Osborne Partners Capital Management

offers a unique combination of sophisticated investment management and active financial planning. OPCM has an over 85 year history and manages over $2.6 billion in client assets as of 12/31/24.Osborne Partners is expanding our Investment Team. This is a great opportunity for a candidate who is hardworking and passionate about securities analysis, trading, investment management, and finance.The Associate Investment Analyst will work with a top-performing team of CFAs who actively manage multi-asset class portfolios comprised of individual securities.Requirements:Passion for investingWork ethicAttention to detailModest but competitive personalityInitial Responsibilities Include:Learn the firm’s trading software and databases: execute trades and rebalance portfolios.Develop a deep knowledge within the fixed income asset class.Statistical reporting of portfolio metrics to the CFP and Marketing teams.Constantly scour sources for information and news on portfolio holdings.Support our analyst team’s research projects. Active involvement in internal research meetings.Although the CFA Charter is not required, the Associate Investment Analyst will be expected to start the CFA program and earn the Charter within three years.This position is based in our San Francisco office. The position is in-office approximately four days per week and remote one day per week.Qualifications include, but are not limited to:1-5 years of finance industry experience4-year college degree with a preferred emphasis in economics, business, finance, math, or accounting.CFA preferred but not required.Osborne Partners offers a strong compensation and benefits package, including a competitive salary and bonus.Benefits include medical, dental, and vision, along with 401K matching, a stock options plan, and payment for the CFA Charter program.To be considered for this position, please include your resume and a cover letter summarizing your experience and why you should be our next Associate Investment Analyst.Thank you for understanding that calling or emailing any member of the investment team will eliminate you from consideration.

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