Gemmer Asset Management LLC is a dynamic and growing investment management firm located in Walnut Creek, California. We currently manage approximately $2 billion in assets for individuals and institutions. The firm’s primary focus is to serve our clients through the management of customized portfolios and personalized service.
Job DescriptionWe are seeking a motivated and detail-oriented Portfolio Analyst to join our investment team. This role offers an excellent opportunity for a recent graduate or early-career professional to develop expertise in portfolio management, asset allocation, and financial analysis while working under the guidance of experienced professionals.
Responsibilities· Assist in the management of investment portfolios, ensuring alignment with objectives and risk tolerance
· Support the development and maintenance of investment strategies and asset allocation models
· Assist with daily trading for client accounts
· Conduct research and analysis on financial markets, asset classes, and investment opportunities
· Monitor portfolio performance and generate reports for senior portfolio managers
· Prepare presentations, financial models, and reports to communicate insights
· Stay updated on economic trends, regulatory changes, and industry developments
Qualifications· Bachelor’s degree in Finance, Economics, Business, or a related field
· 2-5 years of experience in portfolio management, investment analysis, or a related field
· Strong analytical and quantitative skills with proficiency in financial modeling
· Knowledge of investment principles, asset classes, and market trends
· Proficiency in Microsoft Excel and financial software (e.g., Bloomberg, Morningstar).
· Excellent communication and presentation skills
· Detail-oriented with strong organizational skills and the ability to multitask
· CFA Level I or willingness to pursue the CFA designation is a plus
Benefits· Generous benefits package: medical insurance, dental insurance, life insurance, 401(k) plan with employer contribution
· Pre-tax benefits for dependent care and health care FSA
· Paid parking
· 2 weeks of Paid Time Off
How to ApplyInterested applicants should send a resume and cover letter via e-mail to Michael Mischler at michael@gemmerllc.com
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