Portola Partners Financial Analyst Position for Recent Graduates
Portola Partners is a large*, independent wealth-management firm. They welcome seniors, non-MBA master’s degree candidates, or recent Stanford graduates to apply for attractive Financial Analyst positions based in Silicon Valley for a July 2022 start. Their current analysts graduated from Amherst, University of Chicago, Cornell, UCLA, Penn, Pomona, Princeton, Stanford, and Yale. Past Financial Analysts have a very strong track record of admission to top-tier business schools. They hope to hire great team players who have the long-term potential to become partners in tehir firm.
They have deep Stanford ties. Several members of their team have undergraduate and/or graduate degrees from Stanford. Fred Rehmus, a GSB '61 graduate and co-founder of their predecessor firm, received Stanford's Gold Spike Award, endowed a Stanford humanities professorship, and donated the totem pole that stands in front of the Law School.
Students may learn more by visiting them online at www.portolapartnersllc.com. They encourage interested candidates to join them during the Ivy+ Career Fair on Wednesday, April 13, or during the Spring Career Fair on Tuesday, April 26. Candidates can sign up to attend these career fairs on Handshake.
They invite students to submit resumes and interview materials to their job application portal: https://portolapartnersllc.bamboohr.com/jobs/view.php?id=81. This position is also posted on Handshake. They are actively selecting candidates to participate in first round video interviews. Please feel free to share this information with Stanford friends who might be interested.
Portola Partners provides sophisticated investment advice and integrated comprehensive planning to respected families, foundations, and endowments, many of whom have made significant contributions to the world. Their business model allows them to do what is right for their clients. Careful to minimize conflicts of interest with their clients, they neither sell products nor receive commissions. They grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
They welcome candidates who wish to join a close-knit team with a high degree of camaraderie, collaboration, mentorship, and professional standards. They give substantial early responsibility and client contact to Financial Analysts. They provide many opportunities for learning, enrichment, and career development. They are committed to a healthy work-life balance, and their Financial Analysts work significantly fewer hours than analysts in comparable positions. Nevertheless, compensation is highly competitive with top-tier banks and consulting firms.
They seek colleagues who are highly ethical, empathetic, team-oriented, analytical, motivated, and intellectually curious. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor.
* Portola has over $5 billion of assets under management, over $10 billion of aggregate client net worth, and almost 30 professionals. Portola is affiliated with CI Private Wealth, which in the US has approximately $133 billion of AUM and over 800 professionals.