Job Details

Job Summary

We are seeking a motivated and detail-oriented Associate Analyst to join our team. This entry-level position offers an exciting opportunity to contribute to data-driven decision-making in the realms of investment and portfolio management. You will leverage your programming skills and analytical mindset to extract insights from financial data, support portfolio optimization, and drive impactful investment strategies.

Duties and Responsibilities

The Associate Analyst can expect to focus in the following areas:

• Analyze financial and market data to support investment decisions and portfolio management strategies.
• Manage our portfolio accounting software, Addepar, to ensure accurate tracking and reporting of investment portfolios.
• Produce professional PowerPoint presentations to effectively communicate findings, strategies, and recommendations to stakeholders.
• Write and execute Python and R scripts for financial data analysis and automation.
• Process and interpret complex datasets to generate actionable insights for investment strategies.
• Conduct research on market trends, asset classes, and investment opportunities to generate actionable insights.

Qualifications

The Associate Analyst position typically requires the following qualifications:

• Bachelor's degree in Finance, Data Analytics, Computer Science, or a related field.
• Proficiency in Python and R programming languages.
• Strong analytical skills with an ability to process and interpret complex datasets.
• Knowledge of financial modeling, portfolio management principles, and risk assessment.
• Excellent communication and problem-solving abilities.
• Detail-oriented, self-motivated, and eager to learn in a fast-paced environment.
• Required to pass the Series 65 license exam.
• Certifications like Bloomberg Market Concepts (BMC) or CFA Level I are a plus.
• Team player, collaborative, able to work with and through others.
• Desire/ability to work successfully in a small company environment.

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Salary will be based on experience.
• Bonus – discretionary annually.
• Generous health insurance benefits.
• 401(k) Profit Sharing Plan and Cash Balance Plan.
• Sponsorship for the CFA exam to support your professional growth.
• Opportunity to work on impactful projects in investment and portfolio management.
• Mentorship and professional development tailored to your career goals.
• A collaborative, inclusive, and innovative workplace culture.

Seniority level

Entry level

Employment type

Full-time

Job function

Business Development and Sales

Industries

Investment Management