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Allspring Global Investments
San Francisco, CA, United States
Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial retur
Job Source: Allspring Global InvestmentsUniversity of California - San Francisco Campus and Health
San Francisco, CA, United States
Financial Portfolio Analyst Psych-LPPI-ACAF Full Time 77982BR Job Summary The Financial Portfolio Post Award Analyst is a critical member of the Department of Psychiatry and Behavioral Sciences (DPBS) Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Invest
Job Source: University of California - San Francisco Campus and HealthCharles Schwab Corporation
San Francisco, CA, United States
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Investment Guidelines Oversight Manager will be part of Schwab Asset Management (SAM). The overall SAM team is passionately c
Job Source: Charles Schwab CorporationDodge & Cox
San Francisco, CA, United States
The Client Portfolio Analyst plays an important role in Dodge & Cox's broader client service effort by working closely with members of the investment and client services teams to help craft client messaging, create and maintain client exhibits, and produce custom reports and commentary. This Client Portfolio Analyst will join a team and be responsi
Job Source: Dodge & CoxICONIQ Capital
San Francisco, CA, United States
We are seeking a talented individual to join ICONIQ Growth's highly strategic Portfolio Operations team to help drive commercial and strategic opportunities between the technology companies in our portfolio and our broader ecosystem of industry-leading businesses. The Portfolio Operations team delivers on ICONIQ Growth's mission to be the partner o
Job Source: ICONIQ CapitalPenn Foster
San Francisco, CA, United States
The Lead Financial Portfolio Analyst is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators (PIs) within the Department of Psychiatry and the successful project manager and directional support for finance team membe
Job Source: Penn FosterNational Investment Co.
San Francisco, CA, United States
Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and Chicago. Stockbridge is seeking an experienced Analyst or Associate (title will be determined based on skillset and relevant experie
Job Source: National Investment Co.Stockbridge Capital Group
San Francisco, CA, United States
Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbr
Job Source: Stockbridge Capital GroupSan Francisco, CA, United States
The Company
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role
We are looking for a Portfolio Analyst to join our team covering Alternative Investments in our San Francisco office. The Portfolio Analyst will be responsible for providing analytical support to the consultant team, assisting in the formulation of investment policies and guidelines, and making recommendations on individual funds, strategies, or general portfolio characteristics. This role involves working closely with the investment team to develop and implement investment strategies that align with the firm's objectives and guidelines.
Key Responsibilities
Perform quantitative and qualitative analysis of alternative investment opportunities, including hedge funds, private equity, real assets, and other non-traditional asset classes.
Assist in the due diligence process by evaluating investment managers, reviewing performance metrics, and assessing risk profiles.
Monitor existing investments and provide regular updates on portfolio performance, including attribution analysis and market commentary.
Collaborate with the investment team to develop portfolio construction and asset allocation recommendations.
Prepare and present analytical reports and findings to senior management and investment committees.
Stay informed of market trends and developments in the alternative investments space to identify potential investment opportunities or risks.
What We're Looking For
Bachelor's degree in Finance, Economics, or a related field
CFA/CAIA designation is a plus, but not mandatory
Minimum of 3-5 years of relevant experience in investment analysis or portfolio analysis
Strong analytical, quantitative, and research skills.
Proficient in financial modeling and investment valuation techniques.
Excellent communication and interpersonal skills, with the ability to articulate complex concepts clearly and concisely.
Detail-oriented with strong organizational and project management abilities.
Ability to work independently and as part of a team in a fast-paced environment.
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Everyday Wellness
30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Pay Transparency: $85,000 - $125,000 a year
Location: San Francisco, CA (Hybrid)
Work authorization: Must be eligible to work in the United States
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.
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Email Alert for Portfolio Analyst jobs in San Francisco, CA, United States
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