Investment Associate

Multi-asset Class Investment Manager


Financial Services


San Francisco, CA





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Position details

Client / Situation

  • Our client is a global outsourced investment office with $35 billion in assets under management, and clients comprised of institutions, family offices, and sophisticated high net worth individuals
  • They engaged us to find an Investment Associate who will be responsible for supporting client portfolio management, conducting investment research, designing and developing new financial products, driving business development, and various firm-wide initiatives as needed

Objectives / Mandate

  • Aid in client review meeting preparation by managing clients’ balance sheets, preparing asset allocation analyses and recommendations, selecting managers for investment, and reviewing performance
  • Conduct deep qualitative (e.g. understanding strategy, portfolio construction, and business structure) and quantitative (e.g. historical performance analysis and risk exposures) analyses on prospective asset managers

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