Investment Analyst — Python & Rebalancing

Pathstone; Walnut Creek, New York (CA, NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, Vision, Dental coverage

Flexible PTO

401k plan

Parental leave

Education support

Job summary

Concentric Innovation, a San Francisco-based investment manager and Pathstone affiliate, seeks an Investment Analyst to own daily portfolio rebalancing across client accounts and contribute to Python-based tooling.

Work with trading, operations and client services to resolve issues and help automate workflows.

Requirements: Bachelor's in a technical field and 0–3 years’ experience; strong Excel and curiosity about finance. Base range $80,000–$90,000 with potential bonus.

Qualifications

• Bachelor's degree in a technical field is required.
• 0–3 years of experience; finance experience is a plus but not required.
• Proficient in Excel with ability to analyze large datasets.

Responsibilities

• Execute daily portfolio rebalancing across client accounts.
• Monitor rebalancing and trading activity; investigate exceptions and resolve issues.

Education

Bachelor's degree in a technical field

Job description

Concentric Innovation, a San Francisco-based investment manager and Pathstone affiliate, seeks an Investment Analyst to own daily portfolio rebalancing across client accounts and contribute to Python-based tooling.

Work with trading, operations and client services to resolve issues and help automate workflows.

Requirements: Bachelor's in a technical field and 0–3 years’ experience; strong Excel and curiosity about finance. Base range $80,000–$90,000 with potential bonus.