Research analyst jobs in Piedmont, CA - 1,130 jobs

A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr

Employment Type Full time Department Finance About Us: Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About The Role: The Revenue Strategic Finance team builds and drives forecasting, planning, and reporting of key topline metrics at Notion. As a member of this team, you'll help build and scale revenue models and processes-including forecasting based on ARR performance across different go-to-market motions and evaluating how monetization strategies (like usage-based pricing) impact our revenue performance. You will partner closely with finance leadership and a broad range of cross functional teams to design and maintain a scalable models that accurately reflect performance and future growth potential of Notion's revenue. This is a great opportunity for someone who enjoys solving complex problems, working cross-functionally, and building from the ground up. This role offers exposure to senior leaders and the opportunity to influence how we grow and scale Notion's revenue. You'll join a lean, collaborative team where your work will have immediate impact. What You'll Achieve: Build and maintain a unified ARR→Billings→Revenue bridge across Self-Serve and Sales go-to-market motions to help finance leadership forecast future revenue performance Convert committed and on-demand usage ARR into billings schedules and policy-compliant revenue by evaluating product usage patterns Translate metering and credit burn into billings and revenue scenarios with clear assumptions and guardrails Produce billings waterfalls, cohort views, and revenue phasing calendars by go-to-market motion and product Quantify impacts from pricing and packaging, credits/discounts, proration, and deal structuring Run monthly close tie-outs to RevRec, investigate variances, and back-test forecast drivers Maintain a rolling forecast with risks, opportunities, and clear sensitivity bands Work closely with Self-Serve and Sales ARR forecasting teams to align inputs, assumptions, and range of outcomes for revenue performance Skills You'll Need to Bring: Expert-level financial modeling skills 5+ years in Corporate/Revenue FP&A or GTM Finance at a high‑growth SaaS company Prior ownership of corporate revenue modeling Experience with usage metering platforms and usage-based monetization finance workflows (e.g., Stripe UBB, Metronome) Ability to operate independently and manage ambiguity in a fast-moving environment. You're a self-starter who can manage relationships, deliverables, and expectations with your business partners and key stakeholders Demonstrated experience translating ARR forecasts (provided by partner teams) into billings and corporate revenue with deep knowledge of seat‑based subscription mechanics and consumption/usage pricing monetization Strong grasp of SaaS and usage metrics: ARR, NRR/NDR, bookings‑to‑billings, commit vs. on-demand usage, unit economics Nice to Haves: Experience in high growth SaaS company with hybrid PLG + enterprise motions Tooling fluency: planning (Adaptive/Anaplan/Pigment), ERP (Oracle/Workday/NetSuite/Stripe), BI (Looker/Tableau/Hex), and SQL We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $215,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite #J-18808-Ljbffr

A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projections, and preparing investment recommendations. The ideal candidate will possess a degree in Finance, strong Excel modeling skills, and 1-2 years of relevant experience in finance. Join a diverse team committed to innovation and excellence in investment management. #J-18808-Ljbffr

A mission-driven global venture capital firm is hiring for an Investing Analyst to participate in an intensive two-year program. This role involves conducting research into emerging industries, evaluating promising startups for investment, and networking with founders and investors. Candidates should have 2-5 years in finance or consulting, with strong analytical skills and a passion for technology innovation. This is a unique opportunity to shape the future of purpose-driven investments in climate, health, and AI. #J-18808-Ljbffr

Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a difference for clients, we must invest differently.Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several long-only and absolute return strategies. The firm is headquartered in Bermuda, with investment teams located in Bermuda, Hong Kong, London, and San Francisco. Orbis is privately owned by its executives and founding family's charitable foundation.We employ a long-term, fundamental, and contrarian investment philosophy, implemented through rigorous bottom-up research. We take concentrated positions and seek to hold those investments for three to five years or longer. Our flagship global equity strategy has outperformed its benchmark by approximately 4% per year since inception over 30 years ago.Orbis seeks to provide an inclusive work environment where those who embrace individual accountability can grow and succeed.**U.S. Company Profile:**Orbis Investment Management (U.S.), L.P. is based in San Francisco and represents the U.S. efforts of the global firm, including research, investment management and client-facing efforts. We have a small and nimble team of ~ 15 professionals. Investment Analysts report to Matt Adams, Portfolio Manager and Head of the US investment team. **About the Opportunity:**Investment Analysts conduct fundamental, bottom-up research and identify investment opportunities based on risk and return prospects over a multi-year horizon. Our philosophy is to invest in shares that trade substantially below our assessment of the company's intrinsic value and then to hold these shares over the long-term. We believe this is the best way to generate wealth for our clients. Being an Investment Analyst at Orbis is not for everyone. The Orbis approach depends on thinking differently. You must embrace individual accountability and flourish within a flat management structure that emphasizes contribution over seniority.Our Investment Analysts are tasked with making investment recommendations in their area of specialization and are evaluated based on the long-term performance of their investment decisions. Investment Analysts maintain individual paper portfolios and are objectively measured and rewarded based on their individual performance.As a Summer Investment Analyst, you will focus on a specific sector of the market and your summer could culminate in you recommending a stock for purchase in our funds. During your internship, we will provide you tools and mentorship to help you succeed, but the rest will be up to you.You will report directly to the Portfolio Manager/Head of US Investment Team for Orbis Investment Management (U.S.), L.P. This role is based in San Francisco, but you will have the opportunity to collaborate with other Orbis professionals worldwide. Depending upon your performance, this internship could lead to a full-time position after you graduate.**Responsibilities:**A Summer Investment Analyst's key role is to generate primary research that results in investment recommendations for our funds. As such, your responsibilities will include, but may not be limited to:* Performing rigorous and thoughtful, bottom-up analysis using both quantitative and qualitative approaches* Developing an independent fact-driven perspective on key issues affecting individual stocks in the portfolio and those under consideration* Authoring written reports that clearly articulate research conclusions* Meeting with senior management teams, including CEOs and CFOs* Participating and articulating your views in investment team meetings and contributing to stock discussions with other Orbis investment professionals that impact our decisions on fund management**Characteristics of successful candidates:*** Passion for deep thinking and analysis* Exceptional analytical ability* Intellectual curiosity and independent thinking* Entrepreneurial mind-set* Balanced temperament* Humility* Track record of exceptional achievement* Ability to challenge the thinking and reasoning of others* Alignment with* Valid U.S. work authorization*No prior finance or investing experience is required.*# Instructions for ApplicationSuccessful applicants will advance through three phases of our application process:**1. Apply** - Submit the following documents in PDF format by the application deadline:* **Cover letter** - Note, Orbis offers Summer Investment Analyst opportunities in San Francisco, Hong Kong and London. If you apply to multiple positions, please indicate in your cover letter which office location would be your first choice.* **Resume** - Your resume should include undergraduate GPA, SAT and GMAT scores (if applicable)***Please note, applications that do not include a cover letter will not be considered.*****2. First-Round Interview** - Selected applicants will complete an online Personal Profile Analysis (PPA) and participate in an initial virtual interview.**3. Final-Round Interview** - Finalists will complete a stock analysis over a one-week period and participate in a final-round interview during which you will meet members of our San Francisco investment team. #J-18808-Ljbffr

A leading global investment bank is seeking a Healthcare Investment Banking Analyst/Associate in San Francisco. In this role, you will support M&A execution and capital raising in the healthcare sector. Candidates should have a Bachelor's degree in a relevant field and strong financial modeling skills. The compensation ranges from $250,000 to over $450,000, depending on experience. Join a competitive team focused on high-impact transactions within the biotech and healthcare markets. #J-18808-Ljbffr

A data management company is looking for recent graduates with a chemistry or material science background to help structure customer datasets. The role involves preparing data for a web platform used by scientists and engineers. Applicants should be interested in software engineering, have proficiency in Microsoft Excel, and coding experience in Visual Basic or Python is preferred. This position offers competitive salary, health insurance, and 401K benefits. Position located in San Francisco, California. #J-18808-Ljbffr

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

San Francisco, CA 425 California St Suite 1900 San Francisco, CA 94104, USA Join the DC Advisory Summer Analyst 2027 program. This investment banking program runs 10 weeks. Qualified candidates are rising college seniors during the summer program duration. Working as a summer analyst at DC Advisory is challenging and rewarding. Summer analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Summer analysts are responsible for assisting with preparing financial models, running various analyses to examine the effects of contemplated client alternatives. In addition, summer analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Summer analysts are also responsible for supporting financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. Our summer analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Summer Analysts may interact with senior executives of client companies through selective participation in client meetings. Compensation: Base Salary: $110,000 annually (prorated for the duration of the Summer Analyst program) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A renewable energy company is seeking a Financial Analyst in San Francisco, CA. This role focuses on budgeting, forecasting, and financial reporting, requiring strong analytical skills and proficiency in Microsoft Office. Ideal candidates will have at least two years of FP&A experience. The position offers a competitive salary and benefits package, along with opportunities for personal and professional growth. #J-18808-Ljbffr

A leading technology firm is looking for an Analyst in Corporate Development and M&A based in San Francisco or New York. This role focuses on supporting mergers and acquisitions, strategic investments, and partnerships. The ideal candidate should have 1-3 years of relevant experience, strong financial modeling skills, and the ability to conduct market analysis. The company offers a competitive salary and various benefits including stock options and health insurance. #J-18808-Ljbffr

A leading analytics platform is seeking an Economic Analyst to conduct in-depth analysis of economic indicators and policies. The role requires interpreting macroeconomic data, summarizing trends, and providing clear insights. Ideal candidates will have a background in economics or finance, strong analytical writing skills, and the ability to manage substantial structured information. Compensation ranges from $50 to $100 per hour based on expertise and experience. #J-18808-Ljbffr

About HomeVision: HomeVision is building the next generation of AI-powered software for the $13 trillion mortgage industry. Our platform, MIRA, combines modern machine learning with human judgment to automate the heavy lifting of loan processing and underwriting: the manual, costly, and error-prone review of documents. By automating these tasks, we help lenders close loans faster and with less friction - ultimately saving borrowers time, money, and stress. We have already transformed appraisal operations for the country's top lenders, cutting review times and labor costs by 75%, while improving accuracy and quality. Now, we are aggressively expanding MIRA to the entire loan file to create a truly holistic underwriting platform. We are a well-funded, San Francisco-based startup with a distributed team of 40 backed by Initialized Capital, NVP Capital, and leading industry partners. We are looking for builders who want to move beyond the hype and ship applied AI products that solve hard problems. If you want to fundamentally change how an essential part of the global economy works, HomeVision is the place to do it. Working at HomeVision: At HomeVision, we like working with smart, curious and kind people who enjoy hard problems and real responsibility. Engineers here own meaningful projects end to end, from design to deployment, and collaborate closely with product, design and our go to market teams. We value low ego, high ownership, clear communication and respect for each other's time. We learn in public, give direct but thoughtful feedback and try to “do the loving thing” in how we work together and with our customers. Our products are built for real mortgage professionals - the people doing the work every day - and designed to make their jobs easier, faster, and more rewarding. Role Overview: We are seeking an Appraisal Policy Analyst who is passionate about customer success and quality assurance in appraisal. The ideal candidate will bring a blend of analytical skills, customer-facing experience, and a solid understanding of appraisal theory. You will have the autonomy to design and implement strategies that improve valuation quality while helping customers scale their businesses. Key Responsibilities: Understand Customer Goals: Collaborate with customers to identify their quality objectives and risk profiles, and develop tailored plans to enhance valuation quality. Analyze Feedback: Gather and analyze customer and client feedback to identify improvement opportunities and share insights with product teams. Training and Support: Facilitate the onboarding of new customers through training sessions and ongoing feedback discussions to ensure a smooth implementation process. Cross-Functional Collaboration: Maintain effective communication with cross-functional partners throughout the product cycle, ensuring transparency regarding project rationale and progress. Balance Objectives: Work alongside product and executive teams to align user goals, business requirements, and technical constraints within high-level strategies. Design System Growth: Contribute to the evolution of our design system by considering brand, product, and voice in your recommendations. Continuous Improvement: Actively engage in refining processes, reporting structures, and rule sets to drive improvements in appraisal quality. Ideal Candidate Qualifications: In-depth knowledge of appraisal theory and quality standards. Experience as an appraiser, working for a lender or AMC is a plus 4+ years of experience in Customer Support, Customer Success, Product Management, or related fields, particularly in early-stage technology companies. Strong analytical skills with a passion for leveraging data to inform decision-making. Proven ability to transform user insights, business needs, and technical constraints into actionable product solutions. Exceptional writing skills, particularly in crafting product copy and documentation. What Drives You: A curiosity for understanding the root causes of product challenges. A commitment to inclusivity, accessibility and ethical design practices. A culture of humility, characterized by owning mistakes and sharing successes. Excellent communication skills, with an emphasis on thorough documentation. Enthusiasm for craftsmanship, particularly attention to typographic details. A growth mindset, committed to regular self-reflection and personal development. Why Join Us? At Home Vision, you will have significant ownership over your work and the opportunity to make a meaningful impact on our processes and systems. We believe in treating everyone with exceptional service, and we proactively seek feedback to ensure we meet the diverse needs of our customers. If you're a scrappy, self-directed problem solver ready to tackle a variety of challenges, we want to hear from you! #J-18808-Ljbffr

Key Responsibilities Coordinate student volunteers and interns to the program Secure interpreter services for patient interactions when necessary. Assist with patient phone calls prior to outings, especially with Arabic speaking families Provide Arabic language services in reviewing all SHINE materials, translating into Arabic Conduct one on one interviews, group outings in Arabic Conduct post-outing follow up with Arabic speaking families. Administer surveys during outings and assist in data entry, data analysis, and preparation of reports Attend monthly nature interventions on the 1st Saturday of each month. Assist project director in serve as the liaison with outdoor agencies and park districts, coordinating transportation, food, supplies, and site logistics, such as securing reservations and managing liability insurance for each outing. The final salary and offer components are subject to additional approvals based on UC policy. To see the salary range for this position (we recommend that you make a note of the job code and use that to look up): TCS Non-Academic Titles Search **************************************** Please note: An offer will take into consideration the experience of the final candidate AND the current salary level of individuals working at UCSF in a similar role. For roles covered by a bargaining unit agreement, there will be specific rules about where a new hire would be placed on the range. To learn more about the benefits of working at UCSF, including total compensation, please visit: ***************************************************************************** #J-18808-Ljbffr

Amber Bio is a biotechnology company pioneering new gene editing modalities using multi-kilobase edits to reach previously undruggable patient populations. Founded by pioneers in the CRISPR field from leading institutions for gene editing research, the company is developing a first-of-its-kind RNA editing platform that can correct thousands of bases at once, thereby correcting genetic mutations safely and reversibly. If you are interested in building a new frontier in genetic medicine, we welcome you to apply. Job Description: High-Throughput Screening Research Associate II, III (Biodesigner II, III) Responsibilities: Perform massively parallel reporter assays and high-throughput screens across diverse cellular contexts using cellular and molecular readouts. Develop and execute molecular biology workflows such as vector design and cloning, DNA/RNA extraction, RT-PCR, qPCR, and next-generation sequencing. Support cell culture activities and experiments in multiple cell lines, at small and large scales. Design and execute cell-based assays (AAV/lentiviral transduction, transfection, flow cytometry, immunostaining, and other plate reader assays). Engineer and characterize cell-based systems using synthetic biology tools and techniques. Conduct and troubleshoot experiments, independently and in collaboration with colleagues, to optimize screening throughput, sensitivity, and specificity. Proactively troubleshoot technical issues and recommend potential corrective actions based on personal observations and literature searches. Prepare summaries of data and present internally to colleagues and management. Draft SOPs, follow protocols, diligently document experimental data in lab notebooks, and organize and maintain electronic work records. Author scientific reports and data summaries. Collaborate with cross-functional teams to meet project goals, bridging early discovery with high-throughput screens to nominate and optimize candidates for further characterization. Qualifications: Bachelor's or Master's degree in Biology, Biochemistry, Chemical Engineering, Biological Engineering, or a related field. At least 2 years of industry wet lab experience. Mammalian cell culture experience (culturing, transfecting and transducing cells, and DNA/RNA purification from cells). Molecular biology expertise (vector design and cloning, qPCR, primer and probe design, DNA/RNA extraction workflows) Critical thinker with excellent communication skills who thrives in a multidisciplinary, fast-paced team environment. Strong written and verbal communication skills. Preference will be given to those who display: High throughput screening assay development in an industry setting. High motivation, with a strong work ethic and dedication to generating impact. Attention to detail, with the ability to extract deep insights from data. First-principles thinking, and an ability to refine one's intuition based on additional data. Ability to go from ideation to data in an independent fashion. Long-term personal vision with defined career goals. High EQ with team-oriented thinking. Experience with pooled, high-throughput screens using next-generation sequencing-based readouts, and/or preparing screening plasmid libraries from synthesized oligo arrays. Experience with CRISPR-Cas systems and/or gene editing and delivery technologies. Experience preparing next-generation sequencing libraries (Illumina, PacBio, and/or Nanopore platforms). If you have a passion for advancing gene editing technologies and desire to be part of a pioneering biotech company, we encourage you to apply and join our ambitious team. Please apply directly through LinkedIn. Amber Bio is an equal-opportunity employer and encourages applications from candidates of diverse backgrounds. We value diversity and are committed to creating an inclusive and supportive work environment for all employees.

A leading investment management firm is seeking a Relationship Analyst to join their Americas Institutional Group in San Francisco. The role involves providing exceptional client service, driving business development, and collaborating with various teams. Ideal candidates have 2-3 years of relevant experience and a strong understanding of capital markets. The position offers competitive compensation ranging from USD 65,000 to 150,000 and a flexible work environment. #J-18808-Ljbffr

Fund & Co-Investment Research Associate About Allocate Allocate is transforming private market investing by enabling wealth advisory firms to seamlessly build and manage high-quality private market programs. About the Role We're seeking a Fund & Co-Investment Research Associate to join our Private Investments team. This isn't a traditional allocator role, as you'll be a critical connector between world-class fund managers, wealth advisory CIOs, and help build and manage our technology platform. You'll evaluate venture capital and private equity opportunities, conduct manager diligence, and spend significant time with wealth advisor investment teams discussing curated deals. You need to deeply understand opportunities, answer sophisticated questions, and provide clear, accurate analysis that helps clients make confident investment decisions. Equally important, you'll own the completeness and accuracy of our platform content, ensuring all investment materials, copy, and compliance documentation stay current. Key Responsibilities Investment Research & Diligence: Conduct quantitative and qualitative research on private market managers and co-investment opportunities across venture capital, private equity, and adjacent asset classes. Prepare balanced investment analysis and recommendations. Client Engagement: Spend substantial time with wealth advisor CIOs and their investment teams discussing curated opportunities. Field detailed questions, articulate investment theses, and provide real-time analysis that demonstrates deep command of each deal. GP Relationship Development: Build and maintain relationships with fund managers, including structuring conversations, access discussions, and ongoing partnership development. Platform Completeness: Own platform content integrity-ensure investment materials are updated, copy is accurate and compliant, and all client-facing documentation metour quality standards. Sourcing & Pipeline Development: Proactively source differentiated fund and co-investment opportunities through targeted outreach, industry relationships, and market intelligence. Cross-Functional Collaboration: Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience. Portfolio Monitoring: Support post-investment updates, quarterly reporting, and ongoing portfolio analytics for client transparency. Market Intelligence: Develop insights and content that position Allocate as a leading voice in private markets. Qualifications Experience & Knowledge: 3+ years of experience in venture capital, private equity, wealth management, investment banking, or related fields. Deep industry knowledge of the VC/PE ecosystem, fund structures, and how institutional platforms operate. Strong understanding of private markets and alternative investments. Skills & Attributes: Hustler mentality: Proactive, resourceful, and self-directed-you don't wait to be told what to do. Exceptional communication: You can explain complex investment concepts clearly and handle sophisticated Q&A with institutional allocators. Highly personable: You build authentic relationships with both GPs and wealth advisory teams. Commercial mindset: You think about client needs, platform scalability, and growth. Startup DNA: You thrive in fast-paced environments, embrace ambiguity, and move quickly. Meticulous attention to detail: You ensure accuracy and compliance across all materials. Analytical excellence: You combine quantitative rigor with qualitative judgment. Not a Fit If You're: A pure allocator looking for a traditional fund-of-funds seat. More comfortable with analysis only role than relationship-building and client engagement. Seeking a slow-paced, process-heavy environment. Unfamiliar with how technology platforms operate. Why Allocate? Shape the infrastructure layer for an entire industry. Ability to immediately work with top VCs and PE firms, along with CIOs in the wealth advisory world. Allocate is one of the fastest-growing platforms in private markets. Palo Alto office in the heart of the venture ecosystem. High impact, high visibility work with real ownership and autonomy. Additional Information Location: Palo Alto, CA. Must be able to work in-office 4 days a week. Compensation: $160K-$200K base + bonus + stock equity. Benefits: Medical, dental, vision, 401(k), responsible time off. Employment: Full-time. Compliance: This role is subject to Allocate's Code of Ethics and all related compliance obligations. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship. #J-18808-Ljbffr

A leading specialty retailer in San Francisco seeks a Merchandising Analyst to support Website Merchandising teams. Responsibilities include managing seasonal merchandise databases, ensuring correct site layout, and solving database issues. Candidates should have a BA/BS, 1-2 years of eCommerce or retail experience, and strong Excel skills. The role requires communication, organizational abilities, and capacity for cross-functional teamwork. Competitive salary and benefits are offered, with a focus on employee wellbeing and growth. #J-18808-Ljbffr

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr