My client, a boutique investment management firm based in San Francisco, California with over $2bn assets under management is looking to add an Analyst to their Investments team.

Responsibilities:

• Conduct in-depth financial analysis and market research to identify investment opportunities and trends.
• Develop and maintain financial models to evaluate investment performance and risk.
• Write concise research reports and present investment ideas to the investment team.
• Monitor team investment ideas and watch list.
• Act as a liaison between the portfolio manager and clients, both existing and new.

Qualifications:

• 3-5 years of experience in Financial Services
• Bachelor's degree in finance, math, economics, or a related field
• CFA required
• Experience writing and presenting thorough research reports to investment team