Senior Analyst, Portfolio Manager - GC Wealth
On-site · San Francisco, California, United States
Job Summary
Senior Analyst at GC Wealth drives portfolio research and analysis across asset classes, leading client-facing investment reporting and shaping investment strategy in collaboration with Wealth Managers and the CIO. Responsibilities include ongoing research of holdings across all asset classes, overseeing estate planning and tax strategies for high net worth clients, generating asset allocation, performance, and balance sheet reporting, developing analytics and dashboards with AI tools, managing equity and fixed income investments, delivering market updates to clients and prospects, mentoring Analysts, and identifying opportunities for process improvements.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 5+ years experience in investment management
- CFA strongly preferred
- Strong analytical and communication skills
- Strong quantitative and academic portfolio management knowledge
- Proven ability to manage multiple priorities and deliver exceptional service
- Demonstrated leadership and mentoring skills with a collaborative team approach
- Excellent attention to detail, communication, and problem-solving skills
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