rothschildco
The Analyst role at Rothschild & Co Wealth Management supports Client Advisers in managing a large existing book of clients and contributes to business development. The position involves producing portfolio reviews, investment proposals, and bespoke analysis while proactively monitoring client portfolios and liaising with the investment team. The role requires strong analytical skills, attention to detail, and excellent communication to engage with clients and colleagues.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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