Rotational Analyst Fellowship

ArchBridge Family Office; St. Louis (MO); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Bonus potential

401(k) match

Medical/dental/vision

FSA/HSA

Generous PTO

Professional development

Cell phone reimbursement

Parking

Job summary

ArchBridge Family Office in St. Louis is seeking a Rotational Analyst Fellow as an entry-level opportunity for new graduates to explore a financial services career.

You will gain exposure to client service, investment analysis, and firm-wide initiatives. You will rotate through client service and financial analysis, tech-driven initiatives, and cross-functional projects, working with Addepar and other platforms.

Qualifications

• Bachelor's degree anticipated Spring 2027; GPA 3.4+ preferred.
• Excellent analytical and critical thinking abilities.
• Advanced Excel skills.
• Experience with Salesforce and/or SharePoint considered a plus.
• Detail-oriented and organized with initiative.
• Strong communication skills.

Responsibilities

• Assist with client service and investment performance analysis.
• Support preparation of financial projections and tailored client solutions.
• Contribute to tech-driven initiatives and cross-functional projects.

Skills

Advanced Excel

Analytical thinking

Written & verbal communication

Project ownership

Detail-oriented

Adaptable

Work ethic

Education

Bachelor's degree (anticipated Spring 2027)

Tools

Salesforce

SharePoint

Job description

PROBLEM SOLVERS WANTED

Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing learning and development opportunities for all employees

WHO ARE WE

We are a multi-family office and trust company that serves multi-generational families with complex family affairs. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

ARCHBRIDGE FAMILY OFFICE

is seeking candidates for our Rotational Analyst Fellowship program. This is a great opportunity for new graduates to explore a financial services career with a growing, successful company. ArchBridge works with approximately 65 client families across the country, advising on more than $15 billion of total wealth.

The Rotational Analyst Fellowship position is designed to incorporate hands-on work supporting the delivery of client service, advancing various internal projects and assisting with company-wide initiatives. As a Rotational Analyst, you’ll gain diverse experience across:

Client Service & Financial Analysis: Prepare and analyze investment performance reports, build financial projections, and assist client teams with personalized solutions.

Tech-Driven Initiatives: Work on tasks that blend technology with finance, including data analysis, and financial platform projects using tools like Addepar.

Cross-Functional Projects: Collaborate on firm-wide projects, from coordinating tax reporting to attending committee meetings, with exposure to every facet of our operations.

YOU SHOULD APPLY IF YOU…

• Are graduating in May or August 2027 (all majors welcome!)
• Plan to live in St. Louis, Missouri after graduation
• Like problem solving and enjoy learning new skills through research, reading, and experience
• Have an aptitude for and/or interest in business, finance/wealth management, relationship management, data, customer service, and/or the stock market
• Are interested in exploring the financial industry
• Enjoy working on varied projects, adapting to different tasks, and delivering high-quality work in a team environment
• Like numbers or puzzles

Requirements

DESIRED QUALIFICATIONS, BACKGROUND AND SKILLS:

• Bachelor's degree (anticipated Spring 2027) with preferred GPA of 3.4 or higher
• Excellent analytical and critical thinking abilities
• Advanced Excel skills
• Experience with Salesforce and/or SharePoint considered a plus
• Detail-oriented, organized and thorough to enable production of error-free work
• Initiative and proven project ownership skills
• Adaptable to changing responsibilities and work styles
• High energy level, strong work ethic, and quick learner
• Strong verbal and written communication skills

EXCELLENT BENEFITS INCLUDE:

• Competitive compensation with bonus potential
• 401(k) with Company match and profit sharing
• Comprehensive benefits package including medical, dental, vision and FSA/HSA
• Generous Paid Time Off (PTO)
• Support for professional development through training and certifications
• Cell phone reimbursement
• Company-paid parking