Operations Analyst

Freestone Capital Management • Seattle, WA

5h • $80,000 - $100,000

About The Position

We are looking for an early career analyst that is ready to join our team in Seattle. Under the guidance of more seasoned teammates, you will provide operational support across all teams within the organization. You should be comfortable communicating with a diverse set of people and be excited about solving problems.
If you’re excited to learn fast and make an impact, we want to hear from you.

Requirements

• Bachelor’s degree in finance, economics, accounting, or business management; other degrees will be considered.
• 1-3 years of experience in the financial services industry preferred; exceptional recent graduates will also be considered.
• Proficient in Microsoft Excel.
• Team oriented character with an exceptionally strong work ethic.
• Approachable, personable team player who treats others in a humble and kind manner.
• Strong problem-solving and research skills.
• Interested in starting a career in Financial Services.
• Solid understanding of investment performance measurements and statistics.
• Ability to handle confidential information with discretion and integrity.
• Demonstrated outstanding client service and interpersonal skills.
• Exceptional listening, written and verbal communication skills.
• Ability to independently manage multiple responsibilities and changing priorities.
• Strong time management and organizational skills.
• Self-starter with close attention to detail.
• A commitment to consistently producing a high-quality work product.

Nice To Haves

• Experience with SQL preferred, but not a requirement.

Responsibilities

• Provide excellent operational service and support to all of Freestone’s departments: Client Advisory, Client Service, Compliance, Investments, and Accounting.
• Support the LP ticketing process from start to finish including ongoing LP transfers and active fund launches.
• Assist with billing operations, including fee calculations, reviews, and issue resolution.
• Become a subject matter expert in Tamarac Reporting and Practifi CRM.
• Process private investment statements to provide clients with a comprehensive view of their overall portfolio performance.
• Administer Freestone’s Client Portal, including the timely posting of relevant documents.
• Support Freestone’s quarter-end processes with precision and efficiency, including the successful delivery of quarterly client reporting.
• Seek opportunities to streamline and optimize Freestone’s operational processes; automate workflows whenever possible.
• Provide firm wide portfolio performance expertise across all asset classes and account types to ensure reporting consistency and accuracy.
• Research and resolve ad hoc operational issues surrounding client-facing reporting and Freestone’s operational applications.

Benefits

• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
• Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays.
• Meal perks, company events, team celebrations, and more.
• A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level