Investment Analyst: Asset Allocation & Wealth Strategy

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, 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.