Portfolio Management Intern

About this Job

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

We are looking for an intern that is interested in learning about portfolio management and completing due diligence on companies that make up one of our funds. Our fund is over-weighted towards renewable energy and large value companies. We actively adjust the makeup of the fund and currently hold 14 companies. We'd prefer to keep the total number of tracked companies under 30 due to our current team size.

Responsibilities

  • Review initial baseline fundamentals and technicals
  • Formalize a systematic approach to fundamental and technical rebalancing
  • Organize fund data
  • Monitor changes in leadership, investor relations, 10-Q, and 10-K reports.

About Bay Street Capital Holdings

We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.