Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Research analyst job in San Francisco, CA
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.
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$110k-169k yearly est. 4d ago
Head of Equity Administration & Analytics
Nextpower Inc.
Research analyst job in Fremont, CA
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.
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$210k-230k yearly 1d ago
Strategic Finance, Revenue
Notion
Research analyst job in San Francisco, CA
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.
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$180k-215k yearly 4d ago
Summer Investment Analyst (San Francisco)
Orbis Investment Management Limited
Research analyst job in San Francisco, CA
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.
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$81k-145k yearly est. 4d ago
Investing Analyst at mission-driven global venture capital firm
Jack & Jill/External ATS
Research analyst job in San Francisco, CA
Investing Analyst
This is a job that we are recruiting for on behalf of one of our customers.
To apply, speak to Jack. He's an AI agent that sends you unmissable jobs and then helps you ace the interview. He'll make sure you are considered for this role, and help you find others if you ask.
Company Description
Mission-driven global venture capital firm
Job Description
Join a new two-year Analyst Program, becoming a fundamental part of an investment team. You'll drive research into emerging industries, identify promising startups for early‑stage and growth investments, and gain direct exposure to founders and co‑investors. This intensive program accelerates your development as an investor and operator in mission‑driven technology.
Location
San Francisco, USA
Why this role is remarkable
Become a fundamental part of a global investment team, shaping the future of purpose‑driven technology.
Work alongside experienced founders and global leaders, backed by top‑tier VCs, investing in transformative areas like climate, health, and AI.
An intensive two-year program designed to rapidly accelerate your development as a top‑tier investor and operator.
What you will do
Drive in-depth research into emerging industries and market trends to identify new opportunities.
Help identify and evaluate the most promising early‑stage and growth startups for investment.
Gain direct exposure to meeting founders, co‑investors, and policy leaders, building a valuable network.
The ideal candidate
Possesses 2-5 years of experience, ideally in finance, consulting, or similarly rigorous environments.
Demonstrates relentless curiosity, critical thinking, and the ability to surface unique insights.
Exhibits strong analytical and financial literacy, comfortable with numbers, frameworks, and models.
How to Apply
To apply for this job speak to Jack, our AI recruiter.
Step 1. Visit our website
Step 2. Click 'Speak with Jack'
Step 3. Login with your LinkedIn profile
Step 4. Talk to Jack for 20 minutes so he can understand your experience and ambitions
Step 5. If the hiring manager would like to meet you, Jack will make the introduction
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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.
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$81k-145k yearly est. 3d ago
Research Analyst
OSI Engineering 4.6
Research analyst job in Cupertino, CA
A globally leading consumer device company headquartered in Cupertino, CA is looking for Employee Listening ResearchAnalyst to join their People Analytics Research team which helps senior leaders understand the employee experience, and connect that understanding to meaningful action. This close-knit, highly productive team is looking for research management support for their upcoming employee engagement surveys.
The ideal candidate will have deep experience with employee surveys in medium-to-large sized organizations, and be comfortable working in a fast-paced, hands-on environment. This individual should have strong analytical, survey operations, and project management skills to handle a variety of survey program activities.
Job Responsibilities:
• Work with our team to deliver company's employee engagement surveys, and generate insights that directly influence the employee experience.
• Support survey operations, including managing survey invitations and reporting access, as well as quality control and testing of online survey and reporting portal.
• Provide user help to People Business Partners, employees, and other teams through various support channels (e.g., Slack, email, case management).
• Partner with Senior Research Managers to analyze survey results (both scaled items and open text) to identify insights related to employee sentiment.
• Contribute to the development of new survey methodologies and research initiatives.
• Create reporting materials using Keynote, Pages, and other tools to share with leaders, partners, and key stakeholders.
• Review reports to ensure data accuracy and quality.
Candidate Requirements:
• Degree in organizational psychology/social sciences; statistics/economics; or business administration OR equivalent experience
• 3-5+ years relevant experience with employee surveys or HR analytics, ideally with a focus on employee engagement.
• Experience supporting employee surveys end-to-end - working with cross-functional teams and vendors to manage survey fielding, as well as analyzing results (e.g., descriptive and inferential statistics, correlation, qualitative analysis) to identify key trends and actionable insights, and creating reports to a wide audience of leaders and key stakeholders.
• Excellent organizational skills, acute attention to detail, and ability to balance multiple tasks.
• Strong data visualization skills (creating charts, tables, and slides).
• Excellent interpersonal skills and ability to work effectively across teams.
• Understanding of data privacy principles in survey research.
• Proficiency with analytics and visualization platforms (e.g., R, SPSS, Tableau, or similar)
• Experience with survey platforms (Medallia preferred)
• Experience with project management tools (Wrike preferred)
• Experience with PowerPoint or Keynote (preferred), Excel, and collaboration tools (e.g., Box, Quip)
Type: Contract
Duration: 12 months with extension
Work Location: Cupertino, CA
Pay Range: $42.00 - $57.00 (Cupertino)
$42-57 hourly 3d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
Research analyst job in San Francisco, CA
A leading global financial services firm is seeking a Summer Analyst for its San Francisco office. This program offers students the chance to gain real-world experience in financial services while receiving training designed to help them succeed. Candidates must be pursuing a bachelor's or graduate degree and have strong analytical and communication skills. The position entails working closely with other interns and professionals, providing exposure to important business tasks within a dynamic team environment.
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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.
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$87k-129k yearly est. 4d ago
Strategic Growth Analyst, M&A & Partnerships
Epoch Biodesign
Research analyst job in San Francisco, CA
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.
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A leading automotive company located in San Ramon, CA is seeking a dedicated Market Representation Analyst. This role involves analyzing dealer proposals to ensure compliance with Market Representation policies, supporting budget reconciliations, and finalizing dealer agreements. Candidates should hold a Bachelor's degree and have strong organizational skills. Experience in the franchise automotive field is a plus. Attractive benefits and opportunities for professional growth are available as part of the team.
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$47k-76k yearly est. 3d ago
Global Economic Insight Analyst
Labelbox 4.3
Research analyst job in San Francisco, CA
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.
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$64k-99k yearly est. 1d ago
Project Policy Analyst
Acord (Association for Cooperative Operations Research and Development
Research analyst job in San Francisco, CA
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:
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$68k-99k yearly est. 15h ago
Appraisal Policy Analyst - Customer Success & QA
Homevision Inc.
Research analyst job in San Francisco, CA
A leading technology startup in San Francisco is seeking an Appraisal Policy Analyst focused on customer success and quality assurance. The role involves collaborating with customers to enhance valuation quality, analyzing feedback for improvement opportunities, and facilitating training for new customers. Ideal candidates will have 4+ years of relevant experience and a solid understanding of appraisal theory. This position offers significant ownership and the opportunity to make a meaningful impact on processes and systems.
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$68k-99k yearly est. 3d ago
Fund & Co-Investment Research Associate
Allocate Holdings Inc.
Research analyst job in Palo Alto, CA
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.
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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.
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$101k-137k yearly est. 4d ago
eCommerce Merchandising Analyst - Data & Product Catalogs
Williams-Sonoma, Inc. 4.4
Research analyst job in San Francisco, CA
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.
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$72k-88k yearly est. 15h ago
Investment Analyst - Global VC, 2-Year Program
Jack & Jill/External ATS
Research analyst job in San Francisco, CA
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.
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$81k-145k yearly est. 1d ago
Hedge Fund Investment Analyst
Callan 4.3
Research analyst job in San Francisco, CA
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.
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How much does a research analyst earn in San Ramon, CA?
The average research analyst in San Ramon, CA earns between $44,000 and $118,000 annually. This compares to the national average research analyst range of $45,000 to $107,000.
Average research analyst salary in San Ramon, CA
$72,000
What are the biggest employers of Research Analysts in San Ramon, CA?
The biggest employers of Research Analysts in San Ramon, CA are: