CI Portola Private Wealth (“CI Portola”)* is the Silicon Valley office of a large, national wealth-management firm. We welcome seniors, non-MBA master’s degree candidates, or recent Columbia graduates to apply for attractive Financial Analyst positions based in Silicon Valley for a July 2023 start. Past Financial Analysts have a very strong track record of admission to top-tier business schools. We hope to hire great team players who have the long-term potential to become partners in our firm.
Students may learn more by visiting us online at www.portolapartnersllc.com. We encourage interested candidates to join us during the Ivy+ Career Fair on Tuesday, April 18th.
We invite students to submit resumes and interview materials to our job application portal: https://portolapartnersllc.bamboohr.com/careers/104. This position is also posted on Handshake. We are actively selecting candidates to participate in first round video interviews.
We welcome candidates who wish to join a close-knit team with a high degree of camaraderie, collaboration, mentorship, and professional standards. We give substantial early responsibility and client contact to Financial Analysts. We provide many opportunities for learning, enrichment, and career development. We are committed to a healthy work-life balance, and our Financial Analysts work significantly fewer hours on average than analysts in investment banking or similar positions. Nevertheless, compensation, benefits, and vacation policy are highly attractive.
We 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.
