bakeravenueMillbrae, CA
Portfolio Analyst: Investment Strategy & Trading
Portfolio Analyst: Investment Strategy & Trading
Portfolio Analyst: Investment Strategy & Trading
bakeravenueMillbrae, CA
12 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)BakerAvenue Wealth Management in San Francisco is seeking an investment professional to join the Investment Management Committee. You will work closely with the CIO, Chief Strategist, analysts, and traders on market research, strategy development, and client portfolio advice.
This role emphasizes independent judgment under pressure, collaboration across teams, and execution of investment-focused projects using portfolio systems and AI-enabled workflows.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
12 days ago