Investment Analyst jobs in California
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Meketa Investment Group
-
Carlsbad, CA
FULL_TIME
-
Investment Analyst
The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.
Required Skills:- MBA, CFA Program, and/or CAIA Program enrollee (or designee)
- A minimum of three years of relevant experience, ideally in finance/investing
- Sound understanding of economic and investment theory and practices
- Solid quantitative skills, including facility with financial and statistical concepts
- Superior written and verbal communication skills
- Superb computer skills, including facility with Microsoft Office Suite
- Excellent attention to detail
- Ability to gather, organize, coordinate, and interpret data from disparate sources
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well with employees from other company departments and offices
- Ability to travel periodically, up to 20% of the time
Essential Responsibilities:- Participate regularly in client meetings for one or more clients.
- Contribute to the firm’s research activities, as needed.
- Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
- Calculate and verify client-related investment data.
- Gather and organize financial data related to client accounts and investment managers and strategies.
- Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
- Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
- Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
- Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
- Develop resources that create and enhance timely and efficient workflow.
- Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
- Fulfill any and all other duties deemed necessary by management.
Job Performance Evaluation Criteria Include:- Accuracy and timeliness of work product
- Growth in knowledge base, including general investment and economic topics, as well as client-related issues
- Degree to which specialized knowledge is communicated and available to other investment staff
- Level of proficiency with investment-related software
- Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
- Contribution to improvements in the quality of the company’s investment advisory services
- Contribution to improvements in the efficiency of the company’s analytical processes and procedures
- Maintenance of good working relationships with other employees
- Levels of satisfaction of consultants as users of the Analyst’s services
- 1 Month Ago
Investment Analyst
- Dunham & Associates Investment Counsel, Inc.
-
San Diego, CA
FULL_TIME
- INVESTMENT ANALYSTDunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we beli...
- 1 Day Ago
Investment Analyst
- JRK RESIDENTIAL GROUP INC
-
LOS ANGELES, CA
OTHER
- Job Details Job Location: LOS ANGELES, CA Position Type: Full Time Education Level: 4 Year Degree Salary Range: $75,000.00 - $110,000.00 Salary/year Travel Percentage: Up to 25% Job Shift: Day Job Cat...
- 24 Days Ago
Investment Analyst
- State Compensation Insurance Fund
-
Vacaville, CA
FULL_TIME
- ***TO BE CONSIDERED FOR THIS POSITION, PLEASE FOLLOW THE APPLICATION INSTRUCTIONS ON THE OFFICIAL BULLETIN FOUND ON WWW.JOBS.CA.GOV: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobContr...
- 14 Days Ago
Investment Analyst
- State Compensation Insurance Fund
-
San Francisco, CA
FULL_TIME
- ***TO BE CONSIDERED FOR THIS POSITION, PLEASE FOLLOW THE APPLICATION INSTRUCTIONS ON THE OFFICIAL BULLETIN FOUND ON WWW.JOBS.CA.GOV: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobContr...
- 14 Days Ago
Investment Analyst
- State Compensation Insurance Fund
-
Pleasanton, CA
FULL_TIME
- ***TO BE CONSIDERED FOR THIS POSITION, PLEASE FOLLOW THE APPLICATION INSTRUCTIONS ON THE OFFICIAL BULLETIN FOUND ON WWW.JOBS.CA.GOV: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobContr...
- 14 Days Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- Heckmann Financial
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 4/26/2024 12:00:00 AM
Investment Analyst
- Quad A Solomonedwards Company
-
King Of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/25/2024 12:00:00 AM
Investment Analyst
- Selectleaders
-
Tulsa, OK
- We are looking for an Analyst to join our investment team in our Southeast region. The Analyst will be responsible for u...
- 4/24/2024 12:00:00 AM
Investment Analyst
- Xcede
-
Miami, FL
- A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
- 4/23/2024 12:00:00 AM
Investment Analyst
- QUAD, a SolomonEdwards Company
-
King of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Agility Outsourced Chief Investment Officer
-
Denver, CO
- The Investment Analyst role provides investment research and portfolio management functions for Agilitys Absolute Return...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Old Mutual Limited
-
California, MO
- Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role i...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Agility Outsourced Chief Investment Officer
-
Denver, CO
- The Investment Analyst role provides investment research and portfolio management functions for Agility’s Absolute Retur...
- 4/22/2024 12:00:00 AM
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$97,404 to $145,274
Most Popular Cities in California for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019