Analyst, Investment Strategy

Baker Street Advisors is looking for an Investment Analyst to join their Investment Strategy Group. In this role, you’ll work closely with team members to create portfolio allocation proposals and conduct analyses for clients. This is a great opportunity for someone passionate about financial markets and eager to contribute to a reputable wealth management firm.

• Conduct asset allocation modeling and analysis for clients
• Update marketing materials and create customized content
• Respond to new business proposals and produce portfolio analyses
• Manage the new business pipeline and prepare reports
• Record investment meeting content and distribute memos
• Support research and due diligence of investment managers
• Generate portfolio review presentations for clients

• 1-2 years of relevant experience, including internships
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Strong research and analytical skills
• Ability to work under pressure and manage multiple projects
• Progress toward CFA or CAIA designation is a plus

• Competitive salary with full benefits
• Unlimited paid time off to recharge
• Professional education reimbursement for further learning
• Collaborative and supportive team environment
• Opportunity to work with high-net-worth clients
• Engagement in meaningful investment strategies

• Baker Street Advisors is a leading wealth management firm based in San Francisco
• They manage over $20 billion in client assets
• Founded in 2003, they focus on customized wealth management solutions
• The firm values trust, integrity, and unparalleled service
• They have a dedicated team of experienced investment professionals