Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Management Associate - Portfolio Strategy

Syon Capital

Syon Capital, a San Francisco-based multi-family office, seeks an analytical investment professional to support portfolio construction and client reporting. You will work with senior team members on strategy changes, deployment schedules, and performance analysis, leveraging Excel and proprietary models to deliver accurate insights. The role emphasizes attention to detail, strong organizational skills, and a proactive approach to learning and growth within the investment management team. #J-18808-Ljbffr Syon Capital

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Management Associate - Portfolio Strategy in San Francisco, CA vacancy
  • A leading global financial asset manager is seeking a Senior Venture Capitalist to develop investment strategies in AI and related sectors. The role involves sourcing startups...  ...due diligence, and managing an investment portfolio. Ideal candidates will have extensive... 
    Suggested

    HANWHA ASSET MANAGEMENT USA LTD

    San Francisco, CA
    1 day ago
  •  ..., a leading independent Wealth Management firm, seeks a Financial Advisor...  ...formulate and implement comprehensive investment and financial planning advice,...  ...in new business development strategies. You will drive financial planning and portfolio management across investments,... 
    Suggested

    The Lawton Firm

    San Francisco, CA
    1 day ago
  • The Portfolio Strategy Investment Associate plays a meaningful role in Dodge & Cox’s investment process. This Associate will work closely with members...  ...external communication materials Supporting portfolio managers on a variety of investment research and client-related... 
    Suggested

    Imea

    San Francisco, CA
    5 days ago
  • Tricon Holdings USA LLC (ILM) is seeking an Analyst, Investments to support underwriting, portfolio analytics, and strategic forecasting for its U.S. single...  ...rental platform. You will contribute to investment management, fund-level analysis, and growth initiatives for... 
    Suggested

    Tricon Holdings USA LLC (ILM)

    San Francisco, CA
    5 days ago
  • $125k - $290k

    Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets...  ...-art techniques for multi-asset portfolio design and implementation and...  ...through model delivery, content strategy, and sales activation·       Serve... 
    Suggested
    Full time
    Temporary work
    Part time

    Goldman Sachs

    San Francisco, CA
    1 day ago
  • $155.19k - $263.06k

    Portfolio Leader (Manager/Sr. Manager/Director)Skip to main content#Portfolio Leader (Manager/Sr. Manager/Director) page is loaded## Portfolio...  ...Strategic Builders - customer-facing advisors who shape AI strategy, define use cases, and drive adoption). Together, these... 
    Work at office
    Immediate start
    Remote work

    Salesforce, Inc.

    San Francisco, CA
    1 day ago
  • $140k

     ...s leading credit investors. Our investments span the credit markets, including...  ...leading provider of investment management services for insurers, helping...  ...Credit & Insurance, Private Credit Strategies (Technology), 2027 Investment Associate, San Francisco Job Description... 
    Work experience placement
    Summer work
    Local area
    Flexible hours

    The Blackstone Group L.P.

    San Francisco, CA
    3 days ago
  • WorldQuant in San Francisco is seeking a Portfolio Manager to develop systematic strategies using statistical signals across various asset classes. The ideal candidate will have over 2 years of experience and strong programming skills in Python and C++. Standard compensation... 

    WorldQuant

    San Francisco, CA
    3 days ago
  •  ...every step of the way. Join us to invest in yourself, your career, and...  ...financial world.SoFi’s Credit team manages credit risk activities for our...  ...and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery... 
    Work experience placement
    Work at office
    Remote work

    SoFi

    San Francisco, CA
    3 days ago
  •  ...full range of brands. Job Description The Portfolio Marketing Project Manager  role is pivotal to the growth of the company’s entire portfolio...  ...: H&Co Corporate Marketing & Events: Support the strategy, manage planning, and execution of H&Co marketing... 
    Full time
    Work at office
    Local area

    Hotaling & CO.

    San Francisco, CA
    11 days ago
  • $94k - $142.3k

    Real Estate Portfolio Strategy & Transactions Senior AnalystSkip to main content#Real Estate Portfolio Strategy & Transactions Senior Analyst...  ...will focus on strategic program, portfolio and operational management as Salesforce optimizes its real estate and workplace... 
    Work at office
    Flexible hours

    Salesforce, Inc.

    San Francisco, CA
    2 days ago
  • Support Portfolio Managers in overseeing and monitoring stable value (fixed income) portfolios...  ...integrity, market value data management, and investment reporting processes Generate...  ...functional teams to support investment strategies. Highest-signal resume keywords Fixed... 

    Jobtailor

    San Francisco, CA
    5 days ago
  • Jobtailor in San Francisco seeks a dedicated investment support professional to assist in fixed income portfolio management, construction, and analytics. You will track...  ...collaboration with cross-functional teams to support investment strategies. #J-18808-Ljbffr Jobtailor

    Jobtailor

    San Francisco, CA
    5 days ago
  • $200k - $300k

     ...Senior Vice President, Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast...  ...providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.... 
    Work at office

    Whittier Trust

    San Francisco, CA
    1 day ago
  • Salesforce, Inc. is seeking a Senior Analyst for Global Real Estate Strategy in San Francisco, California. This role involves strategic portfolio management and operational oversight. Candidates should have a background in Real Estate, Finance, and a knack for analytical... 

    Salesforce, Inc.

    San Francisco, CA
    3 days ago
  • $115.44k - $140k

    Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat...  ...:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing...  ...six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of... 
    Full time

    Western Alliance Bancorporation

    San Francisco, CA
    2 days ago
  • $120k - $165k

    KKR is looking for an Investment Analyst at the Analyst/Associate level to join their Structured Credit Portfolio Management team in San Francisco. The ideal candidate should have 1-4 years of relevant experience, particularly in CLO and structured credit trading. Responsibilities... 

    Stage

    San Francisco, CA
    5 days ago
  • About the job Manager - Credit Risk Strategy Location: Bay Area, CA Type: Hybrid (2-3 days in office / week) Responsibilities: As a Risk Strategy...  ...Analytics teams to design segmentation strategies and portfolio analyses Develop and implement underwriting strategies,... 
    Work at office
    2 days per week
    3 days per week

    Inizio Partners Corp

    San Francisco, CA
    4 days ago
  •  ...About the job Engagement Manager - Credit Risk Strategy Role: Engagement Manager - Credit Risk Strategy Location: Bay Area Type:...  ...governance, monitoring, and continuous improvement Drive portfolio-level risk management strategies across underwriting,... 
    Work at office

    Inizio Partners

    San Francisco, CA
    3 days ago
  • About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B supporting...  ...policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information... 
    Full time
    Work experience placement

    Wells Fargo

    San Francisco, CA
    1 day ago
  •  ...function for Airwallex Define the commercial risk strategy Serve as primary interface between the...  ...governance forums Requirements 10-12 years of risk management experience Deep expertise in credit and portfolio risk, payments or merchant risk, operational and... 

    Jobtailor

    San Francisco, CA
    5 days ago
  • $130k - $145k

    Job Classification:Investment Management - InvestmentsA GLOBAL FIRM WITH A DIVERSE...  ...process. As an Investment Associate on the Originations team,...  ...debt fund, structured debt strategies, Fannie Mae, Freddie Mac,...  ...with the Credit and Portfolio Management teams. As well as... 
    Full time
    Part time
    Local area
    Remote work

    PGIM

    San Francisco, CA
    2 days ago
  • $115k - $125k

     ...next.Job Summary:Hudson Pacific Properties (HPP) is seeking a Portfolio Management Senior Analyst, working from HPP’s San Francisco office, to...  ..., portfolio performance evaluation, key project execution, investment analyses, and monthly and quarterly deliverables.The... 
    Work at office
    Local area

    Hudson Pacific Properties

    San Francisco, CA
    4 days ago
  • DOSS is searching for a Portfolio Manager to lead their PMO team in San Francisco. The ideal candidate will manage complex client relationships, oversee post-sales activities, and mentor a small team while engaging directly in the processes. Key responsibilities include... 

    DOSS

    San Francisco, CA
    1 day ago
  • $220k - $250k

     ...equity firm targeting investments in lower middle...  ...discipline to empower its portfolio companies to unlock their...  ...Capital is seeking Associates to join the firm’s...  ...development, portfolio management, and deal execution....  ...in portfolio company strategy and operations Strong... 
    Summer work

    Bertramcapitalmanagement

    San Francisco, CA
    5 days ago
  • $100k - $170k

    AWM, External Investing Group, Early-Stage Capital, Investment Associate - San Francisco location_on San...  ...Asset & Wealth Management A career with Goldman...  ...funds, co-investment strategies, secondaries, hedge fund...  ...design, manager diligence, portfolio construction and risk... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Bank AG

    San Francisco, CA
    2 days ago
  • $220k - $250k

    Bertram Capital Management is looking for Associates to join its investment team starting Summer 2026. The role involves evaluating...  ...new investments and working on portfolio management within a small deal...  ...to innovative growth strategies! #J-18808-Ljbffr Bertramcapitalmanagement
    Summer work

    Bertramcapitalmanagement

    San Francisco, CA
    5 days ago
  •  ...and partners directly with Sales, Partnerships, Account Management, Revenue Strategy & Operations and other Legal, Risk and Compliance teams across...  ...combine strategic design with hands‑on deal support, portfolio monitoring and incident management so that risk becomes a... 

    Airwallex Pty Ltd.

    San Francisco, CA
    5 days ago
  •  ...Francisco is seeking an actuary to help businesses develop complex financial models, evaluate risks, and design effective financial strategies. Candidates should hold a Bachelor's in Quantitative Science and have relevant actuarial certifications. The role will involve... 

    Boardroom Appointments

    San Francisco, CA
    4 days ago
  • Job Description Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision...  ...state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary... 

    Goldman Sachs

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Management Associate - Portfolio Strategy. Be the first to apply!