Rotational Analyst Fellowship
About The Position
ArchBridge Family Office is seeking new graduates for its Rotational Analyst Fellowship, an opportunity to explore a financial services career at a multi-family office and trust company. The firm serves approximately 65 client families across the country and advises on more than $15 billion of total wealth. The fellowship combines hands-on client-service work with internal projects and company-wide initiatives, providing experience across the firm’s operations. The role includes supporting client teams through investment performance reporting, financial analysis, projections, and personalized solutions; participating in technology and finance initiatives, including data analysis and financial platform projects using tools such as Addepar; and collaborating on cross-functional projects such as tax reporting coordination and committee meetings. Candidates should plan to live in St. Louis, Missouri after graduation and be graduating in May or August 2027. All majors are welcome.
Requirements
- Graduating in May or August 2027; all majors are welcome.
- Plan to live in St. Louis, Missouri after graduation.
- Bachelor's degree anticipated in Spring 2027.
- Excellent analytical and critical-thinking abilities.
- Advanced Excel skills.
- Detail-oriented, organized, and thorough, with a focus on producing error-free work.
- Initiative and demonstrated project ownership skills.
- Adaptable 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 exploring the financial industry and aptitude for or interest in business, finance or wealth management, relationship management, data, customer service, or the stock market.
- Enjoy problem solving, learning new skills, varied projects, and working in a team environment.
Nice To Haves
- GPA of 3.4 or higher preferred.
- Experience with Salesforce and/or SharePoint.
Responsibilities
- Prepare and analyze investment performance reports.
- Build financial projections and assist client teams with personalized solutions.
- Work on technology-and-finance tasks, 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 client service, internal projects, and company-wide initiatives.
Benefits
- Competitive compensation with bonus potential.
- 401(k) with company match and profit sharing.
- Medical, dental, vision, and FSA/HSA benefits.
- Generous paid time off.
- Professional development support through training and certifications.
- Cell phone reimbursement.
- Company-paid parking.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
