Palo Alto based wealth management team is looking for a full analyst to work with Partner on client investment analysis ...
Graduation from an accredited university or college with a Bachelor's Degree in Economics, Accounting, Finance, Business or a closely related field, with evidence of professional training in capital markets, investment theory, securities analysis and portfolio analytic techniques
Three years of relevant experience in investment analysis and operations.
At least two years of additional experience operating data interfaces regularly used or similar to those used by OCERS, conducting due diligence meetings and preparing due diligence reports on institutional investment managers or investment advisors can be substituted for one year of the public pension fund experience requirement. Alternatively, a CFA charter with at least three years of prior senior-level qualifying experience with institutional asset management functions equivalent to the Investment Analyst position can be substituted for the public pension fund experience requirement.
APPLY IMMEDIATELY AT: http://agency.governmentjobs.com/oc/default.cfm or contact Melissa Wozniuk, Staff Specialist, Administrative Services, at firstname.lastname@example.org Equal Employment Opportunity
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