Investment Analyst

Osborne Partners Capital Management - San Francisco, CA (30+ days ago)

***CFA required***CFA required***CFA required***CFA required***CFA required***

We're growing our team!

Osborne Partners Capital Management is looking for a talented and seasoned Investment Analyst to join our experienced team.

We are seeking a candidate with a proven track record of researching and presenting successful investment ideas. This position is located in our San Francisco office.

Qualifications include, but are not limited to:

  • 4-year degree from a highly ranked college.
  • CFA required.
  • At least 3 years of analytical experience as a buy-side, sell-side, or credit analyst.
  • Experience writing and presenting thorough research reports to an investment team.
  • We prefer direct experience as either a domestic equities generalist, or more focused experience covering foreign equities or REITs.

Responsibilities include, but are not limited to:

  • Writing concise research reports.
  • Presenting your investment ideas to the investment team.
  • Monitoring team investment ideas and watch list.
  • Rebalancing portfolios using Moxy trading software.
  • Special macro-economic research projects.

This Investment Analyst reports directly to the Chief Investment Officer. OPCM offers a strong compensation and benefits package. Compensation includes competitive salary and a discretionary bonus based on your contribution to the firm and the success of your investment ideas. Benefits include medical, dental, and vision, along with 401K matching and a stock options plan.

To be considered for this position your resume must be accompanied with a cover letter summarizing your experience and why your background would be a good fit for the position.

***CFA required***CFA required***CFA required***CFA required***CFA required***

Job Type: Full-time

Salary: $90,000.00 to $130,000.00 /year


  • analytical: 3 years


  • Bachelor's


  • San Francisco, CA


  • CFA Charterholder

Required work authorization:

  • United States