{"id":820778,"url":"https://alion.io/job/insightinvestment-portfolio-analyst-san-francisco","title":"Portfolio Analyst (San Francisco)","company":{"id":679313,"name":"Insight Investment","domain":"insightinvestment.com","url":"https://alion.io/company/insightinvestment","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Workable","truth_index":null},"role":"Management","role_family":"Management","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":95000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-13T00:00:00Z","employer_posted_date":"2026-08-13","last_verified_at":"2026-09-23T15:54:51Z","board_verified":true,"closed_at":null,"days_open":41,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":41},"description":"Role Overview:\nInsight Investment is seeking a Portfolio Analyst to join its stable value investment team in San Francisco. This is an excellent opportunity for an individual who is looking to deepen their exposure to portfolio management, investment strategy, and institutional asset management - particularly in the 401k/defined contribution space.\nThe Portfolio Analyst will support Portfolio Managers in the construction, monitoring, and analysis of stable value (fixed income) portfolios. They will play an active role in strategy allocation, risk mitigation, performance analysis and data management, within a collaborative and intellectually rigorous investment environment.\nRole Responsibilities:\nSupport Portfolio Managers in the oversight and monitoring of stable value (fixed income) portfolios\nAssist with portfolio construction, asset allocation analysis and liquidity monitoring\nHelp monitor portfolio risk metrics and ensure alignment with client guidelines and objectives\nTrack economic data, interest rate trends and credit market developments, summarizing insights for the team\nDevelop and maintain financial models to forecast interest rate scenarios and evaluate their impact on portfolio valuations, duration and performance\nTrade support, data integrity, market value data management and investment reporting processes\nCollaborate in generating performance reports, attribution analysis and internal investment materials\nContribute to preparation of client presentations, prospect presentations and investment commentary materials\nEngage cross-functionally with relationship managers, accounting/operations, product development and client service teams\nThis role is designed to provide a strong foundation in portfolio management and stable value (fixed income) investing, with opportunities for growth and increasing responsibility over time.\nExperience Required:\nBachelor’s degree in business, finance, economics or a related technical field\nExperience in fixed income, investment analysis, trading support, research or asset management\nFoundational understanding of bond markets, interest rate dynamics and economic market conditions\nStrong analytical and quantitative skills\nProficiency in Excel and financial modelling; familiarity with market data systems is a plus\nExcellent written and verbal communication skills\nDetail-oriented with strong organizational and time management abilities\nDemonstrated interest and desire to build a long-term career in investment management\nPreferred Qualifications\nPrevious experience supporting fixed income portfolio management \nExposure to fixed income trading, portfolio reporting and data management\nInsight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at \nInsight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. Under California pay transparency law we are required to indicate the base salary range for this role of USD 95,000 - 110,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.\nAbout Insight Investment:\nInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/","description_format":"text","description_chars":4393,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Capital Markets"],"lifecycle":[{"event":"open","at":"2026-09-12T12:44:21Z"}],"liveness":{"score":21,"band":"cold","label":"Long shot","p_open":1,"p_active":0.477,"p_room":0.45,"age_days":41,"expected_fill_days":21,"reasons":["conf:5","win:tail"],"computed_at":"2026-09-23T05:45:00Z"},"pay":{"stated_usd_annual":110000,"is_top_pay":false},"html_url":"https://alion.io/job/insightinvestment-portfolio-analyst-san-francisco","json_url":"https://alion.io/job/insightinvestment-portfolio-analyst-san-francisco.json","meta":{"generated_at":"2026-09-23T19:50:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}