Portfolio Analyst

BakerAvenue; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k with match

Commuter benefits

Parental bonding leave

Volunteer PTO

Job summary

BakerAvenue Wealth Management in San Francisco is seeking an investment professional to join the Investment Management Committee. You will work closely with the CIO, Chief Strategist, analysts, and traders on market research, strategy development, and client portfolio advice.

This role emphasizes independent judgment under pressure, collaboration across teams, and execution of investment-focused projects using portfolio systems and AI-enabled workflows.

Qualifications

• Bachelor's degree and minimum 4 years in financial services.
• CFA or active progression toward designation.
• Experience with Orion/Eclipse, Bloomberg, custodial trading systems (e.g., Fidelity/Wealthscape, Schwab) and Salesforce a plus.
• Strong Excel and AI-automation workflows.
• Proficient in options trading and analysis.

Responsibilities

• Conduct market and securities research.
• Support investment-focused projects and trading activities.
• Collaborate on portfolio allocation strategies for clients.
• Monitor options and fixed income strategies for clients.
• Interact with advisor teams and senior leaders.

Skills

Excel proficiency

AI automation workflows

Options trading analysis

Strong communication

Independent judgment

Education

Bachelor's degree

Tools

Orion/Eclipse

Bloomberg

Wealthscape/Schwab

Salesforce

Job description

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dallas, Houston, San Diego, Atlanta and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is a fast-growing, forward-thinking RIA. We are proud to be recognized by leading companies and organizations for our commitment to excellence including our award-winning culture and our Great Place to Work certification.

We are looking for someone with strong analytical skills willing to take on multiple investment-focused roles. This individual will serve as a member of BakerAvenue's Investment Management Committee (IMC) and work closely with the firm's Chief Investment Officer, Chief Strategist, analysts, and traders. This role will provide support for investment-focused projects, market and security research, trading, and advisor interaction.

Responsibilities:

• Conduct market and individual security research
• Help manage our internal investment strategies and execute trades in our portfolio management software
• Work with other members of the investment and advisory teams to devise portfolio allocation strategy and recommendation for clients based on target allocation and risk preferences
• Help monitor custom option and fixed income strategies for individual clients, including our growing concentrated stock management
• Provide support for and manage investment-focused projects

Qualifications:

• Bachelor's degree and a minimum of 4 years of relevant industry experience in financial services
• CFA or active progression toward the designation
• Previous experience with Orion/Eclipse, Bloomberg, custodial trading systems (e.g., Fidelity/Wealthscape, Schwab, etc.) and Salesforce a plus
• Strong proficiency working with Microsoft Excel and various AI-automation workflows
• Proficiency in options trading and analysis a plus
• Confidence to work directly with senior leaders and ability to collaborate in a team environment
• Ability to work independently and use judgment in executing critical transactions
• Proven success solving problems and working under pressure in a fast-paced environment
• Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
• Excellent organization and interpersonal skills, and the ability to take immediate ownership of their work

Benefits:

• Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid option for employees and 75% company paid for spouses and dependents.
• High-deductible plan option with health savings account.
• Employee assistance program.
• Wellness allowance - $75 monthly.
• Bereavement leave - 3 days paid for immediate family member or pet.
• 401k with 3% match.
• Commuter benefits.
• Parental bonding leave
• Donation match - up to $500 annually.
• Vacation PTO.
• Birthday PTO.
• Learning and Development stipend - up to $1000 annually.
• Volunteer PTO - 1 day per quarter.
• Monthly cell phone allowance - $75 monthly.

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.