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Investments Analyst IV, Front Office
Primary Location Pleasanton, California
Schedule Full-time
Shift Day
Salary $139600 - $180620 / year
Job Number 1426495
Date Posted 06/03/2026
Job Summary:
This senior individual contributor role is primarily responsible for assisting with the sourcing, evaluation, due diligence, and monitoring of new investment managers and opportunities across multiple asset classes and preparing analytical models, reports, documents, and financial, economic, and market data to support investment-related evaluations, decisions, analyses, and research. This role reviews manager reports, portfolio performance, attribution, exposures, and risk metrics, assists in developing and enhancing portfolio analytics and reporting capabilities, identifies portfolio imbalances, inefficiencies, and risks to improve portfolio structure, and maintains processes to optimize investment workflows and risk management. This position is also responsible for monitoring diligence checklists and timelines, collaborating with the operations group to manage cash flows, supporting the incorporation of third party software services and data into the process, and ensuring compliance with regulatory, statutory, and legal controls. This role contributes to asset allocation discussions and portfolio construction, engages in special research projects, stays current on new investment products, strategies, managers, and opportunities, engages in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed, represents the organization at industry conferences and networking events, and forms and maintains relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities.
Essential Responsibilities:
- Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
- Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
- Conducts comprehensive investment research and analysis by assisting with the sourcing, evaluation, due diligence, and monitoring of new investment managers and opportunities across multiple asset classes; preparing analytical models and reports to evaluate investment performance, risks, and exposures; analyzing financial, economic, and market data to support investment decisions; performing comprehensive analyses of investment strategies, processes, track records, risk factors, and organizational structures; conducting quantitative and qualitative research on existing and prospective investment managers/funds to maintain the investment pipeline and manager database; developing investment recommendations, proposals, and investment memoranda; conducting reference checks and in-depth interviews with investment managers; and monitoring the performance of existing managers and their underlying portfolio positions to identify concerns or opportunities as part of the continual manager re-underwriting process.
- Monitors managers and portfolios on a continuous basis by reviewing manager reports, portfolio performance, attribution, exposures, and risk metrics; preparing comprehensive portfolio reviews and investment recommendations; producing high-quality materials for Investment Committee presentations and reporting; assisting in developing and enhancing portfolio analytics and reporting capabilities; monitoring portfolio compliance with investment policies and guidelines; identifying portfolio imbalances, inefficiencies, and risks to improve portfolio structure; maintaining processes to optimize investment workflows and risk management; monitoring GP communications; engaging in update calls and annual meetings; preparing meeting briefs and follow-up notes; and contributing to the resolution of any internal or external reporting issues.
- Executes process management by monitoring diligence checklists; coordinating and working across internal teams (e.g., legal, accounting, and operations); maintaining diligence timelines; updating data files and organizing project documents related to due diligence and monitoring; contributing to fund documentation review and investment execution; collaborating with the operations group to manage cash flows including capital calls and distributions; supporting the incorporation of third party software services and data into the process; and ensuring accuracy.
- Ensures compliance with regulatory, statutory, and legal controls by following policies and procedures to achieve compliance and control objectives (e.g., investment guidelines, financial commitments, etc.); understanding requirements of internal and external investment review process; organizing project documents; and ensuring accuracy of CRM entries.
- Supports strategic portfolio management by contributing to asset allocation discussions and portfolio construction; engaging in special research projects on market trends, investment strategies, and asset classes; staying current on new investment products, strategies, managers, and opportunities; preparing summary decks and analyses for team discussions; producing high quality materials for Investment Committee presentations and reporting; and assisting in developing and enhancing portfolio analytics and reporting capabilities.
- Supports the development of an investment team by mentoring junior analysts to support professional development; providing guidance on projects and analyses; collaborating with more senior team members to refine investment strategies; engaging in manager meetings and presentations, cross-asset class meetings, and Investment Committee meetings as needed; representing the organization at industry conferences and networking events; forming and maintaining relationships with peer institutions, investment managers, and industry contacts to enhance KPs ability to source and oversee investment opportunities; and supporting process improvements and best practices implementation.
Minimum Qualifications:
- Bachelors degree in Finance, Economics, Business, Applied Mathematics, or related field AND minimum five (5) years of experience in investment, consulting, banking, or a directly related field.
- Minimum one (1) year of leadership experience with or without direct reports.
- Minimum one (1) year of experience working across one or more of the following areas: multiple asset classes, portfolio construction, investment strategy development, or risk management.
- Minimum one (1) year of experience with successful investment decisions through complete market cycles and developing recommendations.
- Minimum three (3) years experience working with financial modeling, analysis, and reporting.
Additional Requirements:
Preferred Qualifications:
- Master's degree in Business, Finance or related field.
- PhD in Business, Finance or related field.
Primary Location: California,Pleasanton,Pleasanton Tech Cntr Building A
Scheduled Weekly Hours: 40
Shift: Day
Workdays: Mon, Tue, Wed, Thu, Fri
Working Hours Start: 08:00 AM
Working Hours End: 05:00 PM
Job Schedule: Full-time
Job Type: Standard
Worker Location: Onsite
Employee Status: Regular
Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee
Job Level: Individual Contributor
Department: Po/Ho Corp - PO FIN-Treasurer - 0308
Pay Range: $139600 - $180620 / year
Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data, internal alignment, and a candidate's years of relevant work experience, education, certifications, skills, and geographic location.
Travel: Yes, 25 % of the Time
On-site: Work location is on-site (KP designated office, medical office building or hospital).
Worker location must align with Kaiser Permanente's Authorized States policy.
Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.
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