Portfolio Analyst: Investment Strategy & Trading

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

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.