Investment Analyst

Costa Mesa, California
Salary $60k-$80k depending on experience. Benefits: 401k match, health ins., funded HSA, CFA support
May 30, 2023
Jun 29, 2023
Employment Type
Full Time

We are seeking an entry Investment Analyst to join our team of professionals in a Registered Investment Advisory firm. In this role you will assist in research and trading efforts, gain a working understanding of portfolio management, interface with clients in person or via phone/email/video, and perform administrative duties. To be successful in this position, the candidate must be self-motivated, intellectually curious, able to problem solve, and dependable.


  • Investment research in a variety of topics
  • Initially, assisting in trading efforts, and later progressing towards assuming trading responsibilities in client accounts (stocks, bonds, mutual funds, etc.)
  • Participation in investment meetings. Candidate will gain experience with the framework of portfolio management and investment selection
  • Reporting: both ad-hoc reporting to assist research efforts and using client portfolio reporting software to assist with portfolio management
  • Interfacing with clients: candidate will be asked to communicate with clients in-person, and via email/phone/video.
  • Other administrative and technology-related tasks


  • Undergraduate degree (STEM/finance/economics/accounting preferred)
  • Progress in the CFA program a plus
  • Investment management industry or financial analysis experience a plus
  • Comfortable thinking quantitatively
  • General working understanding of financial markets
  • Above average computer skills, with competency in MS Excel
  • Excellent verbal and written communication skills; able to relay complex ideas clearly
  • Attention to detail, accountability, and excellent follow-up
  • Able to manage multiple projects at once
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