Rotational Analyst Fellowship

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

Requirements
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