PROBLEM SOLVERS WANTED | Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing learning and development opportunities for all employees
WHO ARE WE | We are a multi-family office and trust company that serves multi-generational families with complex family affairs. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.
ARCHBRIDGE FAMILY OFFICE is seeking candidates for our Rotational Analyst Fellowship program. This is a great opportunity for new graduates to explore a financial services career with a growing, successful company. ArchBridge works with approximately 65 client families across the country, advising on more than $15 billion of total wealth.
The Rotational Analyst Fellowship position is designed to incorporate hands-on work supporting the delivery of client service, advancing various internal projects and assisting with company-wide initiatives. As a Rotational Analyst, you’ll gain diverse experience across:
Client Service & Financial Analysis: Prepare and analyze investment performance reports, build financial projections, and assist client teams with personalized solutions.
Tech-Driven Initiatives: Work on tasks that blend technology with finance, including data analysis, and financial platform projects using tools like Addepar.
Cross-Functional Projects: Collaborate on firm-wide projects, from coordinating tax reporting to attending committee meetings, with exposure to every facet of our operations.
YOU SHOULD APPLY IF YOU…
- Are graduating in May or August 2027 (all majors welcome!)
- Plan to live in St. Louis, Missouri after graduation
- Like problem solving and enjoy learning new skills through research, reading, and experience
- Have an aptitude for and/or interest in business, finance/wealth management, relationship management, data, customer service, and/or the stock market
- Are interested in exploring the financial industry
- Enjoy working on varied projects, adapting to different tasks, and delivering high-quality work in a team environment
- Like numbers or puzzles
DESIRED QUALIFICATIONS, BACKGROUND AND SKILLS:
- Bachelor's degree (anticipated Spring 2027) with preferred GPA of 3.4 or higher
- Excellent analytical and critical thinking abilities
- Advanced Excel skills
- Experience with Salesforce and/or SharePoint considered a plus
- Detail-oriented, organized and thorough to enable production of error-free work
- Initiative and proven project ownership skills
- Adaptable to changing responsibilities and work styles
- High energy level, strong work ethic, and quick learner
- Strong verbal and written communication skills
EXCELLENT BENEFITS INCLUDE:
- 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)
- Support for professional development through training and certifications
- Cell phone reimbursement
- Company-paid parking