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Investment Analyst — Python & Rebalancing
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-09-01
Listing for:
Pathstone
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Analyst, FinTech
Job Description & How to Apply Below
Concentric Innovation, a San Francisco-based investment manager and Pathstone affiliate, seeks an Investment Analyst to own daily portfolio rebalancing across client accounts and contribute to Python-based tooling.
Work with trading, operations and client services to resolve issues and help automate workflows.
Requirements:
Bachelor's in a technical field and 0–3 years’ experience; strong Excel and curiosity about finance. Base range $80,000–$90,000 with potential bonus.
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