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

Portfolio Analyst - Multi-Asset Strategy (San Francisco)

$90k - $115k

Brown Advisory

A leading investment management firm in San Francisco is seeking a Portfolio Analyst to support multi-asset class client portfolios. Responsibilities include investment analysis, portfolio monitoring, and assisting with client investment strategies. Candidates should possess strong analytical capabilities, a Bachelor’s degree in relevant fields, and proficiency in Microsoft Office. The role offers a salary range of $90-$115k and a variety of employee benefits including medical and 401(k) with an employer match. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst - Multi-Asset Strategy (San Francisco) in San Francisco, CA vacancy
  • $100k - $110k

     ...investment advisory and asset management services....  ...innovative, market-based strategies to clients in all major...  ...looking for an experienced Analyst (2nd/3rd year) to join our team in San Francisco. The candidate will be...  ...with the ability to multi-task in a fast-paced, lean... 
    Asset
    Immediate start
    Monday to Friday

    Oppenheimer & Co.

    San Francisco, CA
    2 days ago
  • $90k - $110k

     ...Speyer's diversified portfolio spans market rate and...  ...company to introduce asset-wide amenity services...  ...seeking an experienced analyst to join the SF acquisitions...  ...management, corporate strategy, innovation, design...  ...members of Tishman Speyer's San Francisco team, as we've... 
    Asset
    Full time
    Work at office
    Local area
    Immediate start
    Flexible hours

    Tishman Speyer

    San Francisco, CA
    2 days ago
  •  ....), L.P. Location : San Francisco About Orbis: We...  ...only and absolute return strategies. The firm is headquartered...  .... Investment Analysts report to Matt Adams, Portfolio Manager and Head of the...  ...return prospects over a multi-year horizon. Our philosophy... 
    Suggested
    Full time
    Summer work
    Internship
    Work at office
    Worldwide

    Otsuka

    San Francisco, CA
    5 days ago
  • $95k - $130k

    Overview Security GRC Analyst job at LiveRamp. San Francisco, CA. LiveRamp is the data collaboration...  ...a comprehensive security strategy. Security serves to...  ...information and physical assets of LiveRamp by establishing...  ...skills. Ability to multi‑task and handle multiple projects... 
    Asset
    Work at office
    Remote work
    Work from home
    Flexible hours
    Night shift

    Itlearn360

    San Francisco, CA
    3 days ago
  • $110k - $120k

     ...Senior Analyst or Associate, Financial Advisory (Talent...  ...sheet, investment strategy, and long-term plan is...  ...analyzing balance sheets, asset allocations,...  ...informed decisions. Drive portfolio discussions, rebalancing...  ...in our New York or San Francisco office in accordance with... 
    Asset
    Work at office

    ICONIQ

    San Francisco, CA
    2 days ago
  • $122k - $129k

     ...Professional with Goldman Sachs & Co. LLC in San Francisco, California. Lead multi-asset investment research and portfolio analytics, developing investment theses, monitoring...  ...portfolio-level tax‑aware implementation strategies (e.g., rules‑based tax‑loss harvesting),... 
    Asset
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    San Francisco, CA
    3 days ago
  • $100.8k - $168k

     ...Slack and Microsoft 365—all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B+ from the world’s top investors...  ....com addresses. About the role As the Senior Fraud Strategy Data Analyst, you will play a key role in protecting our organization’s... 
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    4 days ago
  • $110k - $125k

     ...dealer and member of FINRA and SIPC. Analyst Job Description We are seeking...  ...&A investment banking Analysts for our San Francisco office with an immediate start date. Analysts...  ...analytic thinking, finance, corporate strategy and / or financial valuation and... 
    Full time
    Work at office
    Immediate start

    Aeris Partners

    San Francisco, CA
    4 days ago
  •  ...Management (U.S.), L.P. Location: San Francisco About the Opportunity: An Investment Analyst conducts fundamental, bottom‑up...  ...and return prospects over a multi‑year horizon. The role focuses on...  ...affecting individual stocks in the portfolio and those under consideration... 
    Full time
    Summer work

    Orbis Investment Management Limited

    San Francisco, CA
    2 days ago
  • $135k - $175k

     ...Team Location: San Francisco Secondary...  ...over USD 110 billion in assets under management and more...  ...focusing on private markets, multi-alternatives and diversifying strategies as well as sustainable...  ...and LP-led portfolios across Buyout, Growth,... 
    Asset
    Remote work

    LGT Capital Partners Ltd

    San Francisco, CA
    5 days ago
  • General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer... 
    Asset

    General Catalyst

    San Francisco, CA
    3 days ago
  • $90k - $115k

     ...Summary Brown Advisory's San Francisco office is seeking a Portfolio Analyst to support the management...  ...portfolios across a broad range of asset classes and investment strategies. This role is designed for...  ...portfolio management for multi-asset class client... 
    Asset
    Temporary work
    H1b
    Work at office
    Local area
    Worldwide

    Brown Advisory

    San Francisco, CA
    5 days ago
  • $100k

     ...and investment advisory and asset management services. Our Investment...  ...creative, market-based strategies to clients in all major...  ...Executive Assistant to join our San Francisco office. This is a unique opportunity...  ...skills, and ability to multi-task Able to meet designated... 
    Asset

    Oppenheimer & Co.

    San Francisco, CA
    3 days ago
  • $140k - $200k

     ...Investment Associate Location: San Francisco, CA (On-site)...  ...across a broad range of asset classes, including...  ...risk assessments Monitor portfolio performance and manage...  ...long-term investment strategy Build and maintain relationships...  ...another investment analyst, controller, and chief... 
    Asset
    Full time
    Work at office
    Flexible hours

    VC Stack

    San Francisco, CA
    5 days ago
  • $90k - $105k

     ...deliver exceptional investment portfolios for some of the world's most...  ...: Financial Advisory, Analyst The Financial Advisory...  ...balance sheets and develop asset allocation analyses. Monitor...  ...onsite in our New York or San Francisco office in accordance with our... 
    Asset
    Work at office

    ICONIQ

    San Francisco, CA
    4 days ago
  • $90k - $105k

    Analyst, Financial Advisory (New York and San Francisco) About ICONIQ Investment Management ICONIQ Investment Management...  ...deliver exceptional investment portfolios for some of the world’s most influential...  ...balance sheets and develop asset allocation analyses. Monitor... 
    Asset
    Work at office

    ICONIQ

    San Francisco, CA
    3 days ago
  • $150k - $200k

     ...US Equity Analyst – Value, Technology & Multi-Sector San Francisco, CA About Victory Capital: Victory Capital...  ...VCTR) is a diversified global asset management firm. We serve institutional...  ...manage specialized investment strategies across traditional and... 
    Asset
    Local area
    Flexible hours

    Victory Capitel

    San Francisco, CA
    4 days ago
  • $100k - $120k

     ...1993, DivcoWest is a multi‑disciplinary real estate...  ...firm headquartered in San Francisco, with offices in Los...  ...the Acquisitions and Asset Management functions in...  ...values and investment strategies. Additionally, the candidate...  ...and train investments analysts as well as being able... 
    Asset
    Work at office
    Local area
    Flexible hours

    VC Stack

    San Francisco, CA
    3 days ago
  • $90k - $125k

     ...Group Title: Analyst - Real Estate Location: San Francisco, CA Job Code: #LI...  ...estate group is hiring a Portfolio and Asset Management Analyst for...  ...office, industrial, multi-family and retail sectors...  ..., leasing, value-add strategies, and review of... 
    Asset
    Work experience placement
    Work at office
    Local area
    Work from home

    Deutsche Bank

    San Francisco, CA
    14 days ago
  • $140k - $180k

    San Francisco, CA; Washington, D.C.; New York City, NY; Detroit...  ...is comprised of data analysts who are passionate...  ...analytics tooling, drive strategy with data, and assess...  ..., sequential testing, multi-metric / correlated...  ...Analytics is a strategic asset but also a strategic... 
    Asset
    Work at office

    Truebill

    San Francisco, CA
    2 days ago
  • $165k - $210k

     ...Principal located in San Francisco will be a part of a diverse...  ...development. This multi-faceted role requires...  ...implement our investment strategy. Meticulous attention...  ...they join us. Client Portfolio Management (50%) Developing...  ...banking, or asset management). Experience... 
    Asset
    Temporary work
    Work at office
    Local area
    Flexible hours

    VC Stack

    San Francisco, CA
    3 days ago
  • $65k - $80.2k

     ...for facilitating the delivery of strategies and capabilities including portfolio management, trust administration,...  ...advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp...  ...Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank... 
    Asset
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Francisco, CA
    5 days ago
  • $75k - $160k

     ...work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth...  ...At the Associate level, the expected base salary for this San Francisco, California, United States-based position is [$75,000 - $160,... 
    Asset
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group, Inc.

    San Francisco, CA
    1 day ago
  • $250k

     ...that determine technical approaches and strategies for the area. Citi Private Bank’s...  ...opportunities. Work across currencies, asset classes, markets and jurisdictions. Engage...  ...’s degree preferred. Primary location: San Francisco, California, United States. Full‑time salary... 
    Asset
    Full time
    Local area

    Jobleads-US

    San Francisco, CA
    3 days ago
  • $200k - $250k

     ...focus on developing investment strategies in AI and related sectors,...  ...for our venture capital portfolio, including sourcing and portfolio...  ...This position is based in San Francisco, requiring attendance in the...  ...: Develop and refine Hanwha Asset Management USA’s investing strategy... 
    Asset
    Work experience placement
    Work at office
    Relocation package

    VC Stack

    San Francisco, CA
    4 days ago
  • $75k - $160k

     ...work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth...  ...Range At the Associate level, the expected base salary for this San Francisco, California, United States-based position is $75,000 - $160,0... 
    Asset
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    5 days ago
  • $180k - $215k

     ...Investment Principal - San Francisco Located in San...  ...business development. This multi-faceted position demands...  ...our investment strategy, meticulous attention...  ...Responsibilities Client Portfolio Management (50%): Develop...  ..., investment banking, asset management) or related... 
    Asset
    Temporary work
    Work at office
    Local area
    Flexible hours

    VC Stack

    San Francisco, CA
    4 days ago
  • $175k - $225k

     ...Associate - Healthcare Citigroup - San Francisco, CA The Investment Banking...  ..., formulating investment strategies and raising capital for...  ...franchise Manage and mentor analysts by providing detailed guidance...  ...Citigroup, its clients and assets by driving compliance with applicable... 
    Asset
    Full time

    Payfuture Technologies

    San Francisco, CA
    2 days ago
  • $105k - $206k

     ...candidates who are based in San Francisco, CA for our hybrid...  ...customers’ overall portfolio of applications and datasets...  ...to develop account strategies and plans for the...  ...development of repeatable assets (estimates, proposals,...  ...globally distributed, multi-cloud database and is... 
    Asset
    Local area
    Worldwide

    MongoDB

    San Francisco, CA
    1 day ago
  • $1,850 per week

    Research Analyst Intern (Economics & Finance) - Summer 2026 San Francisco, CA. Please note that while we accept applications for our internship position starting in...  ...: Creating models to assess value of financial assets, intangible property and securities. Accounting:... 
    Asset
    Summer work
    Casual work
    Internship
    Summer internship
    Work at office
    Immediate start
    Remote work

    Carlsbad Tech

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Analyst - Multi-Asset Strategy (San Francisco). Be the first to apply!