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PathStone Corporation
Walnut Creek, CA | Full Time
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Investment Analyst
PathStone Corporation Walnut Creek, CA
$104k-146k (estimate)
Full Time 2 Months Ago
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PathStone Corporation is Hiring an Investment Analyst Near Walnut Creek, CA

Company Profile:

Advisor Partners, LLC (AP), is an SEC-registered investment advisory firm (RIA) established in 2001 that provides a broad range of sophisticated financial investment solutions and turnkey asset management programs to a select group of independent advisors and financial institutions.
Currently managing in excess of $2.5 billion, AP has an experienced team of professionals dedicated to helping advisors spend more time working with clients and running a more profitable, efficient practice.

Additional information on Advisor Partners, LLC can be found at www.advisorpartners.com.

Responsibilities:
• Daily portfolio rebalances
• Running portfolio/transition analysis as requested by clients
• Month-end/quarter-end reporting and performance review processes
• Working directly with clients to answer questions on performance, portfolio implementation, and how the strategies are constructed
• Working with senior management to analyze and test various aspects of the portfolio construction process
• Coming up with ideas to improve the portfolio construction process and to enhance the trading/operational workflow

Minimum Qualifications
• Bachelor’s degree in Statistics, Mathematics, Finance, Economics, Engineering, or related STEM field
• Working knowledge of portfolio optimizations
• Ability to communicate clearly and effectively with portfolio managers and clients
• Strong attention to detail; excellent organizational skills and a high work ethic

Preferred Qualifications
• Familiarity with mean-variance optimizations a plus.
• Knowledge or familiarity with tax-aware optimizations, socially responsible investing, or factor-based investing
• Programming skills (Python preferred)

Advisor Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Job Summary

JOB TYPE

Full Time

SALARY

$104k-146k (estimate)

POST DATE

03/29/2024

EXPIRATION DATE

05/28/2024

WEBSITE

pathstone.com

HEADQUARTERS

ENGLEWOOD, NJ

SIZE

100 - 200

FOUNDED

1991

TYPE

Private

CEO

JOHN LAPANN

REVENUE

$10M - $50M

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About PathStone Corporation

Pathstone is a family and partner-owned advisory firm that provides advisory services to family offices and select institutions.

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