Portola Partners is a large*, independent 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 2022 start. Our 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. 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 Wednesday, April 13, 2022. Candidates can sign up to attend the career fair on Handshake: https://app.joinhandshake.com/career_fairs/30893/student_preview?token=OYVLq_jTzFlFzwvLNDMTYwAiqP20z_Cidvl3N_I7ufzN-O4DkPo9Lg.
We invite students to submit resumes and interview materials to our job application portal: https://portolapartnersllc.bamboohr.com/jobs/view.php?id=87. This position is also posted on Handshake. We are actively selecting candidates to participate in first round video interviews. Please feel free to share this information with Columbia 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. Our business model allows us to do what is right for our clients. Careful to minimize conflicts of interest with our clients, we neither sell products nor receive commissions. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
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 than analysts in comparable positions. Nevertheless, compensation is highly competitive with top-tier banks and consulting firms.
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.
_________
* 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.
