Investment Analyst jobs in San Diego, CA
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Analyst
- Meketa Investment Group
-
Carlsbad, CA
FULL_TIME
-
Investment Analyst
The Investment Analyst works directly with Consultants to provide investment advisory services to client investment pools (e.g., pension funds). The Investment Analyst is responsible for managing the client investment fund reporting process, establishing and maintaining knowledge of a broad range of investments and managers, and contributing to investment and economic research. The Investment Analyst is directly involved in all aspects of the investment consulting process and will have direct interaction with the clients.
The Investment Analyst is expected to have a high level of general investment knowledge and, ideally (but not necessarily), be familiar with the investment consulting and investment management industries. Additionally, candidates should possess three or more years of relevant experience, and should be enrolled in the Chartered Financial Analyst (CFA) Program.
Required Skills:- MBA, CFA Program, and/or CAIA Program enrollee (or designee)
- A minimum of three years of relevant experience, ideally in finance/investing
- Sound understanding of economic and investment theory and practices
- Solid quantitative skills, including facility with financial and statistical concepts
- Superior written and verbal communication skills
- Superb computer skills, including facility with Microsoft Office Suite
- Excellent attention to detail
- Ability to gather, organize, coordinate, and interpret data from disparate sources
- Ability to work efficiently and accurately under pressure and to meet deadlines
- Ability to work independently and to proactively seek new responsibilities
- Ability to work well with employees from other company departments and offices
- Ability to travel periodically, up to 20% of the time
Essential Responsibilities:- Participate regularly in client meetings for one or more clients.
- Contribute to the firm’s research activities, as needed.
- Manage report preparation and production for assigned clients, including producing financial data, number-checking, writing, and proofing quarterly reports.
- Calculate and verify client-related investment data.
- Gather and organize financial data related to client accounts and investment managers and strategies.
- Assist consultants in the production of client investment policy statements, asset allocation recommendations, and related advisory services.
- Assist consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors as needed.
- Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations.
- Develop resources that contribute to improvements in the quality of the company’s investment advisory services.
- Develop resources that create and enhance timely and efficient workflow.
- Assist with marketing initiatives, including writing Requests for Proposals, developing marketing exhibits, and participating in marketing presentations.
- Fulfill any and all other duties deemed necessary by management.
Job Performance Evaluation Criteria Include:- Accuracy and timeliness of work product
- Growth in knowledge base, including general investment and economic topics, as well as client-related issues
- Degree to which specialized knowledge is communicated and available to other investment staff
- Level of proficiency with investment-related software
- Effectiveness of communication, both verbal and written, in conveying knowledge, eliciting necessary information, and meeting predefined objectives
- Contribution to improvements in the quality of the company’s investment advisory services
- Contribution to improvements in the efficiency of the company’s analytical processes and procedures
- Maintenance of good working relationships with other employees
- Levels of satisfaction of consultants as users of the Analyst’s services
- 1 Month Ago
Investment Analyst, Hardware
- Anzu Partners
-
San Diego, CA
FULL_TIME
- Anzu Partners is an investment firm that focuses on industrial and life science technology companies with the potential to transform their industries. We team with entrepreneurs to develop and commerc...
- 8 Days Ago
Analyst - Portfolio Analysis Group
- PIMCO Ltd. - Pacific Investment Management Company
-
Solana Beach, CA
FULL_TIME
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveragin...
- 13 Days Ago
Analyst - Portfolio Analysis Group
- PIMCO Ltd. - Pacific Investment Management Company
-
Solana Beach, CA
FULL_TIME
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveragin...
- 13 Days Ago
Business Systems Analyst
- PIMCO Ltd. - Pacific Investment Management Company
-
Solana Beach, CA
FULL_TIME
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveragin...
- 1 Month Ago
Commercial Investment Sales Real Estate Broker- local candidates only
- Silber Investment Properties
-
La Jolla, CA
FULL_TIME
- If you have the desire and hunger to earn $100,000.00-$350,000.00 this is a great opportunity. You will be trained in all aspects of Commercial Real Estate. Be part of a growing team of like-minded pe...
- 1 Month Ago
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0 Investment Analyst jobs found in San Diego, CA area
IT Asset Management Specialist
- Carerra Agency
-
San Diego, CA
- Reference # Job-11512Job DescriptionSeeking a IT Asset Management Specialist for a contract opportunity with our award-w...
- 4/24/2024 12:00:00 AM
Senior Client Executive
- TÜV SÜD
-
San Diego, CA
- At TÜV SÜD we are passionate about technology. Innovations impact our daily lives in countless ways, and we are dedicate...
- 4/23/2024 12:00:00 AM
IT Asset Management Analyst
- Planet Technology
-
San Diego, CA
- IT Asset Management analyst 12 months contract onsite 5 days a week in San Diego Skills: Enterprise Asset Management ITI...
- 4/22/2024 12:00:00 AM
Asset Management Analyst
- Planet Technology
-
San Diego, CA
- Enterprise Asset & Vendor/Supplier Management - Business Analyst 100% Onsite in San Diego End-to-end enterprise asset ma...
- 4/22/2024 12:00:00 AM
IT Asset Management Specialist
- The Carrera Agency
-
San Diego, CA
- Seeking a IT Asset Management Specialist for a contract opportunity with our award-winning biotechnology client headquar...
- 4/22/2024 12:00:00 AM
Commercial Asset Manager
- ColRich
-
San Diego, CA
- Our Story: From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous r...
- 4/21/2024 12:00:00 AM
IT Asset Management Specialist
- The Carrera Agency
-
San Diego, CA
- Seeking a Desktop Support / IT Asset Management Specialist for a contract opportunity with our award-winning biotechnolo...
- 4/20/2024 12:00:00 AM
IT Asset Management Analyst
- Planet Technology
-
San Diego, CA
- IT Asset Management analyst 12 months contract onsite 5 days a week in San Diego Skills: Enterprise Asset Management ITI...
- 4/20/2024 12:00:00 AM
About San Diego, California
According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents.
The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$94,843 to $141,455
San Diego, California area prices
were up 2.6% from a year ago
were up 2.6% from a year ago
What does an Investment Analyst do?
Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
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October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019