Investment Analyst

Baker Street Advisors, a multi-family wealth management firm, is looking for an Investment Analyst to join the firm’s five-person Investment Strategy Group (ISG).  Baker Street’s Investment Strategy Group is responsible for asset allocation strategy, investment manager selection and investment communication across the firm’s entire client base. The position will be a two-year analyst role with the option of a one-year extension at the firm’s discretion. The Investment Analyst’s primary role is to work closely with the client service team and senior partners to produce portfolio allocation proposals to prospective clients. Responsibilities also include conducting portfolio analyses for current and existing clients. Additionally, the Analyst would assist with our manager due diligence efforts and contribute to overall asset allocation and investment guidance for Baker Street Advisors. The Investment Analyst will participate in Investment Committee and Advisory Board meetings, assist with content preparation and be responsible for meeting minutes.

Your resume should showcase your academic and employment experience.  Our ideal candidate has a strong academic background with experience in private wealth management or financial services, strong organizational skills, and excellent communication skills. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Primary Responsibilities

• Perform asset allocation modeling and analysis through use of Baker Street’s proprietary portfolio modeling tool (“BSaT”) for current and prospective clients
• Oversee regular updates to firm marketing materials and collaborate with the other members of ISG and Investment Committee to develop customized content
• Respond to new business proposals (RFPs, RFIs, and other information requests) and work closely with others in ISG to produce thoughtful portfolio analyses (asset allocation, fee analysis, etc.) for prospective clients
• Develop, monitor, and update the new business pipeline and related business reports for Management Committee review
• Record investment meeting content and distribute written memos synthesizing topics discussed and follow-up

Secondary Responsibilities

• Support the sourcing, research, and due diligence of new investment managers
• Handle additional manager-specific projects and requests as needed
• Generate portfolio review presentations for existing clients and tackle other ad hoc, client-specific investment projects as they come up

Requirements

• Bachelor’s degree required
• Enthusiasm and passion for financial markets
• 1-2 years relevant experience (may include internships)
• Exceptional attention to detail and organizational skills
• Top-notch verbal and written communication skills
• Strong research and analytical skills
• Ability to be a self-starter, drive to results, be a team player, with a friendly and positive personality
• Ability to handle pressure, deadlines, and several projects simultaneously
• Ability to think critically and anticipate issues
• Progress toward the CFA or CAIA designation is a plus