Investment Strategy Associate: Macro & Portfolio Allocation
$120k - $150kJordan Park Group
An investment advisory firm in San Francisco seeks an exceptional Associate for its Investment Strategy team. This role involves maintaining asset allocation models, analyzing performance, and collaborating on portfolio management systems. Ideal candidates will have 4-6 years of relevant experience and a degree in finance or related fields. The firm offers a competitive salary range of $120,000-$150,000, comprehensive benefits, and a commitment to professional growth. Join a dedicated team of problem solvers focused on delivering exceptional client service. #J-18808-Ljbffr Jordan Park Group
$155k - $180k
The Portfolio Strategy Investment Associate plays a meaningful role in Dodge & Cox’s investment process. This Associate will work closely with members... ...alongside a senior analyst responsible for asset allocation and portfolio strategy across equity and fixed income...Suggested$150 per hour
...Dorsey . Position: Portfolio Manager (Buy-Side) Type... ...portfolio construction and asset allocation. Evaluate AI-generated portfolio strategies and risk frameworks. Assess investment decisions across multiple... ...of market dynamics and macro drivers. ~ Excellent...SuggestedContract workSummer workRemote work- ...States## About This RoleDescription About the Role The Real Estate Portfolio Strategy and Transaction Manager is the connective tissue between... ...between RE Strategy (market analytics, capacity modeling, investment prioritization) and RE Transactions (deal structuring, lease...Suggested
- Revolution Medicines is seeking a highly motivated individual for a key role in portfolio management. The position focuses on developing robust portfolio strategies and managing complex projects in an exciting oncology landscape. The ideal candidate will bring over 15...Suggested
$70k - $200k
...San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role... ...accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and...Suggested$90k - $115k
...Portfolio Analyst Brown Advisory's San Francisco office is seeking a Portfolio Analyst... ...a broad range of asset classes and investment strategies. This role is designed for an... ...client portfolios, including monitoring allocations, liquidity management, and analysis of...Work at officeLocal area- A global investment firm in San Francisco is seeking a Senior Investment Associate. In this role, you will manage client portfolios, develop investment strategies, and contribute to business development. The ideal candidate should have 3-6 years of relevant experience,...Work at officeFlexible hours
$122.4k - $228k
...credit solutions in an assigned portfolio of clients. Makes credit... ...performance and recommends capital allocation strategies that optimize returns with investment objectives. Handles escalated... ...job, Credit Qualifications and associated credit knowledge and skills according...Contract workPart timeWork experience placementWork at officeLocal areaShift work- ...credit solutions in an assigned portfolio of clients in the technology... ...performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal... ...job, Credit Qualifications and associated credit knowledge and skills according...Work experience placementLocal area
$88.8k - $165.6k
...credit solutions in an assigned portfolio of clients in the technology... ...performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal... ...job, Credit Qualifications and associated credit knowledge and skills according...Part timeWork experience placementWork at officeLocal area$155k - $180k
Cox Worldwide Funds plc is seeking a 2025 International Portfolio Management Associate in San Francisco. This full-time role focuses on supporting... ..., supporting client communications, and participating in investment decision-making processes. Candidates should have 1-2...Full timeWorldwide$124k - $155k
...The Senior Credit Strategy Analyst will report to Senior Credit Risk Manager, Personal Loans. As the Senior Credit Strategy Analyst,... ...balancing growth, risk, and customer experience objectives Analyze portfolio performance, approval funnels, and fraud trends to identify...Work at officeRemote workWork from homeHome office- ...Advisor in San Francisco to manage high-net-worth clients, provide investment services, and conduct market analyses. The role requires 6-10... ...will collaborate with Private Bankers to develop financial strategies and maintain client relationships while adhering to compliance...
$121.9k - $262.1k
...FUNCTION: The Senior Director, ABL Portfolio Management participates in the execution... .... Develops and executes appropriate strategies for problem clients with minimal supervision... ...Third will not be responsible for any associated fee. Fifth Third Bank, National...$134k - $165k
Socotra, Inc. is seeking a Senior Credit Strategy Analyst in San Francisco, CA. The role involves implementing credit and fraud policies, developing strategies for personal loans, and analyzing portfolio performance. Candidates should have 3+ years of risk management experience...Remote job- ...POSITION SPECIFICATION VP, PORTFOLIO MANAGER, REAL ESTATE DEBT Shine Associates, LLC has been retained to... ...client is a 100% employee-owned investment advisor based in Seattle, Washington... ...equity, fixed income and stock strategies. As of September 30, 2025, the...Work at office
$150k - $190k
Overview The Commercial Portfolio Manager is responsible for managing, servicing, and growing... ...to deliver comprehensive financial strategies. By building trusted, long‑term client... ...benefits program to meet the needs of our associates. More information can be found at #J-...$160k - $180k
...Origination team plays a key role in sourcing and managing long-term portfolios of renewable energy and environmental commodities, including... ...(RECs), you will lead the development and execution of strategies under various state Renewable Portfolio Standards (RPS). You will...Full time- Job Title: Valuation & Portfolio Finance Manager (Hybrid) Company Overview Our client is... ...firm specializing in early-stage investments within the decentralized finance (DeFi)... ...value. Digital Asset & Cryptocurrency Strategy: Apply specialized valuation methodologies...Work at officeLocal area
$189.29k - $331.2k
Northern Trust Corp seeks an experienced Senior Portfolio Advisor II in San Francisco. In this full-time role, you will manage investment activities for high net worth clients, generate new business, and develop strategies to meet client objectives. The position...Full time$130k - $175k
...Capital is a Global Investment Office acting for distinguished... ...investment portfolios for its clients tapping... ...Senior Investment Associate located in San Francisco... ...our investment strategy. Meticulous attention... ...client portfolio asset allocation and external manager...Temporary workWork at officeLocal areaFlexible hoursShift work$140k - $200k
Investment Associate Location: San Francisco, CA (On-site) Compensation: $1... ...risk assessments Monitor portfolio performance and manage investment... ...’s long-term investment strategy Build and maintain... ...rigor of an institutional allocator, offering a unique blend of...Full timeWork at officeFlexible hours- Job Title: Enterprise Program Integration Lead / Portfolio Manager (Location : Bay Area) 2 days onsite in Oakland Local to bay area... ...not just status reporting Provide recommendations on resource allocation and prioritization Tooling & Data Consolidation Consolidate...Local areaShift work
$138k - $198k
...be responsible for managing our growing portfolio of carbon market instruments, as well as... ...strategic decarbonization efforts. As our strategy progresses, you will lead the... ...instrument portfolio to support strategic investment decisions and leadership reviews. Drive...Full time- Statkraft group. is seeking a Portfolio Manager for US Renewable Energy Credits (RECs) in San Francisco. This role involves developing strategies for REC markets, managing REC contracts, and collaborating with teams on innovative renewable energy solutions. Candidates should...
$90k - $120k
Overview The portfolio analyst will sit directly with the portfolio managers and traders of the Investment Grade Income team, aiding in the implementation of strategy within Structured Products. This role involves a breadth of tasks, from responding to client-specific requests...Full timePart timeInternshipWork at office$150k - $200k
...their team. Who are you A macro researcher who synthesizes... ...and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country, sector, and... ...team, you’ll collaborate with portfolio managers to assess global risks...Shift work$90k - $125k
...Portfolio & Asset Management Analyst - Real Estate Job ID:R0389631 Full/Part-Time: Full... ...to innovate differently. Opportunity to invest responsibly. And opportunity to make change... ..., financings, leasing, value-add strategies, and review of quarterly reporting *...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaWork from home$193.7k - $262k
...over 80% of unicorns, choose to launch on AWS. As a Principal Portfolio Growth Manager within AWS, you will be responsible for... ...partners in Financial Services Industry Execute engagement strategies with research laboratories and industry standards bodies Implement...Local areaWorldwideFlexible hours$85.33k - $145.13k
Northern Trust is looking for a dedicated professional in San Francisco to support client portfolio management in the financial services industry. You will be responsible for preparing materials, processing transactions, and interacting with clients and partners. Successful...
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