Senior Analyst- Associate, Client Development (New York and San Francisco)

Across both levels, successful candidates demonstrate:

• Strong analytical and problem-solving skills with the ability to synthesize complex information into actionable insights.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Intellectual curiosity and a genuine interest in markets, investments, entrepreneurship, and wealth management.
• High integrity and professionalism when handling confidential information.
• A proactive, self-starter mentality with the ability to operate effectively in a fast-paced environment.
• A collaborative mindset and enthusiasm for working across teams and functions.

Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.

Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.