Rotational Analyst Fellowship

ArchBridge Family Office • St. Louis, MO

9d

About The Position

ArchBridge Family Office is seeking new graduates for its Rotational Analyst Fellowship, an opportunity to explore a financial services career while supporting client service, internal projects, and company-wide initiatives. ArchBridge is a multi-family office and trust company providing high-touch, holistic services to multi-generational families with complex financial affairs. The firm serves approximately 65 client families and advises on more than $15 billion in total wealth.

Fellows gain experience in client service and financial analysis, technology-driven finance initiatives, and cross-functional projects. Work may include preparing and analyzing investment performance reports, building financial projections, supporting personalized client solutions, conducting data analysis, contributing to financial platform projects using tools such as Addepar, coordinating tax reporting, and attending committee meetings. Candidates should plan to live in St. Louis, Missouri, after graduation.

Requirements

• Graduating in May or August 2027; all majors are welcome.
• Bachelor's degree anticipated in Spring 2027.
• Advanced Excel skills.
• Excellent analytical and critical-thinking abilities.
• Detail-oriented, organized, and thorough, with the ability to produce error-free work.
• Initiative and proven project ownership skills.
• Adaptability to changing responsibilities and work styles.
• High energy level, strong work ethic, and ability to learn quickly.
• Strong verbal and written communication skills.
• Interest in or aptitude for business, finance or wealth management, relationship management, data, customer service, and/or the stock market.
• Interest in exploring the financial industry.
• Enjoys problem solving and learning new skills through research, reading, and experience.
• Plans to live in St. Louis, Missouri, after graduation.

Nice To Haves

• Preferred GPA of 3.4 or higher.
• Experience with Salesforce and/or SharePoint.
• Interest in numbers or puzzles.

Responsibilities

• Prepare and analyze investment performance reports.
• Build financial projections and assist client teams with personalized solutions.
• Contribute to technology and finance initiatives, including data analysis and financial platform projects using tools such as Addepar.
• Collaborate on firm-wide projects, including coordinating tax reporting and attending committee meetings.
• Support the delivery of client service, internal projects, and company-wide initiatives.
• Adapt to varied tasks and deliver high-quality work in a team environment.

Benefits

• 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).
• Professional development support through training and certifications.
• Cell phone reimbursement.
• Company-paid parking.

What This Job Offers

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