About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Confidential Client

Confidential Client is an independent, values-driven asset and wealth management firm in the Accounting & Finance industry. The firm emphasizes intellectual rigor, high ethical standards, and a collaborative culture that supports professional growth. This role is an opportunity to join a small, high-trust investment team focused on non‑U.S. equity strategies.

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Role overview

This hybrid position (San Francisco Bay Area) supports the International Equities team. You will provide portfolio analytics, reporting, model maintenance, and process-improvement support across non‑U.S. equity strategies. This hands-on role is ideal for someone who enjoys bridging quantitative analysis and clear written communication and who wants direct exposure to portfolio management workflows.

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What You’ll Do

• Prepare and deliver investment reports, client-ready materials, and internal analytics.
• Maintain and update financial models, investment databases, and reporting tools used by the International Equities team.
• Build and maintain dashboards and reports to support investment decision-making.
• Perform quality-control checks on investment data, models, performance attribution, and other outputs to ensure accuracy.
• Work cross-functionally with investment, client service, and operations teams to identify and resolve data or workflow issues.
• Support process improvement and automation initiatives to increase efficiency and scalability.

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Minimum qualifications

• Bachelor’s degree in economics, business, finance, or a related field.
• Strong Excel proficiency and comfort with spreadsheet-based modeling.
• Demonstrated attention to detail in time-sensitive, high-impact settings.
• Ability to synthesize information from multiple systems and data sources and translate quantitative findings into clear written or verbal narratives.
• Strong collaboration and communication skills; proven ability to build effective working relationships across teams.

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Preferred skills & experience

• 1–3 years of relevant investment or analytic experience (entry-level candidates with strong quantitative skills encouraged to apply).
• Knowledge of equity valuation methods, portfolio analytics, and macroeconomic modeling.
• Familiarity with data/programming tools (R, Python, SQL) and experience with financial data platforms (Bloomberg, FactSet).
• Prior experience supporting international equities or multi‑currency portfolios a plus.

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Location & compensation

• Hybrid role based in the San Francisco Bay Area (San Francisco, CA). Candidates must be authorized to work in the U.S.
• Salary: $90,000–$105,000. This posted range is intended for an entry‑level hire; candidates with substantial related experience may be considered for compensation outside the posted range based on qualifications.

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Additional notes

• Background and reference checks are required.
• The Confidential Client is committed to inclusive hiring practices and will consider qualified applicants in accordance with local fair-chance laws (e.g., San Francisco Fair Chance Ordinance).
• If you have been employed by Charles Schwab & Co., Inc. (or affiliates) in a client-facing role within the past 12 months, please be prepared to share your prior title and last date of employment, if requested.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.