Associate, Client Advisory

About the Role

Pathstone seeks Client Advisory Associates for its San Francisco office. These are 2-year, entry-level associate positions with the potential for top-performing associates to extend their engagements for up to an additional 3 years as Senior Associates.

In the Client Advisory department, teams manage investment portfolios for high-net-worth families and institutions. Associates work alongside portfolio managers (PMs) to produce performance reports and presentations, provide client service, and assist with building client portfolios.

Key Responsibilities

• Manage investment portfolios for high-net-worth families and institutions.
• Produce performance reports and presentations.
• Provide exceptional client service.
• Assist with building client portfolios.
• Learn about financial markets, asset allocation, portfolio construction, and various investment managers across asset classes including cash, fixed income, equities, hedge funds, private equity, venture capital, and real assets.
• Participate in special projects such as asset class deep dives, portfolio reviews, and spending analyses.
• Coordinate complex estate-planning transactions, including transfers of interest, partnership distributions, and charitable gifting.
• Manage risk across client relationships by adhering to firm and regulatory policy, procedures, and processes.
• Provide high-quality client service with frequent interactions with clients, family office staff, tax advisers, and investment managers.
• Complete independent work for clients, utilizing Excel, PowerPoint, Addepar, and Salesforce.
• Join internal investment meetings and client meetings.
• Assist with portfolio reporting, financial analyses, and producing client presentations.
• Work with the Data Operations team on data review.
• Work with the Investment Operations team to facilitate transaction execution.
• Contribute to firm-enhancing initiatives, committees, recruiting, training, and mentorship.
• Explore learning and optimizing AI for day-to-day workflows.

Requirements & Tech Stack

• Bachelor's degree.
• Less than two years of work experience by Summer 2027.
• Interest in financial markets and client service.
• Enjoy working collaboratively and problem-solving in a diverse team environment.
• Keen interest in developing deep knowledge of client service, portfolio management, investments, and financial markets.
• Microsoft Excel, PowerPoint, and Word proficiency.
• Comfortable with and able to quickly learn new technology platforms.
• Strong oral and written communication skills.
• Top-notch organizational skills.
• Ability to balance time-sensitive priorities with a high level of attention to detail.
• Ability to thrive in a fast-paced, deadline-oriented environment with multiple supervisors.
• Ability to operate ethically and professionally, demonstrating integrity and good judgment.
• Willingness to welcome feedback and act upon it.
• Positive, proactive attitude with a "no-job-is-too-small" approach.
• Interest in learning how to use and optimize AI for day-to-day workflows.

Qualifications

• Intellectually curious, creative problem-solver who is not afraid to ask questions.
• Desire and ability to provide excellent client service.
• Value and model attributes: collaboration, excellence, good judgment, initiative, innovation, integrity, and leadership.
• Professionals from all majors, experiences, and backgrounds are invited to apply.