Investment Analyst

About the firmThe firm is a purpose-driven, values-centric B Corp financial advisory firm focused on creating authentic and measurable impact through values-aligned financial planning and investment advice. They consider the societal and environmental impact of investments and aim to foster diversity and equity within the financial services industry. Over the past two decades, the firm has built a platform managing over $3 billion for more than 1,500 clients. It collaborates with leaders in values-aligned investing and emerging money managers to broaden the possibilities of capital investments. Dedicated to offering superior client service, the firm prioritizes the needs of its clients and community, honoring the trust placed in them.About this RoleThe Investment Analyst role is pivotal in reviewing market offerings, performing detailed due diligence on third-party managers, and aiding in strategy development. Working in conjunction with the Co-Chiefs of Investments, financial advisors, and other stakeholders, this position is instrumental in developing and executing investment strategies that align with clients’ financial objectives. Although the position is remote, candidates local to Santa Monica, CA or San Carlos, CA are preferred. The starting annual salary range for this role is between $85k to $90k.ResponsibilitiesManages day-to-day investment projects and data requests from advisors and other pletes research projects on new managers and processes.Updates capital market assumptions annually.Attends all IC meetings and notes follow-up actions.Coordinates with existing public and private market managers on quarterly/annual updates.Collects annual due diligence questionnaires from current puts and tracks model portfolios in the data and analytics system.Conducts annual exposure analysis for each model portfolio.Prepares impact and performance updates and commentary to advisors regularly.Monitors quarterly performance of underlying investments and reports back to CIO and IC.Coordinates with the marketing team on quarterly investment data requests.Requirements3+ years of experience in investment research, portfolio management, or trading.Background in investment research or a related area, along with a quantitative background in financial modeling.Broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and ESG risk factors.Working knowledge of IMP, SDG’s, ISS vs. Glass Lewis, and SASB materiality.Basic knowledge of the ESG and impact investing industry.Ability to communicate with gravitas and present portfolio recommendations effectively.Proactive self-starter capable of prioritizing projects and communicating efficiently.Expertise using Excel for project management and problem analysis.Willingness to travel occasionally for conferences or office visits.Designation, certification, or degree such as the Series 65, CFP, CFA, or MBA is advantageous.BenefitsCompetitive salary within the range of $85k – $90k.Opportunities for professional growth and development.Work in a purpose-driven and values-centric environment.Remote working flexibility with occasional travel.Engage with leading figures in values-aligned investing.ImpactAlpha’s hard-working, AI-powered jobs bot generated this snappy summary from its original post. Click “Apply Now” to view the full description and apply. #J-18808-Ljbffr

Created: 2025-09-17