Financial Planning Analyst at Wilson Sons supporting annual budgeting and investment projects analysis. Ensuring financial accuracy and collaborating across various company departments.
About the role
- Investment Analyst managing CZI's investment portfolio through due diligence and market research. Engaging with investment managers and preparing performance analyses.
Responsibilities
- Conduct due diligence on existing and prospective investment managers, including participating in meetings and calls, and play an active role in internal discussions related to investment decisions.
- Build investment models, develop performance analyses, and monitor exposures at both the fund and portfolio level utilizing software/systems (including Excel).
- Prepare materials for internal team meetings, external manager meetings, and quarterly board meetings.
- Research financial markets, including preparing periodic updates on financial market performance and “deep dives” into specific areas of interest.
- Travel for investment-related research from time to time.
- Build relationships with investment managers and peer institutions.
- Develop a toolkit and grow as an investor through hands-on training and mentorship.
Requirements
- An ideal candidate is a college senior (class of 2026) looking for job opportunities after graduation. We welcome all majors to apply!
- Strong intellectual curiosity.
- An interest in financial markets and desire to learn how to build successful investment portfolios.
- An ability to work collaboratively in a team environment.
- Excellent written and verbal communication skills.
- Strong quantitative and analytical skills.
- Strong time management skills with ability to multi-task and prioritize across projects to meet deadlines.
Benefits
- CZI provides a generous employer match on employee 401(k) contributions to support planning for the future.
- Annual benefit for employees that can be used most meaningfully for them and their families, such as housing, student loan repayment, childcare, commuter costs, or other life needs.
- CZI Life of Service Gifts are awarded to employees to “live the mission” and support the causes closest to them.
- Paid time off to volunteer at an organization of your choice.
- Funding for select family-forming benefits.
- Relocation support for employees who need assistance moving to the Bay Area.
- And more!
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