Portfolio Analyst: Investment Strategy & Trading
Listed on 2026-10-12
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant, FinTech
Baker Avenue Wealth Management in San Francisco is seeking an investment professional to join the Investment Management Committee. You will work closely with the CIO, Chief Strategist, analysts, and traders on market research, strategy development, and client portfolio advice.
This role emphasizes independent judgment under pressure, collaboration across teams, and execution of investment-focused projects using portfolio systems and AI-enabled workflows.
This posting is for the Portfolio Analyst:
Investment Strategy & Trading role at Baker Avenue, based in San Francisco, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Portfolio Analyst:
Investment Strategy & Trading position at Baker Avenue in San Francisco, CA, United States.
The Portfolio Analyst:
Investment Strategy & Trading role at Baker Avenue is now open for applications in San Francisco, CA, United States.
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