing systematic investment processes.

Formación

• Bachelor's degree in a technical field such as Math, CS, Engineering, Physics, Statistics, Finance, or Economics.
• 0-3 years of experience; prior finance experience a plus but not required.
• Proficient in Excel with strong analytical and data-handling skills.
• Interest in developing Python and systematic investment process skills.

Responsabilidades

• Execute daily and periodic portfolio rebalancing across client accounts.
• Monitor rebalancing and trading activity, investigate exceptions, and resolve issues with the team.
• Partner with trading, operations, and client services teams on account-level issues and onboarding.
• Contribute to the firm's Python codebase powering rebalancing, trade generation, and reporting.
• Identify and implement workflow improvements as the investment process evolves.

Conocimientos

Excel

Data analysis

Python interest

Analytical skills

Educación

Bachelor's degree in a technical field

Descripción del empleo

Role Overview

Concentric Innovation - an affiliate of Pathstone Family Office, LLC - is a $13+ billion investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. The Investment Analyst plays a hands-on role on the investment team, owning day-to-day portfolio rebalancing and contributing to the firm's investment technology.

Key Responsibilities

• Execute daily and periodic portfolio rebalancing across client accounts
• Monitor rebalancing and trading activity, investigate exceptions, and resolve issues with the team
• Partner with trading, operations, and client services teams on account-level issues and onboarding
• Contribute to the firm's Python codebase powering rebalancing, trade generation, and reporting
• Identify and implement workflow improvements as the investment process evolves

Qualifications

• Bachelor's degree in a technical field (Math, CS, Engineering, Physics, Statistics, Finance, or Economics)
• 0-3 years of experience; prior finance experience a plus but not required
• Proficient in Excel with strong analytical and data-handling skills
• Interest in developing Python and systematic investment process skills

Location

Walnut Creek, CA (affiliated with Pathstone Family Office, headquartered San Francisco)