• Location: San Francisco CA
• Type: Perm
• Job #23496

Company Overview:
A leading technology-focused investment firm is seeking a Portfolio Analyst to join their team in Menlo Park, California. The firm is renowned for its high-profile investments and strong connections with top tech investors.

Job Responsibilities:

• Interact closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios.
• Rebalance portfolios in response to investment strategies, cash flows, benchmark changes, market price movements, and changes in fund guidelines.
• Monitor positions and verify that transactions are consistent with fund guidelines.
• Interact with various areas of the firm to improve processes and minimize operational risks.
• Monitor performance, risk exposures, and key market sensitivities of positions in portfolios.
• Provide additional value-added contributions to investment teams, such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management.

Qualifications:

• Strong understanding of public capital markets and investing.
• Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset.
• Tech-savvy, with experience using Google Sheets and an aptitude for learning new tools.
• Strong academic credentials; an undergraduate degree is required.
• A post-graduate degree or relevant professional qualification (e.g., CFA/CAIA), or progress towards one, would be viewed favorably.