San Francisco, CA7 days ago
Prior employment must include one (1) year of experience (with a Master's) OR three (3) years of experience (with a Bachelor's) with: building diversified portfolios based on client-specific risk profiles and investment objectives, utilizing various asset allocation models and optimization techniques; creating and interpreting financial models to evaluate investment opportunities, assess portfolio risk, and forecast future performance, using software and tools for quantitative analysis, producing balance sheets, implementing structured products, and identifying tax-loss harvesting opportunities; executing trades across various asset classes (such as equities, fixed income, and derivatives) using trading platforms and order management systems, while adhering to best execution practices and regulatory requirements; and accurately measuring and reporting portfolio performance, calculating risk-adjusted return metrics, and effectively communicating results to clients and internal stakeholders. Lead multi-asset investment research and portfolio analytics, developing investment theses, monitoring macro and market indicators, and building models to evaluate expected returns, volatility, correlations, factor exposures, drawdowns, and liquidity to inform strategic and tactical positioning.