Investment Analyst

Job Summary

The Investment Analyst focuses on vetting market offerings, conducting rigorous due diligence on third-party managers and operators, and assisting in strategy development. Through collaboration with our Co-Chiefs of Investments, financial advisors, and other stakeholders, this role plays a key part in developing and implementing investment strategies that align with our clients’ financial goals and objectives. This role is remote, but local to the Santa Monica, CA or San Carlos, CA area is preferred. The starting annual salary range for this position is $79,500 - $90,000.

About the Firm

The organization 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. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base. Over the past 20 years, we have developed a platform that manages over $3 billion for more than 1,500 clients. We collaborate with both established leaders in values-aligned investing and emerging money managers to expand what's possible with capital. We are committed to providing hospitality in our client service, placing the needs of our clients and community first, and honoring the trust our clients have placed in us.

Primary Responsibilities

• Manages day-to-day investment projects and data requests from advisors and other departments
• Completes research projects on new managers/processes
• Updates capital market assumptions annually
• Attends all IC meetings and takes note of follow ups
• Coordinates with existing public and private market managers on quarterly/annual updates 
• Collects annual due diligence questionnaires from current managers
• Inputs and tracks model portfolios in data and analytics system
• Annual exposure analysis for each model portfolio
• Prepares impact and performance updates and commentary to advisors on a regular basis
• Keeps track of quarterly performance of underlying investments and report back to CIO and IC
• Proactively coordinates with marketing team on investment data requests on a quarterly updates and requests