Analyst, Financial Advisory (Entry-Level, New York and San Francisco)
$95,000–$95,000 year
On-siteSan Francisco, California, United States
Job Summary
Prepare client balance sheets, develop asset allocation analyses, and monitor investment performance to manage quarterly portfolio reports. Gather tax data and documentation while performing ad hoc analyses for financial and estate planning needs. Participate in equity and option trading activities with increasing responsibilities for investment execution. This Early Careers role begins Summer 2027 for eligible undergraduates graduating Winter 2026 or Spring 2027. Candidates must hold a Bachelor's degree with a 3.2 GPA, possess proficiency in Microsoft Office, and work onsite in New York or San Francisco.
Required Qualifications
- Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027
- Bachelor's degree with a minimum 3.2 GPA
- Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
- Proactively and independently solve problems while exercising sound judgment
- Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
- Strong communication skills both written and verbal
- Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
- Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
- Authorization to work permanently in the U.S.
- Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy
- We expect candidates to be fluent in using AI tools to enhance their work
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