Senior Associate, Financial Advisory - San Francisco, CA
Skills
- Professional Communication
- Relationship Management
- Investment Management
- Professional Services
- Financial Advisory
- Analytical Skills
- Estate Planning
- Macroeconomics
- Communication
- Family Office
- Compensation
- Construction
- Investments
- Leadership
- Individual
- Management
- Insurance
- Planning
- Training
- Strategy
- Business
- Wellness
- Policy
- Tax
- CPA
- Business Administration
- Operational Excellence
- Regulatory Compliance
- Interpersonal Skills
- Financial Reporting
- Strategic Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Detail-Oriented
- Collaboration
- Tax Planning
- Partnerships
- Compliance
- Consulting
- Fiduciary
- Economics
- Series 7
- Finance
- Balance
- TRACK
- CFA
- CFP
- Financial Services
- Catering
- Communication Skills
- Attention To Detail
- Human Resources
- Detail Oriented
- Documentation
- Preparation
- Onboarding
- Organized
- Mentoring
- Liability
- Integrity
- Security
- Payments
- Banking
- Trusts
- CRM
- Multi-generational Planning
- Verbal Communication
- Tax Preparation
- Client Services
- Cash Management
- Mentorship
- Drawing
- Reviews
- Customer Service
- Problem Solving
- Confidentiality
- Individual Tax
- SalesForce
- Technical
- Respect
- Talent Pipelining
- Health Insurance
- Reliable
- Professional Communication
- Relationship Management
- Investment Management
- Professional Services
- Financial Advisory
- Analytical Skills
- Estate Planning
- Macroeconomics
- Communication
- Family Office
- Compensation
- Construction
- Investments
- Leadership
- Individual
- Management
- Insurance
- Planning
- Training
- Strategy
- Business
- Wellness
- Policy
- Tax
- CPA
- Business Administration
- Operational Excellence
- Regulatory Compliance
- Interpersonal Skills
- Financial Reporting
- Strategic Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Detail-Oriented
- Collaboration
- Tax Planning
- Partnerships
- Compliance
- Consulting
- Fiduciary
- Economics
- Series 7
- Finance
- Balance
- TRACK
- CFA
- CFP
- Financial Services
- Catering
- Communication Skills
- Attention To Detail
- Human Resources
- Detail Oriented
- Documentation
- Preparation
- Onboarding
- Organized
- Mentoring
- Liability
- Integrity
- Security
- Payments
- Banking
- Trusts
- CRM
- Multi-generational Planning
- Verbal Communication
- Tax Preparation
- Client Services
- Cash Management
- Mentorship
- Drawing
- Reviews
- Customer Service
- Problem Solving
- Confidentiality
- Individual Tax
- SalesForce
- Technical
- Respect
- Talent Pipelining
- Health Insurance
- Reliable
About the Role
The Senior Associate in the advisory group plays a pivotal role in supporting and managing relationships for high-net-worth and ultra-high-net-worth individuals and families. This position offers an opportunity to engage deeply with portfolio design, investment vehicles, and financial planning strategies, contributing to the delivery of tailored financial advisory services.
Company and Team Context
Join a global investment firm that manages over $75 billion in assets, built around a close-knit community of families and institutions. The firm emphasizes building resilient, long-term portfolios and partners with founders reshaping industries. The investment management team designs diversified portfolios for influential families and mission-driven organizations, leveraging shared insights, networks, and a relationship-driven service model.
Why This Role Matters
As a Senior Associate, you will be integral to maintaining high standards of client service and analytical rigor. You will gain exposure to private investment opportunities and broader family office activities, enhancing your expertise and professional growth within a supportive and dynamic environment.
Key Responsibilities
- Compile client net-worth summaries and prepare analyses related to portfolio allocation and investment positioning.
- Track investment performance across client accounts and assist with quarterly reporting, ensuring accuracy and consistency.
- Build strong familiarity with portfolio design, major asset classes, investment vehicles, economic trends, customized client considerations, and professional communication standards.
- Conduct targeted analytical work to support clients' financial planning and estate-related objectives.
- Contribute to equity and options trading workflows, assuming greater responsibility for execution over time.
- Collect, organize, and prepare client information required for tax filings and related documentation.
- Gain exposure to private investment opportunities, client discussions, and broader family office activities.
Required Qualifications
- Approximately six to eight years of experience in a relevant professional services environment.
- Genuine interest in investments and delivering high-quality client experience.
- Strong attention to detail and a thorough work style.
- Excellent communication abilities paired with strong analytical thinking.
- Self-motivated, reliable, curious, and able to exercise sound judgment.
- Strong academic track record and demonstrated intellectual capability.
- Bachelor's degree required.
Compensation & Benefits
- Comprehensive Medical, Dental, and Vision Insurance.
- Life and disability insurance coverage, along with family and wellness benefits including mental health support, fertility assistance, and backup childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Wellness and hybrid work arrangements, supported by stipends.
- Professional development support, including tuition reimbursement, book stipends, and assistance for pursuing certifications.
- A smart-casual dress code and flexible work environment.