Client Analyst - San Francisco

The Senior Analyst will work in partnership with the Managing Director and Vice President to cover institutional investors in the western half of the United States. The Analyst's primary objective is to help grow the business in the territory.

Requirements

• Bachelor's degree or higher
• 1-3 years of relevant experience in finance, investment banking, asset management, or investment consulting
• Series 7, 66 and 31 licenses preferred
• Strong analytical and problem-solving skills
• Excellent written and oral communication skills
• Meticulous organization skills and attention to detail
• Ability to prioritize time efficiently and handle heavy workloads
• Team player with ability to work independently with different individuals
• Desire to take ownership of projects and see them through to completion

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement plan
• Life insurance
• Discretionary bonus