Investment Analyst
Santa Monica, CA

Job Description
Investment Analyst

Angeles is a multi-asset investment firm, founded to provide sophisticated, customized, global investment solutions to both institutional and private wealth clients. Employee-owned since its founding in 2001, Angeles oversees approximately $7 billion in discretionary assets as well as over $30 billion in non-discretionary assets. Angeles' expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management.

Angeles seeks a person to work side-by-side with the firm's senior investment professionals in conducting the firm's investment research and in serving all aspects of client relationships. The primary responsibility of the Investment Analyst is to provide support to our Investment Officers on all aspects of servicing client relationships.

Position Description:

Angeles seeks a highly motivated and talented individual to partner with the firm's senior Investment Officers to support sophisticated, institutional client relationships. Investment Officers are our clients' de facto Chief Investment Officers, responsible for designing and implementing portfolio strategy and managing client relationships. Responsibilities include:

• Client Support: Work closely with the firm’s Investment Officers on all aspects of client relationships, including performance reporting, investment strategy recommendation, educational presentations, and special projects.
• Client Meetings: Prepare Investment Officers for client meetings, participate in client meetings in conjunction with an Investment Officer, and provide meeting follow-up support.
• Asset Allocation: Prepare asset allocation studies and investment portfolio structure analysis for clients. Lead bi-annual reviews of Angeles' long-term capital market assumptions. Work with Investment Officers at the firm to provide customized asset allocation analysis for clients and assist in drafting investment policy statements.
• Manager Research: Research investment managers for inclusion on Angeles' "Approved List" and in client portfolios. Coverage includes traditional and alternative managers (i.e., hedge funds, private equity).
• Responsible Investing: Work with our team to improve our qualitative assessments of managers and products' environmental, social and governance (ESG) integration into investment processes and managers' diversity and inclusion practices. Assist manager research team members in sourcing ESG and impact funds.
• Business Development: Support client service and business development efforts as needed, including assisting with preparation of finals presentations and RFPs, as well as participating in new business meetings.

Qualifications:

Ideally one to three years' work experience in a finance- or investment-related capacity, however candidates with less or more experience may be considered. Strong verbal, writing, and quantitative analysis skills are required, as well as familiarity with Word, PowerPoint and Excel. Candidates must have a strong work ethic, be detailed-oriented, take initiative, and be capable of prioritizing multiple assignments simultaneously. The position is based in Santa Monica, CA.

Compensation & Benefits:

• Salary based on experience; annual discretionary bonus included with potential for profit-sharing
• Medical and dental coverage
• 401(k) retirement savings plan with employer match
• Flexible work arrangements as well as parental leave and support
• Annual volunteer time-off
• CFA and educational expense reimbursement

Process:

Interested parties should send a resume and cover letter (both required) outlining how you meet the requirements stated herein and your experience in carrying out the responsibilities listed above to jobs@angelesinvestments.com.

Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients. Learn more about Angeles' commitment here.