Portfolio Analytics & Investment Strategy Associate
$122k - $129kGoldman Sachs
Goldman Sachs in San Francisco is seeking an Associate, Financial Investment Professional to lead investment research, portfolio analytics, and asset allocation strategies. The ideal candidate should possess a Master's or Bachelor's in a relevant field, along with experience in building diversified portfolios and financial modeling. The position offers a salary range of $122,000 to $129,000 and is responsible for synthesizing portfolio analytics into client-ready materials while collaborating with internal stakeholders. #J-18808-Ljbffr Goldman Sachs
$155k - $180k
Overview The Portfolio Strategy Investment Associate plays a meaningful role in Dodge & Cox’s investment process. This Associate will work closely with... ..., interpreting, and preparing portfolio and market analytics, which includes measuring asset class risk and return opportunities...SuggestedImmediate startWorldwide- Goldman Sachs Bank AG is seeking an Associate, Financial Investment Professional in San Francisco,... ...investment research, performing detailed portfolio analytics, and developing investment theses.... ...analysis to enhance investment strategies and risk management. #J-18808-...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
- Portfolio Research Analyst San Francisco, CA, USA Job Type: Part Time Workspace: Remote... ...out for the further 24 months and strategies are set for the newly identified issues... ...Experience articulating complex systematic investment strategies in a straightforward, comprehensible...SuggestedRemote jobPermanent employmentTemporary workPart timeFlexible hours
- ...Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating... ...Candidates with a CFA designation will be preferred. Strong analytical and communication skills are essential for success in...Suggested
- ...asset manager is seeking a Senior Venture Capitalist to develop investment strategies in AI and related sectors. The role involves sourcing startups, conducting due diligence, and managing an investment portfolio. Ideal candidates will have extensive experience in...
$100k - $110k
VC Stack is seeking an Analyst for their Portfolio Analytics team in San Francisco. The role focuses on delivering analytical insights to... ...should have a Bachelor's degree and experience in consulting or investment banking. This position offers a salary range of $100,000 -...$92.11k - $156.88k
...intelligently personalized investment portfolios. RBC Rochdale provides investment... ...Bank. PORTFOLIO MANAGER ASSOCIATE WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for... ...and research philosophy Analytical skills, ability to...Temporary workRemote workShift work$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...- A financial services company is seeking a Portfolio Analytics Associate to analyze portfolio performance and provide actionable insights. This role involves monitoring investment positions and developing analytical models as well as collaborating closely with various investment...Full time
$90k - $120k
Portfolio Analyst Location US-CA-San Francisco ID 2026-... ...Full-Time Category Investments Overview The portfolio analyst... ...in the implementation of strategy within Structured Products.... ...Managers with daily portfolio analytic and trading tasks....Full timePart timeInternshipWork at office$90k - $115k
...Brown Advisory is an independent investment management and strategic... ...San Francisco office is seeking a Portfolio Analyst to support the management... ...of asset classes and investment strategies. This role is designed for an analytically-minded professional who is interested...Temporary workH1bWork at officeLocal areaWorldwide- 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
- ...General Catalyst is a global investment and transformation company... ...Wealth investment team, driving portfolio research and analysis across... ...Officer to shape investment strategy, execute trades, and deliver... ...refine dashboards and other analytics for internal and external...
$200k - $300k
Morgan Stanley Investment Management (MSIM) is one of the largest global... ...The Responsible Investment Strategy Specialist serves as a... ...role partners closely with portfolio management, sales, and marketing... .... Demonstrate strong analytical, investment and quantitative...Temporary workWorldwide$88.8k - $165.6k
...solutions in an assigned portfolio of clients in the... ...utilizing financial models and analytical tools to recommend... ...recommends capital allocation strategies that optimize returns with investment objectives. Leads... ...Qualifications and associated credit knowledge and skills...Part timeWork experience placementWork at officeLocal area- City National Bank is seeking a Portfolio Manager Associate based in San Francisco, California,... ...assist Senior Portfolio Managers with investment strategies and client engagement. This role... ...holds a Bachelor’s Degree. Strong analytical and communication skills are...
$90k - $125k
...differently. Opportunity to invest responsibly. And opportunity... ...real estate group is hiring a Portfolio and Asset Management Analyst... ...team player with a strong analytical skill set. Primary duties will... ..., leasing, value-add strategies, and review of quarterly reporting...Work experience placementWork at officeLocal areaWork from home$175k - $225k
...We’re looking for a bold, innovative investment leader ready to shape the future of fixed... ...new investment vehicles, steer strategy from first concept to full‑scale launch... ...implementation of risk management frameworks, portfolio analytics systems, and operational...Work at officeLocal area- ...leading a team to deliver integrated solutions. The ideal candidate will have at least 8 years of industry experience and strong analytical skills. Comprehensive benefits include medical coverage, life insurance, and a robust wellness program. The position offers a salary...
- VC Stack is seeking a Finance Associate for its San Francisco office. This role involves supporting valuation analysis, portfolio company reporting, and financial due diligence.... ...analysis or accounting, preferably from investment banking or Big Four accounting firms. Responsibilities...Work at office
$100k - $145k
...Advisor in San Francisco, California, to provide comprehensive investment and financial planning advice. Key responsibilities include... ...existing client relationships and driving new business development strategies. The ideal candidate will have over 3 years in Wealth...- ...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...
$125k - $290k
...one of the world’s leading investment managers. With more than $2... ...techniques for multi-asset portfolio design and implementation and... ...reflect proprietary research and analytics conducted by the MAS team.... ...model delivery, content strategy, and sales activation ·...Full timeTemporary workPart time$140k - $160k
...Job Title: Engagement Manager – Credit Strategy Work Location: San Diego or San Francisco... ...risk for a small-business lending portfolio. You will develop policy frameworks for... ...a hybrid risk framework that integrates analytical strategies with expert manual review, ensuring...Work at office3 days per week$280k - $290k
...applies a proprietary growth engineering strategy to investing, partnering with software businesses... ..., sales and customer success at its portfolio companies. Founded in 2012 and based... ...candidates will bring a creative, analytical mind, an aptitude for understanding software...Full timeSummer workWork at officeWork from homeHome officeMonday to FridayFlexible hours- ...Finance & Risk Quantitative Analytics Manager Job Location: CA... ...the appropriate mitigation strategies for the top global financial... ...commercial, and/or Capital Markets portfolios, including commercial... ...lending, treasury services and investment banking. Exposure to...
$200k - $230k
...M Series B co-led by Madrona and Premji Invest, with participation from Intuit Ventures... ...DOSS and the success of our customers. The Portfolio Manager sits at the intersection of... ...make good calls under ambiguity. Strong analytical mindset; SQL experience is a plus (not required...Full timeWork at officeImmediate startRelocation packageFlexible hours$130k - $175k
...Capital is a Global Investment Office acting for distinguished... ...investment portfolios for its clients tapping... ...Senior Investment Associate located in San Francisco... ..., combined with the analytical and creative strengths... ...our investment strategy. Meticulous attention...Temporary workWork at officeLocal areaFlexible hoursShift work- DOSS is searching for a Portfolio Manager to lead their PMO team in San Francisco. The ideal candidate will manage complex client relationships... ...fields, this role demands a player-coach mentality and strong analytical skills. Competitive salary and equity offered. #J-18808-Ljbffr...
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