Investment Analyst
InforCapital
Role Overview Concentric Innovation - an affiliate of Pathstone Family Office, LLC - is a $13+ billion investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. The Investment Analyst plays a hands-on role on the investment team, owning day-to-day portfolio rebalancing and contributing to the firm's investment technology. Key Responsibilities Execute daily and periodic portfolio rebalancing across client accounts Monitor rebalancing and trading activity, investigate exceptions, and resolve issues with the team Partner with trading, operations, and client services teams on account-level issues and onboarding Contribute to the firm's Python codebase powering rebalancing, trade generation, and reporting Identify and implement workflow improvements as the investment process evolves Qualifications Bachelor's degree in a technical field (Math, CS, Engineering, Physics, Statistics, Finance, or Economics) 0-3 years of experience; prior finance experience a plus but not required Proficient in Excel with strong analytical and data-handling skills Interest in developing Python and systematic investment process skills Location Walnut Creek, CA (affiliated with Pathstone Family Office, headquartered San Francisco) #J-18808-Ljbffr
Vacancy posted 5 days ago
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