Rotational Analyst Fellowship: Finance & Tech

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

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.