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⏰ Full-time

Investments Analyst IV, Front Office

Kaiser Permanente
Location 📍 Pleasanton, United States
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

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 proces...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Pleasanton, United States