Research analyst jobs in Santa Rosa, CA - 461 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

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

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

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

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 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

Role and employer: Researcher Advancement and Culture Manager, University of Dundee Approximate salary bracket for this type of role: Undisclosed Key Responsibilities Identify and support training needs for researchers at various career stages. Coordinate and deliver workshops and online resources such as “Visual Presentation of Research.” Advise researchers on career development, networking opportunities, and professional contexts. Promote an inclusive and positive research culture across the department. Manage budgets, marketing, and project delivery related to training and culture initiatives. Qualifications and Experience PhD in Molecular and Cell Biology (2000) and MSc in Animation and Visualisation (2012) from the University of Dundee. Postdoctoral research experience, including a Wellcome Trust Fellowship at UCSF and subsequent positions at the University of Dundee. Entrepreneurial experience running the science‑animation company Vivomotion, including development of educational programmes and on‑demand resources. Strong written and oral communication skills, time management, budgeting, marketing, and project management. Personal Approach Open‑mind about career paths, encourages flexibility, offers mentorship, and values inclusive support for researchers. #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

Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #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

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 #J-18808-Ljbffr

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. #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

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. #J-18808-Ljbffr