Portfolio & Wealth Planning Analyst

Robertson Stephens LLC; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Paid time off

Job summary

A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves building and monitoring sophisticated investment portfolios, conducting performance analytics, and engaging directly with clients. Candidates should possess a BA/BS in Finance or Economics, with 2-3 years of relevant experience. The position offers a salary range of $90,000 – $120,000, plus bonus and comprehensive benefits including medical and retirement plans.

Qualifications

• 2-3 years of financial modeling experience.
• Experience with CRM and portfolio accounting software is essential.
• Strong familiarity with portfolio construction and risk allocation.

Responsibilities

• Partner with Lead Advisor to build and rebalance portfolios.
• Generate performance reports using industry-standard tools.
• Develop financial plans addressing clients' complex needs.
• Participate in client meetings and prepare presentation materials.
• Work within a cross-functional framework for seamless client experience.

Skills

Financial modeling

Portfolio construction

Client engagement

Performance analytics

Communication skills

Education

BA/BS degree in Finance, Economics, or related field

Tools

CRM software

Portfolio accounting software

Job description

Robertson Stephens Wealth Management (“Robertson Stephens”("Robertson Stephens")) is a privately held national wealth management firm with roots in one of the country’s most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of groundbreaking IPOs, helping fuel the technology revolution. Today, we proudly build on that forward-thinking legacy as one of the fastest-growing wealth management firms in the country, with over $8.5 billion in client assets and 26 locations across 14 states.

We serve the financial planning and investment strategy needs of high-net-worth individuals and family offices through institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital capabilities. Guided by our core values of stewardship, integrity, collaboration, curiosity, and innovation, our team shares a strong work ethic and a commitment to continuous innovation—always striving to elevate the client and advisor experience and create lasting value on behalf of those we serve.

About the Role

We are seeking a high-caliber Portfolio & Wealth Planning Analyst to join our boutique wealth management team. This is not a “back-office” role; you will be an integral part of a high-touch advisory team catering to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) families.

The ideal candidate possesses a rare blend of technical rigor and interpersonal grace. You will assist in the design and implementation of sophisticated investment strategies (both public and private) while ensuring our planning deliverables meet the exacting standards of our clientele. The ideal candidate must be comfortable fulfilling multiple roles—from deep-dive portfolio construction, performance analytics to direct client engagement. The salary range is $90,000 – $120,000, depending on experience, a discretionary bonus determined based on individual and team performance, and benefits including medical, dental, vision, a 401(k) plan, life insurance, short-term and long-term disability, health care and dependent day‑care flexible savings accounts, transit, and parking programs and paid time off.

Key Responsibilities

• Portfolio Construction & Strategy: Partner directly with the Lead Advisor to build, monitor, and rebalance sophisticated portfolios. This includes asset allocation modeling in conjunction with the investment office as well as bespoke needs of individual customized portfolios.
• Performance Analytics: Leverage industry-standard tools (e.g., Addepar, Tamarac, etc.) to generate insightful performance reports and attribution analysis.
• Comprehensive Wealth Planning: Assist in developing financial plans that address complex needs, coordinated with internal planning team and external professionals using tax‑efficiency strategies, cash flow planning, and risk management tools to ensure lifestyle and philanthropic goals are achievable.
• Client Engagement: Participate in client meetings, prepare presentation materials, and serve as a technical point of contact for client inquiries.
• Team Collaboration: Work within a cross‑functional framework where roles often overlap with client service and operations to ensure a seamless “family office” experience.

Preferred Qualifications

• Team-oriented, respectful, high integrity, humility
• Self-starter, with ability to follow direction and offer perspective on new initiatives
• Detail focused with excellent organization skills and the ability to multi‑task
• Excellent written, oral and listening communication skills
• Comfortable working in a fast‑paced and deadline focused environment

Candidate Requirements

• BA/BS degree required with a concentration in Finance, Economics, or a related field preferred
• 2-3 years of financial modeling experience
• Experience with CRM and portfolio accounting software is essential
• Strong familiarity with portfolio construction, risk allocation, and wealth management and/or capital markets analytics