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⏰ Full-time

Investments Analyst V, Front Office

Kaiser Permanente
Location 📍 Pleasanton, United States
Posted 📅 June 13, 2026
Work Type ⏰ Full-time

Position Overview

Job Summary:


This technical/functional leader role is primarily responsible for coordinating the sourcing, evaluation, due diligence, and monitoring of new investment managers and opportunities across multiple asset classes and analyzing and developing analytical models, reports, documents, and financial, economic, and market data to support investment-related evaluations, decisions, analyses, and research. This role analyzes manager reports, portfolio performance, attribution, exposures, and risk metrics, develops and enhances portfolio analytics and reporting capabilities, identifies and addresses portfolio imbalances, inefficiencies, and risks to improve portfolio structure, and implements improvements to existing 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, incorporating third party software services and ...

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Job Details

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