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Investment Products Analyst Jobs in San Francisco, California

Investment Analyst Jobs
By Victorio Consulting At San Francisco, CA, United States
Experience interfacing with high-net worth clients, fund managers and founders
Detail-oriented and a stickler for accuracy and timeliness. Project management oriented, organized with the ability to prioritize;
Strong sense of operational and compliance risk management;
Microsoft Office Suite, Adobe Acrobat, Addepar, Wealthbox CRM, project management systems, DocuSign.
Desired Level of Education & Experience:
3+ years experience working in private capital markets with exposure to impact-focused investments
Investment Analyst Jobs
By Fin Venture Capital At , San Francisco
Help gather and manage portfolio performance, metrics, and financials on a Quarterly basis
Conducting market analysis and opportunity identification via academic research, customer interviews, conferences, incubator and University demo days, and peers (Angels/VCs).
Support the team’s market mapping, initial screening and subsequent deep due diligence of potential investments
Support portfolio companies around product strategy, talent sourcing, business development, regional market and global expansion and support for future financing
Support capital raising for the firm and portfolio company follow-on round growth financings
Excitement to join and help scale a specialist VC focused on FinTech software in North America, UK/EU, LatAm, and Israel.
Investment Analyst Jobs
By DoraHacks At , San Francisco, Ca
Bachelor's degree or above in Finance, Business , Economics related majors
Above 1yr working experience in web3 industry
English native with strong written and verbal communication skills
Eager to acquire new knowledge with strong learning ability
Python, R, Matlab, or experience with other analytics tools is a plus
Make cryptocurrency verticals research & token economics and value accrual mechanisms analysis
Investment Analyst Jobs
By J. Paul Getty Trust, The At , Los Angeles, 90049
2-5 years of experience working in a finance or investment department
Highly proficient in data gathering, data management, data evaluation
Build and maintain relationships with investment managers and other asset allocators
Compile and maintain information on investment managers
Bachelor's degree in finance, accounting, economics or related field
Ability to manage multiple projects under little to no supervision
Investment Analyst Jobs
By San Bernardino County At , San Bernardino $81,702 - $116,813 a year
MBO - Exempt (Non-Elected) BbOU - Benefits Summary Guide
Must possess a completed/awarded Bachelor's degree in Finance, Accounting, Economics, Business Administration or closely related field.
it is to your advantage to provide as much relevant and detailed work experience as possible
Join Our Team And Receive A Recruitment Bonus!
$1000 upon hire and $1000 upon
3% Annual Across the Board Salary Increases on February 2024/25**
Investment Analyst Jobs
By Greenprint Capital, LLC At San Diego Metropolitan Area, United States
Bachelor's degree in Finance, Economics, Business, or a related field. Relevant coursework in renewable energy, finance, and accounting is a plus.
Strong analytical and quantitative skills with proficiency in financial modeling and Excel.
Strong research abilities to gather and synthesize relevant information.
Excellent communication skills, both written and verbal.
Collaborate with third parties, including legal, finance, and sponsor teams to facilitate the smooth execution of transactions.
Work Location: Hybrid remote in Solana Beach, CA 92075
Investment Analyst Jobs
By CEDARS-SINAI At , Los Angeles, Ca $80,900 - $125,300 a year
Bachelor's degree in Business Administration, Business Management, Finance, Economics or a related major required
Designing and implementing technology solutions to support the office’s communication, organizational, and research management efforts.
Building and maintaining a research database of prospective investment manager relationships, including an active investment pipeline of actionable opportunities.
Monitoring and reporting on performance and exposures of investment managers.
A minimum of 2 years' experience as an Investment Analyst at an investment firm or investment bank required
Preparing investment memos and other materials based on your involvement in all aspects of the diligence process.
Customer Account Analyst - Ambient/Chilled Products
By Nestlé At Los Angeles, CA, United States
Collaborate with Sales Finance Manager on financial reconciliation on a monthly basis
Knowledge of interrelationship of key functions and their key initiatives (Sales, Marketing, Finance, HR, Supply Chain, Technical and Globe & IS/IT)
18 months of experience in retail sales required
Have good working knowledge of Nestlé as well as channel of trade customer base in Grocery, Mass and New Business
Proficiency in Excel and PowerPoint, strong presentation skills
Demonstrated knowledge of business driving technology solutions (i.e. Nielsen, BW, Source) and internal/external industry insights and trends
Investment Analyst Jobs
By SoLa Impact At Los Angeles, CA, United States
Bachelor's Degree in Math, Finance, Business Management, Urban Planning, Real Estate Development, or a related field required.
Well-developed time management skills with the ability to prioritize multiple tasks.
Assist in maintaining, updating, and improving existing asset management financial models.
Support the development of new financial models for development and asset management projects.
Contribute to evaluating and reporting the operating performance of current portfolios to the Directorof Asset Management and Partners.
Knowledge of real estate, finance, and economic fundamentals
Investment Analyst Jobs
By Cadenza At San Francisco Bay Area, United States
Bachelor’s degree preferably in finance, business management, engineering, computer science, economics, or related field with a competitive GPA
Perform business, financial, and operational analysis across portfolio companies to help influence senior management decision-making
Strong accounting, finance, modeling, analytical, and problem-solving skills
Solid organizational skills, ability to multi-task, attention to detail, and ability to work independently and as part of a team
Highly developed verbal and written communication skills
Job requirements include but are not limited to:
Investment Analyst Jobs
By Decent Capital At Atherton, CA, United States
Experience or knowledge of technical assessment methodologies, algorithms, and computational infrastructure.
Strong analytical skills, with proficiency in financial modeling, valuation techniques, and investment analysis.
Well-organized, detail-oriented, ability to work collaboratively within a team and manage multiple projects with tight deadlines.
Conduct in-depth research and analysis of the AI industry, including emerging trends, market dynamics, and competitive landscapes.
Conduct thorough technical assessments within the AI sector, leveraging your engineering expertise and understanding of AI technologies.
Assess the quality of AI algorithms, data models, computational infrastructure, and technical architectures.
Investment Analyst (Buy Side)
By Guggenheim Partners At Santa Monica, CA, United States
Build applications to meet the risk management and portfolio construction needs of the broader organization
Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
Excellent analytical skills and attention to detail
Excellent written and oral communication skills
Understanding of accounting via basic coursework or experience
Proficient in Microsoft Excel and PowerPoint. Bloomberg or programming experience a plus
Investment Analyst Jobs
By Chenco Holdings At Irvine, CA, United States
- Collaborate closely with deal managers and sector specialists to implement investment strategies
- Excellent analytical and communication capabilities
- Excel, PowerPoint, and Word skills
Proficiency in both English and Mandarin is preferred.
- Conduct financial and business due diligence, including industry and market research
- Analyze financial models, cash flow schedules, capital structures, and risk assessments
Investment Analyst For The Founders
By SoLa Impact At Los Angeles, CA, United States
Tracking economic, capital market, and real estate trends to help develop investment and asset management strategies;
Tracking, updating, and analyzing budgets and cash flows and keeping updated pro formas for current development projects;
Analyzing diverse categories of data and assisting in the preparation of investment memoranda for the partners and for external investors;
Complete other tasks and special projects as assigned.
Ability to work well in a small, dynamic, fast paced team and proactively take on tasks with limited direction;
Evidence of outstanding written presentation ability (in both Word and PowerPoint).
Investment Analyst Jobs
By Cherry Tree Capital Partners At Newport Beach, CA, United States
Interacting with joint venture partners, lenders, property managers, and counsel on various projects and providing updates to senior management
2-3+ years of demonstrated acquisitions experience in sourcing, evaluating, underwriting, and closing real estate acquisitions
Significant financial modeling experience is required. Experience using CoStar and LandVision is a plus, but not required
Strong interpersonal and communication skills
Create and maintain detailed financial analyses to evaluate prospective and existing investments
Perform detailed market research on supply/demand fundamentals, economic trends, comparable sales and lease transactions, etc.
Investment Officer I – Analyst
By California Public Employees' Retirement System (CalPERS) At , Sacramento, 95811, Ca $7,315 - $9,155 a month
Work Location: Hybrid remote in Sacramento, CA 95811
INVESTMENT OFFICER II: $7,315.00 - $9,155.00
INVESTMENT OFFICER I: $3,995.00 - $7,587.00
Assist in putting together presentation materials for market updates and investment recommendations
Sacramento, CA 95811: Reliably commute or planning to relocate before starting work (Preferred)
Microsoft Excel: 1 year (Preferred)
Investment Analyst Jobs
By RETS Associates At Redwood City, CA, United States
• 1-4 years of relevant experience
• Superior analytical, quantitative, and technical skills
• Excellent written and verbal communication skills
• Corporate finance and accounting backgrounds preferred, but not mandatory
• High integrity with a strong work ethic and attention to detail
• Undergraduate degree with 3.5 GPA or higher
Investment Analyst Jobs
By Canterbury Consulting At , Newport Beach, 92660, Ca $66,000 - $74,000 a year
Excellent written and verbal communication skills and the desire to communicate frequently to achieve desired results
Strong analytical ability combined with excellent implementation skills
Completion of a four-year degree in Finance or related field.
Intellectual curiosity and a strong interest in the financial markets
An extremely high level of attention to detail and quality
The ability to multi-task, balance competing priorities, and meet deadlines
Investment Analyst Jobs
By AllSTEM Connections At Newark, DE, United States
At least 2-4 years of experience in the wealth management/asset management industry or in a supporting role
Support daily inquiries, integrate content to assist management maintain KPI’s
Assist management to identify key business risks on the platform and drive resolution of mitigating controls
2-3 years of experience in IB Operations including 1 year of Derivatives knowledge is required
Prior experience or knowledge of the following products a plus; credit default swaps, credit spread
Schedule - Hybrid (3 Days office, 2 days remote)
Investment Analyst Jobs
By JGB Management At Westport, CT, United States
- Strong verbal and written communication skills, willingness to network in order to identify new investment opportunities.
- Candidates should have a bachelor’s degree or higher.
Salary: Competitive base salary plus performance-based bonus
Investment Analyst Jobs
By Opto Investments At Utica-Rome Area, United States
Developing customized risk management and reporting for a unique portfolio of alternative investments
Assist in writing and communicating investment education content
Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
Degree in business, finance, economics or related field
2-4 years of experience in an analyst role within private markets/alternative investments
Experience working with data and analysis tools
Investment Analyst Jobs
By Longwall Family Office At Lake Forest, IL, United States
Problem-solving with the portfolio managers of the firm, on numerous client-related projects that arise in the course of any given month
Bachelor's degree in business, finance, or a related field
5+ years of experience in consulting, investment banking, private equity, sell-side or buy-side research, or hedge funds
Excellent communication and presentation skills
Tracking of client portfolio performance and preparation of complex and detailed performance reports
Due diligence, research, and analysis of direct company investments
Investment Analyst -Stocks Jobs
By Leeds Professional Resources At Miami, FL, United States
Liaise with fund managers and network with industry professionals
Proven working experience as an Investment Analyst
Excellent quantitative and qualitative analytical skills
BS degree in Finance, Accounting or related field
Look back at previous investment decisions and the thought process of making the investment decision
Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
Investment Data Analyst Jobs
By MassMutual At New York, NY, United States
4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry
Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers.
Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts.
Preferred experience working with and supporting several corporate units.
Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience.
Focused one-on-one meetings with your manager
Analyst/Associate - Investment Banking - Structured Products
By Santander US At , New York $85,000 - $195,500 a year
Bachelor's Degree or equivalent work experience in Finance, Business or equivalent field.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
Related experience in Financial Services Industry, 1-5 years
Understanding of corporate finance and banking products.
Strong communication and interpersonal skills
Advanced knowledge of Excel and PowerPoint
Investment Analyst Jobs
By Pension Consultants Inc At Springfield, MO, United States
Care more about your talent, values, and performance than your experience
Analyzes public material related to investment managers
Conducts manager interviews regarding people and process
Conducts on-site due diligence of investment managers
Prior experience with similar work
Feel the financial industry needs a good cleaning
Investment Analyst - 7680800 Jobs
By State of Illinois At , Springfield, 62702 $5,704 - $8,898 a month
Assist investment staff in negotiating and interacting at critical levels with external investment managers, consultants, and legal counsel.
A bachelor's degree in finance, economics, accounting or business administration, or quantitative fields such as statistics, mathematics, or engineering, is required.
Public Equity – Domestic & International Equities
Global Income – including public income investments and private credit
Private Equity – including buyout, venture capital, distressed debt and co-investment program
Real Assets – including direct real estate, private equity real estate and infrastructure
Investment Analyst Jobs
By The Hanover Insurance Group At Worcester, MA, United States
Individuals with insurance asset management or insurance business experience preferred.
Support daily cash management and trading as required.
2-5 years related experience and Bachelor's Degree or equivalent.
Experience analyzing financial statements or similar underwriting background.
Proficiency in Microsoft Office products required, Bloomberg, FactSet and SNL knowledge a plus.
Strong written and verbal skills a must.
Investment Analyst Jobs
By Transamerica At , Remote $60,000 - $70,000 a year
Bachelor’s degree in finance, economics or related discipline, or equivalent education/experience
Serve as primary quantitative analysis resource for the Directors of Wealth Management and Director of Investment Research.
Conduct investment analysis and apply quantitative and qualitative screening guidelines on investment strategies to be offered.
Three years of investment related experience, preferably in the retirement plan industry
Able to meet deadlines in a fast-paced environment and manage multiple priorities
Communication skills to effectively work with business groups and develop/provide market commentary and other materials
Investment Analyst Jobs
By Rockefeller Foundation At , New York, 10018 $93,000 - $132,100 a year
Drive process and quality improvements for data analysis and management.
Strong understanding of finance and investing with proven analytical, modeling, and MS Office skills.
Assist in the development of investment strategy papers/presentations and manager recommendations for the CIO and Investment Committee.
Represent The Rockefeller Foundation at fund manager meetings and industry conferences; and
Bachelor’s degree, degree in economics or finance preferred.
At least 2 years of relevant experience.
Investment Analyst Jobs
By Wellington Management At , Boston $100,000 - $225,000 a year
2-5 years of relevant experience and progress towards the CFA are preferred
Working knowledge of macroeconomics and interest in fixed income markets
Strong technical skills and mastery of MS Excel
Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
Articulate with an interest in developing presentation skills
A university degree with very strong academic credentials
Investment Data Analyst Jobs
By METRIO At , Atlanta, Ga
Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
Nasdaq Benefits & Rewards Career page
Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
Nasdaq’s programs and rewards are intended to allow our employees to:
Investment Strategy Analyst, Ffp
By Wellington Management At , Boston, Ma $65,000 - $150,000 a year
3-6 years of relevant professional experience with manager research or fund of funds;
Familiarity with programming skills is preferred, and experience with business intelligence tools would be advantageous;
Intellectual curiosity, and a passion for rigorous research, capital markets, and the intersection of technology and investment management;
Demonstrated agility and experience working with data and processes in a highly effective manner;
Strong work ethic and attention to detail are essential traits, as are versatility and creative problem solving skills;
Ability to communicate effectively, for example written, oral and interpersonal communication skills;
Investment Analyst - Parametric
By Morgan Stanley At , Minneapolis, Mn
Investment management or related industry experience a plus
Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Services and LDI.
Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
Strong interest building a career in Investment Management, working with institutional investment portfolios
High attention to detail and time management
Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
Investment Analyst Jobs
By Public School and Education Employee Retirement System of Missouri At St Louis, MO, United States

Benefits Of Working For PSRS/PEERS

Be a part of the award-winning, world-class investment team at one of the world's largest institutional investors.

Are you looking for an exciting opportunity to help shape the future of investment products? We are looking for an Investment Products Analyst to join our team and help us create innovative products that will drive our business forward. You will be responsible for analyzing market trends, developing product strategies, and creating compelling investment products that meet our clients' needs. If you are a creative thinker with a passion for financial markets, this is the perfect job for you!

Overview:

An Investment Products Analyst is responsible for researching, analyzing, and evaluating investment products and services. They must be able to identify and assess the risks associated with different investments, and make recommendations to clients and colleagues. They must also be able to develop and maintain relationships with clients, and provide advice and guidance on investment products and services.

Detailed Job Description:

An Investment Products Analyst is responsible for researching, analyzing, and evaluating investment products and services. They must be able to identify and assess the risks associated with different investments, and make recommendations to clients and colleagues. They must also be able to develop and maintain relationships with clients, and provide advice and guidance on investment products and services. They must be able to interpret financial data and use it to make informed decisions. They must also be able to develop and implement strategies to maximize returns on investments.

What is Investment Products Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret financial data
• Knowledge of investment products and services
• Ability to identify and assess risks
• Ability to develop and maintain relationships with clients
• Ability to develop and implement strategies to maximize returns

What is Investment Products Analyst Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in the financial services industry
• Knowledge of financial markets and products
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

What is Investment Products Analyst Job Knowledge?

• Knowledge of financial markets and products
• Knowledge of investment products and services
• Knowledge of financial analysis and modeling
• Knowledge of risk management
• Knowledge of financial regulations

What is Investment Products Analyst Job Experience?

• Relevant experience in the financial services industry
• Experience in financial analysis and modeling
• Experience in risk management
• Experience in developing and implementing strategies to maximize returns

What is Investment Products Analyst Job Responsibilities?

• Research, analyze, and evaluate investment products and services
• Identify and assess risks associated with different investments
• Make recommendations to clients and colleagues
• Develop and maintain relationships with clients
• Provide advice and guidance on investment products and services
• Interpret financial data and use it to make informed decisions
• Develop and implement strategies to maximize returns on investments