Investment Analyst
Job in
El Segundo, Los Angeles County, California, 90245, USA
Listed on 2026-06-23
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Portfolio Manager, Risk Manager/Analyst
Job Description & How to Apply Below
Investment Research & Portfolio Support
- Conduct research and due diligence on alternative investments, ETFs, mutual funds, and public market strategies
- Support portfolio construction, asset allocation, and manager selection
- Monitor investments and maintain organized research documentation
- Attend investment calls and write internal and external communications based on AI summaries
- Help update the Regatta Monthly Resource Guide and Real Estate Fact Sheets
- Maintain our Venture Capital Fund I master data table and conduct periodic due diligence on current and proposed portfolio companies
- As the analyst progresses, they will become involved with real estate distribution reconciliations and annual valuations
- Contribute to written market and economic commentary
- Assist in preparing client presentations, portfolio reports, and investment updates
- Participate in internal investment committee discussions
- Attend select client meetings with advisors and investment leadership
- Help explain portfolio positioning and investment strategy to clients
- Maintain and improve investment research databases and documentation
- Help develop better workflows for data management and research processes
- CFA Level II or higher; CFA charter holder preferred
- MBA or strong academic background in finance, economics, mathematics, or a related field
- 1–10 years of experience in investment research, asset management, institutional investing, or wealth management
- Strong analytical, quantitative, and written communication skills
- Highly organized, detail-oriented, and comfortable working across multiple projects
- Genuinely collaborative — this is a small team where everyone's contribution is visible
- Experience with alternative investments or manager due diligence
- Data management or investment systems expertise
- Curiosity about AI tools, automation, or systems integration in the investment process
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