- Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
- Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
- Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
- Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
- Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
- Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.
- Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
- Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
- Develop working knowledge of trusts, estate strategies, and gifting structures.
- Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
- Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.
- Bachelor's degree required.
- 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.
- Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
- Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
- Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
- Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
- Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.
- Bachelor's degree required.
- 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.
- Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
- Exceptional attention to detail and commitment to accuracy.
- Intellectual curiosity, proactive thinking, and a passion for client service.
- High integrity in handling confidential and sensitive information.
- A collaborative mindset and enthusiasm for teamwork.
- Senior Analyst: $110,000 – $120,000 base salary
- Associate: $130,000 – $150,000 base salary
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Senior Associate - San Mateo - Russell Tobin
Description
Senior Analyst or Associate, Financial Advisory (Talent Pipeline)
Confidential Multi-Family Office & Investment Advisory Firm
Overview
As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.
This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.
Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.
Core Responsibilities (All Candidates)
You will support clients across a broad range of investment, planning, and relationship management activities, including:
Senior Analyst
Senior Analysts take on increasing ownership, judgment, and communication responsibility.
Additional Responsibilities
Qualifications
Associate
Associates deepen their role as strategic advisors and trusted client partners.
Additional Responsibilities
Qualifications
Who You Are
Across both levels, successful candidates demonstrate:
Location
Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.
Compensation
In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.
Both levels are eligible for a discretionary bonus and comprehensive benefits.
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Senior Associate
Only for registered members San Mateo
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Associate/Senior Associate, Private Equity
Only for registered members San Mateo
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Associate/Senior Associate, Private Equity
Only for registered members San Mateo, CA
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Senior Associate Strategist
Only for registered members San Mateo, CA
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Senior Associate Scientist
Only for registered members San Mateo, CA
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Senior Associate Scientist
Only for registered members San Mateo
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Growth Senior Associate
Only for registered members San Mateo
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Growth Senior Associate
Only for registered members San Mateo, CA United States
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Research Associate III/ Senior Research Associate
Amber Bio- San Mateo
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Senior Sales Associate
Full time Only for registered members Burlingame
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Senior Sales Associate
Full time Only for registered members Burlingame
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Senior Sales Associate
Only for registered members Burlingame
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Senior Associate, Corporate Development
Only for registered members San Mateo
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Senior Finance Systems Associate
Only for registered members San Mateo
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Senior Finance Systems Associate
Only for registered members San Mateo, CA, United States
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Senior Finance Systems Associate
Only for registered members San Mateo, CA
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Senior Employment Law Associate
Only for registered members San Mateo
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senior litigation associate
Only for registered members Burlingame, CA
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Senior associate Scientist
Only for registered members Foster City
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Senior Associate Scientist
Only for registered members Foster City