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

Portfolio Strategy Associate

Edelman Financial Engines, LLC

Edelman Financial Engines is seeking an Associate Portfolio Manager to support senior investment professionals in developing and overseeing investment products and processes for client goals. This is a fast-paced, collaborative role focused on scalable solutions and practical investment strategies. The ideal candidate will bring strong data analysis skills, finance knowledge, and excellent communication to partner with wealth planning and other teams. #J-18808-Ljbffr Edelman Financial Engines, LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Strategy Associate in San Francisco, CA vacancy
  • $155k - $180k

    Dodge & Cox in San Francisco is seeking a Portfolio Strategy Investment Associate to support their investment process. This role involves conducting market performance analysis, assisting with asset allocation strategies, and preparing client communications. Applicants... 
    Suggested

    Dodge & Cox

    San Francisco, CA
    2 days ago
  • $185k - $225k

     ...across the lifecycle of their products and portfolios. Our project types span, but aren’t limited to, new product planning, launch strategy and planning, commercial strategy,...  ...through our London and Zurich offices). As an Associate Principal in the San Francisco office,... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Blue Matter

    San Francisco, CA
    2 days ago
  • Cox Worldwide Funds plc is seeking a Portfolio Strategy Investment Associate in San Francisco. This role supports the implementation of global equity investment strategies and works alongside a senior analyst in asset allocation and portfolio strategy. The ideal candidate... 
    Suggested
    Worldwide

    Cox Worldwide Funds plc

    San Francisco, CA
    17 hours ago
  • $105k

    Associate, Investment Product Strategy - Wealth SanFrancisco,CA or NewYork,NY About this role BlackRock’s Portfolio Insights for Wealth team translates the best of BlackRock’s market insights into portfolio implications for wealth advisors. The team partners closely with... 
    Suggested
    Work at office
    Work from home
    Flexible hours
    1 day per week

    Null Corporation

    San Francisco, CA
    2 days ago
  • Senior Associate, Insurance Strategy & Operations About the Team The Risk & Insurance team at DoorDash is building the next generation of insurance...  ...go‑to‑market decisions. Support execution across a portfolio of insurance initiatives as they move from early concept... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Flexible hours

    DoorDash USA

    San Francisco, CA
    3 days ago
  • $140k - $185k

     ...About This Posting This job description represents a sample Portfolio Analytics Associate position commonly found through the Career Launch AI...  ...portfolio analytics, performance measurement, and investment strategy About the Career Launch AI Talent Network The Career... 
    Full time

    TEEMA Solutions Group

    San Francisco, CA
    2 days ago
  • $125k - $150k

    Associate, Strategy San Francisco, CA About Galvanize Galvanize is a global asset manager investing at the intersection of energy innovation...  ...relationship development across key stakeholders Support portfolio companies through strategic introductions, partnerships, and... 

    Galvanize

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

    A leading private equity firm is looking for Associates to join their investment team in San Francisco for a Summer 2027 start. The role involves working on investment opportunities, including evaluation, management, and execution of acquisitions. Ideal candidates will... 
    Summer work

    Bertram Capital Management

    San Francisco, CA
    4 days ago
  • The Role We are seeking an Associate, Real Estate Strategy to support our consulting work at the intersection of space, data, and organizational strategy...  ...financial underwriting, this position centers on shaping portfolio-level strategies, investment priorities, and system-wide... 

    MKThink

    San Francisco, CA
    1 day ago
  • NAREIM in San Francisco seeks an Asset Management Associate to support asset strategy, business plan development, and investment analysis for a multifamily portfolio. You will work with cross-functional teams across acquisitions, development, capital markets, and leasing... 

    NAREIM

    San Francisco, CA
    2 days ago
  • VC Stack is seeking an Associate to join their investment team in San Francisco. This role...  ...conducting due diligence, and working with portfolio companies. Applicants should demonstrate...  ...banking, consulting, or technology strategy. If you are passionate about technology... 

    VC Stack

    San Francisco, CA
    3 days ago
  •  ...Associate Vice President, Portfolio Management & Operations About the Company Successful real estate investment trust (REIT) specializing in...  ...growth, optimize team performance, and execute portfolio strategy, including acquisitions, dispositions, and transitions.... 
    Work at office

    Confidential

    Brisbane, CA
    1 day ago
  •  ...in San Francisco is seeking an experienced Associate General Counsel, Product & IP. This role involves managing IP portfolios and providing strategic legal guidance on AI...  ...position offers a unique opportunity to shape IP strategies in an innovative environment. #J-18808-... 

    Scale AI

    San Francisco, CA
    4 days ago
  • $130k - $185k

     ...opportunity EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real‑world value...  ...growth and operational efficiency for private equity portfolio companies. The team works primarily with PE‑backed, SaaS businesses... 
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours
    Shift work

    EY-Parthenon

    San Francisco, CA
    1 day ago
  •  ...These roles sit within our Convenience Strategy & Operations - the first vertical we launched...  ...About the Role We are hiring a Senior Associate on our Convenience Merchant Strategy &...  ...merchants, including dedicated ownership over a portfolio of major enterprise banners. You will... 
    Hourly pay
    Work at office
    Local area
    Flexible hours
    Shift work

    DoorDash

    San Francisco, CA
    2 days ago
  • $90k - $120k

     ...Position Summary The Associate will be a member of Focus’ core strategy team which oversees all corporate development / M&A activities across Focus, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step... 
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start

    Focus Financial Partners Inc.

    San Francisco, CA
    5 hours ago
  • $77k - $202k

    PwC is seeking a Senior Associate for its Front Office Strategy Consulting - PLS Customer Analytics team in San Francisco, California. The role demands leveraging data-driven insights to enhance client decision-making while cultivating meaningful client connections. Applicants... 

    PwC

    San Francisco, CA
    1 day ago
  • A global financial services firm seeks a Senior Associate for their Business Intelligence Strategy team to enhance revenue growth through advanced analytics. The successful candidate will lead strategic initiatives, develop impactful business cases, and conduct market... 

    J.P. Morgan

    San Francisco, CA
    1 day ago
  •  ...abroad. The platform enables first‑party ecommerce fulfillment for our partners. About The Role As a Senior Associate on our Commerce Platform Growth Strategy & Operations team, you will drive growth and success across our key accounts. You will own strategy, launch partners... 

    DoorDash

    San Francisco, CA
    17 hours ago
  •  ...work at the intersection of architecture, systems thinking, and strategy—helping institutions make better decisions about space,...  ...universities, and civic organizations. The Role We are seeking an Associate Strategist to support our consulting work at the intersection... 

    MKThink

    San Francisco, CA
    3 days ago
  • $110k - $145k

    A promising FinTech company located in San Francisco seeks a CX Strategy Associate to improve customer experience through automation and tooling. The ideal candidate should have 2-4 years of experience in Operations or similar roles, strong analytical skills, and a collaborative... 

    Kikoff

    San Francisco, CA
    1 day ago
  • About The Team Our New Verticals Strategy & Operations team is re‑inventing the way consumers think about grocery, convenience, alcohol...  ...our customers today! About The Role We are hiring two Senior Associates within our DashMart Strategy & Operations team to contribute... 
    Hourly pay
    Work at office
    Local area
    Flexible hours
    Shift work

    DoorDash

    San Francisco, CA
    1 day ago
  •  ...experience for our customers and supporting Airwallex’s mission to empower businesses globally. What you’ll do As Senior Associate, Operations Strategy, you will be a core problem solver and thought partner to our Operations and business leaders. You will lead high... 
    Worldwide

    Doist

    San Francisco, CA
    3 days ago
  •  ...A leading children's home furnishings brand seeks an Associate Buyer to manage operations in Canada. This role involves delivering financial targets, leading market analysis, and developing strategies tailored to the market. Ideal candidates should have 2-5 years of retail... 

    Pottery Barn Kids

    San Francisco, CA
    2 days ago
  •  ...colleagues in GTM to deliver delightful prospect experiences, primarily by sharing feedback to create a cohesive prospect engagement strategy that prospects genuinely value Serve as the ear to the ground for the GTM organization, staying up to date on product knowledge,... 
    Immediate start

    Resolve AI

    San Francisco, CA
    1 day ago
  • $87.8k - $167.25k

    The Opportunity The Corporate Strategy team works closely with Adobe's top executives and our three business units (the Creative Cloud...  ...in the market around Generative AI. The Challenge As an Associate, you will join a highly entrepreneurial team, including alumni... 
    Local area
    Worldwide

    Adobe Inc.

    San Francisco, CA
    1 day ago
  • Industrial Electric Mfg. (IEM) is seeking a Strategy Associate in San Francisco, CA. This role supports strategic initiatives under the Strategy Consultant. Responsibilities include conducting market research and analysis, tracking competitive intelligence, and assisting... 

    Industrial Electric Mfg. (IEM)

    San Francisco, CA
    1 day ago
  • $104k - $134k

    Strategy Associate Location: San Francisco, CA Reports To: Sr. Consultant Salary Range: $104,000 - $134,000 Annually Position Summary As the Strategy Associate at IEM, you will play a supporting role in shaping and executing the strategic initiatives of the organization... 

    Industrial Electric Mfg. (IEM)

    San Francisco, CA
    1 day ago
  • Dodge & Cox is seeking an International Portfolio Management Associate to work with the Director of the International Stock Fund to support portfolio construction, conduct research, and manage client communications. The role involves monitoring investments, attending meetings... 

    Dodge & Cox

    San Francisco, CA
    17 hours ago
  • $87k - $128k

    About the Team Our New Verticals Strategy & Operations team is re‑inventing the way consumers think about grocery, convenience, alcohol...  ...partners. About the Role We’re looking to hire a few Senior Associates within our Central Strategy & Operations that will help shape... 
    Hourly pay
    Work at office
    Local area
    Home office
    Flexible hours

    Doordashusa

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

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