2 business research analyst jobs at 2 companies in Windsor, CA
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Investment Analyst
San Rafael, California, United States
$108k-$134k/yr OnsiteFull Time
3+ YOE3-7 years relevant experience; bachelor’s in finance/economics/business; strong Excel/PowerPoint/Word skills; experience with performance measurement, manager research, and investment operations.
Microsoft Excel, PowerPoint, Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment
4w
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Mark Applied
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Investment Analyst
San Rafael, California, United States
$108k-$134k/yr OnsiteFull Time
3+ YOEBachelor's in finance/economics/business, typically 3+ years investment or family office experience; strong Excel/PowerPoint/communication skills; familiarity with portfolio and manager research; comfortable with AI tools.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Adobe, Claude, Microsoft Copilot, Bloomberg, MPI Stylus Pro, Morningstar, Black Diamond, eVestment