Associate, Client Advisory
The Associate, Client Advisory at Confidential Client supports portfolio managers in managing investment portfolios for ultra-high net worth clients by producing performance reports, assisting with portfolio construction, and delivering high-quality client service. This entry-level role offers exposure to diverse asset classes and financial markets, involvement in special projects, and opportunities to develop expertise in investment management and client advisory within a collaborative team environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is seeking an Associate, Client Advisory — an entry-level, full-time position based in San Francisco, CA. This is a 2-year associate role designed for recent graduates or candidates with limited professional experience who want to learn portfolio management, client service for high-net-worth relationships, and core reporting and operations used in wealth management teams. Top performers may be eligible to extend into a Senior Associate role.
What You’ll Do
- Work on small portfolio teams alongside portfolio managers to support investment strategy execution and manager selection.
- Produce portfolio performance reports, quarterly client presentations, and performance attribution analysis.
- Perform financial and portfolio analyses using Excel; build clear PowerPoint presentations for clients and internal stakeholders.
- Use and learn platforms such as Addepar and Salesforce for data review, reporting, and client communications.
- Coordinate execution of client transactions with Investment Operations and assist Data Operations with data validation and reconciliation.
- Support client-facing meetings and deliver excellent client service across interactions with clients, family office staff, tax advisers, and investment managers.
- Participate in special projects (asset class deep dives, portfolio reviews, spending analyses) and firm initiatives that improve processes and client outcomes.
What Success Looks Like
- Within 30 days: Complete the onboarding and training program; understand core reporting systems and join client teams.
- Within 90 days: Contribute to portfolio reporting cycles, assist in preparing client presentations, and coordinate with Operations teams to support transactions.
- Within 12 months: Own recurring components of reporting and presentations, build strong working relationships across teams, and contribute to firm-enhancing committees or projects.
Who You Are / Qualifications
- Bachelor’s degree and less than two years of full-time work experience by Summer 2027 (start date TBD).
- Strong interest in financial markets, investments, and client service.
- Excellent written and verbal communication skills; comfortable engaging with clients and advisors.
- High attention to detail, strong organizational skills, and ability to manage time-sensitive priorities.
- Collaborative team player who takes initiative and operates with integrity and sound judgement.
- Proficiency in Microsoft Excel, PowerPoint, and Word; quick to learn new technology platforms.
- Comfortable learning and applying tools like Addepar and Salesforce; interest in using and optimizing AI for workflows is a plus.
- Professionals from all majors and backgrounds are encouraged to apply.
- NOTE: Confidential Client is unable to provide visa sponsorship for this position.
Compensation & Benefits
- Base salary range: $65,000 – $90,000 per year (pay transparency provided; final offer will reflect experience, education, and role fit).
- Eligible for discretionary bonus awards and a competitive benefits package (medical, dental, vision, 401(k), parental leave, flexible PTO, and professional development support).
Why Join
- Hands-on, structured training and exposure to portfolio construction and a wide range of asset classes (fixed income, equities, hedge funds, private equity, venture capital, real assets).
- Work closely with experienced portfolio managers and cross-functional teams in a collaborative, growth-oriented environment.
- Opportunities to contribute to meaningful client outcomes and firm initiatives while building a strong foundation for a career in wealth management.
Location & Employment Type
- Job location: San Francisco, CA (on-site).
- Employment type: Full-time, entry-level (2-year associate program with potential extension).
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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