Investment Analyst jobs in California
Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Meketa Investment Group
-
Carlsbad, CA
FULL_TIME
-
Investment Analyst
The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.
Required Skills:- MBA, CFA Program, and/or CAIA Program enrollee (or designee)
- A minimum of three years of relevant experience, ideally in finance/investing
- Sound understanding of economic and investment theory and practices
- Solid quantitative skills, including facility with financial and statistical concepts
- Superior written and verbal communication skills
- Superb computer skills, including facility with Microsoft Office Suite
- Excellent attention to detail
- Ability to gather, organize, coordinate, and interpret data from disparate sources
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well with employees from other company departments and offices
- Ability to travel periodically, up to 20% of the time
Essential Responsibilities:- Participate regularly in client meetings for one or more clients.
- Contribute to the firm’s research activities, as needed.
- Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
- Calculate and verify client-related investment data.
- Gather and organize financial data related to client accounts and investment managers and strategies.
- Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
- Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
- Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
- Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
- Develop resources that create and enhance timely and efficient workflow.
- Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
- Fulfill any and all other duties deemed necessary by management.
Job Performance Evaluation Criteria Include:- Accuracy and timeliness of work product
- Growth in knowledge base, including general investment and economic topics, as well as client-related issues
- Degree to which specialized knowledge is communicated and available to other investment staff
- Level of proficiency with investment-related software
- Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
- Contribution to improvements in the quality of the company’s investment advisory services
- Contribution to improvements in the efficiency of the company’s analytical processes and procedures
- Maintenance of good working relationships with other employees
- Levels of satisfaction of consultants as users of the Analyst’s services
- 6 Days Ago
Investment Performance Reporting Analyst
- IMG Voya Investment Management LLC
-
San Diego, CA
FULL_TIME
- Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
- 16 Days Ago
Investment Analyst
- Advisor Partners
-
Walnut Creek, CA
FULL_TIME
- Company Profile:Advisor Partners, LLC (AP), is an SEC-registered investment advisory firm (RIA) established in 2001 that provides a broad range of sophisticated financial investment solutions and turn...
- 9 Days Ago
Investment Analyst
- Evolve Talent Partners
-
San Francisco, CA
FULL_TIME
- Investment AnalystInvestment BankSan Francisco, CA Summary:A leading boutique investment banking firm serving growing technology companies through M&A and capital raising advisory services is hiring a...
- Just Posted
Investment Analyst
- San Bernardino County
-
San Bernardino, CA
FULL_TIME
- The JobThe Auditor-Controller/Treasurer/Tax Collector's (ATC) office is seeking an Investment Analyst to compile and analyze financial data and prepare reports on companies for periodic review of fina...
- 1 Day Ago
Investment Analyst
- ORIX USA, LP
-
San Francisco, CA
FULL_TIME
- Purpose and Job Summary ORIX USA’s Growth Capital team, the firm’s growth lending division, is seeking to hire an Analyst for their investment team. This role will work in concert with the investment ...
- 12 Days Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Oasis Management Company Ltd.
-
Austin, TX
- Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
- 6/10/2024 12:00:00 AM
Investment Analyst
- HECKMANN FINANCIAL
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Boston, MA
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 6/10/2024 12:00:00 AM
Investment Analyst
- MassMutual
-
Hartford, CT
- Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Sarasota, FL, Co.
-
Sarasota, FL
- Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
- 6/10/2024 12:00:00 AM
Investment Analyst
- Fanning/Masis
-
Boston, MA
- Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
- 6/8/2024 12:00:00 AM
Investment Analyst
- Heck Capital Advisors
-
Rhinelander, WI
- Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
- 6/7/2024 12:00:00 AM
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$111,567 to $151,477
Most Popular Cities in California for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019