Portfolio Analyst

BakerAvenue Wealth Management

. Conduct market and individual security research .

Posted 10/8/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $110,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, investment strategies, and client recommendations, with strong analytical skills in options trading and financial analysis. Proficient in utilizing investment management software and collaborating with senior leaders to drive investment-focused projects.

Highest-signal resume keywords

CFA CertificationPortfolio Management SoftwareOptions TradingMicrosoft Excel ProficiencyInvestment Strategy Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Market ResearchInvestment Strategy ExecutionOptions AnalysisRisk AssessmentFinancial Analysis

Soft Skills

Team CollaborationProblem SolvingTime ManagementInterpersonal SkillsCommunication Skills

Tools & Technologies

Orion/EclipseBloombergFidelity/WealthscapeSchwabSalesforce

Certifications & Qualifications

Bachelor's DegreeCFA or Progression Toward CFA

Industry Keywords

Financial ServicesInvestment ManagementPortfolio AllocationFixed Income StrategiesClient Recommendations

About the role

Key responsibilities & impact

Conduct market and individual security research
Help manage internal investment strategies and execute trades in portfolio management software
Work with investment and advisory teams to devise portfolio allocation strategies and client recommendations based on target allocation and risk preferences
Help monitor custom option and fixed income strategies for individual clients, including concentrated stock management
Support and manage investment-focused projects
Serve as a member of BakerAvenue’s Investment Management Committee
Work closely with the Chief Investment Officer, Chief Strategist, analysts, traders, and advisors

Requirements

What you’ll need

Bachelor’s degree and a minimum of 4 years of relevant industry experience in financial services
CFA or active progression toward the designation
Previous experience with Orion/Eclipse, Bloomberg, custodial trading systems (e.g., Fidelity/Wealthscape, Schwab, etc.) and Salesforce a plus
Strong proficiency working with Microsoft Excel and various AI-automation workflows
Proficiency in options trading and analysis a plus
Confidence to work directly with senior leaders and ability to collaborate in a team environment
Ability to work independently and use judgment in executing critical transactions
Proven success solving problems and working under pressure in a fast-paced environment
Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
Excellent organization and interpersonal skills, and the ability to take immediate ownership of their work

Benefits

Comp & perks

Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid option for employees and 75% company paid for spouses and dependents
High-deductible plan option with health savings account
Employee assistance program
Wellness allowance – $75 monthly
Bereavement leave – 3 days paid for immediate family member or pet
401k with 3% match
Commuter benefits
Parental bonding leave
Donation match – up to $500 annually
Vacation PTO
Birthday PTO
Learning and Development stipend – up to $1000 annually
Volunteer PTO – 1 day per quarter
Monthly cell phone allowance – $75 monthly