Wealth Management Financial Analyst
Note: In order to be considered for this position, you must apply through our firm's external job portal at https://portolapartnersllc.bamboohr.com/careers/104
CI Portola Private Wealth (“CI Portola”) is looking to hire Financial Analysts to join our approximately 30-person wealth management team located in Silicon Valley, roughly 30 miles south of San Francisco. We provide sophisticated investment advice and integrated, comprehensive planning primarily to ultra-high net worth families, foundations, and endowments. CI Portola is a business unit of a CI Private Wealth, a national wealth management firm with over 1100 employees serving as a fiduciary to clients with, in aggregate, over $100 billion of assets under management.
Job Overview
We hope to hire truly great team players who have the potential to become partners in our organization in the future. Our healthily growing team based in Menlo Park is comprised of truly wonderful people who greatly enjoy working together and have unusually high levels of trust, respect, and affection for each other. The team aspires to continue to build a high-integrity organization that a) endeavors with very high professional standards always to do the right thing for clients and b) attracts, retains, excites, and develops truly exceptional people. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
Our analysts work closely with senior professionals to provide extraordinary client service. Responsibilities include interacting with client and other service providers, conducting complex financial analyses, planning and executing client investment actions, tracking investment performance, preparing financial statements, and assembling materials for client meetings. Our meritocratic environment is highly conducive to learning.
We welcome candidates from all undergraduate majors and non-MBA graduate programs. We seek colleagues who are highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor. Past Analyst/Associates have a compelling track record of gaining admission to top-tier business schools. Compensation, benefits, and vacation policy are highly attractive. Given our commitment to work-life balance, we expect our analysts to work significantly fewer hours on average than analysts in investment banking or similar positions.
What You Will Do
• Work closely with senior professionals to provide extraordinary client service
• Interact with clients and service providers, including money managers and tax and legal advisors
• Conduct complex financial analyses on a wide range of investment and financial planning topics
• Prepare client financial statements and track investment performance
• Manage workflow and prioritize projects
• Assist in creating and assembling materials for client meetings
• Ensure that client investment actions are carefully planned and executed
What You Will Bring
• Bachelor’s degree from a top-tier school
• Strong test scores and undergraduate grades
• Interest in private wealth management or financial advisory services
• Well-developed quantitative aptitude
• Experience with Excel
• Excellent oral and written communication skills
• Mature, professional demeanor that builds trust with clients and teammates
• Initiative and perseverance
• Ability to work independently and function as part of a team
• Strong attention to detail
• Organizational skills to prioritize workflow and manage multiple projects
• High degree of integrity and absolute respect for client confidentiality
• Our Analysts reside in the San Francisco Bay Area and work from our Menlo Park office
What You Can Expect From Us
• Compensation, benefits, and vacation policy that are highly attractive