Investment Analyst

Overview

The Investment Analyst role involves vetting market offerings, conducting thorough due diligence on third-party managers and operators, and assisting in the development of investment strategies. This position collaborates closely with Co-Chiefs of Investments, financial advisors, and other stakeholders to develop and implement investment strategies aligned with clients' financial goals.

This is a remote position, with a preference for candidates located near Santa Monica, CA or San Carlos, CA. The starting annual salary range is $79,500 - $90,000.

Responsibilities

• Manage day-to-day investment projects and data requests from advisors and other departments
• Conduct research on new managers and investment processes
• Update capital market assumptions annually
• Attend investment committee meetings and document follow-ups
• Coordinate with public and private market managers for quarterly and annual updates
• Collect annual due diligence questionnaires from current managers
• Input and track model portfolios in data and analytics systems
• Perform annual exposure analysis for each model portfolio
• Prepare impact and performance updates and commentary for advisors regularly
• Monitor quarterly performance of underlying investments and report to CIO and investment committee
• Collaborate proactively with the marketing team on investment data requests and quarterly updates

Requirements

• Minimum of 3 years experience in investment research, portfolio management, or trading
• Strong background in investment research or a related field
• Quantitative skills in financial modeling
• Broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, Fama-French model, and material ESG risk factors
• Working knowledge of IMP, SDGs, ISS vs. Glass Lewis, and SASB materiality
• Basic knowledge of ESG and impact investing industry
• Ability to communicate clearly and effectively with gravitas, including presenting portfolio recommendations to leadership and explaining complex impact measurement concepts
• Proactive, independent self-starter with strong prioritization and communication skills
• Advanced proficiency in Excel for project execution and problem analysis
• Willingness to travel occasionally for conferences or office visits
• Relevant designations, certifications, or degrees (or progress toward) such as Series 65, CFP, CFA, or MBA are advantageous

Compensation & Benefits

• Starting salary range: $79,500 - $90,000 annually

Location

• Remote position with preference for candidates local to Santa Monica, CA or San Carlos, CA areas