Associate, Financial Investment Professional (Finance)

TL;DR

Associate, Financial Investment Professional (Finance): Leading multi-asset investment research and portfolio analytics with an accent on developing investment theses and quantitative modeling. Focus on optimizing asset allocation, performing risk/return diagnostics, and executing tax-aware implementation strategies.

Location: San Francisco, CA, United States

Salary: $122,000 - $129,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Lead multi-asset investment research and portfolio analytics to develop investment theses and monitor market indicators.
• Build quantitative models to evaluate expected returns, volatility, and factor exposures for strategic positioning.
• Analyze portfolio performance versus benchmarks and recommend asset allocation adjustments.
• Oversee portfolio implementation, including daily rebalancing, cash management, and execution across multiple asset classes.
• Design and execute tax-aware implementation strategies, such as rules-based tax-loss harvesting.
• Perform due diligence on securities and alternative strategies, including buyout, growth, and venture capital.

Requirements

• Must be based in San Francisco, CA, United States.
• Bachelor's degree in Finance, Economics, or Business Administration with 3 years of experience, or a Master's degree with 1 year of experience.
• Experience building diversified portfolios and utilizing asset allocation optimization techniques.
• Proficiency in creating financial models to evaluate investment opportunities and forecast performance.
• Experience executing trades across equities, fixed income, and derivatives using order management systems.
• Ability to calculate risk-adjusted return metrics and communicate results to internal and external stakeholders.