Investment Analyst

InforCapital, partnership; Walnut Creek (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

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.

Qualifications

• 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.

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.

Skills

Excel

Data analysis

Python interest

Analytical skills

Education

Bachelor's degree in a technical field

Job description

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)