Note: The job is a remote job and is open to candidates in USA. Abacus Wealth Partners is a purpose-driven financial advisory firm focused on values-aligned financial planning and investment advice. The Investment Analyst will vet market offerings, conduct due diligence on third-party managers, and assist in developing investment strategies that align with clients’ financial goals.
Responsibilities
- Manages day-to-day investment projects and data requests from advisors and other departments
- Completes research projects on new managers/processes
- Updates capital market assumptions annually
- Attends all IC meetings and takes note of follow ups
- Coordinates with existing public and private market managers on quarterly/annual updates
- Collects annual due diligence questionnaires from current managers
- Inputs and tracks model portfolios in data and analytics system
- Annual exposure analysis for each model portfolio
- Prepares impact and performance updates and commentary to advisors on a regular basis
- Keeps track of quarterly performance of underlying investments and report back to CIO and IC
- Proactively coordinates with marketing team on investment data requests on a quarterly updates and requests
Skills
- 3+ years of experience in investment research, portfolio management, or trading
- A background in investment research or a directly related area is key to being successful in this role
- A quantitative background in financial modeling
- A broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors
- Working knowledge of IMP, SDG's, ISS vs. Glass Lewis, and SASB materiality
- Basic knowledge of the ESG and impact investing industry is required
- The ability to communicate clearly and effectively with gravitas
- Comfort presenting portfolio recommendations to our leadership team
- Ability to explain complicated impact measurement concepts to staff or clients
- Proactive and independent self-starter who can prioritize projects, tackle them efficiently, and communicate effectively without being prompted
- Expertise using Excel to run projects and analyze problems is crucial
- Willingness to travel occasionally for conferences or office visits will be expected in this role
- Local to the Santa Monica, CA or San Carlos, CA area is preferred
- A designation, certification, or degree (or progress toward one) such as the Series 65, CFP, CFA or MBA provides a competitive edge
Company Overview