Brownson, Rehmus, Foxworth Wealth Management Financial Analyst
JOB DESCRIPTION: WEALTH MANAGEMENT FINANCIAL ANALYST
Brownson, Rehmus & Foxworth (BRF) is one of the largest independent wealth‐management organizations in the US, counseling clients with over $10 billion of combined assets under management. We provide sophisticated investment advice and integrated, comprehensive planning to high net worth families and related foundations. Careful to minimize conflicts of interest with our clients, we neither sell products nor receive commissions.
We believe that the quality of our people meaningfully distinguishes us from many advisory firms. We have deep Stanford ties. Our 70 colleagues collectively hold 15 Stanford degrees: 1 PhD, 1 JD, 4 MBAs, 3 MS/Mas and 6 BS/BAs. Fred Rehmus, a GSB '61 graduate and BRF co‐founder, received Stanford’s Gold Spike Award, endowed a Stanford humanities professorship, and donated the totem pole that stands in front of the Law School.
BRF is looking to hire Financial Analysts to join our West Coast team located in Menlo Park. Some positions are available immediately, and some begin in July 2018. We hope to hire truly great team players who have the potential to become partners in our organization in the future. Our healthily‐growing, West Coast team is comprised of truly wonderful people who greatly enjoy working together and have unusually high levels of trust, respect, and affection for each other. The team aspires to continue to build a high‐integrity organization that a) endeavors with very high professional standards always to do the right thing for clients and b) attracts, retains, excites, and develops truly exceptional people.
Our analysts work closely with senior professionals to provide extraordinary client service. Responsibilities include interacting with client and other service providers, conducting complex financial analyses, planning and executing client investment actions, tracking investment performance, preparing financial statements, and assembling materials for client meetings. Our meritocratic environment is highly conducive to learning.
We welcome candidates from all undergraduate majors and non‐MBA graduate programs. We seek colleagues who are highly ethical, team‐oriented, empathetic, analytical, motivated, and intellectually curious. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem solving skills, and a professional, service‐oriented demeanor. Past Analyst/Associates have a compelling track record of gaining admission to top‐tier business schools. Compensation, benefits, and vacation policy are attractive and highly competitive with top‐tier banks and consulting firms. Given our commitment to work‐life balance, we expect our analysts to work significantly fewer hours on average than analysts in other financial analyst positions.
Work closely with senior professionals to provide extraordinary client service
Interact with clients and service providers, including money managers and tax and legal advisors
Conduct complex financial analyses on a wide range of investment and financial planning topics
Prepare client financial statements and track investment performance
Manage workflow and prioritize projects
Assist in creating and assembling materials for client meetings
Ensure that client investment actions are carefully planned and executed
Bachelor’s degree from a top‐tier school
Strong test scores and undergraduate grades
Credible interest in private wealth management or financial advisory services
Well‐developed quantitative aptitude
Experience with Excel
Excellent oral and written communication skills
Mature, professional demeanor that builds trust with clients and teammates Initiative and perseverance
Ability to work independently and function as part of a team
Strong attention to detail
Organizational skills to prioritize workflow and manage multiple projects
Willingness to work 50 hours per week on average
High degree of integrity and absolute respect for client confidentiality
Very strong ties to and long‐term plans to reside in the San Francisco Bay Area
Very strong interest in promotion to Associate and at least some interest in a long‐term career with us
Compensation, benefits, and vacation policy are attractive and highly competitive with top‐tier banks and consulting firms