Investment Strategy Analyst: Portfolio Allocation & Analysis

Growth Equity Interview Guide; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited PTO

Education reimbursement

Collaborative team environment

HNWI exposure

Job summary

Baker Street Advisors, a leading San Francisco wealth management firm, is seeking an Investment Analyst to join the Investment Strategy Group. You’ll build portfolio allocation proposals and conduct client analyses to support investment decisions.

You’ll collaborate with senior staff, prepare portfolio reviews and memos, and contribute to research and due diligence on investment managers. This role suits someone passionate about financial markets and ready to grow toward professional

Qualifications

• 1-2 years of relevant experience, including internships.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Strong research and analytical skills.
• Ability to work under pressure and manage multiple projects.
• Progress toward CFA or CAIA designation is a plus.

Responsibilities

• Conduct asset allocation modeling and analysis for clients.
• Update marketing materials and create customized content.
• Respond to new business proposals and produce portfolio analyses.
• Manage the new business pipeline and prepare reports.
• Record investment meeting content and distribute memos.
• Support research and due diligence of investment managers.
• Generate portfolio review presentations for clients.

Skills

Asset allocation

Financial modeling

Research

Communication

Time management

Education

CFA/CAIA in progress

Job description

Baker Street Advisors, a leading San Francisco wealth management firm, is seeking an Investment Analyst to join the Investment Strategy Group. You’ll build portfolio allocation proposals and conduct client analyses to support investment decisions.

You’ll collaborate with senior staff, prepare portfolio reviews and memos, and contribute to research and due diligence on investment managers. This role suits someone passionate about financial markets and ready to grow toward professional