Associate

Pathstone; Denver (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Pathstone is seeking a detail-oriented professional to support a Client Advisory Team in Denver, assisting with client service, daily operations, and project work. You will help prepare analyses, background materials, and client presentations to support investment strategies.

Ideal candidates have a Bachelor's degree and strong analytical and communication skills, with experience in financial services or client operations and solid Excel/Office proficiency.

Qualifications

• Bachelor’s degree; prior experience in financial management/Client Operations is a plus.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Detail-oriented with time sensitivity; solid PC and Excel skills.
• Comfort discussing money movement and accounts with clients; strong written and verbal communication.
• Knowledge of investments and ESG considerations is a plus.

Responsibilities

• Support Client Advisory Team with client service and daily operations.
• Prepare performance analysis, investment manager background, and client presentation materials.
• Draft letters of instruction, complete account applications, manager agreements and fund subscriptions.
• Assist with quarterly reporting and reconciliation tasks for client reports.

Skills

Analytical skills

Quantitative skills

Problem solving

Client service

Excel

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

With 14 locations around the country, we operate as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

This role supports the firm’s Denver office.

Qualifications

Bachelor’s degree. Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates. The ideal candidate will possess strong analytical, quantitative, problem‑solving, and client service skills. Being detail‑oriented and understanding time‑sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus. Show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is a preferred. Interest/Knowledge in ESG issues and impact investing is a plus.

Job Description

Provide assistance to a Client Advisory Team in all manner of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Job Responsibilities

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies. Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group. Act as information provider to accountants, banks, investment managers and other professionals also supporting clients. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Will you now or in the future require sponsorship for employment visa status (e.g. H‑1B status)? Will you now or in the future require sponsorship for employment visa status (e.g. H‑1B status)?

Will you now, or in the future, require sponsorship for employment visa status (e.g. H‑1B visa status)? Yes No