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About the Role
The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and contributing to the firm's codebase and tools that drive our investment process. This is a hands-on opportunity at the intersection of portfolio management, technology, and client operations, ideal for someone eager to learn about systematic investment processes and make a meaningful impact.
Responsibilities
- Execute daily and periodic portfolio rebalancing across client accounts.
- Monitor rebalancing and trading activity, investigate exceptions, and partner with team members to resolve issues efficiently and accurately.
- Partner closely with trading, operations, and client services teams to resolve account-level issues, onboard new accounts, and address client-related requests.
- Develop a strong understanding of our investment process and contribute to the Python codebase that powers rebalancing, trade generation, and reporting.
- Identify opportunities to enhance workflows by proposing and implementing improvements.
- Assist with maintaining documentation and procedures as the investment process evolves.
Requirements
- Bachelor's degree in a technical field such as Mathematics, Computer Science, Engineering, Physics, Statistics, Finance, or Economics is required.
- 0 – 3 years of experience.
- Previous experience in a finance role is a plus but not required.
- Proficient in Excel, with the ability to efficiently analyze and work with large datasets while maintaining a high level of accuracy.
- Comfortable learning and leveraging technology, with an interest in developing skills in Python and other tools that support our investment process.
- Interest in financial markets and investment concepts.
- Exceptional attention to detail and comfortable owning a repeatable, high-stakes daily process.
- Strong problem-solving and critical thinking skills, with the ability to navigate ambiguity, identify inconsistencies, and investigate issues to uncover root causes.
- Genuinely curious with a desire to understand how things work, challenge existing processes, and continuously seek opportunities for improvement.
- Strong written and verbal communication skills, with the ability to collaborate effectively across teams.
- Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.
Skills
- Excel
- Python
- AI
Location
- San Francisco
Work Type
- Hybrid
Experience Level
- 0-3 years
Education Level
- Bachelor's degree in Mathematics, Computer Science, Engineering, Physics, Statistics, Finance, or Economics
Salary/Compensations
- $80,000 - $90,000 per year
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending
- Flexible PTO
- Life insurance
- Education support
- 401k plan
- Parental leave
About the Company
- Concentric Innovation is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors.
- Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients.
- Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences.
- Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.
- Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.
Equal Opportunity
- Concentric Innovation is proud to be an equal opportunity employer.