Expanding what's possible with money.
Investment Analyst
Location
California
Posted
1 day ago
Salary
$79.5K - $90K / year
Seniority
Senior
Job Description
Investment Analyst
Abacus Wealth Partners
• Manages day-to-day investment projects and data requests from advisors and other departments. • Completes research projects on new managers/processes. • Updates capital market assumptions annually. • Attends all IC meetings and takes note of follow ups. • Coordinates with existing public and private market managers on quarterly/annual updates. • Collects annual due diligence questionnaires from current managers. • Inputs and tracks model portfolios in data and analytics system. • Prepares impact and performance updates and commentary to advisors on a regular basis. • Keeps track of quarterly performance of underlying investments and report back to CIO and IC. • Proactively coordinates with marketing team on investment data requests.
Job Requirements
- 3+ years of experience in investment research, portfolio management, or trading.
- Background in investment research or a directly related area.
- Quantitative background in financial modeling.
- Broad understanding of financial economics, including Efficient Market Hypothesis, Fama-French model, and material ESG risk factors.
- Working knowledge of IMP, SDG’s, ISS vs. Glass Lewis, and SASB materiality.
- Basic knowledge of ESG and impact investing industry.
- Ability to communicate clearly and effectively.
- Comfort presenting portfolio recommendations to leadership team.
- Proactive and independent self-starter.
- Expertise using Excel to run projects and analyze problems.
- Willingness to travel occasionally for conferences or office visits.
- A designation, certification, or degree (or progress toward one) such as Series 65, CFP, CFA, or MBA provides a competitive edge.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Wellness programs
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