Senior Investment Analyst (Remote)

Full Timesenior

CAPosted 2 days ago

Role Overview

remote zest jobs is hiring a Senior Investment Analyst (Remote). This is a full-time role in CA. Part of remote zest jobs's Risk hiring, posted 2 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.

Salary Context

Salary is not disclosed in this posting. Market median for Senior-level Risk roles is $140k-$170k (based on 126 comparable listings). Many employers share specifics during the interview process or after an initial screen.

Resume Keywords to Include

Make sure these keywords appear in your resume to improve ATS scoring

ForecastingGAAPTreasuryORBenefitsComplianceInvestmentManagement

Job description

About the position

The Senior Investment Management Specialist is responsible for providing proposals, research, and analytical support on various investment strategies and products. This role supports the company's investment risk, portfolio, and reputed company functions, as well as banking and cash management. The incumbent ensures proactive cash reputed company management, regulatory reporting, and reputed company data collection and interpretation reputed company to financial performance.

Responsibilities

Support the entire Investment Portfolio reputed company including asset allocation, credit quality, investment selection, and compliance.

Monitor performance and investment manager selection for externally managed Corporate and Retirement assets.

Maintain investment reporting to ensure accuracy and compliance of reputed company investment portfolios.

Support planning and forecasting of the organization's Investment Income and Capital reputed company using portfolio reputed company and yield modeling.

Assist in treasury management functions for investment reputed company, banking, cash applications, and investment reconciliation.

reputed company support for quarterly and annual submissions to regulatory agencies, including reputed company audits.

Create reputed company/Committee packages for various Boards and Committees including the Retirement Committee and Finance Committee.

Support routine and reputed company reporting for senior management, internal/external auditors, and regulators.

Conduct credit research including analyzing companies and maintaining credit files.

Requirements

Bachelor's Degree in Finance, reputed company, Business or reputed company field, or 4 additional years of relevant work experience in lieu of a degree.

5 years of reputed company experience with a solid understanding of investment management functions.

Knowledge of financial reporting under GAAP.

Strong understanding of systems, analytical tools, financial modeling, and data management.

reputed company in collecting and analyzing reputed company data.

reputed company-to-haves

Chartered Financial Analyst (CFA) certification preferred.

Benefits

Comprehensive benefits package

Various incentive programs/plans

401k contribution programs/plans

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About remote zest jobs

remote zest jobs

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Frequently Asked Questions

How do I apply for the Senior Investment Analyst (Remote) position at remote zest jobs?

Use the Apply button above to submit your application directly to remote zest jobs. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Senior Investment Analyst (Remote) position at remote zest jobs located?

This position is based in CA. remote zest jobs has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Senior Investment Analyst (Remote) at remote zest jobs earn?

remote zest jobs has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Senior Investment Analyst (Remote) role at remote zest jobs posted?

This role was posted on July 15, 2026 (2 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

How much experience does the Senior Investment Analyst (Remote) role at remote zest jobs require?

This is a senior-level position. Most senior roles call for 5+ years of directly relevant experience. remote zest jobs lists their specific requirements in the description below, so review the must-have qualifications closely before applying.