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Pathstone · 9 hours ago

Analyst, Investment Research

San Francisco, CA

Full-time

Onsite

New Grad

$75K/yr - $90K/yr

Pathstone is a rapidly growing wealth management firm that serves ultra-high net worth families and foundations. They are seeking an Investment Research Analyst to participate in the investment process, evaluate market environments, and support portfolio managers with analysis and information requests.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Act as a key member of the investment team, participating in all aspects of the investment process – including joining meetings with existing and prospective investment managers, developing quantitative and qualitative evaluations of investment opportunities, and analyzing performance data and portfolio characteristics

Evaluate the market environment within asset classes (e.g. stocks, bonds, private equity, real estate, energy, and alternatives/absolute return) and collaborate with cross-asset teams

Prepare thematic presentations on markets and investment opportunities for internal audiences including the broader Investment Research team and Pathstone’s portfolio managers

Support Pathstone’s portfolio managers and their client teams by responding to requests for information and analysis on current and prospective fund investments

Qualification

Financial markets knowledgeInvestment researchAnalytical skillsCommunication skillsOrganizational skillsProblem-solvingTeam collaborationIntegrityAttention to detail

Required

You are a current undergraduate student on track to complete your bachelor's degree by the summer of 2026

You are an intellectually curious problem-solver who is not afraid to ask questions

You prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement

You possess a keen interest in developing deep knowledge of financial markets and investment research

You operate with a positive and proactive attitude, welcoming and implementing feedback with an open mind

You demonstrate strong oral and written communication skills

You possess excellent organizational skills and a strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail

You value and model the attributes that make our team great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership